Investor presentation

www.capillarytech.com Date: August 04, 2026 To To, BSE Limited National Stock Exchange of India Limited Listing Department Listing Department Phiroze JeeJeebhoy Towers, Dalal Exchange Plaza , Bandra Kurla Complex Street Fort, Mumbai -400001 Bandra (East), Mumbai -4000051 Scrip Code: 544614 Symbol: CAPILLARY Dear Sir/Madam Subject: Investor Presentation under Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations 2015. In continuation of our intimation dated July 28, 2026 regarding Analyst/Institutional call scheduled on August 04, 2026 at 04:00 PM. We are enclosing herewith Investor Presentation for the quarter ended on June 30, 2026. This intimation will also be made available on the website of the Company and can be accessed using the below link: https://www.capillarytech.com/investors/ We request you to take the above information on records. Yours faithfully, For Capillary Technologies India Limited Gireddy Bhargavi Reddy Company Secretary and Compliance Officer Membership No. A17091 Place: Bengaluru Encl: As above Capillary Technologies India Limited CIN- L72200KA2012PLC063060 Regd. Office - 360, bearing PID No: 101, 360, 15th Cross Rd, Sector 4, HSR Layout, Bengaluru, Karnataka 560102 Email: secretarial@capillarytech.com Website: www.capillarytech.com Tel: 080-41225179 Investor Presentation Q1 FY 27 August 4, 2026 Copyright © 2026 Capillary Technologies India Limited Today’s Presenters Aneesh Reddy Anant Boddu Choubey Founder, Managing Director Whole-time Director, and CEO CFO and COO Safe Harbour & Disclaimer Forward-Looking Statements Non-GAAP Financial Measures This presentation contains forward-looking statements relating to the business, This presentation includes certain non-GAAP financial measures, but are not financial performance, strategy, and results of Capillary Technologies India limited to Adjusted EBITDA, Annual Recurring Revenue (ARR), and Net Revenue Limited ("the Company"). These statements are identified by words such as "aim," Retention (NRR). These measures are supplemental and not defined under Ind "anticipate," "believe," "expect," "estimate," "intend," "will," "project," "plan," "seek," AS, IFRS, or U.S. GAAP. They should not be considered in isolation or as and similar expressions. alternatives to financial measures prepared in accordance with applicable accounting standards. The Company believes these non-GAAP measures provide Specific forward-looking topics covered in this document include, but are not useful information to investors regarding operating performance and liquidity, limited to: revenue projections, EBITDA forecasts, Net Revenue Retention aligned with how management evaluates the business. (NRR) trends, gross margin trajectories, migration timelines for acquired entities, acquisition integration milestones, market growth assumptions, product roadmaps (including AI/AIRA platform developments), competitive positioning, customer retention rates, regulatory compliance status, cash Data Accuracy & Rounding flow expectations, working capital dynamics, and capital allocation plans. Certain data contained in this presentation, including market size and These statements are based on current beliefs, plans, and expectations and are competitive position, has been obtained from third-party sources and reports subject to inherent risks and uncertainties. Actual results may differ materially (e.g., Zinnov, Forrester). While the Company believes these sources to be reliable, from those expressed or implied due to factors including changes in client it has not independently verified such data. Financial figures have been rounded demand, competitive landscape, technology shifts, and regulatory environments. to the nearest decimal or integer for presentation purposes; consequently, sums The Company assumes no obligation to update these statements to reflect of figures may not exactly match the totals presented. subsequent events or circumstances. Presentation & Offering Information This presentation is for information purposes only and does not constitute an offer, solicitation, or invitation to sell or issue any securities. No part of this presentation shall form the basis of, or be relied upon in connection with, any contract or investment decision. Recipients should conduct their own independent investigation and analysis of the Company. This document does not constitute a prospectus or offer document under the Companies Act, 2013, or SEBI ICDR Regulations. 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 Canada UK subscription contracts. Germany Minneapolis Czechia Dallas Saudi ArabiaUnited Arab Emirates Thailand Hong Kong Awards & Recognitions Mumbai Select Countries and Bengaluru (HQ) Vietnam Malaysia Cities with Offices or Singapore P shilippine Customer Presence Indonesia Australia New Zealand 465+ 25 2.7 Billion+ Brands Fortune 500 Consumers Customers on the Platform 1. Capillary was named a leader in the Forrester Wave ( ): 53 19 ~750 99.997% Loyalty Platforms, Q4 2025 Countries Global Offices Employees Worldwide Product Uptime * As of June 30, 2026 Independent Recognition – Forrester WaveTM The Forrester wave ( ): Loyalty Platforms, Q4 2025 Capillary Technologies named a Leader in Loyalty Platforms. —The Forrester Wave(TM): Loyalty Platforms, Q4 2025 * Highest among all vendors in both Current Offering and Strategy * 5/5 Score in 22 out of 27 Criteria What We Think Got Us Here: AI-First Platform Approach Capillary has extensive genAI capabilities, including its aiRA (AI assistant) and Nudge Framework, to help marketers build and optimize promotions conversationally Supports Complex Program Capillary excels across most capabilities including program flexibility, UX, and AI-driven insights. Its platform supports complex programs, including coalition, subscription, and gamified formats. Customer Feedback Forrester does not endorse any company, product, brand, or service included in its research publications and does not advise any person to select the products or services of any company or brand based on the Customers praise Capillary’s usability, AI enablement, and ratings included in such publications. Information is based on the best available resources. Opinions promotion flexibility.While some customers aren’t ready to reflect judgment at the time and are subject to change. For more information, read about Forrester’s objectivity here(cid:2271) take on full genAIfeatures today, they appreciate Capillary’s forward-leaning approach to innovation. Our Product Suite that helps brands stay consumer ready! Capillary Platform with aiRA [AI-powered Research Assistant] Capillary’s AI/ML-powered platform captures data and creates a customer single view —from loyal & other customers — for information, insights, engagement and personalised experiences Build a Keep Them Understand Reward & Relationship Engaged Them Incentivise Data Sources Loyalty+ Engage+ Insights+ Rewards+ -POS/Kiosks -eCommerce -Mobile App Increase Customer Personalized Customer In-depth Analysis With Extensive Global -Social Media Retention Efficiently Communication Automated Reports Rewards Network -Third-party data -Search & click data -Wearable devices Simplified Bulk & API Platform feature Custom UIs using Capillary Web SDK Campaign integration Integration using extensibility using Vulcan & Mobile SDK with paid media Connect+ Neo Our Growth Levers 1. NRR Expansion FY27 Q1 Organic NRR at 111%from our three levers of expanding existing customer revenue, viz.,: ●platform usage overages and inflationary increases, ●product upgrades and service upsells, and ●new brands, geographies and business units 2. New Customer wins Accelerating momentum with targeted Fortune 500 enterprise wins and larger deal sizes across gl [Showing first 8,000 characters — download PDF for full document]