Fractal Analytics Limited share price

NSE: FRACTAL · ISIN INE212S01015

Key numbers

Market cap
₹ 12,901 Cr
Current price
₹ 750.20
52-week high / low
₹ 1,118 / 734
Stock P/E
39.3
Book value
₹ 191.2
Dividend yield
0.00%
ROCE
12.1%
ROE
11.8%
Debt to equity
0.13
Sales growth (3 yrs)
18.5%
Profit growth (3 yrs)
12.9%
1-year return
-

About Fractal Analytics Limited

Fractal Analytics Limited provides artificial intelligence (AI) and analytics solutions to automate business workflows, extract insights from data, and optimize enterprise operations. The company offers agentic products for enterprises, including Cogentiq platform, Cogentiq CX, Cogentiq E-commerce, Cogentiq Innovation, Cogentiq invoice to cash, Cogentiq underwriting for financial services, and Cogentiq underwriting for insurances; Al health assistant; Text to image generator; and Al powered executive coach. It also provides Al for medical imaging, and revenue growth; Al foundational solutions, such as data operations, enterprise migration, software delivery, enterprise outcomes, campaign optimization, data science, custom LLMs, network operations, and process automation; and Al business solutions comprising reconciliation assist, trade ops assist, sales assist, procure assist, consumer insights platform, catalyst for growth, route to market digital sales platform, better business decisions, ai skilling solutions, edtech, and gen-ai-powered recruiting platform. In addition, the company is involved in generative AI, computer vision, machine learning operations, cognitive automation,…

Quarterly results

Consolidated figures in ₹ crores

Mar 2025Jun 2025Sep 2025Mar 2026Jun 2026
Sales758761799886913
Operating profit128103109180143
Net profit55383411874
EPS (₹)3.192.18-7.074.31

Concall summary (2026-07-27)

AI summary of the earnings call transcript · tone: Positive · source document

Guidance & outlook

  • Secondly, the TMT performance is bottoming out and we expect healthy sequential growth in TMT the next quarter.
  • Today, Europe is growing at 25%, and we expect that growth rate can be meaningfully acce lerated with some additional new leadership that we hire.

Growth & demand

  • Europe led revenue growth with 25%, where Americas were close behind, with revenue growth of 24%.
  • Revenue from new clients contributed to 3% of revenue growth during the quarter and 0% churn came from client base in Q1.

Margins & costs

  • Q1 adjusted EBITDA margin reached 17%, up 189 basis points year-over-year.
  • Set side by side with Q1 last year, adjusted EBITDA margin moved from 15% to 17%, and Net Income margin from 5% to roughly 8% in a single year.

Capex & expansion

  • Ashwath has stewarded Fractal through multiple material events like its IPO, acquisitions, fundraisers, and through a lot of quarters like this one, where the job was to explain the numbers honestly and let the story speak for itself.
  • Just one way to think about that is that companies, if you look at the big tech firms that we serve, they are very impressive, very big companies, and they have been spending tremendously on AI capex.

Balance sheet & cash

  • With revenue growth, operating leverage in SG&A continues to help us improve adjusted EBITDA margin.
  • As the integrated unit scales, the operating leverage will materialize with better profitability.

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