Ceinsys Tech (538734) Investor presentation summary

Business overview and strategy

• 27-year legacy in geospatial, mobility, and emerging tech, with a global workforce of 1,200+ professionals across India, US, UK, and Germany.

• Strategic acquisitions (AllyGrow in 2022, VTS in 2024) expanded mobility and 3D digital twin capabilities, strengthening North American presence.

• Focus on end-to-end GIS data services, enterprise Web GIS/DSS, and full-vehicle product and industrial automation engineering.

• Deep investments in AI, ML, IoT, VR/AR, and digital twins for industry-ready platforms.

• Major national programs include GIS-driven water infrastructure and equitable distribution solutions for initiatives like Jal Jeevan Mission.

Financial performance

• Operational revenue grew from INR 2,195 Mn in FY23 to INR 4,900 Mn in 9M-FY26, with EBITDA margins rising from 14.44% to 21.59%.

• PAT increased from INR 309 Mn in FY23 to INR 963 Mn in 9M-FY26, with PAT margins improving to 19.65%.

• Net worth rose from INR 2,341 Mn in FY23 to INR 4,667 Mn in H1-FY26; net debt to equity improved to -0.30.

• Diluted EPS increased from INR 20.02 in FY23 to INR 48.76 in 9M-FY26.

• Order book stood at INR 9,990 Mn as of December 2025, with significant project wins in water and smart city domains.

Market positioning and growth drivers

• 50% of business from repeat customers, with over 200 clients and 100+ projects executed with zero client churn.

• Strong presence in government, PSU, and infrastructure sectors, with early traction in MEA markets.

• Jal Jeevan Mission extended to 2028 with a total outlay of ₹8.69 lakh crore, supporting long-term water segment opportunities.

• Focus on digital governance, sustainability, and community ownership in national water initiatives.

• Listed on NSE from February 2026, enhancing market visibility and liquidity.