C.E. Info Systems Limited — Investor Meet, 08-08-2026: Analysts/Institutional Investor Meet/Con. Call Updates

C.E. Info Systems' Q1 FY27 revenue rose 14.9% YoY to INR 139.7 Cr, with EBITDA at INR 56.1 Cr (40.2% margin) and PAT up 8.6% to INR 49.7 Cr. A one-time INR 4 Cr government client write-off had a net P&L impact of INR 0.8 Cr. Management introduced a new segment framework (Automotive, Enterprise, Government) and emphasized accelerating AI-native product development. Growth was driven by strong IoT-led revenue (up to INR 41 Cr) and Automotive (up 29% to INR 59 Cr), while Map-led revenue remained flat. The company's open order book stands at INR 1,750 Cr, providing future visibility. Management expressed confidence in future growth, with continued caution on government receivables.