ALFA Finder| Revenue growth | 0.8% YoY |
|---|---|
| Margins | EBITDA margin expanded 505 Bps YoY to 24.4%. |
| Order book | INR 9,903 Mn as of quarter end. |
| Demand visibility | Strong; fresh contracts of INR 1,425 Mn awarded in Q1. |
| Management confidence | High; citing 8 quarters of sequential EBITDA growth. |
Growth
Revenue grew 0.8% YoY; EBITDA rose 27.1% YoY to INR 385 Mn. PAT declined 2.2% YoY to INR 310 Mn.
Outlook
Order book stands at INR 9,903 Mn. Approved INR 250 Mn investment in AI NEO Cloud JV.
Risks
Working capital cycle remains high at 164 days; international macro headwinds mentioned.
Last quarter's promises, checked
Delivered
- Guided VTS revenue >INR 200 Mn → delivered INR 943 Mn in Geospatial (incl. VTS) (= BEAT)
- Guided 25% tax rate → delivered 25% steady state (= BEAT)
- Guided EBITDA margin sustainability → delivered 24.4% vs 21.9% FY26 (= BEAT)
Partly delivered
- Guided working capital improvement → delivered 164 days vs 157 days (marginal uptick) (= PARTIAL)
- Guided subsidiary breakeven in FY27 → current consolidated EBITDA INR 385 Mn (on track) (= PARTIAL)
Missed
- Guided Q2 order inflow >INR 3,540 Mn → delivered INR 1,425 Mn fresh contracts (= MISS)
Investor Presentation filed with NSE, NSE: CEINSYS. Summary written with AI assistance from the document.
Ceinsys Tech Ltd: key numbers
- Share price
- ₹725.75
- Market cap
- ₹1,520 Cr
- Revenue (annual)
- ₹660.7 Cr
- Net profit (annual)
- ₹133.4 Cr
- P/E (TTM)
- 11.4×Sector 23.6×
- Promoter holding
- 50.87%+0.00% QoQ
- FII holding
- 10.30%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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- Value
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- From
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- Execution
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