CEINSYS / Q3-FY26 / claim-ledger

Audit the questions that mattered.

Ceinsys Tech · Analyst questions, management answers, and the quality of the response where the ledger is available.

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PositiveQ3-FY26 · 2026-01-15Back to quarter ↗

Questions audited

12

Answered directly

42%

Numeric claims

6

Consistency

mixed

Question ledger

What was answered, and how?

Vhab Mashra · Finvesttors

partial

Order inflow expectations for Q4 and growth outlook

we will be closing our order book after Q4 at around 900 scores. That's what we are saying. We are anticipating to close through that.

Vhab Mashra · Finvesttors

evasive

FY27 outlook on growth and margins

we don't give projections and for forward-looking statements. But if you can see the growth momentum uh of last eight quarters, quarter on quarter uh year on year, we have been growing more than even this uh quarter, we have seen that we have grown more than 52% on the top line

Vhab Mashra · Finvesttors

evasive

Update on US subsidiary and large contracts

we have been able to uh get some good traction. I think even in the last call we had mentioned that maybe by Q4 of this year or Q1 of next year we'll get to know uh more uh about the strategy and about uh how we have built up the businesses over there.

Ammon Sony · Nest Analytics Adversary LLP

evasive

Delay in inorganic acquisition timeline

we are actively pursuing the due diligence process is also uh is also almost over. uh there has been slight delay from the uh compliance side because we are evaluating all the aspects. So I think we are not able to give you the answer right now. Hopefully by quarter end quarter 4 end you will have a little more clarity

Ammon Sony · Nest Analytics Adversary LLP

evasive

Reasons for multiple senior management changes

the changes are all I would say expected planned and I think we are we have rebuilt the entire management team to focus on the growth which you can see how the growth is performed

Gunit Singh · counter clinical PMS

direct

Breakdown of billed and unbilled receivables

as on 31st December is around 150 kores out of which 150 crores 125 crores is approximately within one year only. So only 25 to 27 crores is pertaining to year more than 365 days. And as far as unbuild is concerned it is approximately around 250 crores of unbuild revenue

Gunit Singh · counter clinical PMS

evasive

Reason for lower tax rate and expected tax rate

we are into a cycle where most of these UPR unbuild revenue would be getting addressed during Q4 because that's a time when government is also trying to get the things sorted out.

Gunit Singh · counter clinical PMS

partial

Will receivables reduce significantly in Q4?

normally you would have seen last two years the quarter for billing and the collections the collections are always more than the billing including UBR and we expect that trend to continue

Ankit · Fusion Capital

partial

Order book declining trend and FY27 momentum

we have created a good pipeline. So definitely it will pass on to spill over to Q1 or Q2 of FY 2720. So there's no issue with the pipeline and there's no decline as such.

Ankit · Fusion Capital

partial

Scope for further EBITDA margin improvement

we believe that the margins would be at least stable and we hope that this should sustainably improve quarter on quarter. We won't be able to give you any guidance on that but the past trend is indicative

Narayana Lhava · Step Trade Capital

direct

Receivable days and steps to reduce working capital

we have a networking capital cycle of around 160 to 162 days. And it is same as the quarter two and that is also as explained by our CFO that our total revenue of this quarter was 170 cr and the collections also 170 cr.

CA Gervid Goyel · Serin Alpha

direct

Reconciliation of order book from Q2 to Q3

1192 cr was as on 1st of April and we are since April we have executed orders of around 490 crores and every quarter we give that order book reconciliation. So in this quarter after the execution of 170 cr the closing order book is 999 cr