Fractal Analytics Earnings Call Transcripts
Fiscal Year 2027
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Q1 FY27 saw 20% revenue growth and 92% net income growth, led by strong HLS and BFSI verticals, while TMT declined but is expected to recover. Margins expanded, R&D investment increased, and major AI platform wins were secured, with license revenues poised to rise.
Fiscal Year 2026
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Revenue grew 19% year-over-year with strong margin expansion and robust cash generation. Healthcare and BFSI led vertical growth, while TMT faced client-specific headwinds. Investments in R&D and a shift to output and license-based contracts are expected to drive future growth.
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Q3 2026 saw 21% revenue growth, 47% gross margin, and INR 100 crores profit after tax, led by healthcare and banking. Strong client retention, expanding AI R&D, and output-based contracts are driving margin and revenue gains.