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Earnings Call

Enser Communications Earnings Call: Key Takeaways

Enser Communications reports FY26 revenue of ₹102.19 Cr and PAT of ₹10.01 Cr, shifting toward an AI-augmented scalable model with a focus on BFSI, cybersecurity, and international expansion in Dubai and Philippines.

Highlights
Revenue growth57% 5-year CAGR; FY26 reached ₹102 Cr.
MarginsEBITDA margin 19.74%; target 300-600 bps expansion via AI.
Demand visibilityStrong BFSI tailwinds; tech spend to reach $290B by 2033.
Management confidenceHigh, pivoting from headcount-driven to AI-scalable model.

Growth

FY26 Revenue grew 19.6% YoY to ₹102.19 Cr; EBITDA reached ₹19.89 Cr; PAT rose 14% to ₹10.01 Cr.

Outlook

Targets ₹500 Cr revenue by FY30 with 15-20% PAT margins; expanding into North America and Europe.

Risks

Regulatory complexity in BFSI; competition from pure-play tech providers; high human-AI integration dependency.

Source

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

Read the document ↗

Enser Communications Ltd: key numbers

Share price
₹15.15
Market cap
₹132.1 Cr
Revenue (annual)
₹101.2 Cr
Net profit (annual)
₹10.01 Cr
P/E (TTM)
13.2×Sector 22.1×
Promoter holding
66.60%+0.17% QoQ
FII holding
0.00%Current quarter

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

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