Q4 2026 Ceinsys Tech Ltd Earnings Call Transcript
Key Points
- Ceinsys Tech Ltd (BOM:538734) reported a strong financial performance with a 20% year-on-year growth in operational revenue for Q4 FY26, reaching INR171 crore.
- The company's EBITDA for the quarter increased by 50% year-on-year to INR40 crore, with margins improving to 23.6%, indicating efficient cost management.
- Net profit for the quarter saw a robust growth of 70% year-on-year, reaching INR37 crore, with PAT margins improving to 21.8%.
- For the full year FY26, operational revenue grew by 58% year-on-year to INR661 crore, with EBITDA increasing by 86% year-on-year to INR145 crore.
- Ceinsys Tech Ltd has a healthy order book of INR876 crore as of March 31, 2026, with significant new orders secured both domestically and internationally, reflecting strong demand for its services.
- The Technology Solutions segment experienced a slight decline in revenue to INR68 crore for the quarter, indicating potential challenges in this area.
- The company's working capital cycle remains lengthy, with a net working capital cycle of 157 days, which could impact liquidity.
- Unbilled revenue increased significantly, raising concerns about the company's ability to meet billing milestones and manage cash flow effectively.
- The acquisition strategy faced setbacks, with some targeted opportunities not pursued due to business continuity challenges, delaying inorganic growth plans.
- The international business, particularly the US subsidiary, has been a drag on consolidated results, with efforts to turn it profitable still ongoing.
Ladies and gentlemen, good day, and welcome to the Ceinsys Tech Q4 FY26 earnings conference call hosted by Arihant Capital Markets.
(Operator Instructions)
Please note that this conference is being recorded. I now hand the conference over to Ms. Ananya Mukne from Arihant Capital Markets. Thank you, and over to you, ma'am.
Hello, and good afternoon to everyone. On behalf of Arihant Capital Markets, I thank you all for joining into the Q4 FY26 earnings conference call of Ceinsys Tech Limited. Today, from the management, we have Mr. Kaushik Khona, Managing Director, India Operations; Dr. Abhay Kimmatkar, Managing Director; and Mrs. Amita Saxena, Chief Financial Officer.
So without any further delay, I hand over the call to Mr. Kaushik for his opening remarks. Over to you, sir.
Everyone, it's a pleasure to welcome you at this earnings conference call for
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