Submission of Transcript of Q2 FY2025-26 Earnings Call held on November 7, 2025
CEINSYS · price
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Ceinsys Tech reported its best-ever Q2 with operational revenue of Rs. 164 crores, up 82% year-on-year, and EBITDA of Rs. 36 crores (margin 21.77%, up 310 basis points). Net profit grew 120% to Rs. 26 crores. For H1 FY26, revenue was Rs. 320 crores (+95%) and net profit was Rs. 57 crores (+143%). The order book stands at Rs. 1,092 crores, with management guiding that Rs. 700-800 crores of pipeline bids are expected to close in Q3-Q4 FY26. Working capital cycle was at 160 days, with Rs. 60 crores of recoveries already received in October and further recoveries expected. Management indicated inorganic acquisition announcement likely within 1-2 months, targeting companies with Rs. 50-200 crores revenue potential in geospatial and engineering services.
Strong quarter with broad-based growth across technology and geospatial segments; order book conversion in Q3-Q4 and a potential acquisition could act as near-term catalysts. Watch working capital cycle improvement and management succession from Prashant Kamat to Surej K.P. planned for after December 2025.