BSECompany Update2d ago · 18 Aug 2026, 04:40 pm

Submission of Transcript of Q1 FY 2026-27 Earnings Call held on August 14, 2026

Ceinsys Tech Ltd · 538734

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Ceinsys Tech Ltd submits transcript of Q1 FY 2026-27 earnings call, with management discussing financial and operational highlights, including marginal 1% year-on-year growth in operational revenue, 27% increase in EBITDA, and 505 basis points expansion in EBITDA margins.

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Growth Catalyst4/10
Governance Concern1/10
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Balance Sheet Risk2/10
Liquidity Impact8/10
Market Sentiment5/10

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Ceinsys Tech Ltd - 538734 - Announcement under Regulation 30 (LODR)-Earnings Call Transcript

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Date: August 18, 2026 To, To, National Stock Exchange of India Limited BSE Limited Exchange Plaza, Plot No. C/1, G-Block Bandra Phiroze Jeejeebhoy Towers Dalal Street Kurla Complex, Bandra (E) Mumbai – 400 051 Mumbai – 400001 Trading Symbol: CEINSYS Scrip Code: 538734 Subject: Submission of Transcript of Q1 FY2026-27 Earnings Call held on August 14, 2026 Dear Sir/Madam, Further to our letter dated August 11, 2026, we are forwarding herewith a copy of the Transcript of Q1 FY2026-27 Earnings Call hosted by Arihant Capital Markets Limited, on Friday, August 14, 2026, at 11:30 AM (IST) to discuss the Unaudited Standalone and Consolidated Financial Results of the Company for the quarter ended on June 30, 2026, with the Management of the Company. The same is also available on website of the Company at www.cstech.ai. This is for your information and records. Thanking you, Yours faithfully For Ceinsys Tech Limited Pooja Karande Company Secretary & Compliance Officer M. No. A54401 Enclosure: As above Ceinsys Tech Ltd. Registered Office: 10/5, IT Park, Nagpur-440022. Maharashtra, India I CIN: L72300MH1998PLC114790 info@cstech.ai I EPABX: +91 712 2249033/358/930 Fax: +91 712 2249605 www.cstech.ai “Ceinsys Tech Limited Q1 FY '27 Earnings Conference Call” August 14, 2026 MANAGEMENT: MR. KAUSHIK KHONA – MANAGING DIRECTOR-INDIA OPERATION – CEINSYS TECH LIMITED DR ABHAY KIMMATKAR – MANAGING DIRECTOR -- CEINSYS TECH LIMITED MRS. AMITA SAXENA – CHIEF FINANCIAL OFFICER – CEINSYS TECH LIMITED MODERATOR: MR. RIDDHESH KADAM – ARIHANT CAPITAL MARKETS LIMITED Page 1 of 17 Ceinsys Tech Limited August 14, 2026 Moderator: Ladies and gentlemen, good day, and welcome to the Ceinsys Tech Limited Q1 FY '27 Earnings Conference Call, hosted by Arihant Capital Markets. As a reminder, all participant lines will be in the listen only mode, and there will be an opportunity for you to ask questions at the end of today's presentation. Should you need assistance during this conference call, please signal an operator by pressing start then zero on your touchtone phone. Please note that this conference is being recorded. I would now like to hand the conference over to Mr. Riddhesh Kadam from Arihant Capital Markets. Thank you, and over to you, sir. Riddhesh Kadam: Hello, and good morning to everyone. On behalf of Arihant Capital Markets, I thank you all for joining me to the Q1 FY '27 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; Ms. Amita Saxena, CFO. So without any further delay, I'll hand over the call to management for their opening remarks. Over to you, sir. Kaushik Khona: Thank you, Riddhesh-ji. Thank you, and good morning, everyone. It is a pleasure to welcome you to this earnings conference call for the first quarter of financial year 2026-'27. Let me first thank our host for today's con call, M/s. Arihant Capital. In the interest of some of the people who may be new to the company, let me first start by giving you a brief overview of the company first, followed by the performance highlights for the quarter under review. Ceinsys Tech, which is rebranded to CS TECH Ai while the corporate name remains as Ceinsys Tech Limited, we are a leading technology solution provider in the IT-enabled sector, providing engineering and technology solutions in the infrastructure domain. We have a claim for our expertise in geospatial engineering as well as other engineering services and solutions. We offer a broad range of geospatial intelligence services, including data creation, data