Ceinsys Tech-Engineering, Geospatial & IT solutions Company

[Prdnt_investor]

Updates from Dec '23

@phreakv6

Ceinsys - The business has been winning and renewing orders in its geospatial and IoT business for Jal Jeevan and State water sanitation missions (SWSM). Ceinsys probably has a rev/emp of around 25L while AllyGrow likely tops 50L (And likely does 30% margins). Here again the engineering services division should grow strongly and the geospatial division is seeing strong revival with govt. orders in Jal Jeevan (both have strong tailwinds). Valuation remains cheap even post the strong breakout and consolidation.

Updates from Jan 11th

@phreakv6

Ceinsys, Weekly - Similar sideways movement and breakout and getting a move on post breakout and consolidation. These weekly moves where it retraces some of the breakout week can be good point to buy in (especially useful when following monthly charts alongside as bulk of retracement is covered during the last week of the month)

AGM Transcript from 2023

@phreakv6

@ashish_agarwal Please find the ceinsys AGM transcript here . It is one of the AGMs where there are lot of detailed responses from management. You can simply google like this in the future to find transcripts. The very first link in the results is the link I’ve shared.

Updates from Q3F24 results

@phreakv6

Ceinsys, Monthly - Continuation of trend post numbers. Continues to do well in geospatial and engineering services businesses. The best here might be yet to come as Q4 is generally the best quarter for the business.

This might be the best way to play overall GIS enabled digitisation theme of the govt., be it in roads, power, water, rivers, land records etc.

(From FY23 AR)

AllyGrow business also is doing well and overall business continues to remain cheap despite the runup.