C.E. Info Systems Ltd

The transcript provided does not explicitly mention any current or future capital expenditure (capex) or strategic investment plans. However, some relevant points indicate investment-related activities and strategic directions: - The Indonesia joint venture (PT Terra Link Technologies) is in the build phase, involving continued product development and go-to-market activities, which likely imply ongoing investments. - There is a focus on AI infusion across products and data creation processes, suggesting ongoing investments in technology. - The company plans to scale significant government projects like the Survey of India Integrated Geoportal, which may require investment in capacity building and capabilities. - The company has not provided explicit capex guidance for FY27 or beyond; margin and revenue guidance is currently focused on FY26. - Strategic expansion includes growth in Map-led, IoT-led businesses, and international expansion beyond the JV, indicating broad investment in these areas without specific capex details. No firm quantitative capex or strategic investment numbers are disclosed in this transcript.

- 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.

- 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.

- 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.

The transcript does not mention any current or planned fundraising through debt or equity for C.E. Info Systems Limited (MapmyIndia). Key points related to financials and growth include: - The company is focused on organic growth, targeting INR 1,000 crores revenue by FY '28. - Emphasis is on order book growth (INR 1,770 crores as of Dec 31) and increasing deliveries rather than external capital raising. - No commentary on debt or equity fundraising plans was provided during the Q3 FY '26 earnings call. - Management highlighted execution, AI product development, and operational performance as main priorities. - No indications of capital raising in short or medium term shared with investors. Thus, based on available information, there are no current or future fundraising plans through debt or equity disclosed.