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Capital Numbers Infotech H1 FY26 Concall Highlights:
👉FY 2026 & Future Outlook :
▫️Re-affirmed full-year FY26 revenue growth guidance of at least 15% YoY in top-line revenue
💠H1 revenue from operations grew 4.95% YoY, but total income was boosted by other income (sale of investments and interest from FDs)
💠Long-term ambition: Double revenue in 3 years (organic + inorganic), with no upgrades to FY26 guidance yet but potential visibility updates as the year progresses
▫️EBITDA margins ~35%; PAT ~25%
💠Margins dipped from prior highs due to deliberate investments in sales, talent (e.g., AI CoE director, demand gen head), and capacity expansion (Gurgaon center to 80+ seats)
💠Expects margins to stabilize and gradually expand in H2 FY26 and FY27 as these investments scale, targeting a 1% YoY increase
👉Projects and pipeline:
▫️ ~90% of revenue is recurring (long-term clients); only 10% project-based
💠H1 visibility includes a USD 400K product engineering contract (US-based company) and
💠Two paid pilots: (1) FTSE-listed global real estate firm (Salesforce consulting), (2) NYSE-listed medical tech company (data engineering/analytics)
💠Gurgaon center (80+ seats, 90% occupancy) focuses on AI/data engineering; Kolkata handles core digital engineering. Bench strength stable at 4-5% across offices
▫️Future pipeline: H2 FY26 pipeline visibility at ~55 Cr (similar to H1 revenue), with expected acceleration from new orders and marketing
💠Generated 500+ qualified leads from 4 H1 international conferences (Middle East, UK, Europe), yielding ~$600K in deals under negotiation (6-12 month sales cycles for enterprise clients)
💠Additional H2 events planned. AI workshops for existing clients are spawning POCs/proposals
👉 Others :
▫️Strategic execution post-IPO: Deploying proceeds for sales expansion (demand gen team complete; 8 events in FY26), capability build (AI CoE head, senior architects), and
💠M&A (~40 Cr earmarked; screened 20+ targets, 3 shortlisted in Salesforce/AI/cloud; India-focused, 2-3M USD revenue, profitable; first deal delayed due to diligence—consultants engaged, no timeline but cautious approach)
💠No local entity/sales head in Middle East/UK yet (leadership oversees; Saudi client added to top-5).
💠Marketing spend low in H1 (₹1.2 Cr of ₹15 Cr IPO allocation) as manpower ramp-up; H2 to accelerate
▫️Geographic/mix shifts: US revenue down to 41% (de-risking); Europe/UK up to 32%; India at 10.5%; Middle East traction via travel/marketing (e.g., Saudi client win over larger IT firms like TCS). Europe sales/account mgmt via Netherlands hire (Jose) diversified role.
▫️Financial health: Debt-free; cash/investments ~148Cr; 10% interim dividend approved (board confidence); promoter bought 72K shares (SeP'25), raising group holding
▫️Talent/ops: Team at 566+; attrition ~26% (stable); hiring complete for mid/senior (account mgmt structure); 40% resources in Kolkata (WFH), Gurgaon for niche (AI/data). Subcontracting ~10% of revenue.
▫️Other: No SAP/Oracle practice yet but early Europe migration discussions; AI integrated internally for efficiency; 15% of IPO proceeds for tech advancement (3 key areas this year, scaling with revenue over 3 years)
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Capital Numbers Infotech FY25 Concall Highlights:
👉FY 2026 & Future Outlook :
▫️Targeting conservative 15% YoY organic revenue growth for FY267
▫️EBITDA margins to restore to pre-IPO levels (~35%), improvement of 100-150 basis points (Margin compression in FY25 was due to upfront investments in marketing, hiring, and infrastructure (e.g., Gurgaon center expansion)
▫️Investments in marketing and key managerial hires (e.g., AI and sales heads), Planned acquisition could enhance revenue but is not factored into the 15% guidance
▫️FY25 growth (5.27% YoY) was impacted by: Middle East delays due to Ramadan and Umrah, European slowdown due to Trump tariffs, DeepSeek’s January 2025 launch
▫️Management acknowledged the need for better transparency on deal sizes post-events, committing to improve shareholder communication
👉Current projects and pipeline:
▫️Current Revenue Composition: ~90% of revenue is recurring, with a client attrition rate of 10%. (Core digital~85% of revenue, while AI/ML, cloud, and data engineering account for ~11%)
▫️Recent Wins: Since April 2025, signed six new Master Service Agreements worth ~$1 million, spanning industries like automobile, e-commerce, public safety, and healthcare
▫️Salesforce Deal: A $100,000 Salesforce implementation deal in the Middle East is in the final contract stage
▫️Pipeline:
💠The company expects continuous demand throughout FY26 due to a planned marketing calendar with events every month via aggressive marketing (10 events planned for FY 2026)
💠The expanded Gurgaon development center (60 seats, 100% occupied) and planned addition of 100+ engineers in FY26 will support project delivery
💠Prioritizing Middle East (e.g., planned Riyadh office) and Europe (Netherlands sales office) to diversify from the US (50% of revenue) and reduce client concentration risks
👉 Others :
▫️Cash Reserves: 136cr in cash and investments (~25% of market cap), providing for M&A (Allocated 40 crore for an acquisition in FY26, targeting a export-focused company with $3-5 million in revenue )
▫️Debt-Free: Current ratio of 32.08%, ROE of 23%, and ROCE of 21.76%
▫️A reputed management consulting firm was appointed to identify targets, with a goal to close within nine months (by Q1 CY26)
▫️Attrition rate in FY 2025 was 26.2%, with efforts to maintain high employee satisfaction
#SME #CNINFOTECH #CAPITALNUMBERS #CAPITALNUMBERSINFOTECH
Capital Numbers Infotech FY25 Results :
👉Flat H2 FY25 vs H1 FY25. Similar flat numbers for full FY25 vs FY24 where expectation was for ~10% growth
👉EBITDA has fallen to ~25% in H2 FY25 from 35% in H1 FY25
👉Likewise PAT has fallen to ~24% in H2 FY25 from ~28% in H1 FY25. Full FY25 PAT ~26cr against expectations of 28-30cr
👉Minimal increase in receivables, cash from operations is positive but on expected lines for a company in IT sector
👉Historical growth rates should reflect in FY26 ~25% as per last management interactions
Capital Numbers Infotech IPO allotment available on Linkintime.
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#NuvocoVistas reports #Q3 earnings
Net Loss At ₹61.4 Cr Vs Profit Of ₹31 Cr (YoY)
Revenue Down 0.5% At ₹2,409.4 Cr Vs ₹2,421 Cr (YoY)
EBITDA Down 37% At ₹259 Cr Vs ₹410 Cr (YoY)
Margin At 11% Vs 17% (YoY)
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- engaged in digital consulting and IT engineering offering end-to-end software solutions
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#Business | Whiteoak Capital, HDFC Bank among 24 anchor investors acquire Rs 48.2 crore shares in CapitalNumbers Infotech ahead of IPO
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https://t.co/DrwjKeMCa3
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#MarketsWithMC | Capital Numbers Infotech IPO to hit Dalal Street on January 20, biggest SME IPO in 2025 so far🚨
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