C.E. Info Systems Ltd Q3 FY26 Results & Concall Highlights: Revenue, Margins & Order Book
Published 11 Aug 2026 | IT - Software | Market Cap: ₹5.7K Cr
The company targets INR 1,000 crores in revenue by FY 2028, which implies a strong CAGR over the next two years. Company targets INR 1,000 crores revenue by FY '28, implying over 35% CAGR from current levels.
From C.E. Info Systems Ltd's Q3 FY26 earnings-call transcript · updated 23 Aug 2026.
Price
₹984
Market Cap
₹5.7K Cr
P/E Ratio
41.6
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C.E. Info Systems Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹145 Cr, net profit ₹51 Cr.
Full financials →📊 Revenue & Sales Performance
- →The company targets INR 1,000 crores in revenue by FY 2028, which implies a strong CAGR over the next two years.
- →Q4 FY26 is expected to deliver better year-on-year growth, potentially with sales around INR 200 crores.
- →The order book is healthy with consistent inflows; Q4 is expected to maintain or exceed current levels, with anticipated inflows of around INR 800 crores for the year.
- →Government business forms around 20% of revenues, with central government-funded schemes making up 90% of that; execution challenges at state levels may cause some delays but are being managed.
- →IoT business is on a steady growth path and expected to contribute significantly going forward, alongside Map-led business which constitutes 60-70% of mix.
- →The growth in the private sector and infusion of AI are expected to contribute positively from Q4 FY26 and onwards.
- →Overall, the business leaders express confidence in sustained growth trajectories and expanding customer bases.
📈 Profitability & Margins
- →Company targets INR 1,000 crores revenue by FY '28, implying over 35% CAGR from current levels.
- →Q4 FY '26 expected to show better year-on-year growth than Q4 FY '25, aiding full-year FY '26 growth.
- →FY '26 EBITDA margin guidance is 35%; management confident of achieving this.
- →Postponed revenues due to AI infusion and government project delays to reflect in Q4 FY '26 and Q1 FY '27.
- →Order book increased to INR 1,770 crores as of December 31, 2025, up INR 600 crores year-to-date; fresh orders continue in Q4.
- →Company sees strong execution confidence with growing order inflows and robust funnel.
- →IoT business and Map-led business expected to drive diversified, resilient growth.
- →No margin guidance given for FY '27 or FY '28 currently; to be shared in future quarters.
🏗️ Capital Expenditure Plans
💰 Fundraising & Capital Structure
📋 Order Book & Pipeline
- →Open order book as of December 31, 2025, stood at INR 1,770 crores, up from INR 1,500 crores at the beginning of the year.
- →Order bookings for the fiscal year have reached INR 600 crores so far, with a target to reach around INR 2,000 crores open order book by FY 2028.
- →New orders continue to flow in Q4; management expects to maintain or improve order book levels at Q4 end.
- →The order book mix is approximately 60-70% Map-led projects, 20% IoT-related, and 10% AI/security tools.
- →Government-related orders represent around 20% of revenue, mostly from central-funded projects with careful selection to avoid execution delays.
- →Management is optimistic about sustaining strong order inflow and execution moving forward.
Key Metrics
Frequently Asked Questions
What were C.E. Info Systems Ltd Q3 FY26 results?
The company targets INR 1,000 crores in revenue by FY 2028, which implies a strong CAGR over the next two years. Company targets INR 1,000 crores revenue by FY '28, implying over 35% CAGR from current levels.
What is C.E. Info Systems Ltd share price analysis?
C.E. Info Systems Ltd currently shows a neutral. The stock trades at a P/E of 41.6 with a market cap of ₹5,730 Cr. Investors should review the full earnings analysis for detailed insights.
Is C.E. Info Systems Ltd planning capital expenditure?
The transcript provided does not explicitly mention any current or future capital expenditure (capex) or strategic investment plans.
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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.