• Type of Event: The document contains the transcript of Fractal's Q1 FY2027 earnings conference call held to discuss the company's financial performance.
  • Date and Time: The conference call was held on Friday, July 24, 2026. A specific start time was not mentioned in the transcript.
  • Purpose: The stated purpose of the call was to discuss Fractal's performance for the first quarter of FY2027, which ended on June 30, 2026.
  • Timing Relative to Earnings: The call was held after the earnings announcement, as the results, investor presentation, and fact sheet had already been filed with the exchanges.
  • Management Participants: The following management participants were present on the call:
  • Mr. Srikanth Velamakanni, Co-Founder and Group CEO
  • Mr. Pranay Agrawal, Co-Founder & CEO
  • Mr. Ashwath Bhat, Chief Financial Officer
  • Mr. Satish Raman, Chief Strategy Officer
  • Ms. Svetlana Joshi, Investor Relations
  • Ms. Anjali Garg, Investor Relations
  • Availability of Materials: The company confirmed that the results, investor presentation, and fact sheet had been filed with the exchanges and were available on the investor relations website. The transcript itself was also made available on the company's website at the provided URL.
  • UPSI Confirmation: The company included standard forward-looking statement cautions but did not include an explicit statement confirming that no Unpublished Price Sensitive Information (UPSI) would be shared. The nature of the call was a discussion of already-published results.

Financial Highlights Discussed:

  • The financial period discussed was Q1 FY2027 (quarter ended June 30, 2026).
  • Revenue: INR 912.5 crore, up 20% YoY (9% in constant currency).
  • Net Income: INR 72 crore, up 92% YoY.
  • Adjusted EBITDA: Grew 35% YoY; Margin at 17%, up 189 bps YoY.
  • Vertical Growth: Healthcare & Life Sciences +69% YoY; BFSI +36% YoY; CPG & Retail +19% YoY; Technology, Media & Telecom (TMT) -22% YoY.
  • Geographic Growth: Europe +25% YoY; Americas +24% YoY; APAC & Others -2% YoY.
  • Key Metrics: Net Promoter Score (NPS) of 77; Net Revenue Retention (NRR) of 117%; Client concentration reduced (Top 10 clients contributed 51.8% of revenue vs. 55.9% a year ago).
  • Strategic Themes: Management discussed the mainstream adoption of AI, the shift to core budgets, and opportunities in building trusted AI, knowledge layers, and end-to-end workflow transformation. Partnerships with firms like Databricks, OpenAI, and Anthropic were highlighted.

Additional Notes Section

  • The document is an official regulatory filing (Ref./No./FRACTAL/SE/2026-27/037) submitted to the National Stock Exchange of India Limited and BSE Limited.
  • It was signed by Somya Agarwal, Company Secretary and Compliance Officer, on July 27, 2026.
  • The transcript itself is the enclosed attachment (Encl: a/a).
  • The document confirms that financial data was disclosed and discussed in detail during the call, as reflected in the lengthy transcript.