Analysts/Institutional Investor Meet/Con. Call Updates

C.E.

Info Systems' Q1 FY27 revenue rose 14.9% YoY to INR 139.7 Cr, with EBITDA at INR 56.1 Cr (40.2% margin) and PAT up 8.6% to INR 49.7 Cr.

A one-time INR 4 Cr government client write-off had a net P&L impact of INR 0.8 Cr.

Management introduced a new segment framework (Automotive, Enterprise, Government) and emphasized accelerating AI-native product development.

Growth was driven by strong IoT-led revenue (up to INR 41 Cr) and Automotive (up 29% to INR 59 Cr), while Map-led revenue remained flat.

The company's open order book stands at INR 1,750 Cr, providing future visibility.

Management expressed confidence in future growth, with continued caution on government receivables.