Q4 FY26 expected to be strongest quarter
Management noted historical H2 seasonality with Q4 typically strongest; expects this trend to play out given order book and catch-up IoT revenue.
STYL / guidance tracker
Keep management guidance in view.
Seshaasai Technologies · forward-looking guidance across the available source record.
Research layer active
Guidance tracker
What management said would happen.
growth
Gross margin target: 43-45%
Confident of maintaining this range going into FY27; dependent on dollar trajectory and semiconductor cost trends.
Metal card revenue ramp-up from Q4 FY26 onwards
Three government banks and half a dozen customers in sampling/go-live pipeline; European fintech global supply opportunity shortlisted; domestic RSP bid submitted.
eSIM SAS certification imminent
Audit completed with positive feedback; certification expected within 1-2 weeks to unlock telecom eSIM revenue contribution from next financial year.