Capillary Technologies India Ltd. · NSE:CAPILLARY

Capillary Technologies India — Corporate Update (February 2026)

14 slides from Capillary Technologies India's corporate update, Feb 24, 2026

  1. Slide 1: Corporate Update

    Corporate Update February 24, 2026 Copyright © 2026 Capillary Technologies India Limited

  2. Slide 2: Global Market Leader in Loyalty and Engagement Management

    Global Market Leader in Loyalty and Engagement Management Global reach tapping into the unique needs and preferences across regions Offering AI-powered Cloud-native Products and Solutions to Large Enterprise Customers Globally monetized through long term subscription contracts. Canada UK Germany Min

  3. Slide 3: Independent Recognition – Forrester Wave™

    Independent Recognition – Forrester Wave™ The Forrester wave (™): Loyalty Platforms, Q4 2025 Capillary Technologies named a Leader in Loyalty Platforms. — The Forrester Wave(™): Loyalty Platforms, Q4 2025 * Highest among all vendors in both Current Offering and Strategy * 5/5 Score in 22 out of 27 C

  4. Slide 4: Our Growth & Profitability Levers

    Our Growth & Profitability Levers Growth Profitability NRR Expansion NRR linked margin expansion Expanding Total NRR led by organic expansion from our three levers of Incremental revenue from existing customers comes at higher gross margin, expanding existing customer revenue, viz.,: improving profitab

  5. Slide 5: Inorganic Growth Strategy: Disciplined Acquisitions of Loyalty companies in a Fragmented Market

    Inorganic Growth Strategy: Disciplined Acquisitions of Loyalty companies in a Fragmented Market Fragmented North America Loyalty Market Disciplined Approach To Acquisitions Targeting Small-Mid Sized Businesses Target companies with enterprise customers and significant presence in US Limited Numerous

  6. Slide 6: Proven M&A Playbook: Transforming Acquisitions into Value Creation Engines

    Proven M&A Playbook: Transforming Acquisitions into Value Creation Engines Acquisition History Persuade Rewards+ Brierley Kognitiv September 2021 June 2023 April 2023 May 2025 Investment of ~₹ 107 cr. Investment of ~₹ 39 cr. Investment of ~₹ 111 cr. Investment of ~₹ 122 cr. At revenue multiple of ~

  7. Slide 7: Acquisition Opportunity: Session M

    Acquisition Opportunity: Session M The acquisition of Session M strengthens Capillary’s footprint in North America, LATAM and adds to our APAC portfolio and unlocks multi-industry growth by leveraging Session M’s enterprise relationships and global talent. Copyright © 2026 Capillary Technologies Ind

  8. Slide 8: Session M: Business Overview

    Session M: Business Overview Founded 2011 Fortune 500 Companies 5 Parent Company Mastercard Consumer Profiles 800M+ Headquarters US Countries Served 35+ Enterprise Customers 40+ Industry Verticals 7+ Source: Company information as of June 2025 Copyright © 2026 Capillary Technologies India Limited

  9. Slide 9: Comprehensive Product Suite Powering Niche Client Base Globally

    Comprehensive Product Suite Powering Niche Client Base Globally Industries Served Leading Customers As a % of CY25 Revenue: A leading global QSR operator serving tens of millions of customers daily across 100+ countries, with one of the largest franchise networks and digital loyalty ecosystems world

  10. Slide 10: Acquisition Rationale: Key Synergies

    Acquisition Rationale: Key Synergies Synergistic ❖ The loyalty platform is highly synergistic with Capillary’s core business model, enabling seamless customer Business Model integration and accelerating cross-sell opportunities across the combined client base ❖ Blue-chip customers: Immediate access

  11. Slide 11: Combined Value Proposition

    Combined Value Proposition $82M ARR ~$35M Continued ARR ~115M+ Combined ARR 110+ Customers 40+ Customers 150+ Customers 20 Fortune 500 Companies 5 Fortune 500 Companies 25 Fortune 500 Companies Retail , Healthcare , BFSI Food & Beverage, Airlines, Strengthened focus on Top 3 industry verticals Retai

  12. Slide 12: What Does This Mean in the Long Term?

    What Does This Mean in the Long Term? Acquisitions in FY 26 ❖ We have undertaken two acquisitions in FY 26 - Kognitiv and Session M Integration ❖ In the initial post-acquisition period, we will integrate approximately 60 customers from the two acquisitions onto our platform ❖ The integrations will b

  13. Slide 13: Capillary's Long-term Outlook

    Capillary’s Long-term Outlook ORGANIC BUSINESS - Customers on Capillary platform INORGANIC GROWTH - Kognitiv, Session M, future M&A 20%+ 2x+ ~75% 45%+ Organic Operating Revenue Retention Free CashFlow Annual leverage on through integration post Growth Rate non-COGS cost Integration Levers of NRR exp

  14. Slide 14: Thank You

    Thank You For any queries, please reach out to investorrelations@capillarytech.com Copyright © 2026 Capillary Technologies India Limited

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