Ceinsys Tech Limited – Investor Presentation Summary

Key Operational Highlights

  • Executing 100+ projects with zero client churn.
  • Processed 650K+ miles of image data for business intelligence.
  • Mapped and analyzed 2.2 Mn sq. ft. of urban infrastructure.
  • Designed and implemented 35K+ miles of water network.
  • Processed 100K+ miles of electrical network.
  • Delivered 7 Mn+ engineering hours.
  • Net working capital cycle improved to 157 days from 162 days.
  • Generated positive cash from operations.
  • New orders booked from 1st Jan 2026 (excluding Mobility and Product services): INR 621 Mn.
  • Closing order book as on 31st Mar 2026: INR 8,760 Mn (excluding Annual and other customer commitments for Mobility and Product-Services).

Key drivers of operational performance: Consistent growth driven by delivery and demand, healthy pipeline across Government, PSU, and Infra Enterprises, and early international traction in MEA.

Segment-wise Performance

  • Geospatial and Engineering Services Revenue: YoY up by 76% to INR 3,588 Mn.
  • Technology Solutions Revenue: YoY up by 41% to INR 3,009 Mn.

Explanation of significant changes in segment performance: Growth driven by strong demand in government, smart cities, utilities, mobility, and industrial assets sectors.

Financial Highlights

Q4-FY26 Consolidated:

  • Revenue: Rs. 1,707 Mn (19.9% YoY growth)
  • EBITDA: Rs. 402 Mn (50.3% YoY growth)
  • PAT: Rs. 372 Mn (69.9% YoY growth)
  • EPS: Rs. 18.9 per share (68.0% YoY growth)
  • EBITDA Margin: 23.5% (475 Bps YoY improvement)
  • PAT Margin: 21.8% (641 Bps YoY improvement)

FY26 Consolidated:

  • Revenue: Rs. 6,607 Mn (58.0% YoY growth)
  • EBITDA: Rs. 1,460 Mn (87.4% YoY growth)
  • PAT: Rs. 1,334 Mn
  • EPS: Rs. 67.87 per share (92.4% YoY growth)
  • EBITDA Margin: 22.1% (347 Bps YoY improvement)
  • PAT Margin: 20.2% (507 Bps YoY improvement)

Drivers of financial performance: Higher revenue growth, operational efficiencies, and margin expansion.

Key Risks: Slow procurement cycles, funding winter, delayed decision-making in the market, and macro headwinds in international markets.

Geographical Revenue Split

Not Specified

Balance Sheet Snapshot

As of March 31, 2026:

  • Net cash balance: INR 2,480 Mn (compared to INR 1,225 Mn on March 31, 2025)
  • Total Assets: INR 9,298 Mn
  • Total Equity: INR 6,730 Mn
  • Non-current Assets: INR 1,493 Mn
  • Current Assets: INR 7,805 Mn
  • Current Liabilities: INR 2,444 Mn

Financial Health Insights: Strong cash flow generation, improved liquidity, and healthy net worth growth.

Capex & Cash Flow Health

  • Generated positive cash from operations.
  • Net cash balance increased to INR 2,480 Mn from INR 1,225 Mn YoY.

Investment Rationale: Investing in emerging tech—AI solutions and embedded electronics—to fuel future growth.

Strategic & R&D Initiatives

  • Full-stack geospatial AI platform integrating real-time data from drones, satellites, sensors.
  • AI-driven Digital Twins of assets, cities, utilities.
  • Strategic alliances in MEA, ASEAN regions.
  • GIS consulting firms as channel partners.
  • Initiating setup of presence in Saudi and Dubai.
  • VTS acquisition in USA established presence in US geospatial telecom sector.
  • Additional acquisitions planned across Geospatial, Mobility, and Tech domains.

Expected impact on growth: Leveraging government initiatives like Jal Jeevan Mission (extended till 2028), National Geospatial Mission, and renewable energy targets (340 GW by 2030).

Strategic Rationale: Expanding into high-growth markets, reducing operational costs, and building technical partnerships with domain experts.

Industry Trends & Business Environment

Macro/Industry Trends: Urbanization, ageing infrastructure, digitization, government push to modernize land records and urban planning, India's renewable energy targets.

Impact on Company: Creating demand for intelligent infrastructure solutions in smart cities, utilities, mobility, and industrial assets.

Management Commentary & Growth Outlook

Strategic Outlook: "Powering Intelligent Infrastructure Decisions" at the intersection of core engineering + AI + geospatial intelligence + mobility.

FY Guidance: Not explicitly stated, but company highlights consistent growth, healthy order pipeline, and international expansion plans.

Risks and Opportunities: Market challenges include slow procurement cycles and funding winter, but opportunities exist in government initiatives and international expansion.