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Capillary Technologies India

Book Building issueMainboardNSE₹878 Cr issue
-2.95%
Listing gain over issue price
Issue size
₹878 Cr
1 lot at cut-off
₹14,425
Lot size
25shares
Open
14 Nov 2025
Close
18 Nov 2025
Allotment
19 Nov 2025
Listing
21 Nov 2025

Listing performance

Issue price
₹577
Listed at
₹560
Listing-day close
₹606.9
Latest price
₹508.15
Listing gain
-2.95%
Return since listing
-11.93%

Scheduled dates

Tentative timetable — a past date is not confirmation the step completed

  1. Open
    14 Nov 2025
  2. Close
    18 Nov 2025
  3. Allotment
    19 Nov 2025
  4. Refund
    20 Nov 2025
  5. Demat credit
    20 Nov 2025
  6. Listing
    21 Nov 2025

Grey market premium

Unofficial and indicative — not a forecast

₹55

3 observations recorded — too few to plot a trend.

Day-wise premium · 3 observations
DateGMP%SaudaEst. listingGain / lot
21 Nov 2025₹55+9.53%₹1,000₹632₹1,375
20 Nov 2025₹53+9.19%₹1,000₹630₹1,325
19 Nov 2025₹55+9.53%₹1,000₹632₹1,375

Gain per lot assumes the premium holds to listing and that the application is allotted — allotment in an oversubscribed issue is a lottery, so it is indicative, not expected. Sauda is the rate paid for a submitted application itself.

Issue details

IPO date
14 Nov 2025 – 18 Nov 2025
Listing date
21 Nov 2025
Face value
₹2 per share
Issue price
₹577 per share
Lot size
25 shares
Issue type
Book Building issue
Listing at
NSE
Total issue size
₹878 Cr
Market cap at offer price
₹4,576 Cr
Promoter holding
67.95% → 52.05% pre-issue → post-issue
ISIN
INE0ILV01024
Registrar
MUFG Intime India Pvt.Ltd.
Lead managers
JM Financial Ltd.
Registered office
#360 bearing PID No 101, 360, 15th Cross Rd, Sector 4, HSR Layout, Karnataka

Reservation and application size

How the issue is split between investor categories, and what each may bid

Investor categoryShares% of net% of total
Anchor investor · within QIB68,28,001
Market maker 0

Application size

Minimum 25 shares per lot, in multiples, at ₹577

ApplicationLotsSharesAmount
Retail (min)125₹14,425
Retail (max)13325₹1,87,525
S-HNI (min)14350₹2,01,950
S-HNI (max)691,725₹9,95,325
B-HNI (min)701,750₹10,09,750

Category limits

CategoryBid sizeCut-off
Retail (RII)Up to ₹2 lakhYes
Small HNI (sNII)₹2 lakh – ₹10 lakhNo
Big HNI (bNII)Above ₹10 lakhNo
EmployeeUp to ₹5 lakhYes

Bidding at cut-off means accepting the final issue price without naming one. Only retail and employee applicants may do so.

Anchor investors

Institutional allocation placed a day before the issue opens, carved out of the QIB portion and locked in after listing.

Shares allocated
68,28,001
Anchor portion
₹394 Cr
at ₹577 per share

Valuation and performance

Valuation at offer price

₹577 per share

MetricPre-issuePost-issue
EPS (₹)1.930.26
P/E (×)298.962219.23
Price to book (×)8.87
Market cap₹4,576 Cr

Key performance indicators

Latest reported period

Return on net worth
2.85%
ROCE
2.76%
Debt / equity
0.18
PAT margin
2.37%
EBITDA margin
13.13%
NAV per share
₹65.03
Price to book
8.87

Single period as reported. Year-on-year movement is in the financials table below, where every period is published.

About Capillary Technologies India

Capillary Technologies India Limited was originally incorporated on March 15, 2012 as 'Kharagpur Technologies Private Limited' in Karnataka, renamed Capillary Technologies India Private Limited in July 2012, and converted to a public limited company in November 2021. Headquartered in HSR Layout, Bengaluru, it is an AI-powered cloud-native Software-as-a-Service (SaaS) company whose diversified suite — Loyalty+ (advanced loyalty management platform), Engage+ (connected engagement platform), Insights+ (predictive analytics), Rewards+ (rewards management platform) and a customer data platform — allows customers to run end-to-end loyalty programs and deliver real-time omni-channel, personalized consumer experiences. It serves Enterprise Customers globally across verticals such as retail, healthcare, BFSI and telecommunications, CPG, travel/automobile/hospitality and energy retail, operating in 47 countries as of September 30, 2025, with 110 customers, 413 brands, 737 employees, 1.82 billion consumers on platform and 15.67 billion transactions processed in the six months ended September 30, 2025 (ARR ₹7,200.72 million). The company has grown through acquisitions including the Persuade Group (2021), Brierley & Partners/Capillary Brierley and Brierley Europe (2023), Tenerity LLC's Digital Connect assets used to build Rewards+ (2023) and Kognitiv (May 2025). It earns revenue mainly from subscriptions/retainership priced on loyalty transactions, members and stores, plus per-message campaign fees and setup/installation charges, with Enterprise Customers contributing 98.23% of revenue from operations in the six months ended September 30, 2025; Fiscal 2025 revenue from operations was ₹5,982.59 million with restated profit of ₹132.80 million, and North America accounted for 56.59% of Fiscal 2025 revenue.

https://www.capillarytech.com/ ↗

Company Analysis

from RHP

Capillary Technologies India Limited is a software product company offering artificial intelligence-based, cloud-native SaaS products — Loyalty+, Engage+, Insights+, Rewards+ and a customer data platform — that enable enterprises worldwide to run end-to-end customer loyalty and engagement programs.

