C.e. Info Systems Ltd. · NSE:MAPMYINDIA
C.e. Info Systems — Investor Day (June 2023)
52 slides from C.e. Info Systems's investor day presentation, Jun 12, 2023
Slide 1: Submission of revised Investor Presentation cover letter
MAPP LS® June 12, 2023 The Listing Department The Listing Department BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers Exchange Plaza Dalal Street Bandra Kurla Complex, Bandra (East) Mumbai 400 001 Mumbai 400 051 BSE SCRIP Code: 543425 NSE Symbol: MAPMYINDIA Subject: Sub
Slide 2: Analyst & Investor Day 2023
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
Slide 3: Agenda
MAPP LS Agenda Founders’ Perspective 7 Mapping our Five-Year Strategy Navigating the Future of Auto Transforming Corporates Building Geospatial Business Capturing the IOT Opportunity L _J Walk through Tech Experience Center C.E. INFO SYSTEMS LIMITED www.mapmyindia.com, www.mappls.com 02
Slide 4: Founders' Perspective
MAPP LS Founders’ Perspective Rakesh Verma, Co-founder, Chairman & Managing Director 03
Slide 5: Our Mission & Vision
ANALYST & INVESTOR DAY 2023 Our Mission & Vision 28 years ago … …we envisioned that some day a significant percentage of all data would have a location dimension to it, and that such data would be critical in solving myriad problems faced by businesses, government and consumers We make in India, for
Slide 6: Mapping our Five Year Strategy
MAPP LS Mapping our Five Year Strategy Rohan Verma, Chief Executive Officer & Executive Director 05
Slide 7: Where do we stand today?
ANALYST & INVESTOR DAY 2023 Where do we stand today? (Figures in the top panel are in Rs. Crores) REVENUE FROM EBITDA PAT OPEN ORDER BOOK OPERATIONS 36% 49% 34% 56% . I I I ' i i 152.5 281.5 53.0 117.9 60.0 107.5 377.5 918.0 J l J . FY2021 FY2023 FY2021 FY2023 FY2021 FY2023 FY2021 FY2023 35% 42% 31%
Slide 8: Digital Maps & Technology Products & Platforms Company
ANALYST & INVESTOR DAY 2023 Digital Maps & Technology Products & Platforms Company MaaS SaaS PaaS N-CASE Suite for Auto OEMs ■ IoT Saas for Mobility & Logistics (InTouch, Locate, Devices) Digital Map & Geospatial Data Developer APIs & SDKs Products Geospatial-led SaaS for Consumer location-based Map
Slide 9: Our Right to Win
ANALYST & INVESTOR DAY 2023 Our Right to Win Network Effects Proprietary end-to-end Integration of our digital technology-driven and AI- maps with our internet- assisted mapping systems connected platforms Comprehensive digital map database created for India ~ Increasing usage of products through pr
Slide 10: Our 5-Year Plan
ANALYST & INVESTOR DAY 2023 Our 5-Year Plan Plan to cross Revenue Milestone of Rs 1000+ Cr by FY27/FY28, a CAGR of 35-40% FY27/FY28 Potential Addressable Expected Industry Weighted Average Ticket Industry Revenue Market Segments Market Adoption Size* Potential (Rs Cr) Auto OEM 25 Mn Vehicles 6 Mn Ve
Slide 11: Navigating the Future of Auto
MAPP LS Navigating the Future of Auto Sapna Ahuja, Chief Operating Officer 10
Slide 12: Our Universe
ANALYST & INVESTOR DAY 2023 Our Universe Transitioned from Navigation to Navigation-led Auto- • Market: Automotive OEMs tech that the industry needs.. • Segments: Passenger Cars, 2-wheeler, Commercial Vehicles across Electric and ICE Vehicle OEMs Electrification • Products: NCASE Platform Connectivi
Slide 13: Key Use Cases (1/3)
ANALYST & INVESTOR DAY 2023 Key Use Cases (1/3) Embedded Connected Navigation 2W: Ola Electric • Need for turn-by-turn directions with minimal driver distraction, no dependency on mobile phone, enabling discovery, travel and convenience for seamless in-car bookings and payments • Product: Mappls Aut
Slide 14: Key Use Cases (2/3)
ANALYST & INVESTOR DAY 2023 Key Use Cases (2/3) Electric Vehicle Range Calculation Intelligent Speed Assistance • Concerns over EV battery not having sufficient charge to • Safety has been a critical problem statement with reach destination (Range anxiety) and lack of charging increased number of ac
Slide 15: Key Use Cases (3/3)
