C.E. Info Systems Ltd — earnings calls

C.E. Info Systems reported Q1 FY27 revenue up 14.9% year-on-year to INR139.7 crores, with EBITDA of INR56.1 crores at a 40.2% margin and PAT up 8.6% to INR49.7 crores. Management attributed part of the EBITDA margin impact to a onetime INR4 crores write-off related to a government client. The company also announced a change in its market segment reporting framework to Automotive, Enterprise and Government, and confirmed Rohan Verma's appointment as Joint Managing Director.

C.E. Info Systems reported a sequential improvement in Q4 FY26 with revenue growing 54.8%, EBITDA increasing 141% and PAT growing 171% versus Q3 FY26, alongside EBITDA margin expansion of 460 bps year-on-year to 44.6%. Management attributed the earlier-year softness to delays and deferrals in government contracts, and said several of the delayed orders and IoT deployments are expected to convert in the coming quarters. The company also discussed its open order book of over Rs 1,750 crore, IoT margin expansion, receivables growth in the government business, and its longstanding Rs 1,000 crore revenue roadmap.