Ceinsys Tech Ltd (BOM:538734)

Q3 2026 Ceinsys Tech Ltd Earnings Call Transcript

Feb 12, 2026 / 06:30 AM GMT

Release Date Price: ₹1080.05 (-9.82%)

Transcript

Key Points

Positve

Ceinsys Tech Ltd (BOM:538734) reported a significant year-on-year operational revenue growth of 52% for the quarter, reaching INR170 crore.
EBITDA increased by 88% to INR40 crore, with margins expanding to 23.48%, reflecting a strong improvement of 452 basis points compared to last year.
Net profits rose by 119% year-on-year to INR39 crore, translating into a healthy PAT margin of 22.9%.
The company secured several strategic contracts, including a significant extension from the State Water and Sanitation Mission Uttar Pradesh valued at INR107 crore.
Ceinsys Tech Ltd (BOM:538734) has a robust order book of INR999 crore as of December 31, 2025, indicating strong future revenue potential.

Negative

The technology solutions revenue declined moderately by 3% to around INR61 crore for the quarter.
There have been delays in closing some anticipated orders due to external factors such as government code of conduct periods.
The company has faced challenges with senior management stability, including multiple senior-level changes over the past 12 to 15 months.
There is uncertainty regarding the timeline for concluding inorganic acquisition opportunities, with delays in the due diligence process.
Despite strong revenue growth, the company has not provided specific forward-looking guidance, creating uncertainty about future performance expectations.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

CEIS.BO - Ceinsys Tech Ltd
Q3 2026 Ceinsys Tech Ltd Earnings Call
Feb 12, 2026 / 06:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to Sensus Tech Limited Q3 and 9 months F 526 earnings conference call hosted by Arihan Capital Markets Limited. As a reminder, all participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during this conference call, please signal an operator by pressing, then 0 on your touchstone phone. Please note that this conference is being recorded. I now hand the conference over to Ms. Natasha Singh from Arihan Capital Markets Limited.

Thank you and over to you, Ms.

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Unidentified_2 [2]
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