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Earnings · IT - Software · Small cap

CE Info Systems posts ₹50.9 cr Q4 profit, flags ₹45-50 cr revenue miss

A strong March quarter can't erase the prior miss: MapmyIndia missed its full-year guidance by ₹45-50 crore, blaming delayed orders, not lost business.

1 earlier story on CE Info Systems Ltd.
Mkt cap₹4,603 cr
P/E34.31×
ROE18.61%
Debt / eq.0.03
Div yld0.41%
₹1,750 cr Record open order book heading into FY27.

What's new

  • Q4 revenue jumped 54.8% QoQ to ₹145 crore; net profit surged 171% to ₹50.9 crore.
  • Management admitted a ₹45-50 crore revenue shortfall against its own guidance, attributing it to delays in a large IoT order and a government contract.
  • The company reported a record order book of ₹1,750 crore and guided for over 25% revenue growth in FY27.

Why this matters

The Q4 rebound is real, but it follows three muted quarters that left a ₹45-50 crore hole in the full-year number. Management's explanation (delayed orders, not lost contracts) is a distinction that only matters if those projects actually ship this year. The ₹1,750 crore order book is the proof point; the open question is execution pace.

What we're watching

  • Whether the delayed IoT and government orders convert to revenue in H1 FY27.
  • Actual FY27 revenue growth versus the >25% management target.
  • Margin trajectory as the order book converts.

The full read

CE Info Systems delivered a sharp Q4. Revenue jumped 54.8% sequentially to ₹145 crore, and net profit surged 171% on the quarter to ₹50.9 crore. The numbers confirm a rebound after three quiet quarters. But they don't erase the miss. Management conceded a ₹45-50 crore shortfall against its full-year guidance, blaming delays in one large IoT order and one government deal. It insists no business was lost, a claim that hinges entirely on whether those orders ship in the current year. The ₹1,750 crore record order book is meant to settle that question. It's a big number for a company this size. The open issue is conversion speed.

Questions answered

How much did CE Info Systems miss its revenue guidance by?
The company missed its prior guidance by ₹45-50 crore for the full year. Management blamed delays in a large IoT order and a government contract rather than any loss of business.
What drove the strong Q4 numbers?
A 54.8% sequential revenue jump to ₹145 crore and a 171% surge in net profit to ₹50.9 crore were driven by improved execution and a rebound in business activity after three slower quarters.
How large is the order book?
The company reported a record open order book of ₹1,750 crore, which it said supports its guidance of over 25% revenue growth in FY27.
Did the company lose any contracts?
Management stated the ₹45-50 crore miss was due to customer-specific delays, not lost business. The filing provides no details on specific clients or revised timelines.
Mentioned: CE Info Systems · ₹1,750 cr order book · ₹45-50 cr guidance miss
Primary source BSE · NSE · Tijori

An independent reading of the company's own disclosure — the primary filing above is the final word.

Company snapshot

CE Info Systems Ltd.

Software Services
₹5,143 cr
P/E 38.33×

Latest quarter · Mar 2026

Sales₹145 cr
Net profit₹52 cr
Op. margin+44.6%
EPS₹9.27

Strength & growth

Debt / equity0.03×
Current ratio4.13×
  1. 25 May 2026 · 6:20 PM IST CE Info Systems posts ₹50.9 cr Q4 profit, flags ₹45-50 cr revenue miss
  2. 6d ago MapmyIndia elevates founder's son Rohan Verma to Joint MD, sharpens AI focus