ANALYST & INVESTOR DAY 2023 Key Use Cases (3/3) Connected Vehicle Maruti Suzuki: MG: iSmart App Mahindra: Adrenox & • Need for vehicles to be connected for enabling use cases Connect App Blusense for both customers (Tracking, Trip planning and sharing, 1 4 5 .., =• ( ... ,;;; • n,,. lnd,an Ac3d ~my
Slide 16: Order Book Mix
ANALYST & INVESTOR DAY 2023 Order Book Mix Changes in order mix across market segments and product categories FY23 FY28E 2W 4W CV 2W 4W CV ■ ADAS, Safety & Autonomy ■ Connected Vehicle Solutions ■ ADAS, Safety & Autonomy ■ Connected Vehicle Solutions ■ Electric Mobility ■ Navigation ■ Shared Mobilit
Slide 17: Addressable Market
ANALYST & INVESTOR DAY 2023 Addressable Market Number of vehicles manufactured during FY23-28 the year FY23 FY28E CAGR • Industry attach rate currently in India is 11% vs global attach rate of 50-60% Auto OEM • EV is expected to play a big role in increase in the overall attach rate Industry Number
Slide 18: Future of Mobility
ANALYST & INVESTOR DAY 2023 Future of Mobility • By 2030, 95% of the vehicles sold across the world will be • Offering a seamless user experience with customizable connected cars, up from 50% today infotainment & personalized assistance • Connected Mobility could expand revenue pools for Auto • Redu
Slide 19: A Glimpse of some of our Products
ANALYST & INVESTOR DAY 2023 A Glimpse of some of our Products India's best & most advanced digital maps built for precision using cutting-edge technologies Live Maps 3D Metaverse HD Maps RealView AnMtU NA\JAK Loni NAWADA TUMKIRPUR ® EXTENSION ShivVihar Metro Station ©- GAMRI ·s Nagar ~ EXTENSION :ro
Slide 20: A Glimpse of some of our Products
ANALYST & INVESTOR DAY 2023 A Glimpse of some of our Products Multiscreen Digital Cockpit Intouch for Connected Vehicle Platform A next-gen talking cockpit experience for intelligent, proactive, personalised, entertaining interactions 19
Slide 21: Transforming Corporates
MAPP LS Transforming Corporates Ankeet Bhat, Chief Business Officer, Enterprise Business 20
Slide 22: Our Universe
ANALYST & INVESTOR DAY 2023 Our Universe Few illustrative images of our products in action.. • Market: B2B -> Corporate • Verticals: -- Vehicle Routing Problem {\ • Digitally Native • Conventional • Offering: eg • MaaS: Map & location data Address capture Delivery planning • PaaS: APIs & SDKs SDKs •
Slide 23: MapmyIndia's Digitally Native & Conventional Verticals (1/2)
ANALYST & INVESTOR DAY 2023 MapmyIndia’s Digitally Native & Conventional Verticals (1/2) Digital Customers Big Tech • Our Digital customers are helping organize the unorganized economy e.g. market places, easy financing, E-commerce online gaming etc. & creating new experiences like UPI, Last mile de
Slide 24: MapmyIndia's Digitally Native & Conventional Verticals (2/2)
ANALYST & INVESTOR DAY 2023 MapmyIndia’s Digitally Native & Conventional Verticals (2/2) Conventional Customers Banking & NBFCs • Our Conventional customers are using more location technology in their systems & processes to become faster Quick service Restaurant & smarter, & are also showing maps &
Slide 25: Key Use Cases (1/2)
ANALYST & INVESTOR DAY 2023 Key Use Cases (1/2) A Global Big Tech Company A Global Ecommerce company • For their maps product in India powered by • For ecommerce and logistics operations using Map Data MapmyIndia’s map data for route optimisation, delivery planning, delivery analytics etc. • Product
Slide 26: Key Use Cases (2/2)
ANALYST & INVESTOR DAY 2023 Key Use Cases (2/2) A Last mile Delivery company A Consumer FinTech & Hyperlocal Commerce company • Tech to enable Last mile delivery of goods. involving rider • Hyperlocal discovery: discover stores or the offline network tracking, rider analytics, rider pay outs basis d
Slide 27: Addressable Market
ANALYST & INVESTOR DAY 2023 Addressable Market NUMBER OF CUSTOMERS *Digital 2700~ *Conventional 2300~ 500 Total ~5000 companies in the 100 potential market across both verticals Current 2027 • The Digital market consisting of 2700 customer is across the verticals of Big Tech, Ecommerce, Last mile de
