Ceinsys Tech (538734) Q4 25/26 earnings summary

Executive summary

• Achieved record quarterly and annual results for FY 2025/2026, with strong growth across key financial metrics and business segments.

• Consistent revenue growth for three consecutive years, executing over 100 projects with zero client churn.

• Expanded international presence, notably in the U.S., Europe, and MEA regions, despite macroeconomic headwinds.

• Focused on geospatial engineering, technology solutions, and expansion into AI, ML, and embedded electronics.

• Audited standalone and consolidated financial results approved, with a final dividend of Rs. 3.50 per share recommended.

Financial highlights

• FY 2025/2026 consolidated revenue: INR 6,607 Mn, up 58% year-on-year; EBITDA: INR 1,449 Mn, up 85.8%; EBITDA margin: 21.9% (+327 bps); PAT: INR 1,334 Mn, up 111.1%; PAT margin: 20.2% (+507 bps).

• Q4 FY26 operational revenue: INR 1,707 Mn, up 19.9% year-on-year; EBITDA margin: 23.6% (+475 bps); Net profit: INR 370 Mn, up 70%.

• Standalone revenue for FY 2025-26: Rs. 63,517 lakhs; consolidated: Rs. 66,070 lakhs.

• Diluted EPS for FY26: INR 67.87, up 92.4% year-on-year; standalone EPS: Rs. 86.41; consolidated EPS: Rs. 74.76.

• Net cash balance as of March 31, 2026: INR 2,480 Mn, up from INR 1,225 Mn year-over-year.

Outlook and guidance

• Management targets maintaining growth momentum, aiming for similar CAGR as the past three years (58%).

• Healthy pipeline across government, PSU, and infrastructure, with order inflow in Q2 and Q3 FY 2027 expected to match or exceed FY 2026.

• International business and proprietary IP development to drive future growth and reduce dependency on Indian government contracts.

• Board monitoring regulatory changes, including new labour codes, and will adjust accounting as needed.