A smart, process-first read on Genesys Internationalâseparates platform upside from execution discipline, with a reusable dashboard and scenario framework. If you prefer evidence over noise, this helps.
Read â
Consolidated Financial Highlights (Q2FY26) vs (Q1FY26)
âTotal Revenue at Rs.80.79 Cr up 12%
âEBITDA at Rs.33.84 Cr, up 9.96%
âPAT at Rs 12 Cr up by 68%, QoQ Profit Margin increased from 9.8% to 14.8%
Comment from Mr. Sajid Malik â Chairman & Managing Director,
- Continued investments in R&D and the New India Map Stack are driving innovation, scalability, and deeper market adoption.
- 3D ADAS-driven navigation map platform is gaining strong validation from industry partners
and is expected to showcase immense potential in the coming quarters, positioning Genesys at the forefront of Indiaâs digital mapping and mobility transformation while driving sustainable, long-term growth
Additionaly from Annual Report:
Our collaboration with HERE Technologies focuses on developing next-generation, cockpit-ready
ADAS systems utilizing Genesysâs High-Definition Mapping Capabilities.
Also as per the Joint report from both the comapnies
All this talk abt 30k cr annual market size and yet they get such small sized orders. What a disconnect 
They get many other orders. They have highlighted this one because it is something unique that perhaps reflects their new product offerings
I didnât see any orders in any social media. If you have any data please share.
Great! One clarification. @puran_tak How can one get access to top 100 shareholders ?
I have asked to CS of the company
Anyone aware whatâs up with Genesys? Stock is basically down 66% from previous high.
Complete meltdown. I think we have reached the point of capitulation in this script. But I am going to be greedy when others are fearful :).
I see a lot of scope in Digital twin, ADAS especially after the Tata deal as they reduce dependence on Govt orders.
Just opinions ..
Probably it has nothing to do with its prospects or business .We are clearly in a bear market for small and microcaps, volumes are low and nobody is willing to buy anything with so many uncertainties everywhere . In this situation, those who have held it for a while already may be exiting as the much expected explosion in orders/profits are not coming .Plus there is very little communication from management and continuous dilution plus stake sell . Even Malabar India fund and some respected individuals invested in the last funding round in feb 25 at 689 but since then the price is down nearly by half and maybe some large holder is selling for some reason .From shareholding one can see that malabar fund does not hold more than a % since last 3 quarters and curiously they had 3% plus already before the fundraise .Sundar Iyer has also steadily reduced till last september and may be continuing..who knows .
@Anant Sir , since I see your name there and you have increased position till last quarter , could you please share your views on this company and its prospects ? It would be very helpful for small investors like us to know what all makes this company attractive to concentrated investor like you .
Disc: Invested ..3.5% of portfolio
Its a severe capitulation, even fair price should be somewhere near 500. Latest order from Veritas for sub surface geo work across adani airports using sub surface radar penetration increases moat and TAM for Genesys by a huge margin. 3D Twin development by Genesys is very high quality. Land digitization is another huge opportunity. Current sell off is a fear selloff by some PMS or some large investor. Someone might have got some clues from budget and pushed a sell button. Any way current rate is too cheap from Moat perspective. I had bought it at 650 and sold around 1040. Started buying again at 620, added at 440 and 385 yesterday, it came down further at 355. 
Elara gave a buy call at 950 for 1350 target and now they canât release report again, what changed? Now i have made a habit to sell the stock when too many brokerage cover in a short span, its all nexus to distribute stocks.
Its a high conviction pick close to 5% of PF.