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Earnings Call

Ceinsys Tech Earnings Call: Key Takeaways

Ceinsys Tech delivered record Q4 FY26 performance with 20% YoY revenue growth and 70% PAT growth. Management is aggressively pivoting toward international expansion and AI-enabled geospatial solutions.

Why this was an Alfa AlertManagement reported FY26 Net Profit growth of 111% YoY, significantly exceeding the 50% growth threshold for a single year.
Highlights
Revenue growthFY26 revenue up 58% YoY to ₹661cr.
MarginsEBITDA margins expanded 327bps to 21.9% in FY26.
Order book₹876cr as of March 31, 2026.
Demand visibilityStrong; robust pipeline in infrastructure, energy, and transport.
Management confidenceHigh; citing best-ever quarterly and annual performance.

Growth

FY26 revenue grew 58% YoY to ₹661cr; PAT surged 111% to ₹133cr. Geospatial segment revenue rose 76% YoY.

Outlook

Order book at ₹876cr. Targeting international business to be >50% of mix in 2-3 years. FY27 tax rate 25%.

Risks

Government dependency remains high; unbilled receivables at ₹330cr due to milestone-based billing; acquisition delays.

Last quarter's promises, checked

Delivered

  • Guided 90-100% of ₹1000cr order book target → delivered ₹999cr (= BEAT)
  • Guided stable/improving EBITDA margins (23.4%) → delivered 21.9% FY26 (= BEAT)
  • Guided collection equivalent to revenue → delivered ₹170cr revenue vs ₹170cr collected (= BEAT)

Partly delivered

  • Guided reduction of working capital to 120-125 days → delivered 160-162 days (= PARTIAL)

Missed

  • Guided order book closing near ₹1100cr → delivered ₹876cr FY26 (= MISS)
  • Guided inorganic acquisition conclusion by Q4 → delivered no acquisition announcement (= MISS)
Source

Earnings Call filed with BSE, 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.

More from Ceinsys Tech Ltd

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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.