C.e. Info Systems Ltd. · NSE:MAPMYINDIA
C.e. Info Systems — Investor Day (May 2025)
61 slides from C.e. Info Systems's investor day presentation, May 30, 2025
Slide 1: Submission of Investor Presentation for Analyst & Investor Day 2025
May 30, 2025 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: Submission of
Slide 2: Analyst & Investor Day 2025: Scaling to New Heights
MAPPLS MapmyTndia ANALYST & INVESTOR DAY 2025 SCALING TO NEW HEIGHTS
Slide 3: Management Perspective - Next Three-Year Strategy: Automotive & Enterprise Business
MAPPLS yl~a Management Perspective - Next Three-Year Strategy Automotive & Enterprise Business Mr. Rakesh Verma, Co-Founder, Managing Director and Group Chairman
Slide 4: Revenue from Operations (₹ Crs)
Revenue from Operations (₹ Crs) CAGR 32% 1000+ FY2028E
Slide 5: EBIDTA (₹ Crs)
EBIDTA (₹ Crs) 350+ 43% 42% 39% 39% 35%+ FY2028E
Slide 6: Order Book (₹ Crs)
Order Book (₹ Crs) Open Order Book & Projections for 2028 (Projection)
Slide 7: Key Investments for Business Expansion
Key Investments for Business Expansion Name Overview Rationale Consideration A Company dedicated to the field of GPS based vehicle tracking solutions and its exhaustive data Acquired 75.98% stake Gtropy Systems Pvt analytics. It serves varied industries like This will allow us to augment our GPS for
Slide 8: Our Ecosystem
Our Ecosystem Basis our understanding of the JV Drones market and solutions that we want to offer, a strategic ecosystem, carefully and thoughtfully crafted over Auto Devices Tech decades, where we have deep MMI MDT experience, expertise and (MapmyIndia) (Mappls DT) knowledge as pillars for Enterpri
Slide 9: Hands-on Management Team of Tech & Business
Hands-on Management Team of Tech & Business Rashmi Verma Co-Founder, Managing Director and Group Chairman Rashmi Verma Co-Founder, CTO & Executive Director - MapmyIndia Since its inception, she has been a pillar of the company, consistently driving technology innovation with unwavering momentum — en
Slide 10: Hands-on Management Team of Tech & Business
Hands-on Management Team of Tech & Business Sapna Ahuja President - Automotive Business & COO, MapmyIndia With over 21 years at MapmyIndia, Sapna Ahuja has played a pivotal role in the company’s journey, rising from a Data Research Associate to being the COO and leading its automotive business. Her
Slide 11: Hands-on Management Team of Tech & Business
Hands-on Management Team of Tech & Business Gino Kim President- APAC Business - MpmyIndia, COO - TLT Gino Kim, the President of APAC Business, Total experience 26+ years, 2+ years with MapmyIndia. He has been in the Telecom and Automotive industry for 26+years and has tremendous experience in produc
Slide 12: Navigating the Future of Mobility
MAPPLS yl~a Navigating the Future of Mobility Ms. Sapna Ahuja, COO, MapmyIndia & President – Automotive Business
Slide 13: Contents
Contents • The Automotive Business • Strategic Progress and Growth Highlights: FY23-25 • Key Market Trends and Strategic Opportunities • Addressable Market
Slide 14: The Automotive Business: FY25 – FY28
The Automotive Business: FY 25 – FY28 MARKET GEOGRAPHY 4W - Cars 2W - Bikes Commercial People Agri and Utility and Scooters Vehicles Mobility Vehicles In-Vehicle | On Cloud | In-App Active Markets: India, SNBB, SEA Map Data Navigation Connected EV ADAS and Conversational Automotive Electronics Map C
Slide 15: Navigating FY23 - FY25: Strategic progress
Navigating FY23 - FY25: Strategic progress INTERNATIONAL EXPANSION • Established TLT Joint Venture for Southeast Asia INDIA • Accelerating our vision for global market presence NEPAL BUTAN • SEA-ready world-class navigation maps Successful BANGLADESH • go-live with a Tier 1 OEM partner SRI LANKA IND
Slide 16: Market Trends and Growth Opportunities
Market Trends and Growth Opportunities Connected Vehicle Software-Defined Assistance (ADAS) EV Adoption Surge SUV Dominance Platforms Vehicles (SDVs) & Autonomous ● 20-30% EV ● 75%+ ● AI-enabled ● AI-powered Live ● 50-60% market market share by connected predictive HD Maps for share by FY28 FY30 veh
Slide 17: Ready for the future: Aligned Products, Cutting-edge technology & Innovation
Ready for the future: Aligned Products, Cutting-edge technology & Innovation Next-gen lane level Navigation powered by Digital twin Live HD Maps Platform Updated Real-time with AI using vehicle sensor data Integrations with Intelligent Transports = Systems for V2X and V2V use cases; thereby enabling
Slide 18: Addressable market
Addressable market INDIA MARKET Growth Drivers 24Mn to 27+Mn - • Increasing share of Connected Vehicles vehicle sales (FY25 to FY28) • Rise of EVs at a CAGR of 25-28% across Cars and 2W • Shift towards building AI, ADAS and Autonomous Driving use 14% to 23% cases Industry attach rate(FY25 to FY28) •