Capillary Technologies India Limited was originally incorporated on March 15, 2012 as 'Kharagpur Technologies Private Limited' in Karnataka, renamed Capillary Technologies India Private Limited in July 2012, and converted to a public limited company in November 2021. Headquartered in HSR Layout, Bengaluru, it is an AI-powered cloud-native Software-as-a-Service (SaaS) company whose diversified suite — Loyalty+ (advanced loyalty management platform), Engage+ (connected engagement platform), Insights+ (predictive analytics), Rewards+ (rewards management platform) and a customer data platform — allows customers to run end-to-end loyalty programs and deliver real-time omni-channel, personalized consumer experiences. It serves Enterprise Customers globally across verticals such as retail, healthcare, BFSI and telecommunications, CPG, travel/automobile/hospitality and energy retail, operating in 47 countries as of September 30, 2025, with 110 customers, 413 brands, 737 employees, 1.82 billion consumers on platform and 15.67 billion transactions processed in the six months ended September 30, 2025 (ARR ₹7,200.72 million). The company has grown through acquisitions including the Persuade Group (2021), Brierley & Partners/Capillary Brierley and Brierley Europe (2023), Tenerity LLC's Digital Connect assets used to build Rewards+ (2023) and Kognitiv (May 2025). It earns revenue mainly from subscriptions/retainership priced on loyalty transactions, members and stores, plus per-message campaign fees and setup/installation charges, with Enterprise Customers contributing 98.23% of revenue from operations in the six months ended September 30, 2025; Fiscal 2025 revenue from operations was ₹5,982.59 million with restated profit of ₹132.80 million, and North America accounted for 56.59% of Fiscal 2025 revenue.

Software-as-a-Service (SaaS)Customer loyalty and engagement softwareMarketing technology (loyalty-tech/Martech)

Objects of the Issue

  • Funding our cloud infrastructure cost
    ₹1,430.00 million p.27
  • Investment in research, designing and development of our products and platform
    ₹715.81 million p.27
  • Investment in purchase of computer systems for our business
    ₹103.42 million p.27
  • Funding inorganic growth through unidentified acquisitions and general corporate purposes (to be finalised upon determination of the Offer Price; aggregate capped at 35% of Gross Proceeds, with general corporate purposes or unidentified acquisitions each capped at 25% of Gross Proceeds)
    p.27

Issue Structure

Total Issue
Up to [●] equity shares of face value ₹2 each aggregating up to ₹[●] million
Fresh Issue
Fresh issue of up to [●] equity shares of face value ₹2 each aggregating up to ₹3,450.00 million
Offer for Sale
Offer for sale of up to 9,228,796 equity shares of face value ₹2 each aggregating up to ₹[●] million by the Selling Shareholders (CTIPL up to 8,540,738 shares; Trudy Holdings up to 688,058 shares)
Face Value
₹2 each

Business Model

Primarily recurring SaaS subscription/retainership revenue, priced on the number of loyalty transactions processed annually, active loyalty members on the platform and number of stores using the platform (Rewards+ subscriptions depend on the type and volume of offers redeemed); campaign fees charged per message (text, email or ad-words) sent from the platform; and setup revenue charged for integration/configuration to take a customer live. In Fiscal 2025 the campaign services model changed to an agent basis, with campaign revenue recorded net of campaign service costs. Enterprise Customers contributed 98.23% of revenue from operations in the six months ended September 30, 2025.

Business Segments

Revenue from customers located in North America (United States, Mexico and Canada) — the largest region, generating 56.59% of Fiscal 2025 revenue from operations.
Revenue from customers located in Asia-Pacific (India, South-East Asia and Japan) — 24.17% of Fiscal 2025 revenue from operations.
Revenue from customers located in EMEA (Middle East and European Union) — 19.24% of Fiscal 2025 revenue from operations.

Promoters

NameRolePre-IssuePost-Issue
Capillary Technologies International Pte. Ltd. (CTIPL)Promoter (also Promoter Selling Shareholder)65.47%
Aneesh Reddy BodduPromoter (Founder, Managing Director & CEO)2.36%
Mohan Boddu ReddyPromoter Group (other than Promoters)0.07%
Aditya Reddy BodduPromoter Group (other than Promoters)0.03%
Pavani Pulla ReddyPromoter Group (other than Promoters)0.02%

Leadership

Aneesh Reddy Boddu · Founder; Managing Director and Chief Executive Officer; Promoter
Anant Choubey · Whole-time Director, Chief Financial Officer and Chief Operating Officer
Neelam Dhawan · Chairperson and Independent Director

Auto-extracted from the company's RHP using AI, with each fact linked to its source passage (hover any row to see the quote & page). Provided for research only, not investment advice — verify against the official RHP before relying on it.

Disclaimer. Figures are compiled from the issuer's offer document and exchange-published bidding data. Subscription changes until the issue closes, and the final basis of allotment is published by the registrar. Grey Market Premium is unofficial, indicative data from unregulated grey-market dealers — it is not published by NSE, BSE, SEBI or the issuer, and is not a forecast of the listing price. Nothing here is investment advice or a recommendation; read the offer document and consult a SEBI-registered adviser before applying.