Ceinsys Tech (538734) Investor Presentation summary

Company overview and business highlights

• 26-year legacy with a focus on geospatial, mobility, and emerging tech, serving global clients in utilities, transport, telecom, and manufacturing.

• Strategic acquisitions of AllyGrow Technologies (2022) and US-based VTS (2024) expanded mobility and 3D scanning capabilities.

• Over 1,250 professionals across India, US, UK, and Germany, with a strong order book of INR 11,970 Mn as of March 2025.

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

• Major projects include national water infrastructure (Jal Jeevan Mission), river linking, and smart city initiatives.

Financial performance

• Operational revenue grew from INR 2,029 Mn in FY22 to INR 4,181 Mn in FY25, with EBITDA margins rising from 10.89% to 18.63%.

• PAT increased from INR 95 Mn (FY22) to INR 632 Mn (FY25), with PAT margins improving to 15.12%.

• Net worth rose to INR 4,119 Mn in FY25, and net debt to equity improved to -0.10.

• ROCE and ROE remained strong at 15.6% and 16.3% respectively in FY25.

• Share price surged, with a 52-week high/low of INR 2,105/396.5 and a market cap of INR 23,760.95 Mn as of March 2025.

Business segments and offerings

• Geospatial & Engineering Services: End-to-end GIS, asset management, and analytics for water, energy, transport, oil & gas, and telecom.

• Mobility: Full-cycle vehicle and manufacturing engineering, including concept design, validation, and industrial automation for various vehicle types.

• Technology Solutions: IoT, platform services, and manufacturing solutions, with real-time monitoring and digital project management systems.

• Segment revenue split in FY25: Technology Solutions 51%, Geospatial & Engineering Services 49%.

• Ongoing R&D in AI/ML, digital twins, and immersive visualization to enhance offerings.