Ceinsys Tech (538734) Q4 24/25 earnings summary

Executive summary

• Q4 FY25 revenue increased 81.9% YoY to INR 1,424 Mn; EBITDA reached INR 268 Mn and PAT INR 219 Mn.

• FY25 revenue rose 65.3% to INR 4,181 Mn, EBITDA increased 76.6% to INR 779 Mn, and PAT grew 80.6% to INR 632 Mn.

• Closing executable order book was INR 11,970 Mn as of 1 Apr 2025, supported by FY25 fresh orders of INR 7,860 Mn.

• Audited standalone and consolidated results for the year ended March 31, 2025 received unmodified audit opinions.

Financial highlights

• Q4 EBITDA margin was 18.82% and PAT margin 15.38%; FY25 EBITDA margin was 18.63% and PAT margin 15.12%.

• FY25 diluted EPS rose 56.6% to INR 35.27; Q4 diluted EPS increased 57.9% to INR 11.23.

• FY25 standalone revenue was Rs. 39,973 lakhs and consolidated revenue Rs. 41,806 lakhs; standalone and consolidated net profit were Rs. 8,138 lakhs and Rs. 6,324 lakhs, respectively.

• Employee costs declined to 30% of FY25 revenue from 35%; turnover per employee increased to INR 3.34 Mn from INR 2.29 Mn.

• Final dividend of Rs. 3.50 per share recommended for FY 2024-25, subject to shareholder approval.

Outlook and guidance

• Growth priorities include GeoAI, spatial analytics, digital twins, AR/VR, digital water management, grid modernization, and EV mobility services.

• Robust order pipeline, with INR 300–400 crore targeted in new orders each quarter.

• Jal Jeevan Mission extension to 2028, the National Geospatial Mission, and renewable capacity additions offer growth opportunities.

• International expansion is a strategic priority, with initial contracts underway.