Ceinsys Tech (538734) Q1 25/26 earnings summary

Executive summary

• Achieved record Q1 FY26 performance with consolidated revenue of INR 1,566 Mn, up 112% YoY, and PAT of INR 317 Mn, up 166% YoY, driven by technology solutions and geospatial engineering services.

• Maintained a strong order book at INR 12,090 Mn as of June 30, 2025, supporting future growth visibility.

• Strategic focus on expanding technology solutions, AI/ML, and international markets, especially the U.S. and Europe.

• Recent acquisitions and ongoing inorganic growth initiatives are enhancing capabilities and market reach.

• Board approved unaudited financial results and made new senior management appointments.

Financial highlights

• Q1 FY26 consolidated revenue from operations was INR 1,566 Mn, up from INR 738.4 Mn in Q1 FY25 and INR 1,423.9 Mn in Q4 FY25.

• EBITDA reached INR 303 Mn, up 129% YoY, with EBITDA margin at 19.3%.

• Net profit for Q1 FY26 was INR 317 Mn, up from INR 119.1 Mn in Q1 FY25 and INR 218.7 Mn in Q4 FY25.

• Surplus cash balance stood at INR 1,274 Mn (net of borrowings).

• Diluted EPS for Q1 FY26 was INR 16.34, up 124% YoY.

Outlook and guidance

• Targeting INR 8,000–9,000 Mn in new order book additions for FY26, with significant contribution expected from government projects like Jal Jeevan Mission.

• High-visibility pipeline and new project wins, including major consulting and software deployment orders, expected to fuel future quarters.

• Continued investments in technology innovation and international expansion, particularly in the USA.

• Board approved further investment in wholly owned subsidiary ADCC Infocom Private Limited.