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Seshaasai Tech.

Q4 FY26

Seshaasai Technologies Q4 FY26 earnings call: Revenue & Margins

Q4 FY26 earnings call: what management said on revenue, margins and capex.

Price₹393
Market cap₹6.6K Cr
P/E24.6
Updated23 Aug 2026
Read4 min read

The short version

FY '27 guidance is currently withheld due to macroeconomic uncertainties; to be revisited end of Q1 FY '27. To be revisited post Q1 FY '27.

From Seshaasai Tech.'s Q4 FY26 earnings-call transcript · updated 23 Aug 2026.

Revenue & Sales Performance

  • FY '27 guidance is currently withheld due to macroeconomic uncertainties; to be revisited end of Q1 FY '27.
  • IoT business grew 47% YoY in FY '26; expected to grow over 47% in FY '27, increasing its revenue share and margin contribution.
  • IoT solutions anticipated to scale up with SIM and eSIM initiatives starting H2 FY '27, potentially increasing IoT revenue proportion towards 20%.
  • Payment Solutions expected to stabilize with growth in premium products like metal cards and base payment cards.
  • Communication and Fulfilment segment aims at maintaining stable performance.
  • International revenue currently low (~INR 3 crores), but focus on partnerships and niche products internationally is increasing.

2 more points from Seshaasai Tech.'s call on revenue

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Profitability & Margins

See what Seshaasai Tech. said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

  • Planned capex investment of approximately INR 160 to 200 crores for FY '27.
  • Investments spread across Payment Solutions and IoT business verticals and overall modernization.
  • Some of the capex to be funded from IPO proceeds.
  • Focus on deeper investments into technology and software resources as the business expands into IoT devices.
  • Capital allocation guided by recurring revenue potential, technology needs, scalability, and mandatory nature of products.
  • Expansion plans include scaling SIM card business (currently 30% utilization) and starting eSIM commercial production in H2 FY '27.

2 more points from Seshaasai Tech.'s call on capex

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Fundraising & Capital Structure

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Order Book & Pipeline

  • It mentions strong momentum in Q4 FY '26 with some projects on the anvil expected to move into fruition in FY '27.
  • The company added 21 new accounts in the payment business, around 65 new customers in the IoT business, and 8 in the Communication Fulfilment Services (CFS) business during the year.
  • They have good visibility for metal cards and base payment card businesses for the current year.

2 more points from Seshaasai Tech.'s call on order book

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Seshaasai Tech. — Quarterly revenue & net profit

Revenue Net profit
Mar 2025Q4 FY25
Jun 2025Q1 FY26
Sep 2025Q2 FY26
Dec 2025Q3 FY26
Mar 2026Q4 FY26
Jun 2026Q1 FY27

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.

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What Seshaasai Tech.'s management said in earlier quarters

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Frequently Asked Questions

What were Seshaasai Tech. Q4 FY26 results?

FY '27 guidance is currently withheld due to macroeconomic uncertainties; to be revisited end of Q1 FY '27. To be revisited post Q1 FY '27.

What is Seshaasai Tech. share price analysis?

Seshaasai Tech. currently shows a neutral. The stock trades at a P/E of 24.6 with a market cap of ₹6,607 Cr. Investors should review the full earnings analysis for detailed insights.

Is Seshaasai Tech. planning capital expenditure?

Planned capex investment of approximately INR 160 to 200 crores for FY '27.

Keep Seshaasai Tech. 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.