Seshaasai Technologies Limited — PPTs, 18-05-2026: Investor Presentation

Here's a summary of Seshaasai Technologies Limited's investor presentation, tailored for retail investors:

**1. Business Performance:**

Seshaasai Technologies reported strong Q4 FY26 performance with a 9.6% YoY increase in revenue from operations to ₹4,041.76 million. This growth was driven by improved execution across its Payment Solutions, Communication & Fulfilment Solutions (CFS), and IoT segments. Notably, premium and metal card programs contributed significantly to the Payment Solutions business, while CFS and transit solutions also saw stronger contributions.

**2. Growth Drivers or Strategy:**

The company is focused on expanding its high-growth areas like metal cards, which are seeing increased interest from banks and FinTechs. The IoT segment is benefiting from increasing affordability of RFID tags and successful project rollouts, with a growing demand for SIM cards and eSIM solutions.

**3. Recent Developments:**

Seshaasai has added new facilities for its Payments Solutions and IoT & CFS verticals. The Bengaluru facility received GSMA SAS-UP certification for SIM/eSIM manufacturing. Additionally, the company filed 6 new patents in FY26, including one for Metal Cards and another for Optimized QR codes.

**4. Key Financial Metrics:**

For FY26, revenue from operations stood at ₹14,411.35 million, a slight decrease of 1.5% YoY. However, EBITDA saw a 6.4% YoY increase to ₹3,940.89 million, and PAT grew by 8% YoY to ₹2,400.10 million. Margins also showed improvement, with EBITDA margin at 27.35% and PAT margin at 16.65% for FY26.

**5. Management Commentary / Outlook:**

Management highlights resilient operational execution, structurally improved margins, and a stronger balance sheet. The company sees improving business momentum from the second half of FY26 onwards, supported by its advanced manufacturing capabilities and proprietary technology platforms.