@phreakv6 – I always look forward to reading your posts here, as well as on the other one, where you post your book reviews, delight to read!
Ceinsys conducted their first ever con call, posting the link here: https://www.bseindia.com/xml-data/corpfiling/AttachLive/601a35d1-aa0b-42ac-8d5a-65b1a6b44e61.pdf
Some key takeaways:
• VTS aquisition might add 3-4M$ to topline of Q2
• The overall fund raise will be in the range of around $25 to $27 (for new acquisitions, appointed Care rating agency for overseeing fund usage)
• Growth Potential: Sector growth expected to be around 20%-30%.
• Order Book: Current order book worth 750 crore to be executed in 2-3 years.
• Recent Acquisition: Acquired VTS, a US-based geospatial company with a top line of $3.5-$4 million.
• Future Growth: Planning to raise $25-$27 million for further acquisitions.
• Data Centers: Setting up tech-enabled data centers in Singapore.
• Revenue Expectation: Potential target revenue of 20-30 crore from new data centers.
• EBITDA Margins: Expected to maintain +20% margins, aiming for 25%-30%.
• Government Business: 65%-70% of business from government tenders.
• Seasonality: Q4 typically the strongest quarter due to financial year-end project completions.
• Government Project Payments: Generally prompt, with 15-20 days outstanding; occasional delays due to fund allocation.
• Joint Venture Performance: AllyGram contributes significantly with 26% margins and a projected 45 crore top line.
| Subscribe To Our Free Newsletter |
