Ceinsys Tech (538734) Investor Presentation summary

Business overview and strategy

• 26-year legacy in geospatial, mobility, and emerging tech, with a global presence and marquee clients across utilities, transport, telecom, and manufacturing.

• Strategic acquisitions of AllyGrow Technologies and VTS expanded mobility and US geospatial capabilities.

• Deep investments in AI, ML, IoT, VR/AR, and digital twins drive future-ready platforms and solutions.

• Focus on national programs like Jal Jeevan Mission and river linking, with a robust order book of INR 11,970 Mn as of March 2025.

• Growth strategy leverages government initiatives, emerging tech, and further acquisitions in geospatial, mobility, and technology domains.

Financial performance

• Operational revenue grew from INR 2,029 Mn in FY22 to INR 4,181 Mn in FY25, with EBITDA margins rising to 18.63%.

• PAT increased to INR 632 Mn in FY25, with PAT margins at 15.12% and diluted EPS at INR 35.27.

• Net worth reached INR 4,119 Mn in FY25, with net debt to equity at 0.06 and ROE at 16.6%.

• Market cap stood at INR 23,760.95 Mn as of March 2025, with a 1-year stock performance significantly outperforming the Sensex.

• Promoters held 51.86% of shares, with public and institutional investors holding the remainder.

Service offerings and technology

• Comprehensive geospatial services include GIS mapping, analytics, digital twins, and consulting for water, energy, transport, oil & gas, and telecom.

• Mobility vertical delivers end-to-end engineering for vehicles, including interiors, seating, BIW, and manufacturing automation.

• Technology solutions span IoT, platform services, manufacturing solutions, and data engineering, with strong partnerships (Autodesk, Bentley, Esri, Aveva).

• Advanced capture technologies (LiDAR, UAV, laser scanning) and AI/ML-based platforms support digital transformation.

• Featured offerings for smart cities include digital twins, e-governance, disaster management, and integrated command centers.