Slide 28: A Glimpse of some of our Products
ANALYST & INVESTOR DAY 2023 A Glimpse of some of our Products APIs/SDKs WorkMate Software used by software developers and IT/tech teams in Software has two components: a Field user app on the mobile organisations. Below are a few examples: that is used by the field employee for field tasks + a manag
Slide 29: A Glimpse of some of our Products
ANALYST & INVESTOR DAY 2023 A Glimpse of some of our Products mGIS InTouch Software used by research, analytics teams or senior Software used by logistics managers/dept in a company to management to drive important decisions like where to monitor movement of goods and vehicles within the company ope
Slide 30: Right to Win
ANALYST & INVESTOR DAY 2023 Right to Win Products across MaaS, PaaS, SaaS & IoT solutions and not just limited to a map Wide range of offerings Modular tech to be able to In the B2B market, we Strong brand Quick meet specific needs of have a strong brand and recall and customisability different cust
Slide 31: Building Geospatial Business
MAPP LS Building Geospatial Business Nikhil Kumar, President – Geospatial Business 30
Slide 32: Our Universe - Addressable Govt. Market
ANALYST & INVESTOR DAY 2023 Our Universe - Addressable Govt. Market Customer Universe Customer Requirements Local Government Digital Twin, Property Tax Assessment and Demand (Urban Local Bodies) generation, Traffic & Transit Management, Solid Smart City, Property Tax, Traffic & Transport, Solid Wast
Slide 33: Our Portfolio - End to End Geospatial Data & Platform
ANALYST & INVESTOR DAY 2023 Our Portfolio - End to End Geospatial Data & Platform Activities in Geospatial Through Mappls Platform Domain & Products Acquire & Process Maas: Digital Maps & Twins through our Capture Real world and Create GIS ready content Content (3D City, Information rich Maps) and P
Slide 34: Key Use Cases
ANALYST & INVESTOR DAY 2023 Key Use Cases A State Police Department in A Smart City in North-East India South India • Use case-Property Tax Assessment & Demand Notice • Crime Analytics & Beat Planning, Patrol monitoring Generation, Digital Twin • Product & Platform: mGIS, MapEngine, Workmate, Insigh
Slide 35: Addressable Market
ANALYST & INVESTOR DAY 2023 Addressable Market RATIONALE Customer Number of Average Total Type Customers Ticket Market /Prospects Size in Rs Potential in • Geo Adoption in Non-Traditional Sector Cr 4- 5 Years in Rs Cr • New Geospatial Policy is enhancing contribution value of Local Govt. Geospatial
Slide 36: Favourable Factors & Broad Strategy
ANALYST & INVESTOR DAY 2023 Favourable Factors & Broad Strategy • Leverage Atmanirbhar Bharat - Make in India, IDDM (Indigenously Designed, Developed and Manufactured) preference in Public Procurement • High Resolution Geospatial data capture, processing, storage and distribution strictly for Indian
Slide 37: A Glimpse of some of our Products
ANALYST & INVESTOR DAY 2023 A Glimpse of some of our Products mGIS Map Engine Oa.i.: 1 1'1C □ ,-c::.w. □--. D 1.e Do-- □~ 0.....,..,. □ ,,_,_.La ~ Q; ~ WorkMate 12:23 = @~ • 0 - Plan 0 + ■ ~ Today ... - (111) , ("3) 0 - ""'- ~ M lllllb ,; Sl,MWOoec,IOflC .'" . IU) 0 rm t 1m 9 (2) 9 f'lwtlel.fflled I
Slide 38: A Glimpse of some of our Geospatial Outputs
ANALYST & INVESTOR DAY 2023 A Glimpse of some of our Geospatial Outputs 3D Model of Gurugram Abadi Land Ownership City Crime Analytics Coverage Map of a Petroleum User Friendly Tourism App Energy Plant -~ - ~ :411 -, . ,,,.\ , \ -- ., so CII Visit )"- ( Hotell I Rat--. --• ful,ISt~ )~ Houses of COds
Slide 39: Capturing the IOT Opportunity
MAPP LS Capturing the IOT Opportunity Abhit Kalsotra, Chief Technology Officer, Gtropy (IOT Business) 38
Slide 40: Our Universe
