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Investor Presentation

C.E. Info Systems Investor Presentation: Key Takeaways

C.E. Info Systems (MapmyIndia) reported Q1FY27 revenue growth of 15% YoY to ₹139.7 Cr with an EBITDA margin of 40.2%. Management is transitioning reporting to AEG (Automotive, Enterprise, Government) verticals and leaning heavily into AI-native products.

Highlights
Revenue growth14.9% YoY
MarginsEBITDA margin at 40.2% (stable despite one-time write-off).
Order bookSecured contract renewals and new export maps programs.
Demand visibilityStrong momentum in connected mobility and IoT solutions.
Management confidenceHigh, citing 'golden era' and strong product moats.

Growth

Revenue grew 14.9% to ₹139.7 Cr; PAT increased 8.6% YoY to ₹49.7 Cr.

Outlook

Focus on AI-native product development and expansion in Automotive and Enterprise segments.

Risks

EBITDA margin impacted by product mix and ₹4 Cr one-time write-off for a government customer.

Last quarter's promises, checked

Delivered

  • Guided strong Q4 inflection → delivered 54.8% sequential revenue growth (= BEAT)
  • Guided EBITDA margin expansion → delivered 460 bps YoY increase to 44.6% (= BEAT)
  • Guided 18% order book conversion → delivered ~18% conversion on ₹1,500 Cr base (= BEAT)

Partly delivered

  • Guided IoT margin improvement to 16% → delivered 33% in Q4 but 16% for full year (= PARTIAL)

Missed

  • Guided FY26 growth to match 24% CAGR → delivered ~2% annual growth (= MISS)
Source

Investor Presentation 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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Price Movement Clarification

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.