CE Info Systems Management Guidance Tracker
8 forward-looking guidance items tracked across 2 quarters.
Revenue
Management reiterated confidence in achieving 1,000 cr revenue by FY28, supported by strong Q1 performance and strategic initiatives.
Q1 FY26JV TLT revenues to start from FY27TrackedThe Hyundai JV (TLT) is in build phase and expected to start generating revenues from end of FY26 or Q1 FY27.
Q3 FY26FY28 Revenue Target of ₹1,000 Cr ReaffirmedTrackedManagement reiterated the ₹1,000 crore revenue target for FY28, supported by strong order book growth and pipeline.
Q3 FY26Q4 FY26 Revenue Growth to Exceed Q4 FY25 YoYActiveManagement stated Q4 revenue growth will be better than the same quarter last year, but did not quantify the expected growth rate.
Margins
Management guided for EBITDA margin of 35%+ for FY26, though Q1 came in at 46%.
Q3 FY26FY26 EBITDA Margin Guidance of 35% MaintainedActiveManagement confirmed that FY26 EBITDA margin will be 35%, despite Q3 weakness, with Q4 expected to deliver strong margins.
Growth
Management expects IoT business to return to growth path and improve profitability from next quarter after transition.
Q3 FY26Order Book to Remain at Similar or Better Levels at Q4 EndActiveManagement expects the open order book at end of Q4 to be around ₹1,770 Cr or higher, implying continued strong order inflow.