ANALYST & INVESTOR DAY 2023 Our Universe IOT Platform • Market: Segments • B2B/Enterprise • Goods Mobility • Fleet and Logistics -=.=-..:...--= I ■ = • People Mobility • School Bus 0 / • Taxi and Bus Fleet • B2C/Retail InTouch Locate • Genuine Accessories market • Aftermarket • Products: • Location
Slide 41: Key Use Cases - Supply chain Solutions for Enterprises
ANALYST & INVESTOR DAY 2023 Key Use Cases - Supply chain Solutions for Enterprises Leading Cement Manufacturer • Use of Analytics and algorithms to optimise the cost and increase asset utilisation like identifying bottle necks, Load . • i- Planning, delivery locations and accurate detention . . -•-'
Slide 42: Key Use Cases - VAS For Logistics
ANALYST & INVESTOR DAY 2023 Key Use Cases - VAS For Logistics A Transporter with 50+ Vehicles • Toll and Fuel management for fleet operations • Wallet based model which frees up working capital per vehicle. __ ,~ 3 !18,492 . am . ..... . ••· • Visibility of toll expense on the GPS route for default
Slide 43: Key Use Cases - EV Fleet Management
ANALYST & INVESTOR DAY 2023 Key Use Cases - EV Fleet Management A Ride Hailing EV Company • Vehicle & battery health, Visibility and Demand-supply match --= • Product: Intouch Platform with Hardware I • Revenue Model: Per vehicle/month EV Fleet Summary Dashboard Fleet wise distance Graph 1::..- 2182
Slide 44: Key Use Cases - B2B/Enterprise
ANALYST & INVESTOR DAY 2023 Key Use Cases - B2B/Enterprise Video Telematics • A Cash Management & Movement company • People mobility and high value goods mobility for safety and security solution • Product: Intouch Including Hardware • Revenue Model: Per vehicle per month subscription Live View for
Slide 45: Key Use Cases - B2C/Retail
ANALYST & INVESTOR DAY 2023 Key Use Cases - B2C/Retail Automotive Genuine Accessories and Aftermarket • Auto OE Approved Genuine accessories for Showrooms and Dealers in major car Accessories markets across India • Products: Vehicle Telematics, Dashcams & Navigation Systems • Revenue: Per vehicle wi
Slide 46: Addressable Market
ANALYST & INVESTOR DAY 2023 Addressable Market Category No of vehicles Potential (No. (Mn) of Vehicles in • Increase in data and connectivity helps in increasing Mn) in 2027 penetration of high-end devices and also more analytics • Regulatory push: increase in regulations and compliance Personal (2W
Slide 47: Concluding Remarks
MAPP LS Concluding Remarks Rohan Verma, Chief Executive Officer & Executive Director 46
Slide 48: Future Strategy
ANALYST & INVESTOR DAY 2023 Future Strategy Augment products, Scale and expand Drive expansion in Explore M&A Attract, develop platforms and our customer reach International markets opportunities to and retain skilled technology lead and Geospatial sector grow business employees • Invest to further
Slide 49: Key Inorganic Investments
ANALYST & INVESTOR DAY 2023 Key Inorganic Investments Date Name Overview Rationale Consideration To broaden and deepen our addressable market, Company is engaged in the business of enabling us to offer comprehensive and manufacturing of the drones, data analytics differentiated end-to-end offerings
Slide 50: A Glimpse of our Consumer Offerings
ANALYST & INVESTOR DAY 2023 A Glimpse of our Consumer Offerings MAPPLS APP Built a Super App for Maps, Navigation, Safety and more • KOGO APP A Gamified Social Travel App for users and creators Junction View Road Safety Features Helps you navigate See reported hyperlocal safely while approaching iss
Slide 51: Disclaimer
ANALYST & INVESTOR DAY 2023 Disclaimer This presentation and the accompanying slides (the “Presentation”) have been prepared by C.E. Info Systems Limited (“Company”) solely for information purposes and to provide background information about the Company and do not constitute an offer to sell or, rec
Slide 52: Thank You
For further details please contact: Saurabh Surendra Somani Thank You Company Secretary & Compliance Officer, C.E. Info systems Limited 📞: +91 11 4600 9900 📧: cs@mapmyindia.com; investor.relations@mapmyindia.com MAPP LS a Diwakar Pingle/Sonia Keswani/ Shashank Ganesh Ernst & Young LLP Corporate…