Capillary Technologies has released the audio recording of its earnings conference call with analysts and investors, providing transparency into its financial performance discussions. The call took place on Tuesday, August 04, 2026, allowing stakeholders to review management's commentary on the company's operational and financial results for the period.

The disclosure was made in compliance with Regulation 30 read with Schedule III of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015. Capillary Technologies submitted the details to both the Bombay Stock Exchange (BSE) and the National Stock Exchange of India (NSE) on August 04, 2026.

Compliance Details

The company ensured that the audio recording is accessible to the public via its official website, adhering to regulatory mandates for timely disclosure. The filing was signed by Gireddy Bhargavi Reddy, the Company Secretary and Compliance Officer of Capillary Technologies India Limited.

Accessing the Recording

Investors and analysts can access the full audio recording through the link provided on the company's website. This resource serves as a primary source for understanding the nuances of the company's performance beyond the written financial statements. The recording covers questions from analysts regarding the company's strategic direction and financial health.

What the Numbers Show

While this filing primarily concerns the availability of the earnings call audio, it underscores the company's commitment to regulatory compliance and investor communication. The release of such recordings allows market participants to gauge management sentiment and clarify any ambiguities present in the formal financial results. For detailed financial metrics such as revenue, net profit, or EBITDA, investors are directed to the separate financial results filing or the transcript of the aforementioned call.

Capillary Technologies India Limited reported a standalone net profit of ₹77.65 million for the quarter ended June 30, 2026 (Q1FY27), marking a significant turnaround from the net loss of ₹51.21 million recorded in the corresponding quarter of the previous year. This operational improvement complements the company’s consolidated results, which showed a revenue surge of 43% year-on-year to ₹2,566.44 million, driven by the integration of SessionM. The standalone entity’s profitability underscores strong core business performance, unaffected by the exceptional cyber fraud loss that impacted consolidated figures.

The Board of Directors approved the unaudited standalone and consolidated financial results during a meeting held on August 4, 2026. Statutory auditors Walker Chandiok & Co LLP conducted a limited review of the results in compliance with Regulation 33 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. The trading window for directors was closed from July 1, 2026, and will reopen 48 hours after the declaration of these results.

Standalone Financial Performance

Standalone revenue from operations declined slightly to ₹642.87 million from ₹650.23 million in Q4FY26, but increased substantially from ₹423.25 million in Q1FY26. Total expenses stood at ₹492.32 million, compared to ₹489.04 million in the preceding quarter and ₹366.81 million in Q1FY26. Profit before finance costs, depreciation, amortization, and tax was ₹197.20 million. After accounting for depreciation and amortization of ₹111.92 million and finance costs of ₹7.63 million, the company reported a profit before tax of ₹77.65 million. With no tax expense recorded, the net profit after tax remained at ₹77.65 million. Earnings per share were ₹0.98 (basic) and ₹0.97 (diluted).

IPO Proceeds Utilization

Capillary Technologies completed its Initial Public Offering (IPO) in November 2025, raising net proceeds of ₹3,229.08 million after deducting IPO expenses of ₹220.92 million. As of June 30, 2026, the company had utilized ₹1,196.91 million of these funds. The primary utilization was for funding inorganic growth through acquisitions, where ₹850.13 million was deployed, leaving ₹129.72 million unutilized from the allocated ₹979.85 million. An additional ₹346.78 million was used for cloud infrastructure costs. No funds were yet allocated to research and development or computer system purchases as per the prospectus plan. The remaining unutilized balance of ₹2,032.17 million is invested in fixed deposits (₹1,986.90 million) and monitoring bank accounts.

What the Numbers Show

The divergence between the standalone profit and consolidated loss highlights the isolated nature of the ₹333.86 million exceptional cyber fraud expense recorded at the group level. While standalone revenue dipped slightly quarter-on-quarter, the year-on-year growth remains robust. The heavy deployment of IPO proceeds toward acquisitions (₹850.13 million) signals aggressive expansion strategy, particularly following the SessionM acquisition. Investors should monitor the pace of cloud infrastructure spending, which currently stands at only ₹346.78 million against an allocation of ₹1,430.00 million, indicating potential future capex outflows.