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Earnings Call

Seshaasai Technologies Earnings Call: Key Takeaways

Seshaasai reported strong Q4 FY26 performance with 9.6% YoY revenue growth and significant margin expansion (EBITDA up 27.9% YoY). Strategy focuses on premium card programs, IoT solutions, and integrated logistics.

Highlights
Revenue growth9.6% YoY in Q4 FY26; -1.5% for full year FY26.
MarginsEBITDA margin improved 330 bps YoY to 30.80% in Q4.
Order bookWon multi-year tender for identity solutions in Q4.
Demand visibilityGrowing interest in metal cards and mass transit payment ecosystems.
Management confidenceStrong momentum reported in H2 FY26 and premium segments.

Growth

FY26 PAT grew 8% YoY to ₹2,400.10 mn. Q4 FY26 PAT rose 29.9% YoY to ₹817.87 mn.

Outlook

Capacity expansion in Nagpur and Kundli; focus on metal cards, SIM/eSIM manufacturing, and AI-led IoT computing.

Risks

Challenges include forex volatility, imported input cost pressures, and slower renewal cycles in banking programs.

Source

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

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Seshaasai Technologies Ltd: key numbers

Share price
₹381.85
Market cap
₹6,179 Cr
Revenue (annual)
₹1,441 Cr
Net profit (annual)
₹240.0 Cr
P/E (TTM)
23.4×Sector 22.1×
Promoter holding
81.80%+0.00% QoQ
FII holding
0.29%Current quarter

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

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