Fractal Analytics Ltd management interview: Fractal Q4 Earnings Shock Street | PAT Jumps 109%, AI Growth Momentum Strong
Business Today, 2026-05-12. Video: https://www.youtube.com/watch?v=8YUvFI9gq1I
- Financial performance: Full-year revenue grew 19% (27% excluding the TMT vertical's decline), while fourth-quarter adjusted EBITDA margins reached 22% with sustainable group margins targeted at 20% to 22% and mid-term revenue growth aimed at 30%.
- Revenue distribution: CPG and retail generated 37% of total revenue, while the Americas contributed 67% to 68% and Europe delivered 20% with over 30% growth; Healthcare and Life Sciences expanded over 80% in Q4 to become the second-largest vertical.
- R&D investment: R&D spending reached 6.6% of revenue in the fourth quarter and is targeted to increase further by reinvesting expanded gross margins into core platforms like Cogentic and Veda 2.0.
- Workforce and productivity: Revenue per billable FTE rose 5% to ₹75 lakh in FY26, with the company planning to maintain an annual hiring pace of over 1,000 personnel while expanding non-linear, AI-driven output and subscription revenues.