India · Delayed Price · Currency is INR C. E. Info Systems Earnings Call Transcripts
Fiscal Year 2026
-
Q4 FY 2026 delivered a strong sequential rebound with revenue up 54.8% and EBITDA up 141%, while annual growth was muted due to deferred government contracts. Management expects a return to 20%+ growth in FY 2027, supported by a robust INR 1,750 crore order pipeline.
-
Q3 saw weak revenue due to delayed government and private sector deliveries, but the open order book rose to INR 1,770 crore. Management reaffirmed FY 2028 revenue and FY 2026 margin targets, with strong IoT growth and major project wins expected to boost future quarters.
-
Revenue grew 14.7% year-over-year in H1 FY26, with strong IoT-led business growth and major government contracts secured. Margins were impacted by one-off investments, but management expects improvement and reaffirms long-term growth targets.
-
Q1 FY26 delivered strong growth with revenue up 19.8% and PAT up 27.7% year-over-year, driven by robust performance in map and automotive tech segments. Strategic investments in IoT and international expansion, along with a focus on government and digital transformation, support long-term growth targets.
Fiscal Year 2025
-
Q4 and FY2025 delivered strong revenue and profit growth, with robust margins and a record order book. SaaS revenue mix increased, government and international business expanded, and the company remains on track for its INR 1,000 crore FY2028 target.
-
Revenue grew 25% year-on-year in Q3 FY25, with strong C&E and subscription growth, but margins moderated due to higher government project mix and technical outsourcing. Management remains confident in achieving 25% annual growth and targets INR 1,000 crore revenue by FY28.
-
Revenue grew 14% year-over-year in Q2 FY 2025, with strong A&M segment growth and improved IoT margins, though EBITDA margin declined due to higher investments in consumer and allied businesses. The new JV with Hyundai AutoEver marks a major international foray, with management confident in achieving long-term revenue targets.
-
Q1 FY25 saw 13.5% revenue growth, strong SaaS momentum in IoT, and a robust INR 1,300 crore order book. Management remains confident in achieving the INR 1,000 crore revenue target by FY 2027/28, with new contracts and product innovation driving future growth.