Submission of Transcript of Q4 FY2025 Earnings Call held on May 7, 2025.
CEINSYS · price
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Ceinsys Tech (rebranded as CS Tech Ai) shared its Q4 FY25 results via a Ventura Securities-hosted earnings call. Operational revenue for the quarter jumped 82% YoY to INR 142 crore, with EBITDA up 116% YoY at INR 27 crore (18.82% margin) and net profit at INR 22 crore. For full-year FY25, revenue grew 65% YoY to INR 418 crore, EBITDA rose 77% to INR 78 crore (18.63% margin), and PAT climbed 81% to INR 63 crore. The company holds an order book of INR 1,197 crores (dominated by water projects at INR 1,019 crores) plus INR 130 crores in the Allygrow mobility business. Management guided that they aim to maintain and improve the margin profile going forward, flagged INR 355 crores in active bids with INR 280 crores of large projects expected to close within a month, and confirmed work on two M&A targets with INR 105 crore earmarked for inorganic growth. A 35% dividend (up from 25%) was recommended.
Strong FY25 print and healthy order book plus bid pipeline support continued growth visibility, while margin guidance and clear M&A intent could sustain investor confidence. Dividend hike signals improving cash generation, though key execution milestones on the INR 381 crore river-linking project will be the next trigger to watch.