ALFA Finder| Management target | Revenue 12.0% FY27 |
|---|
| Revenue growth | 21.1% YoY growth; sequential moderation post-seasonal Q4 peak. |
|---|---|
| Margins | Gross margins dipped to 41.7%; EBITDA margins resilient at 25.1%. |
| Order book | Steady pipeline; recently secured ₹73 Cr in PSU bank tenders. |
| Demand visibility | Strong BFSI demand and rising RFID adoption across retail and pharma. |
| Management confidence | Confident, focusing on H2 seasonal pickup and new facility scale-up. |
Growth
Revenue hit ₹377 Cr; EBITDA margins improved 135 bps YoY to 25.1% through operating leverage and cost discipline.
Outlook
Management guides 8-12% revenue growth for FY27, with H2 expected to outperform H1.
Risks
Gross margin contraction due to raw material costs and USD volatility remains a significant near-term headwind.
Last quarter's promises, checked
Delivered
- Navi Mumbai & Kundli facilities → Operational by Q4 FY26 (= BEAT)
- SIM card division → Material revenue contribution in Q4 (= BEAT)
- GSMA SAS-UP certification → Received for Bengaluru facility (= BEAT)
Partly delivered
- IoT revenue share → Guided towards 20% vs 12.4% actual (= PARTIAL)
- Capex plan → Guided ₹160-200Cr vs ₹140-160Cr actual range (= PARTIAL)
Missed
- Payment Solutions growth → Reported -1.5% YoY for FY26 (= MISS)
Earnings Call Transcript filed with BSE, NSE: STYL. Summary written with AI assistance from the document.
Seshaasai Technologies Ltd: key numbers
- Share price
- ₹337.70
- Market cap
- ₹5,464 Cr
- Revenue (annual)
- ₹1,441 Cr
- Net profit (annual)
- ₹240.0 Cr
- P/E (TTM)
- 19.8×Sector 23.7×
- Promoter holding
- 81.80%+0.00% QoQ
- FII holding
- 0.21%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Seshaasai Technologies Ltd
All →Seshaasai Technologies Other Announcement
Seshaasai Technologies filed its Crisil Monitoring Agency Report for the quarter ended September 30, 2026 on IPO and pre-IPO proceeds. The report shows no deviation from the stated objects of the issue.
Seshaasai Technologies Earnings Call Transcript: Key Takeaways
Seshaasai reported healthy Q2 revenue growth of 15% YoY, driven by payment solutions and a sequential margin recovery despite currency headwinds.
- Call
- Guides 45% growth
Seshaasai Technologies Investor Presentation: Key Takeaways
Q2FY27 revenue ₹4,053.1 Mn (+15.0% YoY), PAT ₹697.3 Mn (+21.0% YoY), EBITDA margin 26.3%. Payment growth led; finance cost fell 74.9% YoY.
Seshaasai Technologies Q2 FY27 Results: Net Profit ₹69.7 Cr, Up 21.0% YoY
Seshaasai Technologies Ltd reported revenue from operations of ₹405.3 Cr (+15.0% YoY) and net profit of ₹69.7 Cr (+21.0% YoY) for Q2 FY27.
- Key figure
- Net profit ₹69.7 Cr · +21.0% YoY
Seshaasai Technologies Board Meeting Date
Seshaasai Technologies has given notice of a board meeting on October 29, 2026 to approve unaudited standalone and consolidated results for the quarter and half year ended September 30, 2026. The trading window stays closed until 48 hours after the results are declared.
Seshaasai Technologies Other Announcement
The company submitted its quarterly shareholding pattern for the period ended September 30, 2026, as per SEBI regulations.