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Earnings Call

C.E. Info Systems Earnings Call: Key Takeaways

Q4 FY26 earnings transcript highlights a strong sequential recovery with 54.8% revenue growth and 141% EBITDA growth after a muted year. Management focuses on AI adoption and IoT expansion.

Why this was an Alfa AlertNot a filter event. FY26 performance was muted (1-2% growth) and management only reaffirmed long-term aspirational targets.
Highlights
Revenue growthFY26 1-2% YoY; Q4 sequential growth 54.8%.
MarginsQ4 EBITDA margin expanded to 44.6%; IoT margins rose to 16%.
Order bookOpen order book ₹1,750cr+; FY26 new orders ₹780cr.
Demand visibilityStrong, driven by automotive OEMs and government digital transformation.
Management confidenceHigh for FY27 based on ₹1,750cr+ order pipeline.

Growth

FY26 revenue at ₹474cr (1-2% YoY growth). Q4 sequential growth: Revenue +54.8%, EBITDA +141%, PAT +171%.

Outlook

Targets ₹1,000cr revenue by FY28. Order book at ₹1,750cr+ provides visibility for strong FY27 growth.

Risks

Government contract deferrals, customer fleet readiness delays in IoT, and rising DRAM/NAND hardware prices impacting margins.

Source

Earnings Call filed with BSE, NSE: MAPMYINDIA. Summary written with AI assistance from the document.

Read the document ↗

C.E. Info Systems Ltd: key numbers

Share price
₹881.90
Market cap
₹4,826 Cr
Revenue (annual)
₹474.1 Cr
Net profit (annual)
₹134.2 Cr
P/E (TTM)
35.0×Sector 22.1×
Promoter holding
51.41%+0.00% QoQ
FII holding
1.52%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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C.E. Info Systems Price Movement Clarification

C.E. Info Systems clarified that recent volume increase in its securities is due to market forces, confirming compliance with all disclosure regulations.