Seshaasai Technologies Q2FY27 Revenue up 15% YoY to ₹405.31 crore, PAT up 21% YoY to ₹69.73 crore
Seshaasai Technologies reported Q2FY27 consolidated revenue of ₹405.31 crore, up 15.0% YoY. PAT grew 21.0% YoY to ₹69.73 crore. For H1FY27, revenue increased 17.9% YoY to ₹781.78 crore, and PAT rose 37.5% YoY to ₹130.07 crore. Payment Solutions were a key driver, contributing 54% of Q2 revenue.
Significant growth in key financial metrics like revenue and profit, along with positive commentary from management about future opportunities, is likely to have a substantial impact on investor sentiment and the company's stock performance.
The company reported strong year-on-year growth in revenue, EBITDA, and Profit After Tax for both the quarter and the half-year, indicating a positive financial performance.
Seshaasai Technologies Limited announced its financial results for the Second Quarter and Half Year of FY27, ended on September 30, 2026.
For the second quarter of FY27, consolidated revenue from operations stood at ₹4,053.1 million (₹405.31 crore), marking a 7.7% growth on a QoQ basis and a significant 15.0% growth on a YoY basis. The company maintained momentum across its focused verticals, with Payment Solutions contributing 54% of revenues, Communication & Fulfilment Solutions contributing 32%, and IoT Solutions contributing 14%.
Consolidated EBITDA for the quarter was ₹1,065.6 million (₹106.56 crore), a 12.0% increase YoY, with an EBITDA margin of 26.3%. Profit After Tax (PAT) was ₹697.3 million (₹69.73 crore), a 21.0% increase YoY, resulting in a PAT margin of 17.2%. The top 10 customers contributed 57.0% of the revenues.
For the half-year ended September 30, 2026, consolidated revenue from operations reached ₹7,817.8 million (₹781.78 crore), a 17.9% growth YoY. EBITDA was ₹2,009.7 million (₹200.97 crore), up 19.0% YoY with an EBITDA margin of 25.7%. Profit After Tax (PAT) for the half-year was ₹1,300.7 million (₹130.07 crore), a 37.5% growth YoY, with a PAT margin of 16.6%.
Managing Director, Pragnyat Lalwani, commented on the results, highlighting the 15.0% YoY revenue growth to ₹4,053.1 million, driven by Payment Solutions. He noted that despite cost pressures, sequential revenue growth outpaced material cost increases, leading to an 89 bps improvement in gross margin to 42.5%. The company sees compelling opportunities in premium and mass-transit cards, integrated communication and fulfillment, and IoT-enabled applications.
Chief Financial Officer, Pavan Kumar, added that Q2FY27 delivered healthy growth and improved profitability, with EBITDA increasing 12.9% sequentially and EBITDA margin improving by 121 bps. He also mentioned that as of September 30, 2026, cash and liquid investments stood at ₹3,144 million (₹314.40 crore), with net cash at ₹2,269.1 million (₹226.91 crore).
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