| Management target | Revenue 12.0% FY27 |
|---|
| Revenue growth | 21.1% YoY growth; sequential moderation post-seasonal Q4 peak. |
|---|---|
| Margins | Gross margins dipped to 41.7%; EBITDA margins resilient at 25.1%. |
| Order book | Steady pipeline; recently secured ₹73 Cr in PSU bank tenders. |
| Demand visibility | Strong BFSI demand and rising RFID adoption across retail and pharma. |
| Management confidence | Confident, focusing on H2 seasonal pickup and new facility scale-up. |
Growth
Revenue hit ₹377 Cr; EBITDA margins improved 135 bps YoY to 25.1% through operating leverage and cost discipline.
Outlook
Management guides 8-12% revenue growth for FY27, with H2 expected to outperform H1.
Risks
Gross margin contraction due to raw material costs and USD volatility remains a significant near-term headwind.
Last quarter's promises, checked
Delivered
- Navi Mumbai & Kundli facilities → Operational by Q4 FY26 (= BEAT)
- SIM card division → Material revenue contribution in Q4 (= BEAT)
- GSMA SAS-UP certification → Received for Bengaluru facility (= BEAT)
Partly delivered
- IoT revenue share → Guided towards 20% vs 12.4% actual (= PARTIAL)
- Capex plan → Guided ₹160-200Cr vs ₹140-160Cr actual range (= PARTIAL)
Missed
- Payment Solutions growth → Reported -1.5% YoY for FY26 (= MISS)
Earnings Call Transcript filed with BSE, NSE: STYL. Summary written with AI assistance from the document.
Seshaasai Technologies Ltd: key numbers
- Share price
- ₹369.70
- Market cap
- ₹5,982 Cr
- Revenue (annual)
- ₹1,441 Cr
- Net profit (annual)
- ₹240.0 Cr
- P/E (TTM)
- 22.7×Sector 21.8×
- Promoter holding
- 81.80%+0.00% QoQ
- FII holding
- 0.29%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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