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Earnings Call

Seshaasai Technologies Earnings Call: Key Takeaways

Q4FY26 revenue grew 9.6% YoY to ₹405cr with significant margin expansion. FY26 revenue was ₹1,441cr, down 1.5% due to Payment Solutions headwinds, offset by IoT growth.

Highlights
Revenue growthQ4 grew 9.6% YoY; FY26 declined 1.5% YoY to ₹1,441.1cr.
MarginsEBITDA margins improved to 27.4% for FY26, up 204 bps YoY.
Order bookWon ₹8.7cr multi-year PSU bank tender for metal cards.
Demand visibilityStrong recurring revenue (97-98%); visibility through annuity-like contracts.
Management confidenceHigh; citing business resilience and diversification into high-margin segments.

Growth

Q4 EBITDA margin expanded 330 bps to 30.8%. IoT segment revenue grew 45% YoY in FY26.

Outlook

Planned capex of ₹160cr-₹200cr for FY27. Management expects >47% growth in IoT segment for FY27.

Risks

Industry-wide moderation in payment card issuance; geopolitical uncertainties; raw material price volatility; forex fluctuations.

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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