What Ceinsys Tech promised, and what happened

Every commitment management made on a call, tracked from the quarter it was made — reaffirmed, revised, diluted or quietly dropped.

Guidance record · Q1 FY27

what the last two calls moved 11 tracked 1 delivered 4 missed 6 open

EBITDA Margin delivered said Q1 FY26 Promised: We expect the margins to sustain or maybe grow a bit. Q1 FY27: EBITDA margin improved further to 24.4%.
M&A Deal Conclusion went quiet said Q3 FY25 Promised: Hopefully, within next 2, 3 months, we should be able to give you some update on this. Q1 FY27: Previous timeline of 'next 2-3 months' (by Q1 FY27) passed. Management now discussing a new JV and is evasive on prior M&A targets, stating they are 'evaluating few opportunities'.
Annual Revenue at risk said Q3 FY25 Promised: Aspiring to achieve INR 1,000 crores of revenue in next 2 to 3 years. Q1 FY27: Q1 FY27 revenue grew only 1% YoY to 158cr. TTM revenue is ~660cr. The required growth rate to meet the target is not being met.

The rest of the ledger

Above is what the last two calls moved. Pro opens all 11 tracked commitments for Ceinsys Tech — every quarter's revision, the source quote behind each one, and the topics management has stopped answering.

See what Pro opens