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Coverage
Analyses on Dsit (5)
- April 29, 2026
- April 16, 2026
- March 30, 2026March 30, 2026
- Follow-up
DSIT: Who Brings the Backlog and Who Brings the Profit
In 2025, DSIT's underwater segment carried most of the revenue and backlog, but RT carried most of the segment profit. Without a recovery in underwater margins, 2026 does not rebalance that on its own.
- Follow-up
DSIT: Why Growth Got Stuck in Contract Assets and Guarantee Capacity
2025 was the year in which DSIT moved from a model where the customer funded a large part of execution to one where execution ran ahead of billing, making bank-guarantee capacity, not just cash, the next bottleneck.
DSIT 2025: The Backlog and the IPO Bought Time. Now It Has to Show Cash and Margin
DSIT has already proven that demand, backlog, and post-IPO liquidity support exist, but it still has not proven that the underwater business, which now sits at the center of growth, can convert that expansion into both cash and stable margin.