analytics, decision support system and enterprise web solutions. After the acquisition of Mobility business of Allegro in 2022, we acquired a geospatial business of VTS in U.S.A in 2024, which was majorly operating in telecom domain. Since then, we are identifying some more targets for inorganic growth to expand our horizon into the domain where the company is already operating. That is the geospatial engineering services and the technology solutions for which the company has already mobilized almost around USD28 million. We serve prestigious global client that include large corporates, OEMs, asset management companies and government bodies, highlighting its robust reputation in both geospatial and manufacturing sectors, with offices in India, in U.S., U.K. and Germany, the company combines local expertise with a broad international reach. Additionally, the company has initiated and invested into a development of product solutions focused on infrastructure vertical and emerging technologies through a vertical focus on the artificial intelligence and machine learning and embedded electronics. This vertical emphasize the development of the AI and ML-enabled applications and solutions to enhance our delivery for the existing domains at the outset and then reflecting the company's commitment to innovation and maintaining a competitive edge in the dynamic technological and scale. Page 2 of 17 Ceinsys Tech Limited August 14, 2026 Now let me come to the financial and operational highlights for the first quarter of the financial year 2026-'27. We are going to disclose the consolidated numbers. For the quarter under review, operational revenue stood at INR158 crores registering a marginal year-on-year growth of 1%. EBITDA increased substantially by 27% on a year-on-year basis to INR39 crores, with EBITDA margins improving to 24.4%, representing an expansion of 505 basis points over the corresponding period last year. This improvement was supported by continued gains in the project delivery efficiency with EBITDA increasing sequentially for the eighth consecutive quarter. Profit after tax stood at INR31 crores, which was a marginal decline, while PAT margin stood at 19.6%, a contraction of around 59 basis points year-on-year. In terms of segmental performance, our Geospatial Engineering Services revenue for the quarter increased by 30% year-on-year to INR94 crores, while Technology Solutions side, revenue declined by around 25% year-on-year to INR63 crores. For the benefit of all, the mix between the Geospatial Engineering Services and the Technology Solutions side keeps on changing based on the execution phase of each project. As a team, the company aims to enhance its technology services segment revenue and aims to go beyond 51% of the total segment revenue. Moving to our operational performance, the quarter saw continued momentum in our order inflows, with the company securing fresh contracts worth INR143 crores during the period. Our order book stood at INR990 crores at the end of quarter, providing a healthy base for the revenue visibility going forward. We continue to see encouraging traction across our key business verticals. Our international geospatial mobility business showed a meaningful improvement during the quarter with new business development opportunities and contract awards gaining momentum. This progress is encouraging as we continue to expand our presence across international markets and leverage our capabilities across geospatial engineering and mobility solutions. We are also taking deliberate steps to build capabilities in emerging technology areas. We have approved an investment up to INR25 crores in joint venture with AI Fabric USA to be incorporated to create a sovereign AI new cloud in India for Indian government, citizens and companies focused on cybersecurity, services and defense to offer GPU-as-a-service, model-as- a-service and AI service, to build or lease data center capacity. This initiative is aimed at creating capabilities in an emerging technology segment while complementing our existing technology strength. On the domestic front, our engagement with government-led programs also continues to strengthen. We have received a Letter of Intent from the Director of Urban Administration and Development, Madhya Pradesh for the selection and appointment of a manp [Showing first 8,000 characters — download PDF for full document]