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IoT business turnaround uncertainty
View Risks →C.E. Info Systems Limited — Q1 FY26
CE Info Systems (MapMyIndia) delivered a strong Q1 FY26 with revenue of 121.6 cr (+19.8% YoY), EBITDA of 55.9 cr (+30.6% YoY), and PAT of 45.8 cr (+27.7% YoY).
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CE Info Systems (MapMyIndia) delivered a strong Q1 FY26 with revenue of 121.6 cr (+19.8% YoY), EBITDA of 55.9 cr (+30.6% YoY), and PAT of 45.8 cr (+27.7% YoY). EBITDA margin expanded to 46.0%, underscoring operational leverage. The automotive & mobility segment grew 24.4% YoY driven by higher attach rates and deeper OEM penetration, while consumer tech & enterprise grew 16.1% YoY. The IoT business remained flat due to a transition at subsidiary G-Tropy, but management expects a rebound in coming quarters. Notable strategic moves include a 25 cr investment in Zepto for quick commerce and a 25 cr investment to increase stake in G-Tropy to 96%. The company reiterated its FY28 revenue target of 1,000 cr. Key risk: IoT business turnaround may take longer than expected, given ongoing cleanup and management transition.
CE Info Systems (MapMyIndia) ने पहली तिमाही (अप्रैल-जून 2025) में शानदार प्रदर्शन किया। कंपनी की कमाई 121.6 करोड़ रुपये रही, जो पिछले साल से 19.8% ज्यादा है। मुनाफा 45.8 करोड़ रुपये रहा, जो 27.7% बढ़ा। कंपनी का खर्च घटाने का हुनर भी बेहतर हुआ, जिससे मुनाफा मार्जिन 46% तक पहुंच गया। ऑटोमोबाइल और मोबिलिटी सेक्टर में 24.4% की बढ़ोतरी हुई, क्योंकि ज्यादा गाड़ियों में MapMyIndia का नक्शा लग रहा है। कंपनी ने Zepto (क्विक कॉमर्स) में 25 करोड़ और G-Tropy में हिस्सेदारी बढ़ाने के लिए 25 करोड़ रुपये निवेश किए। कंपनी का लक्ष्य 2028 तक 1,000 करोड़ रुपये की कमाई करना है। लेकिन सावधानी: IoT कारोबार में सुधार में देरी हो सकती है।
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Read Transcript →Quarter Snapshot
Automotive & Mobility Revenue Growth
24.4%
+24.4% YoY
Automotive & mobility segment grew 24.4% YoY, driven by higher attach rates and deeper OEM penetration.
Mappls Business EBITDA Margin
54.8%
+470bps YoY
Mappls business EBITDA margin improved to 54.8% from 50.1% in Q1 FY25, reflecting strong operational efficiency.
Cash and Cash Equivalents
676 cr
N/A
Cash balance as of June 30, 2025 was 676 cr, with planned outflows of 70 cr for investments and dividend.
IoT Business Revenue Growth
Flat
~0% YoY
IoT business was largely flat due to transition at G-Tropy; management expects growth to resume from next quarter.
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Guidance and risk preview
Management reiterated confidence in achieving 1,000 cr revenue by FY28, supported by strong Q1 performance and strategic initiatives.
IoT business was flat in Q1 due to transition at G-Tropy; management expects improvement but timeline is uncertain.
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