• Financial performance: Fractal Analytics achieved 20% year-over-year revenue growth in rupee terms with consistent gross margins near 50%, despite quarter-on-quarter weakness where EBITDA declined by nearly 28%.
• Vertical growth trends: Growth excluding TMT stood at 35%, but a 22% year-over-year contraction in TMT reduced overall growth to 20%; management expects TMT to bottom out and improve sequentially alongside strong healthcare performance.
• Long-term growth target: While the company does not provide formal guidance, it is building operations to consistently deliver over 30% year-over-year revenue growth across three focus areas: AI-led transformation, AI foundations, and workforce reimagination.
• AI offerings strategy: Fractal operates as an AI-first company focused on powering enterprise decisions, integrating classical AI, generative AI, and agentic AI tools like its Cogentic Data Science agent to solve business problems.