Announcement under Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 - Transcript - Earnings Call - Financial Results for the quarter ended June 30, 2026.

www.capillarytech.com Date: August 10, 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: Announcement under Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 - Transcript - Earnings Call - Financial Results for the quarter ended June 30, 2026. Pursuant to Regulation 30 read with Schedule III of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015, (“SEBI Listing Regulations”), please find enclosed herewith the transcript of the earnings conference call with analysts and investors held on Tuesday, August 04, 2026. The said transcript is also being made available on the website of the Company and can be accessed at the following 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 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 “Capillary Technologies India Limited Q1 FY27 Earnings Conference Call” August 04, 2026 MANAGEMENT: MR. ANEESH REDDY BODDU – FOUNDER, MANAGING DIRECTOR AND CHIEF EXECUTIVE OFFICER – CAPILLARY TECHNOLOGIES INDIA LIMITED MR. ANANT CHOUBEY – EXECUTIVE DIRECTOR, CHIEF FINANCIAL OFFICER AND CHIEF OPERATING OFFICER – CAPILLARY TECHNOLOGIES INDIA LIMITED Page 1 of 23 Capillary Technologies India Limited August 04, 2026 Moderator: Hello and good evening, everyone. On behalf of EY IR Practice ], I welcome you all to Q1 FY27 Earnings Call of Capillary Technologies India Limited. Please note that the copy of the disclosures are available on the Investor section of the website, as well as on the stock exchange. Please note that anything said on the call which reflects the outlook for the future or which could be construed as a forward-looking statement must be reviewed in conjunction with the risks that the company faces. To give you some in-depth understanding of the company and answer to all your queries regarding the result and the company, we have with us from the management side Mr. Aneesh Reddy Boddu, Founder, Managing Director and CEO, and Mr. Anant Choubey, Executive Director, CFO and COO. With that being said, I would like to hand over the call to Aneesh to take you guys through the presentation. Thank you. Over to you, Aneesh. Aneesh Reddy: Hi, everyone. Thanks for joining the call today. I think Kanav covered some of these. Again, quickly re-introducing the company for everyone. Capillary operates in the loyalty and customer engagement space globally. We're regarded to be a market leader by any analyst globally in this space. What do we mean by loyalty? Any kind of a long-term retention program for consumers or small businesses. In terms of markets, we today are fairly present across markets globally. US is our largest market. About 60%-odd of our revenue comes from the US, 15% comes from Europe, and about 25% comes from Asia today. In terms of scale, we work with about 465 brands globally. 25 of these are Fortune 500 customers. Lots of scale on the platform, about 2.7 billion consumer profiles on the platform today. We've customers live in about 53 countries, 19 offices globally, in total about 750 employees. We've an infrastructure-like product, we sit in every transaction that hits our customers, whether it's in the store or online or at the airport or wherever, and . uptime is important, so we are at almost a 5 9’s product uptime again for this quarter. So, in terms of our monetization model, more than 90% of our revenue comes from long-term subscription contracts, so typically 3, 5, 7 year contracts with these very large global enterprises. It's a cloud-native product, all our implementations are across four colos globally. We're fairly well recognized by all analysts, pick any analyst in the marketing space, Forrester or Gartner or Everest or QKS , you will see us in the either in number one or very rarely in number two in what we do. Moving ahead, I thought we'll just touch spend a minute on this, this is the Forrester Wave, the most recent one which came about 9 months ago. Forrester is the main leading marketing analyst Page 2 of 23 Capillary Technologies India Limited August 04, 2026 globally, they have a report on loyalty for the last 10, 15 years now, they call it the Loyalty Wave. So, if you look at Capillary, we're both from a current offering as well as what we're building and strategy, we are well ahead of the rest of the market. Like I'd mentioned last time, we have a 5 on 5 score on 22 out of their 27 criteria, 3 on 5 on the rest of the five criteria that they have. We've definitely the most AI-first platform out there in the space. Pick any analyst, they will talk about our AI use cases being very ahead. We'll talk a little bit more about aiRA in some of the slides going ahead. What we also excel with is in supporting very complex programs for very, very large enterprises, that's our niche. With that, let's move ahead. Quickly spending a minute on the on the product. The intent with the product is to deliver loyalty and retention as an outcome, and hence, unlike a lot of our competitors where they tend to have just a loyalty stack, some of the major agencies that you saw earlier, Epsilon, Bounteous, etc., which were there on the earlier slide, Capillary tends to be more broader as a product so that we can deliver loyalty or retention as an outcome. So, now, at the base of the product is a data platform where we integrate into all kinds of data sources from a customer. If they have a CDP, we just plug into that right away. We don't monetize the data platform side of the stack. Loyalty is our bread and butter product, that's what we are known for globally. Over 90% of our revenues globally today come from the loyalty stack. Think of loyalty as any kind of a retention mechanic, could be membership, subscriptions, points, like rewards, differs by industries, differs by mechanics that a business wants to use to retain their customers. Then we have the Engage stack, which is a one-on-one personalized customer communication platform. Roughly about 5% of our revenue comes from the Engage stack today. Insights is all kinds of dashboards that are available for the business users to, look at all kinds of loyalty use cases. We don't monetize Insights, it's a layer on top of the product. And finally, rewards, right, more applicable to banks and to telcos where they generally, rather than give points or coupons, it tends to be a additional reward that you get for being loyal So, that's the rewards stack, that's about 5%-7%-odd of our revenues there. Again, across the platform, we have our AI assistant which does a lot of stuff. We'll talk about it in the next few slides.. We'll get to aiRA in a few slides, but in the interim, I think we've had a pretty decent Q1 and a good start to the year. Like we always talk about really three levers of growth and three levers of profitability. On the first part, I think, on NRR, we've had roughly a 111% expansion from our, existing customer cohort. Three levers there, more platform usage or inflation increases, product upgrades, and new brands and geographies. Now, if you take out one the largest customer we have, if you take them out, then the NRR has actually been 116%, so tends to continue to be in that, good range for majority of the customer cohort that we have. Page 3 of 23 Capillary Technologies India Limited August 0 [Showing first 8,000 characters — download PDF for full document]