C.E. Info Systems Ltd

- MapmyIndia has made an initial investment of INR 35 crores into the new consumer business entity via CCDs. - Future investments beyond INR 35 crores are likely as the business grows. - Any further fundraises or capital requirements will be carefully evaluated and decided by MapmyIndia's Board at the appropriate time. - The management emphasizes running this new venture responsibly without impacting the parent company’s profitability. - The CCD investment includes an optionality to convert into equity at a 25% discount during future funding rounds within 1 to 3 years. - Decisions for further fundraising will only be taken if it benefits MapmyIndia and its shareholders, preserving a cautious approach towards the new business's capital needs.

- MapmyIndia has invested INR 35 crores as CCD (compulsorily convertible debentures) in the new consumer business entity. - Additional investments beyond the initial INR 35 crores are likely as the business grows. - Future capital requirements will be evaluated and decided responsibly by MapmyIndia’s Board based on benefits to the company. - The CCD structure includes optionality, allowing MapmyIndia to choose whether or not to invest further. - The consumer business is expected to require ongoing investments in money, time, focus, and organizational resources to build products that attract and benefit users. - Any larger future funding will be undertaken at the appropriate time and with care to protect shareholder interests.

- MapmyIndia targets INR1,000 crores revenue by FY28 from its core B2B and B2B2C business (Page 9). - The consumer business (Mappls) is in early stages with no significant revenue yet but expected to grow over time through ads, transaction commissions, subscriptions, and product sales (Page 14). - The new B2C venture aims to build a large consumer base beyond the current 25 million downloads and expand in hyper-local mobility, mall, travel segments (Page 14-15). - Investments beyond the initial INR35 crores will be considered responsibly to scale the consumer business (Pages 12-15). - The B2B business is expected to sustain around 40% margin going forward (Page 14). - Data from consumer app usage is expected to support and enhance MapmyIndia’s B2B business and open new markets (Page 11).

- The B2C consumer business is in early stages with minimal current revenue, indicating initial burn and investment phase. - Expected growth driven by consumer-focused offerings like Mappls mall, travel, hyper-local mobility, potentially generating revenue through ads, transaction commissions, subscriptions, and product sales. - MapmyIndia aims for responsible fund management, with INR 35 crores initial investment and possible future funding if needed, to scale the consumer business separately to protect core profitability. - Management expects to return to strong margin profile (~40%) in the B2B business from Q4 onwards, unaffected significantly by B2C expansion. - Long-term outlook is positive with focus on building consumer brand and leveraging synergies with MapmyIndia’s core B2B business. - The ICCD structure and 25% discount conversion option provide potential upside from the new venture's valuation growth while mitigating risk to the parent company’s P&L. - Overall, earnings growth is anticipated primarily from B2B, with B2C as a strategic long-term investment gradually contributing to revenues.

The provided transcript from the conference call does not contain specific information or figures regarding the current or expected order book or pending orders for MapmyIndia. The discussion primarily focuses on the restructuring of the consumer business, investment details, brand usage, business strategies, and related financial implications. No explicit mention is made of order book status or upcoming contracts.