Announced Tue, 26 May · 14:55 IST

Seshaasai Technologies Limited has informed the Exchange about Transcript

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedMgmt Evaded Key QuestionInvestor Communications View source PDF

STYL · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

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AI summary

Seshaasai Technologies reported Q4 FY26 revenue of INR 404 crore (up 9.6% YoY) with EBITDA margin of 30.8%, expanding 330 bps YoY due to procurement efficiencies, operating leverage, and improved business mix. Full year FY26 revenue was INR 1,441.1 crore (down 1.5% YoY) but EBITDA margin improved 204 bps to 27.4%. The company completed its IPO during FY26 and holds INR 398 crore cash including INR 195 crore unutilized IPO funds. Business diversification is evident with Payment Solutions (50% revenue, impacted by industry factors), Communication & Fulfilment (39%, grew 29% YoY), and IoT Solutions (11%, grew 45% YoY). The company won an INR 8.7 crore multi-year PSU bank tender, received metal card patent, and Bengaluru facility got GSMA SAS-UP certification for eSIM. Management deferred formal FY27 guidance citing macroeconomic uncertainty but indicated IoT business growth will match or exceed FY26's 47% growth rate.

Likely market impact

Margin expansion demonstrates operational efficiency improvements; however, the company declined to provide formal FY27 guidance pending better visibility on macroeconomic conditions. Strong cash position and diversified revenue base provide stability for shareholders.