FRACTAL

Fractal Analytics Ltd has announced the dissolution of its step-down subsidiary, Fractal Frontiers Inc. The company had previously intimated the proposed dissolution on May 11, 2026, following a Board Meeting. Fractal Frontiers Inc. was a wholly owned subsidiary of Senseforth AI Research Private Limited and a step-down subsidiary of Fractal Analytics Ltd. The dissolution was officially confirmed on July 23, 2026, with the subsidiary being dissolved effective July 21, 2026. This action marks the closure of operations for this specific subsidiary.

Fractal Analytics Ltd reported strong Q1 FY27 results with a 20% year-on-year increase in consolidated operating revenue to ₹912.5 Cr. Net income surged by 92% YoY to ₹72.3 Cr, and Adjusted EBITDA grew 35% YoY. Gross Margin improved to 46%, and Adjusted EBITDA Margin expanded by 189 bps to 17%. Revenue growth was significantly driven by the Healthcare and Life Sciences (HLS) sector, which saw a 69% YoY increase, becoming the company's second-largest industry. BFSI also performed well, growing 36% YoY, while Consumer Packaged Goods and Retail (CPGR) grew 19% YoY. The TMT sector experienced a 22% YoY decline. The company highlighted strong customer relationships with a Net Revenue Retention of 117% and a Net Promoter Score of 77.

Fractal Analytics Ltd has submitted its Monitoring Agency Report for the quarter ended June 30, 2026, concerning the utilization of its Initial Public Offering (IPO) proceeds. The report, issued by CARE Ratings Limited, indicates no deviation from the IPO's stated objectives. The Audit Committee and Board of Directors have reviewed and taken on record the report. The company has also committed to hosting this disclosure on its investor relations website.

Fractal Analytics Limited's Board of Directors convened on July 23, 2026, to approve the unaudited consolidated and standalone financial results for the quarter ended June 30, 2026. These results have undergone a limited review by B S R & Co. LLP. Additionally, the Board approved a revised effective date for the sale of business units to Analytics Vidhya Educon Private Limited (AVEPL), moving it from April 1, 2026, to May 1, 2026. Consequently, the aggregate consideration for this slump-sale has been revised from INR 10.9 crore to INR 11.6 crore. The trading window for designated persons remains closed until July 25, 2026.

Fractal Analytics' first full quarter as a listed company delivered consolidated revenue of ₹912.5 Cr (+20.0% YoY, +3.0% QoQ) and PAT of ₹72.3 Cr, up 91.8% YoY — or roughly +78% once a ₹6.9 Cr labour-code exceptional gain is stripped out and set against a year-ago base that carried no one-offs. Consolidated is the primary basis; standalone tells the same story (revenue ₹506 Cr +20%, PAT ₹75.3 Cr +85% YoY), so the two are not materially divergent. The profit jump is genuine operating leverage, not a tax quirk: EBITDA rose ~39% YoY to ₹142.9 Cr and EBITDA margin expanded to 15.66% from 13.50%, while net margin widened to 7.9% from 5.0%. Growth was led by Healthcare & Life Sciences (+69% YoY), BFSI (+36%) and the largest vertical CPGR (+19%); management flagged TMT as the headline drag, noting the book grew 35% YoY excluding it. The one persistent weight is the Qure.ai associate, which cost ₹23.4 Cr this quarter (₹22.3 Cr a year ago) — management had guided on the Q4 call that this drag would cease, and it has not yet. The 38% sequential PAT decline looks alarming but is largely optical: Q4 FY26 PAT of ₹115.8 Cr was inflated by a large full-year deferred-tax credit, so YoY is the right lens here. Against management's own ~19% revenue-growth and margin-expansion guidance from the last call, the quarter delivers — revenue landed at ~20% and margins widened. Street coverage is thin given the February 2026 listing: Univest tracks a fair-value band around ₹895–1,010 versus a pre-result ₹886, with no clean quarterly consensus to beat or miss. On the corporate side, the board revised the AVEPL slump-sale consideration to ₹11.6 Cr (from ₹10.9 Cr, effective May 1) and dissolved step-down subsidiary Fractal Frontiers Inc; more materially, CFO Ashwath Bhat resigned on July 6 — a governance item worth watching in this fresh-listing phase. Management framed the quarter around enterprise AI budgets converting into larger deals and Fractal's cross-model, cross-infrastructure positioning amid rising data-sovereignty demand, consistent with its stated shift toward output/outcome/license contracts targeted at 60% of revenue over 2–3 years.

Fractal Analytics Limited announced the resignation of Mr. Ashwath Bhat from his positions as Chief Financial Officer and Group Chief Financial Officer, effective July 24, 2026. The resignation is for personal reasons. Mr. Bhat will continue in his role until his relief date, including conducting the earnings call for the quarter ended June 30, 2026. The company is in the process of appointing a new CFO and expressed appreciation for Mr. Bhat's contributions over his five-year tenure.

Fractal Analytics Ltd has announced that its Board of Directors will convene on July 23, 2026. The primary agenda item is to consider and approve the unaudited standalone and consolidated financial results for the quarter ending June 30, 2026. The company will also submit the outcome of the board meeting along with the Limited Review Reports from its statutory auditors. Additionally, a trading window closure for designated persons and their immediate relatives will be in effect from July 1, 2026, to July 25, 2026, in compliance with SEBI (Prohibition of Insider Trading) Regulations, 2015.

Fractal Analytics has launched Cogentiq e-commerce, an AI-native profit engine designed for consumer products companies. This new solution monitors and acts on over 70 profit signals across e-commerce channels like Amazon in minutes, aiming to accelerate decision-making and prevent lost revenue due to stockouts or inefficient ad spend. Cogentiq e-commerce integrates with existing systems rapidly, allowing businesses to go live in as little as two days. The launch signifies Fractal's continued focus on leveraging AI to drive real-time business actions and optimize profitability for its enterprise clients.

Fractal Analytics Ltd announced the appointment of Mr. Leandro DalleMule as Chief Practice Officer - Financial Services and Insurance (FSI) at its material wholly owned subsidiary, Fractal Analytics Inc. This appointment is effective June 03, 2026, and Mr. DalleMule will be part of the Senior Management of the Company. He brings over 30 years of experience in data, analytics, and AI across financial services sectors. Mr. Natwar Mall, who was overseeing the FSI Practice in an interim capacity, will continue as Chief Transformation Officer.

Fractal Analytics Ltd's board approved an investment of USD 0.6 crore (₹57.6 crore) by Fractal Analytics Inc. (Fractal US) in Asper.Ai Inc. (Asper US), a step-down subsidiary. The investment, exceeding materiality thresholds, will fund research and development and sales and marketing for Asper US. Additionally, M/s. Makarand M. Joshi & Co. were appointed as Secretarial Auditors for a 5-year term, subject to shareholder approval. The board meeting took place on May 20-21, 2026.