Submission of Transcript of Q3 FY 2025-26 Earnings Call held on February 12, 2026
CEINSYS · price
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Ceinsys Tech reported strong Q3 FY26 results with operational revenue up 52% year-on-year to INR170 crores and net profit surging 119% to INR39 crores, with PAT margin at 22.9%. EBITDA grew 88% YoY to INR40 crores, with margins expanding 452 basis points to 23.48%, driven by the Geospatial & Engineering Services segment which jumped 122% YoY to INR109 crores. For 9M FY26, revenue grew 78% to INR490 crores and net profit rose 133% to INR96 crores. Order book stood healthy at INR999 crores with new orders of INR170 crores booked in Q3, and the company collected INR170 crores during the quarter. Management highlighted strategic MOUs with Tech Mahindra and Aetosky, plans to enter Dubai and Saudi Arabia, and stated that an inorganic acquisition is expected to close within 2-3 months with $28 million already deployed.
Strong quarterly execution with expanding margins and a near-Rs 1,000 crore order book signals business momentum is intact and supports near-term growth visibility. However, management's reluctance to provide specific FY27 guidance and repeated delays in concluding inorganic acquisitions may cap the upside narrative for the stock.