ALFA Finder| Revenue growth | Flat YoY at ₹158 Cr; marginal 1% growth registered. |
|---|---|
| Margins | Strong expansion: EBITDA margins hit 24.4%, up 505 bps YoY. |
| Order book | Robust ₹990 Cr; execution split between Capex (18mo) and Opex (5yr). |
| Demand visibility | Strong funnel in Geospatial and AI; government digital infrastructure leads. |
| Management confidence | Balanced; optimistic on AI/Digital but defensive on stalled cash flows. |
Growth
Revenue stayed flat at ₹158 Cr; however, EBITDA grew 27% YoY driven by efficiency.
Outlook
Order book stands at ₹990 Cr with 12-18 month execution timelines; ₹25 Cr AI JV planned.
Risks
High unbilled revenue (₹320 Cr) and stalled cash flow from government projects like Jal Jeevan Mission.
Last quarter's promises, checked
Delivered
- VTS Revenue Growth → 2x jump achieved (₹158Cr total revenue vs ₹171Cr prev) (= BEAT)
- EBITDA Margin Expansion → Hit 24.4% vs 21.9% FY26 guidance (= BEAT)
- Subsidiary Breakeven → Consolidated margins improved YoY (= BEAT)
Partly delivered
- Order Book Execution → ₹990Cr book vs ₹876Cr prev; execution timelines 12-18mo (= PARTIAL)
Missed
- Revenue Growth → Flat ₹158Cr vs ₹661Cr FY26 base (implied growth stalled) (= MISS)
- Unbilled Revenue Reduction → Increased to ₹320Cr vs ₹330Cr/₹350Cr range (= MISS)
Earnings Call Transcript filed with NSE, NSE: CEINSYS. Summary written with AI assistance from the document.
Ceinsys Tech Ltd: key numbers
- Share price
- ₹664.00
- Market cap
- ₹1,390 Cr
- Revenue (annual)
- ₹660.7 Cr
- Net profit (annual)
- ₹133.4 Cr
- P/E (TTM)
- 10.0×Sector 23.7×
- 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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