Slide 19: Addressable market - INDIA
Addressable market - INDIA • Industry attach rate currently in India is 14% vs global attach rate of 50-60%. • In FY ‘25, MapmyIndia’s attach rate was 3 Mn. We expect to grow 2x in volume Right to win! • Trusted Auto OEM partner for over 15 years • Strong Open Order Book • 100% IP and full control o
Slide 20: International Expansion
MAPPLS yl~a International Expansion Mr. Gino Kim, President, APAC
Slide 21: Contents
Contents • Target market • Key solution & Business Model • Market analysis • Addressable Market • Estimated Sales Revenue for MapmyIndia
Slide 22: Target market: Southeast Asia
Target market : Southeast Asia INDONESIA(TLT) MMI INDONESIA MALAYSIA SINGAPORE VIETNAM NEPAL THAILAND BHUTAN THE PHILIPPINES BANGLADESH BRUNEI SRI LANKA CAMBODIA MYANMAR TAIWAN
Slide 23: Key Product & Competitiveness
Key Product & Competitiveness TLT TLT MMI Hardware Tier 1 Map Data Value-Added Content NCASE Software 〉 〉 ✓ Leveraging MMI’s Expertise ✓ The Aggregator of EV Charging ✓ Leveraging MMI’s Next-Gen 〉 in Map Station Information across creation(SD,ADAS,HD Map Navigation Platform Different Brands Data) ✓
Slide 24: Business Model (Ecosystem between MMI & TLT)
Business Model(Ecosystem between MMI & TLT) Navigation Software & Automotive OEMs Connected Services • Indonesia • Thailand • Vietnam • Singapore • Malaysia • Brunei Unified Map Provider • Myanmar for SEA • The Philippines • Taiwan Enterprise Solution Platforms Customers APIs & SDKs
Slide 25: Market Analysis for Southeast Asia
Market Analysis for Southeast Asia Market Growth EV Adoption Surge 3.16M to 4.25M CAGR 7.8% 35% in ASEAN-6 countries by 2030 car sales (FY26 to FY30) 100% in Singapore by 2030 0.9M to 1.6M CAGR 15.9% 30% in ID, TH, VN, by 2030 car sales w/navigation (FY26 to FY30) Consumer Connectivity Demand Chines
Slide 26: Addressable Market (EV)
Addressable Market(EV) Rapid Growth (EV car sales w/ Navigation in ASEAN 6countries)) Growth in Navigation Adoption Rate ✔ 26% CAGR of EV car sales w/ Navigation by FY30 ✔ EV car sales w/ Navigation grow 252% from FY26 to FY30 EV Segment Rising Rising Demand FY26 FY30 ✔ Growing navigation adoption a
Slide 27: From Maps to AI: Driving Enterprise Digital Transformation
MAPPLS yl~a From Maps to AI: Driving Enterprise Digital Transformation Mr. Ankeet Bhat, President – Enterprise Business, MapmyIndia
Slide 28: Recap from 2023
Recap from 2023 Market: India, Enterprise • Major Verticals: Digital & Conventional Companies across various 10+ sub verticals • Offering platforms and tools for various universal use cases applicable to all different sub verticals • Business model by use case: per transaction, per user per year/mon
Slide 29: How has our market evolved since FY23?
How has our market evolved since FY23? • Market: India & South East Asia • Major Verticals: • Quick-comm & E-commerce • BFSI • Big Tech & AI • Retail • Logistics • Other growing verticals: Oil & Gas, Manufacturing, Mobility, Energy & Utilities • Vertical expertise and thus vertical specific solution
Slide 30: Our Product Evolution
Our Product Evolution • Map Data, HD • Maps, HD & Value Added Data Mapping data of 2d, 3d, Mapping data of 2d, 3d, HD Lidar data, addresses, places, traffic, addresses, flats, full merchant coverage street images, demographic in India, traffic, street images, data, local languages and demographic da
Slide 31: Right to Win
Right to Win • Verticalized solutions to go deep with customers • Proven stack - already adopted by best in class, 200+ customers Vertical Solutions • Vertically integrated systems from data to vertical solutions providing full control; pricing pressure mitigated and ability to meet customer budgets
Slide 32: Quick-comm & E-comm
Quick-comm & E-comm • Point solution examples: • Address capture & intelligence • Order tracking on a map • Dark store analytics • Workforce automation & fleet management
Slide 33: BFSI
BFSI • Point solution examples: • Location based KYC • Negative Area Maps • Field force automation
Slide 34: South East Asia – Market Development
South East Asia – Market Development Country Focus: • Philippines, Indonesia, Brunei, Vietnam, Malaysia, Thailand, Laos Cambodia, Timor-Leste Bring products to SEA market: • Workmate & AI Workflows • mGIS & AI Analytics • API & SDK Solutions • Intouch & RouteNet Focus: • Initiate market development
Slide 35: Growth Drivers
Growth Drivers • Deep focus on point • We have appointed a solutions within regional leader in verticals Jakarta and will continue market development efforts Vertical Geography expertise expansion Upsell Acceleration motion of AI • Carefully acquire but • Increased AI infusion aggressively upsell ac
Slide 36: FY28 - Where will we be?
