Capillary Technologies Secures ₹184 Cr Strategic Deal with Fortune 50 Giant

Synopsis: A recently listed stock has now bagged a Rs 184 crore five-year strategic deal from a Fortune 50 US retailer to deploy AI-powered loyalty platforms, strengthening its North American presence and growth visibility.

A small-cap company operating in the SaaS-based customer engagement and loyalty solutions space has secured a Rs 184 crore strategic contract from a Fortune 50 US retailer. Under this agreement, the company will deploy its AI-powered platforms to modernize and scale large-format loyalty ecosystems. Additionally, the company in contex has a 3 year sales CAGR of 39 percent.

With a market cap of more than Rs 4,000 Cr, Capillary Technologies India Ltd saw its stock hit an intraday high of Rs 517 which is 2 percentage higher than the previous close of Rs 507. The stock was listed on 21st November 2025 at a listing price of Rs 571 per share.

News

Capillary Technologies has secured a landmark five-year strategic deal worth over $20 million or Rs 184 Cr. The order comes from a Fortune 50 retailer in the United States. This partnership aims to modernize the retailer’s loyalty ecosystem by implementing Capillary’s AI-powered Loyalty+ and aiRA platforms to drive measurable business outcomes.

The collaboration focuses on delivering hyper-personalized customer experiences through real-time data intelligence and AI-driven offer optimization. By leveraging the aiRA engine, the retailer will enhance member engagement and promotional efficiency across its extensive national footprint, fostering long-term relationships through advanced predictive analytics.

Revenue Split 

As of FY25, Capillary Technologies exhibits a diversified revenue split amongst the industries it serves. In FY25, the Food and Beverage business contributed 54 percent, followed by Consumer Goods and Airlines both the industry at 16 percent, while in the rest 14 percent business are coming from Oil & Gas, Travel, Auto & hospitality, BFSI, telecom and others.

Outlook 

Capillary Technologies India Ltd targets a projected FY30 Adjusted EBITDA of Rs 398 crore, driven by a 20 percent+ organic growth rate and aggressive North American expansion. Management also highlighted high Net Revenue Retention of 121 percent and a “technology leverage” strategy where post-acquisition customer migrations boost gross margins from 30 percent to 65 percent.

Business & Financial Overview

Capillary Technologies India Ltd is a Bengaluru-based SaaS company specializing in customer engagement, loyalty management, and data-driven marketing solutions. Its cloud platform helps retailers and brands enhance customer acquisition, retention, and lifetime value through analytics, AI-powered insights, and omnichannel campaign management across digital and physical touchpoints globally at enterprise scale.

Its clientele includes global brands such as Aditya Birla Group, Abbott, ASICS, IndiGo, Domino’s, PUMA, United Colors of Benetton, and Metro Digital. The company serves retail, fashion, aviation, and food service sectors, delivering scalable loyalty programs and personalized marketing strategies across multiple international markets with advanced analytics and automation capabilities.

In the latest quarter, the company saw a YoY revenue growth of 16 percent, going from Rs 159 Cr in Q3FY25 to Rs 184 Cr in Q3FY26, while the QoQ revenue increased by 3 percent from Rs 179 Cr in Q2FY26. The YoY Net Profit declined by 20 percent, falling from Rs 10 Cr in Q3FY25 to Rs 8 Cr in Q3FY26, while the QoQ growth stood at 2,659 percent, rising sharply from Rs 29 lakh in Q2FY26.

Disclaimer: The views and investment tips expressed by investment experts/broking houses/rating agencies on tradebrains.in are their own, and not that of the website or its management. Investing in equities poses a risk of financial losses. Investors must therefore exercise due caution while investing or trading in stocks. Trade Brains Technologies Private Limited or the author are not liable for any losses caused as a result of the decision based on this article. Please consult your investment advisor before investing.

The post Capillary Technologies Secures ₹184 Cr Strategic Deal with Fortune 50 Giant appeared first on Trade Brains.