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Earnings Call Transcript

C.E. Info Systems Earnings Call Transcript: Key Takeaways

Q2 revenue rose 15.8%, EBITDA 60% and PAT 90% YoY, but management gave no forward growth numbers despite calling the outlook 'quite bullish'. Government revenue fell on a prior one-off, and receivable days stayed near 120-122.

C.E. Info Systems Q2 FY27 concall: date, live audio and summaryConcall page →
Highlights
Revenue growthQ2 revenue +15.8% YoY; H1 +18.4%; government hit by prior one-off.
MarginsMap-led EBITDA 41.6% Q2; IoT 23.8%; H1 consolidated 37.2%, 35%+ floor reiterated.
Order bookSubstantial open order book cited; no value or execution ratio disclosed.
Demand visibilityStrong funnel and open order book; management declined any quantified visibility.
Management confidenceOver-optimistic: 'very encouraging and quite bullish' yet no numbers given.

Growth

Q2 revenue +15.8% YoY, led by automotive (+52%) and enterprise (+44%); government fell against a prior one-off.

Outlook

No growth number guided; EBITDA margin floor of 35%+ reiterated; H1 consolidated EBITDA margin 37.2%.

Risks

Receivable days stuck at 120-122; government collections lagging; no quantified growth outlook given.

Last quarter's promises, checked

Partly delivered

  • Guided FY27 EBITDA margin 35%+ (full-year) → H1 consolidated 37.2% (= PARTIAL: on track, full year open)
Source

Earnings Call Transcript 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
₹892.00
Market cap
₹4,881 Cr
Revenue (annual)
₹474.1 Cr
Net profit (annual)
₹134.2 Cr
P/E (TTM)
35.4×Sector 23.6×
Promoter holding
51.36%-0.05% QoQ
FII holding
1.16%Current quarter

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

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