Seshaasai Technologies earnings calls.

Seshaasai Technologies delivered a solid Q3 FY26 with revenue of Rs 374 croreCurrent reported value: Rs 374 crore. No comparable prior figure is available in the source record. (+10.1Current reported value: 10.1. No comparable prior figure is available in the source record.% YoY, +6.1% QoQ) and PAT of Rs 64 croreCurrent reported value: Rs 64 crore. No comparable prior figure is available in the source record. (+19.3Current reported value: 19.3. No comparable prior figure is available in the source record.% YoY), with EBITDA margin expanding 316bps to 26.95Current reported value: 26.95. No comparable prior figure is available in the source record.%. The beat was driven by favorable product mix, operational efficiencies, lower raw material costs (chips, paper), and reduced import costs despite 37-38% dollar-denominated cost exposure. Payment solutions (53% of revenue) saw sequential recovery with new PSU bank contract wins worth Rs 489 croreCurrent Rs 489 crore. Reported change: New multi-year. and 8 new customer onboarding, though YoY decline persists. Communication & fulfillment (36.4%) and IoT (10.3%) contributed steadily. The company flagged near-term IoT softness (flat QoQ) due to delayed retail customer rollout but expects Q4 catch-up with strong pipeline from Middle East garment tagging and a large Indian retailer (19,000+ stores). Cash position remains robust at Rs 387 crore with Rs 300 crore debt repayment from IPO proceeds. Capacity expansion of 200,000+ sq ft across 4 locations is underway. Management targets maintaining 43-45% gross margins but flagged watch on dollar strength and semiconductor tightness for FY27Current reported value: 27. No comparable prior figure is available in the source record. pricing.