CEINFOSYSTEMS / Q3-FY26 / claim-ledger

Audit the questions that mattered.

CE Info Systems · Analyst questions, management answers, and the quality of the response where the ledger is available.

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NegativeQ3-FY26 · 2026-02-12Back to quarter ↗

Questions audited

Answered directly

50%

Numeric claims

Consistency

contradicted

Question ledger

What was answered, and how?

Anmul · Dam Capital Advisor

direct

Breakdown of CNE business decline between corporate and government, and FY28 revenue guidance.

the spread... is about 50/50 in the CN DNA sides government and private corporates but primarily if you see the decline has been 60 to 70% is due to government delayed businesses... Yes. I think yes that's what had mentioned in his initial commentary also we do stand by that

Anmul · Dam Capital Advisor

evasive

Quantification of deferred revenue and government business mix.

This deferment as I said is primarily on the government side... I won't say that 100% of that is going to be consumed in quarter 4... something in quarter four and lot of that in quarter 1 next year

Anmul · Dam Capital Advisor

direct

Government revenue as percentage of total revenue.

20% is the total government revenue of our total revenue in this quarter... FY25 was almost same 18 19% maybe 1% here and there

Mishra · Fin investors

declined

Margin profile outlook for FY27 and FY28.

I don't think we would like to make any commentary on FY27 FY28 margin at this point of time... this fiscal year our margin definitely will be ITA margin will definitely be 35%.

Mishra · Fin investors

direct

Impact of recent AI developments on business.

We embraced AI much earlier... the impact that we took is much earlier than the impact that you are seeing at large in the IT industry... it is not going to be even likely going to impact in the manner in which the other IT sector is going to be impacted.

Mishra · Fin investors

evasive

Whether Q4 growth will achieve 20% FY26 growth target.

I did not make that statement I made the statement saying that Q4 year on year will be better than last Q4 course.

Rishab Rati · Goldman Sachs

evasive

Medium-term mix between maps and IoT business and order book burn timeline.

steady state we don't want to kind of put a fixed number I think because we want to let both of the businesses kind of achieve whatever best they can achieve

Rishab Rati · Goldman Sachs

partial

Why N&M revenue growth lagged auto production growth.

our technology infusion is primarily happening in the vehicles which are connected it's not happening in the non-connected vehicles. So that's that could be one of the reason why you see a difference there.

Sujit Jen · Bajage Life Insurance

declined

Whether Q4 revenue will be around 200 crores to achieve 15% FY26 growth.

I wish I had the liberty of disclosing the number exactly... when we have said it will be better than last year year on year that's the best I can share at this time

Sujit Jen · Bajage Life Insurance

partial

How management tracks long-term planning and granularity across business segments.

the business is resilient and diversified. Automotive is a different vector, corporate different vector, government different vector and IoT... we have all the pieces to be able to go after all these opportunities well

Shirid Singhal · Anandra Rati

direct

Revenue contribution from IOCL and Survey of India projects in next 12 months.

next year if you ask me it will be around close to 20 cr revenue... from survey of India I would expect... to the tune of around 7 to 8 crown.

Shirid Singhal · Anandra Rati

direct

Status of Indonesia joint venture.

it's in build phase... the product is getting made nicely... the go-to market is happening to a variety of OEMs... we have to be patient allowing them to build out a strong product