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Earnings Call Transcript

CSM Technologies Earnings Call Transcript: Key Takeaways

CSM Technologies reported strong FY26 performance with 12% revenue growth and significant margin expansion. The GovTech specialist is leveraging AI and international expansion in Africa to drive long-term value.

Highlights
Revenue growth12% YoY for FY26.
MarginsEBITDA margin expanded to 21% from 15% YoY.
Order bookRs. 357.63 Cr as of March 31, 2026.
Demand visibility24 months visibility from 3-5 year contracts.
Management confidenceHigh, citing post-COVID digital infrastructure spend buoyancy.

Growth

FY26 revenue at Rs. 226 Cr (+12% YoY); PAT at Rs. 24 Cr (+70% YoY).

Outlook

Order book at Rs. 357.63 Cr; Rs. 10 Cr invested in intangible assets/R&D; dividend of Rs. 0.50/share.

Risks

High geographic concentration (Odisha), slow government approval processes, and rising working capital (DSO at 129 days).

Source

Earnings Call Transcript filed with BSE, NSE: CSM. Summary written with AI assistance from the document.

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CSM Technologies Ltd: key numbers

Share price
₹102.35
Market cap
₹528.2 Cr
Revenue (annual)
₹226.0 Cr
Net profit (annual)
₹23.59 Cr
P/E (TTM)
23.1×Sector 22.1×
Promoter holding
71.18%
FII holding
9.19%Current quarter

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

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