Fractal Analytics Shares Jump 14% After Q2 Profit Rises 139%

Fractal Analytics shares jumped as much as 14%, to Rs 834.90 on the NSE, on Wednesday, 4 November, after the company reported September quarter (Q2 FY27) results. Net profit rose 139% year on year to Rs 79.2 crore from Rs 33.2 crore, and was up 9.5% from the previous quarter. Revenue from operations rose 20% to Rs 956.5 crore, or 10% in constant currency, and crossed $100 million in a quarter for the first time. Total expenses rose 15% to Rs 858.9 crore from Rs 746.6 crore. Net income margin expanded 413 basis points to 8.3%, and adjusted EBITDA margin improved 123 basis points to 16.2%. Healthcare and life sciences revenue grew 79%, banking, financial services and insurance revenue grew 30%, and consumer packaged goods and retail, its biggest vertical, grew 19%. Telecom, media and technology revenue fell 18%. The Americas contributed 67.3% of revenue, and net revenue retention was 115%. The products business, including the Cogentiq agentic AI platform, reached an annual revenue run-rate of more than Rs 150 crore, up 39%. For the first half of FY27, revenue rose 20% to Rs 1,869 crore and net income rose 114% to Rs 151.5 crore. The board also approved the winding up of its step-down subsidiary, Analytics Vidhya Inc. Telecom, media and technology revenue fell 18%, so investors will watch whether growth in healthcare and BFSI keeps offsetting it. Disclaimer: The views expressed purely for educational and informational purposes and do not constitute financial advice or a recommendation to buy, sell, or hold any security.