Seshaasai Technologies Ltd
Seshaasai Technologies Q2 FY26 earnings call: Revenue & Margins
Q2 FY26 earnings call: what management said on revenue, margins and capex.
The short version
Growth in H2 FY26 expected to be better than H1 FY26 in both volume and value terms. H2 FY26 expected to show better growth than H1 in both volume and revenue terms, driven by customer plans and one-off projects.
From Seshaasai Technologies Ltd's Q2 FY26 earnings-call transcript · updated 16 Oct 2026.
Revenue & Sales Performance
- Growth in H2 FY26 expected to be better than H1 FY26 in both volume and value terms.
- Q3 and Q4 FY26 likely to see year-on-year growth, but management prefers to view growth over H2 as a whole rather than individual quarters.
- Growth drivers include increased volume from existing customers, new business categories, sizable IoT projects, and expansion in premium and metal card segments.
- The IoT vertical is expected to see significant expansion and become a dominant part of revenue contribution over 3-5 years.
2 more points from Seshaasai Technologies Ltd's call on revenue
Create a free account to keep reading this call
Profitability & Margins
See what Seshaasai Technologies Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Seshaasai Technologies has an outlined capex plan of INR 200 crores for FY27, spread over 18 months, focusing on expansion of existing infrastructure and capacities.
- Apart from equipment, capex will also include investments in immovable properties (factory land and buildings) to house new equipment.
- In H1 FY26, the company added assets worth approximately INR 42 crores as part of natural expansion before the IPO fund infusion.
2 more points from Seshaasai Technologies Ltd's call on capex
Create a free account to keep reading this call
Fundraising & Capital Structure
See what Seshaasai Technologies Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- The company is working on several sizable projects close to closing, especially in the IoT vertical, expected to contribute significantly in H2 FY26 and FY27.
- There is visibility of one large IoT project starting majorly in Q4 FY26 and continuing into the next financial year, expected to be recurring in nature.
- Management indicated waiting for a big order win in Q4 of the next year (FY27), which is expected to run for about three quarters initially, with potential for Phase 2 extension.
2 more points from Seshaasai Technologies Ltd's call on order book
Create a free account to keep reading this call
Seshaasai Technologies Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q1 FY27): revenue ₹376 Cr, net profit ₹62 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
Full financials →Continue your research
What Seshaasai Tech.'s management said in earlier quarters
Others in Financial Technology (Fintech) this season
- Network People Services Technologies Ltd (Q2 FY26)
. Key concall takeaways from Network People Services Technologies Ltd's Q2 FY26 earnings call — and how it ranks against sector peers.
- Pine Labs Ltd (Q2 FY26)
International business, including Australia, UAE, Southeast Asia, and US markets, is growing rapidly at about 30%-35% year-on-year. Key concall takeaways from…
- WSFX Global Pay Ltd (Q2 FY26)
PAT grew by 20% YoY last fiscal; Q2 FY25-26 showed sharp quarter-on-quarter growth with improved EBITDA margins (~18%). Key concall takeaways from WSFX Global…
- AvenuesAI Ltd (Q2 FY26)
Strong sequential and year-on-year growth reported: gross revenue up 53% sequentially and 93% YoY; net revenue up 14% YoY. Key concall takeaways from AvenuesAI…
Potential multibaggers · Q2 FY27
This quarter's potential multibaggers
on management's own guidance
- Strong growth2
- Strong growth1
- Strong growth3
Portfolio builder
Build your portfolio
from the top-ranked stocks
- 1. Pick 3–15 stocks
- 2. Choose large, mid or small cap and your sectors
- 3. Get a portfolio built from the rankings
Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
Arthneeti Pro · Annual
Seshaasai Technologies Ltd and 15K+ more earnings calls,
for less than your morning chai
a day
Every earnings call, ranking and concall Q&A across all four results seasons.
Secure Razorpay payment · instant access
Frequently Asked Questions
What were Seshaasai Technologies Ltd Q2 FY26 results?
Growth in H2 FY26 expected to be better than H1 FY26 in both volume and value terms. H2 FY26 expected to show better growth than H1 in both volume and revenue terms, driven by customer plans and one-off projects.
What is Seshaasai Technologies Ltd share price analysis?
Seshaasai Technologies Ltd currently shows a neutral. The stock trades at a P/E of 19.8 with a market cap of ₹5,323 Cr. Investors should review the full earnings analysis for detailed insights.
Is Seshaasai Technologies Ltd planning capital expenditure?
Seshaasai Technologies has an outlined capex plan of INR 200 crores for FY27, spread over 18 months, focusing on expansion of existing infrastructure and capacities.
Keep Seshaasai Technologies Ltd on your radar — track it to get its next earnings analysis in your feed.
This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.