Enser Communications Q4 FY26 Share Price & Earnings Call Analysis
- Market cap
- ₹109 Cr
- P/E
- 12.20
- ROE
- 23.15%
- PEG
- 0.13
- Price to sales
- 1.27
- Debt to equity
- 0.87
- 52W high / low
- ₹21.2 / ₹8.85
- Sales growth (5Y)
- 56.11%
- EBITDA margin
- 20.20%
- Net profit margin
- 10.39%
- Promoter holding
- 66.69%
- Sales (last year)
- ₹86 Cr
Incorporated in 2008, Enser Communications Limited offers Business Process Management (BPM) services to companies in the insurance, e-commerce, education, and travel sectors.[1]
Guidance scorecard · Q4 FY26 call
What Enser Communications Ltd's management guided
and where it ranks in IT - Services
IT - Services
RevenueQ3 FY26 call
10–20%- Enser Communications targets significant growth over the next 2-3 years, aiming to be "something to write home about."
- Current revenue was around ₹85 crores in the last financial year, with steady growth expected going forward.
- The company expects a shift from traditional BPM services (currently ~80% of revenue) towards increased contributions from cybersecurity, AI, chatbots, CRM integration, etc.
- New acquisitions like Growintelli and Teckinfo are expected to contribute combined revenues of about ₹8-9 crores in H1FY26, blending and cross-selling services to existing clients.
- Farmkeen Agritech, a new subsidiary, will start revenue generation from FY26-27 onwards, aiming to at least break even in the first year.
2 more points from Enser Communications Ltd's call on revenue
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MarginsQ3 FY26 call
Up 2%+See what Enser Communications Ltd said on margins — free account, 30 seconds.
CapexQ3 FY26 call
Planned- Focus is on integrating recent acquisitions (Growintelli, Teckinfo) organically rather than pursuing new acquisitions, unless a unique opportunity arises.
- Expansion into international markets like Dubai and the Philippines involves setting up small centers or collaborations (e.g., a software company and real estate deals in Dubai; financial services in the Philippines).
- Farmkeen Agritech, a newly launched subsidiary, is in the growth phase with revenue expected to start generating in the next financial year; initial operations aim to break even without significant cash drain.
2 more points from Enser Communications Ltd's call on capex
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FundraisingQ3 FY26 call
See what Enser Communications Ltd said on fundraising — free account, 30 seconds.
Order bookQ3 FY26 call
- The company is focusing on growing its business both organically and through recent acquisitions, with no immediate plans for new acquisitions unless unique opportunities arise.
- Enser is working on expanding in international markets such as Dubai and the Philippines, targeting sectors like real estate and financial services, which could contribute to future orders.
- The leadership highlighted active efforts to connect with potential clients and investors to aid business growth, indicating new orders in the pipeline.
2 more points from Enser Communications Ltd's call on the order book
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Ranges are what management guided for revenue growth and margins on the latest earnings call. Not investment advice, and not a forecast of returns.
Potential multibaggers · Q2 FY27
Potential multibaggers in IT - Services
on management's own guidance
- Strong growth2
- Strong growth1
- Strong growth3
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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
Peers
IT - Services companies ranked on guidance
| # | Company | Revenue guided | Margin guided | Market cap | P/E |
|---|---|---|---|---|---|
| 1 | 40%+ | Flat | ₹28,129 Cr | 107.9 | |
| 2 | 40%+ | Flat | ₹1,612 Cr | 37.6 | |
| 3 | 40%+ | Flat | ₹1,534 Cr | 131.2 | |
| 4 | 40%+ | Flat | ₹571 Cr | 24.8 | |
| 5 | 40%+ | Flat | ₹378 Cr | 26.9 | |
| 6 | 40%+ | Flat | ₹84 Cr | 8.3 |
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Pro shows every company guiding 40%+ revenue growth →Full IT - Services rankingFinancials of Enser Communications Ltd
Quarterly Results, Profit & Loss, Balance Sheet, Cash Flows, and Ratios are shown below as separate sections.
