C.E. Info System

Q1 FY27IT - Software

C.E. Info System Q1 FY27 Results & Concall Highlights: Revenue, Margins & Order Book

Q1 FY27 earnings call: what management guided on revenue, margins and order book.

Price₹963

Market cap₹5.4K Cr

P/E39.1

Updated25 Aug 2026

Read4 min read

What the Q1 FY27 call signalled

1 of 3 strong

RevenueRank 3

MarginRank 3

Order bookYes

Not discussed on this call: capex, fundraise.

The short version

The company targets continued growth by winning more orders and executing existing ones across Automotive, Enterprise, and Government segments. The company expects strong future growth underpinned by a growing open order book, which increased from INR1,350 crores to INR1,750 crores, providing solid visibility into future revenues.

From C.E. Info System's Q1 FY27 earnings-call transcript · updated 25 Aug 2026.

Revenue & Sales Performance

Rank 3

The company targets continued growth by winning more orders and executing existing ones across Automotive, Enterprise, and Government segments.
Growth is driven by multi-product offerings across use cases, focusing on Map-led and IoT-led deep tech solutions.
Automotive segment expected to expand revenue with increased product range and broader OEM penetration.
IoT business shows strong near-term growth but with lower margins initially due to hardware sales followed by increasing SaaS revenues.
Government and public sector verticals, including defence and oil & gas, show emerging opportunities.
The diversified and bespoke contract portfolio reduces risk and supports sustainable growth.
Open order book growth from INR1,350 crores to INR1,750 crores provides solid visibility for revenue growth.
International business growing cautiously, with initial investments in Southeast Asia and Middle East, but currently not materially impacting P&L.
Overall, long-term growth is expected from leveraging AI-native product innovation and deep tech leadership.

Profitability & Margins

The company expects strong future growth underpinned by a growing open order book, which increased from INR1,350 crores to INR1,750 crores, providing solid visibility into future revenues.
Growth is expected both in core Map-led products and rapidly expanding IoT-led business segments.
Map-led business shows stable revenues; IoT-led revenue is growing faster but has lower margins initially due to hardware sales; SaaS revenue from IoT is expected to grow and improve margins over time.
Profitability targets include maintaining EBITDA margins above 35%, with some quarter-to-quarter variability due to contract and billing cycles.
The company’s diversification across Automotive, Enterprise, and Government segments, and multiple product offerings, reduces risk and supports sustained growth.
International business is growing but currently not material to P&L; medium-term prospects in Southeast Asia and other regions are being developed.
AI-driven product innovation is expected to fuel long-term growth and profitability improvements.

See what C.E. Info System said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

The call transcript does not explicitly mention any current or planned future capital expenditure (capex) or strategic investments.
Management emphasized investment focus on AI-native product development and deep tech capabilities.
Strong emphasis on expanding in digital twin city opportunities, IoT-led business, and government/government tech sectors, suggesting potential strategic investments in technology and platforms.
They are being cautious in selecting projects to ensure healthy receivables and avoid bad debts.
Growth initiatives include expanding across Automotive, Enterprise, and Government segments with continued diversification, but no specific capex plan disclosed.
The company is focused more on organic growth through product/platform innovation and market expansion rather than announcing explicit capital investment plans in this call.

Top-ranked in IT - Software

Ranked on what management guided this quarter

5x potential

1Virtual Galaxy Infotech Ltd₹356 Cr

Rev 1Mar 3

2CapitalNumbers₹193 Cr

Rev 2Mar 1

3₹140 Cr

Rev 2Mar 1

4₹1.8K Cr

Rev 2Mar 2

5₹3.7K Cr

Rev 2Mar 3

Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.

Fundraising & Capital Structure

The transcript does not mention any current or planned fundraising activities through debt or equity.
No discussion on raising capital or issuing new shares was noted during the Q1 FY27 earnings call.
Focus appears to be on organic growth through diversified products, market segments, and order book expansion.
The company highlights strong leadership and strategic initiatives but does not indicate any immediate need for external funding.
Any future fundraising plans, if any, were not disclosed in this call or accompanying documents.

See what C.E. Info System said on fundraising & capital structure — free account, 30 seconds.

Order Book & Pipeline

Yes

As of end FY26, C.E. Infosystems Limited had an open order book of approximately INR 1,750 crores, up from INR 1,500 crores the previous year, indicating healthy growth.
Previously, around three months prior, the order book was INR 1,350 crores, showing consistent expansion over time.
The company tracks the order book by fixed pricing and volume-based contracts but does not disclose detailed splits publicly for competitive reasons.
The order book provides strong visibility into future revenues and growth prospects across Automotive, Enterprise, and Government segments.
Internal tracking involves order-level monitoring and billing execution aligned with customer engagements, focusing on maximizing order bookings and conversions.
Management expresses confidence in converting the strong order book into revenue growth over the upcoming quarters.

C.E. Info System — Quarterly revenue & net profit

Revenue Net profit

Dec 2024

Mar 2025

Jun 2025

Sep 2025

Dec 2025

Mar 2026

Reported quarterly figures (₹ Cr). Latest: revenue ₹145 Cr, net profit ₹51 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

Full financials →

What C.E. Info Systems Ltd's management said in earlier quarters

Others in IT - Software this season

Happiest Minds Technologies Ltd (Q1 FY27)
Geographic balance (38% Americas, 31% Europe, 31% rest of world) and sector diversification support stable growth (Page 11). Key concall takeaways from…
Sonata Software Ltd (Q1 FY27)
AI order book contributes 18.2% to the overall order book. Key concall takeaways from Sonata Software Ltd's Q1 FY27 earnings call — and how it ranks against…
XT Global Infotech Ltd (Q1 FY27)
Consolidated revenue grew modestly by 1.1% YoY; management indicates real growth driven by a shift from onsite to higher-margin offshore delivery. Key concall…
InfoBeans Technologies Ltd (Q1 FY27)
The company serves large enterprise clients with a high retention rate (94%), providing a stable revenue base and opportunity for expansion within existing…

Compare:vs Tata Consultancy Services Ltd vs Infosys Ltd vs HCL Technologies Ltd

🔎 Who's planning the most growth?

Companies ranked by management's own guidance — revenue, margins, capex and order book, from every earnings call in India.

See rankings →

Frequently Asked Questions

What were C.E. Info System Q1 FY27 results?

What is C.E. Info System share price analysis?

C.E. Info System currently shows a below-average growth signal. The stock trades at a P/E of 39.1 with a market cap of ₹5,388 Cr. Investors should review the full earnings analysis for detailed insights.

Is C.E. Info System planning capital expenditure?

The call transcript does not explicitly mention any current or planned future capital expenditure (capex) or strategic investments.

Keep C.E. Info System on your radar — track it to get its next earnings analysis in your feed.

This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.