C.E. Info Systems Limited — PPTs, 09-05-2025: Investor Presentation

1. Financial Highlights:

MapmyIndia’s Q4 revenue rose 34% YoY to Rs 143.5 Cr. EBITDA surged 47% to Rs 58 Cr with a 40% margin. PAT grew 28% to Rs 49 Cr, maintaining a 29% margin despite a slight Southeast Asia JV impact. FY25 revenue increased 22% to Rs 463.3 Cr; EBITDA reached Rs 179.9 Cr (39% margin), and PAT stood at Rs 148 Cr (29% margin). The Map-led segment showed strong profitability with 47% EBITDA margin, while IoT-led margin improved to 14%. The order book expanded 10% to Rs 1,500 Cr. Cash and equivalents at Rs 660 Cr reflect solid liquidity.

2. Strategic Initiatives & Growth Drivers:

The company is accelerating SaaS revenue and reducing hardware dependency by separating government digital transformation (Mappls DT) and IoT/logistics SaaS (Gtropy). The Mappls app surpassed 30 million downloads, highlighting consumer traction. Executive changes are targeted to boost growth in subsidiaries and core automotive and corporate segments.

3. Business Developments:

Acquisitions include a 40% stake in Indonesian JV PT Terra Link Technologies to expand automotive mapping in Southeast Asia, plus investments in Kaiinos Geo Spatial and Simdaas Autonomy to enhance GIS and autonomous tech. Automotive licenses crossed 3 million vehicles, and IoT device installs grew alongside SaaS adoption. New major client wins span BFSI, e-commerce, defence, and automotive sectors.

4. Market Position & Competitive Advantage:

Leadership is supported by diversified revenue from Map-led and IoT-led businesses, strong mapping margins, and improving IoT profitability. Advanced integrated tech solutions cater to automotive OEMs, BFSI, government, and SEA clients. Customer retention is high at 93%, with expansion into new verticals reinforcing scale benefits.

5. Investor Implications:

Robust growth, margin strength, and a growing order book signal positive growth potential. Emphasis on SaaS, digital transformation, and strong client acquisitions improve recurring revenue quality. International expansion and tech investments offer long-term upside, while JV and subsidiary execution remain key to watch. Healthy cash and order pipeline provide a strong base for scaling.