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Earnings Call

Ceinsys Tech Earnings Call: Key Takeaways

Ceinsys Tech Limited delivered record Q4 FY26 performance with ₹661cr annual revenue. The company is rebranding to CS Tech AI, focusing on geospatial engineering and AI-enabled infrastructure solutions.

Why this was an Alfa AlertNot a filter event. While growth was strong (111% PAT), no specific prior upper-end guidance was provided to measure a 10% beat.
Highlights
Revenue growth58% YoY for FY26; 20% YoY for Q4.
MarginsEBITDA margins improved 327 bps YoY to 21.9% for FY26.
Order book₹876cr as of March 31, 2026; 12-18 month execution cycle.
Demand visibilityStrong bid pipeline in infrastructure, energy, and transport sectors.
Management confidenceHigh; citing 'best-ever' results and sustainable margin improvements.

Growth

FY26 revenue grew 58% YoY to ₹661cr; PAT surged 111% to ₹133cr; EBITDA margins expanded to 21.9%.

Outlook

Order book stands at ₹876cr; targeting inorganic growth with ₹210cr earmarked for acquisitions/JVs; aiming for >50% international revenue mix.

Risks

High receivables (unbilled revenue), dependence on government infrastructure cycles, and loss-making international subsidiaries currently at breakeven stage.

Source

Earnings Call filed with NSE, NSE: CEINSYS. Summary written with AI assistance from the document.

Read the document ↗

Ceinsys Tech Ltd: key numbers

Share price
₹688.90
Market cap
₹1,442 Cr
Revenue (annual)
₹660.7 Cr
Net profit (annual)
₹133.4 Cr
P/E (TTM)
10.9×Sector 22.1×
Promoter holding
50.87%+0.00% QoQ
FII holding
10.05%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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14:04 IST NSE
Annual General Meeting

Ceinsys Tech Annual General Meeting

Ceinsys Tech Limited held its 28th Annual General Meeting on September 26, 2026, through video conferencing to transact ordinary business and approve the annual financial statements.

13:33 IST NSE
New Order Win

Ceinsys Tech Bags ₹24.1 Cr Order from T Second Inc. USA

Ceinsys Tech received orders worth ₹24.10 Crore from T Second Inc. USA for AI-powered drives and monitoring services. Execution is within one month of the order date.

Value
₹24.10 Cr
From
T Second Inc. USA
Execution
Within 1 month from the date of order
16:02 IST NSE
Credit Rating

Ceinsys Tech Credit Rating

Ceinsys Tech Limited received a rating upgrade from Care Ratings Limited for its bank facilities. The long-term and short-term facilities are now rated CARE BBB+ and A3+.

12:37 IST NSE
New Order Win

Ceinsys Tech Bags ₹28.17 Cr Order from Rite Water Solutions Limited

Ceinsys Tech received a Letter of Award from Rite Water Solutions for 125 electrical substations worth ₹28.17 Crore. Execution spans 24 months plus a 2-year warranty.

Value
₹28.17 Cr
From
Rite Water Solutions (India) Limited
Execution
48 Months (24 Months Execution and 24 months Warranty)
electrical substations
125 substations
19:26 IST BSE
Other Announcement

Ceinsys Tech Other Announcement

The company informed shareholders who have not registered their email addresses about accessing the Annual Report and Notice of the 28th AGM via its website.

18:51 IST BSE
Annual General Meeting

Ceinsys Tech Annual General Meeting

Ceinsys Tech Ltd. will hold its 28th Annual General Meeting on September 26, 2026, via video conferencing. The notice includes the Annual Report for FY 2025-26.