Capillary Technologies India (CAPILLARY) — Announcement

📢 Key Event
Management detailed SessionM integration progress and AI-driven margin expansion strategy

🔄 What Changed
EBITDA margins improved from 30% to 65-70% post-migration; inorganic growth now contributes to ARR

🔮 What's Next
Migration of Kognitiv customers to complete by September 2027

💡 Investor Takeaway
Shareholders should note AI adoption and platform migration are driving margin expansion and sustainable growth

Capillary Technologies reported strong Q1 FY27 results with 111% net revenue retention (116% excluding a major customer), 75% YoY growth in new ACV, and consolidated EBITDA margins of 17-18% (over 20% organic). The company highlighted AI assistant aiRA processing 10,000+ queries across 26 clients (10 paying), driving differentiation, while SessionM acquisition (INR 17 crores adjusted cost) contributed to margin expansion from 30% to 65-70% post-migration. ARR reached INR 1,026 crores with 34% YoY growth, and normalized PAT stood at INR 25 crores after adjustments. Strategic moves include integration of SessionM for QSR, airline, and LATAM markets, and migration of Kognitiv customers targeting INR 10-20 crores incremental EBITDA by September 2027. The company emphasized its AI-first platform recognized by Forrester Wave (5/5 on 22 of 27 criteria) and subscription-based model with 90%+ revenue from long-term contracts.

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About Capillary Technologies India Limited (CAPILLARY)

Information Technology · IT - Software · Listed on NSE

Market Cap: ₹3,922.34 Cr P/E: 92.1 ROE: 4.1% ROCE: 4.4%

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🔥 Also filed on 10 August 2026

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Source: Stock Announcements. Analysis by StockFin.ai. For informational purposes only — not investment advice.

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