C.E. Info Systems Ltd

Q4 FY26IT - Software

C.E. Info Systems Ltd Q4 FY26 Results & Concall Highlights: Revenue, Margins & Order Book

Q4 FY26 earnings call: what management guided on revenue, margins and order book.

Price₹984

Market cap₹5.7K Cr

P/E41.6

Updated23 Aug 2026

Read4 min read

The short version

The company projects strong growth momentum for FY27 backed by a robust order pipeline of over INR1,750 crores and improved revenue visibility. The company expects strong growth momentum in FY27 supported by a robust order pipeline of over INR 1,750 crores.

From C.E. Info Systems Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.

Revenue & Sales Performance

The company projects strong growth momentum for FY27 backed by a robust order pipeline of over INR1,750 crores and improved revenue visibility.
After a muted growth year (~1-2%), a return to 20%+ overall growth in FY27 is expected, particularly driven by government and IoT businesses.
Government business has an open order book exceeding INR200 crores with a strong pipeline and potential for large deals.
IoT business is on a clear growth trajectory with expanding margins and focused management, expected to contribute significantly in coming years.
The company aims to maintain a long-term CAGR of around 24%, consistent with previous years, targeting INR1,000 crores revenue by FY28, though timing may vary.

2 more points management made on revenue & sales performance

Profitability & Margins

The company expects strong growth momentum in FY27 supported by a robust order pipeline of over INR 1,750 crores.
Q4 FY26 showed strong sequential improvement: revenue growth of 54.8%, EBITDA up 141%, and PAT up 171%.
IoT business margins are improving; EBITDA margin rose from 14% to 16% in the prior year, with intentions to increase further in FY27.
Management indicated potential margin expansion beyond 16%, though quarterly margins like the 33% in Q4 may vary.
Government and IoT segments are expected to drive growth, with government business order book exceeding INR 200 crores and IoT growing on both top line and margin fronts.

2 more points management made on profitability & margins

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

Capital Expenditure Plans

In FY26, C.E. Info Systems Limited allocated INR120 crores for organic growth, covering government business, IoT business, and intellectual property creation.
A small portion of capital was used for minor acquisitions.
IoT business requires capital investment because hardware supplied to customers is treated as a fixed asset and depreciated over three years.
Government business necessitates working capital due to delayed payments, requiring internal capital allocation in subsidiaries like Mappls DT and Gtropy.

2 more points management made on capital expenditure plans

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

Fundraising & Capital Structure

No specific mention of any current or planned new fundraising through debt or equity in the Q4 FY26 earnings call transcript.
The company has approximately INR 600 crores in cash and cash equivalents as of FY26.
Capital allocation in FY26 included INR 120 crores for organic growth, including government and IoT business investments and some smaller acquisitions.
Priority remains on organic growth and capital deployment within existing businesses.
There is no indication of plans for dividends or buybacks; focus is on reinvestment into growth areas.

2 more points management made on fundraising & capital structure

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

Order Book & Pipeline

The current open order book stands at approximately INR 1,750 crores.
The order book includes orders across government, automotive, and corporate segments.
Approximately 18% of the open order book converted to revenue in FY26.
Around INR 780 crores of new orders were booked in FY26, with INR 200 crores converted into revenue during the year, leaving INR 580 crores as pending.
The company has a strong pipeline, including some extremely large opportunities likely to impact future growth.
The government order book is significantly over INR 200 crores, with a robust pipeline and potential large deals.

2 more points management made on order book & pipeline

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

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Frequently Asked Questions

What were C.E. Info Systems Ltd Q4 FY26 results?

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.

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In FY26, C.E.

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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.