Q3 FY25 results for C.E. Info Systems Limited
Revenue from Operations: πΉ Increased to βΉ114.5 crores in Q3 FY25 from βΉ92.0 crores in Q3 FY24, reflecting a growth of 24.5%.
Total Income: π Increased to βΉ123.9 crores in Q3 FY25 from βΉ103.6 crores in Q3 FY24, marking a 19.6% growth.
Automotive & Mobility Tech (A&M) π: Revenue grew by 9% to βΉ49 crores.
Consumer Tech & Enterprise Digital Transformation (C&E) π»: Revenue surged by 39% to βΉ65 crores.
Map-led and IoT-led Segments: πΊοΈπ€
Map-led: Grew by 33% to βΉ87 crores in Q3 FY25.
IoT-led: Grew by 4% in Q3 FY25.
EBITDA Margin: π Decreased to 36.4% in Q3 FY25 from 39.0% in Q3 FY24.
PAT Margin: π» Decreased to 26.1% in Q3 FY25 from 30.0% in Q3 FY24, reflecting higher costs relative to income.
Profit After Tax (PAT) πΈ: Increased modestly to βΉ32.3 crores in Q3 FY25 from βΉ31.1 crores in Q3 FY24, a growth of 4%.
EBITDA/PAT Margins: π As noted, there's a compression in margins due to higher operational costs.
Valuation Ratios: π’ Given the current market price (CMP) of 1651 and Trail_EPS at 25.3 the Trail PE should be 65 which high in relation with the earning growth. Even considering F-EPS at 23 the F-PE reaches to 7 which is high.
Market Segment Performance: π Strong growth in the C&E segment, driven by new business acquisitions and expansions in digital services.
Innovation and Expansion: π Continued development in map-led technologies and expansion into international markets such as the joint venture in Indonesia.
Near Term: π The company may continue to experience growth driven by expansion in digital and IoT solutions, although margin pressures could persist due to rising costs.
Long Term: π Potential for significant growth through further international expansion, deepening IoT integration, and new product developments, especially in automotive and mobility technologies.
These results showcase a robust growth trajectory in terms of revenue, although profit margins are under pressure, potentially from increased costs associated with expansion and product development. The company's strategic focus on tech and digital transformation sectors positions it well for future growth, aligning with industry trends towards digitalization and connected technologies.