C.E. Info Systems Limited
7,309words
3turns
0analyst exchanges
0executives
Key numbers — 40 extracted
36%
49%
34%
56%
35%
42%
31%
38%
220%
30%
rs,
Rs 1000
Guidance — 4 items
Maruti Suzuki
opening
“Source: Inc42 500 100 Current 2027 Number of customers • Current portfolio has 100 customers • Our plan is to grow the customer base by 5x to 500 customers in 4-5 years with a target funnel of 1000 customers 26 A Glimpse of some of our Products A N A L Y S T & I N V E S T O R D A Y 2 0 2 3 A P I s / S D K s W o r k M a t e Software used by software developers and IT/tech teams in organisations.”
Maruti Suzuki
opening
“The government target for EV sales by 2030 is 30% of private cars, 70% for commercial vehicles and 80% for two- and three-wheelers.”
Maruti Suzuki
opening
“3 Crore September 2022 Kogo Tech Labs Private Limited A cutting‐edge start‐up aiming to build the world’s largest travel & hyper‐local discovery, recommendations, commerce, social and gamified platform To build a travel & hyper-local discovery, commerce, social, gamified platform integrated with maps and navigation.”
Maruti Suzuki
opening
“You will be solely responsible for your own assessment of the market and the market position of the Company and you will conduct your own analysis and be solely responsible for forming your own view of the potential future performance of the business of the Company.”
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Risks & concerns — 2 flagged
Used in industries like logistics, manufacturing, steel, consumer goods, etc Software used by research, analytics teams or senior management to drive important decisions like where to open new stores/network, where to acquire new customers, where to reduce risk/exposure etc.
— Maruti Suzuki
Insurance risk profiling for an insurer exposure basis flood, seismic, etc patterns to measure 2.
— Maruti Suzuki
Speaking time
1
1
1
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Opening remarks
Encl
Investor Presentation 237, Okhla Industrial Estate, Phase-Ill , New Delhi-110020, Mappls Pin: mappls.com/mmi000, e-Mail: contact@mapmyindia.com / contact@mappls.com Website:www.mapmyindia.com / www.mappls.com , Phone: +91-011-4600 9900, CIN: L74899DL 1995PLC065551 , A CMMl-3 & ISO Certified Company C.E. INFO SYSTEMS LIMITED (Previously known as C.E. Info Systems Pvt Ltd) MAPP LS C.E. INFO SYSTEMS LIMITED India’s Leading Advanced Digital Maps, Geospatial software and Location-based IoT Company Analyst & Investor Day 2023 8th June 2023 01 Agenda Founders’ Perspective Mapping our Five-Year Strategy Navigating the Future of Auto Transforming Corporates Building Geospatial Business Capturing the IOT Opportunity Walk through Tech Experience Center C . E . I N F O S Y S T E M S L I M I T E D w w w . m a p m y i n d i a . c o m , w w w . m a p p l s . c o m 02 Founders’ Perspective Rakesh Verma, Co-founder, Chairman & Managing Director 03 Our Mission & Vision A N A L Y S T & I N V E S T O R D
Maruti Suzuki
Connect App MG: iSmart App Mahindra: Adrenox & Blusense 14 Order Book Mix Changes in order mix across market segments and product categories FY23 FY28E A N A L Y S T & I N V E S T O R D A Y 2 0 2 3 2W 4W CV ADAS, Safety & Autonomy Connected Vehicle Solutions Electric Mobility Navigation 2W 4W CV ADAS, Safety & Autonomy Connected Vehicle Solutions Electric Mobility Shared Mobility Navigation This is to give a sense of the qualitative color of the Order Book. Numbers are not to scale. 15 Addressable Market Number of vehicles manufactured during the year FY23 FY28E FY23-28 CAGR Auto OEM Industry Number of vehicles (Mn) - 2W - EV - 4W - EV - CV Number of vehicles (Mn) Industry Map & Tech Attach Rate Source: SIAM, Vahan, Company estimates 5% 16 2W 1% 4 4W FY23 1 CV 21 16 0.8 4 0.05 1 2 11% 25 19 2.8 6 0.4 1 6 25% 4% 3% 27% 7% 57% 5% 3x (In Mn) 15% 19 2W 7% 6 4W FY28 1 CV A N A L Y S T & I N V E S T O R D A Y 2 0 2 3 • Industry attach rate currently in India is 11% vs global attach rate of 5
For further details please contact
Saurabh Surendra Somani Company Secretary & Compliance Officer, C.E. Info systems Limited 📞: +91 11 4600 9900 📧: cs@mapmyindia.com; investor.relations@mapmyindia.com Diwakar Pingle/Sonia Keswani/ Shashank Ganesh Ernst & Young LLP 📞: +91 22 6192 0000 📧: Diwakar.pingle@in.ey.com Sonia.keswani@in.ey.com Shashank.ganesh@in.ey.com Thank You Corporate Office First, Second, & Third Floor, Plot. No. 237, Okhla Industrial Estate, Phase- III, New Delhi 110 020, India www.mapmyindia.com 51
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