Financials of Enser Communications Ltd
Quarterly Results
Quarter-by-quarter operating performance
Financials of Enser Communications Ltd
Profit & Loss
Annual income statement trend
| Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|
| Sales + | 9.24 | 16.60 | 25.41 | 46.08 | 70.32 | 85.68 |
| Expenses + | 8.94 | 14.72 | 22.79 | 37.38 | 57.15 | 68.37 |
| Operating Profit | 0.30 | 1.88 | 2.62 | 8.70 | 13.17 | 17.31 |
| OPM % | 3.25% | 11.33% | 10.31% | 18.88% | 18.73% | 20.20% |
| Other Income + | 0.37 | 0.26 | 0.50 | 0.22 | 0.47 | 0.45 |
| Interest | 0.64 | 0.48 | 0.60 | 1.04 | 1.15 | 3.57 |
| Depreciation | 0.31 | 0.31 | 0.71 | 0.77 | 1.28 | 2.35 |
| Profit before tax | -0.28 | 1.35 | 1.81 | 7.11 | 11.21 | 11.84 |
| Tax % | -60.71% | 42.22% | 24.86% | 25.88% | 26.94% | 25.59% |
| Net Profit + | -0.12 | 0.78 | 1.35 | 5.27 | 8.18 | 8.81 |
| EPS in Rs | 0.60 | 0.94 | 1.01 | |||
| Dividend Payout % | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials of Enser Communications Ltd
Balance Sheet
Capital structure and asset base
| Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|
| Equity Capital | 0.01 | 0.01 | 0.01 | 8.72 | 17.43 | 17.43 |
| Reserves | 1.56 | 2.34 | 4.49 | 17.15 | 16.61 | 25.43 |
| Borrowings + | 2.76 | 3.09 | 6.32 | 6.76 | 14.64 | 37.45 |
| Other Liabilities + | 2.29 | 3.26 | 3.44 | 5.01 | 17.33 | 23.92 |
| Total Liabilities | 6.62 | 8.70 | 14.26 | 37.64 | 66.01 | 104.23 |
| Fixed Assets + | 0.94 | 1.46 | 2.51 | 2.43 | 13.02 | 20.98 |
| CWIP | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Investments | 0.01 | 0.01 | 0.01 | 0.01 | 7.91 | 8.24 |
| Other Assets + | 5.67 | 7.23 | 11.74 | 35.20 | 45.08 | 75.01 |
| Total Assets | 6.62 | 8.70 | 14.26 | 37.64 | 66.01 | 104.23 |
Financials of Enser Communications Ltd
Cash Flows
Operating, investing and financing cash movement
| Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|
| Cash from Operating Activity + | 0.88 | 1.62 | -2.58 | 1.40 | -0.72 | |
| Cash from Investing Activity + | -1.38 | -0.38 | -0.67 | -12.39 | -9.11 | |
| Cash from Financing Activity + | -1.54 | -0.15 | 2.66 | 15.55 | 6.73 | |
| Net Cash Flow | -2.04 | 1.09 | -0.59 | 4.56 | -3.09 | |
| Free Cash Flow | 0.81 | 0.79 | -3.52 | 0.72 | -12.60 | |
| CFO/OP | 333% | 111% | -76% | 31% | 14% |
Financials of Enser Communications Ltd
Ratios
Working capital efficiency and return ratios
| Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|
| Debtor Days | 10.67 | 8.36 | 70.10 | 93.63 | 123.85 | 176.96 |
| Inventory Days | 8.30 | |||||
| Days Payable | 648.54 | |||||
| Cash Conversion Cycle | 10.67 | 8.36 | 70.10 | 93.63 | 123.85 | -463.27 |
| Working Capital Days | -145.37 | -95.87 | -8.33 | 30.42 | 27.98 | 75.91 |
| ROCE % | 37.26% | 29.64% | 37.51% | 30.57% | 24.08% |
Continue your research
What Enser Communications Ltd's management said in earlier quarters
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