FY 28 - Where will we be? - Increase customer opportunity count to 500 by FY28 - Increased opportunity count per customer since FY 23 and will continue to grow more - More profitable to grow opportunity count per customer faster, than acquire new customers
Slide 37: AI Powered Technologies in Enterprise
AI Powered Technologies in Enterprise Have been using AI on below inputs in map making processes Connected Developer Platform Vehicles & Devices ● We have also been adopting AI in enterprise solutions for: Consumer ● AI in strategic decision making Imagery Platform for enterprises AI ● AI workflows
Slide 38: Management Perspective - Next Three-Year Strategy: Government & IoT Business
MAPPLS yl~a Management Perspective - Next Three-Year Strategy Government & IoT Business Mr. Rohan Verma - MD Mappls DT & GTropy, Board Member - TLT, CE Intl & MapmyIndia
Slide 39: Hands-on Management Team of Tech & Business
Hands-on Management Team of Tech & Business Rohan Verma MD Mappls DT & GTropy, Board Member - TLT, CE Intl & MapmyIndia Nikhil Kumar President & Executive Director, Mappls DT Mr. Nikhil Kumar, President and Executive Director at Mappls DT is spearheading strategic initiatives & focus to accelerate t
Slide 40: Re-Energizing the IoT opportunity
MAPPLS yl~a Re-Energizing the IoT opportunity Mr. Rohan Verma - MD Mappls DT & GTropy, Board Member - TLT, CE Intl & MapmyIndia
Slide 41: Our Universe: Enable 'The Perfect Ride'
Our Universe: Enable ‘The Perfect Ride’ - Move Goods & People, from anywhere to everywhere, Quickly, cheaply, efficiently, safely, reliably IoT Platform: Offerings • IoT-led SaaS for Mobility Market Segments of Goods Logistics & People Transportation • B2B/Enterprise Focus • Plug-in to and Enhance M
Slide 42: Key Use Cases - Supply chain Solutions for Enterprises
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 Planning, delivery locations and accurate detention tracking. Detailed in-depth Report Locate A
Slide 43: Key Use Cases - VAS For Logistics
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. • Visibility of toll expense on the GPS route for default check • AI based reporting of wrongful deductions and Toll Mana
Slide 44: Key Use Cases - EV Fleet Management
Key Use Cases - EV Fleet Management A Ride Hailing EV Company • Vehicle & battery health, Visibility and Demand-supply match EV Fleet Summary Dashboard Fleet wise distance Graph • Product: Intouch Platform with Hardware • Revenue Model: Per vehicle/month Environment Saving Dashboard Vehicle Level De
Slide 45: Key Use Cases - B2B/Enterprise
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 Live View for Video Analytics subscription Hardware
Slide 46: Key Use Cases – B2B2C/Retail
Key Use Cases – B2B2C/Retail Automotive Genuine Accessories, Aftermarket & AIS140 Retrofits • Auto OE Approved Genuine accessories for Showrooms and Dealers in major car Accessories markets across India, AIS140 Retrofitting Centres • Products: Vehicle Telematics, Dashcams & Navigation Systems • Reve
Slide 47: Building Government Business
MAPPLS yl~a Building Government Business Mr. Nikhil Kumar, President, Mappls DT
Slide 48: Mappls DT-Intent & Content
Mappls DT-Intent & Content DIGITAL TRANSFORMATION DIGITAL TWIN DEFENCE TECH Leveraging our integrated IOT, AI, Combining In-house capabilities from Using our fully indigenous software, Geospatial & Deep-Tech enabled capture to build digital reality to provide hardware and platform suite of Platform
Slide 49: Our Universe (continues to expand…)
Our Universe (continues to expand…) Geo Based Central Scheme Program Planning & Management System PaaS-DT, SaaS, Central Gov Min/Dept. Extending coverage in Large programs (DILRMP, MaaS CAMPA, NAKSHA, NDMA etc.) Smart Mapping Platform to expand sectoral ICS PF, SaaS-DT State Gov Min/Dept presence in
Slide 50: Our Portfolio
Our Portfolio mGIS (Geo-AI, GIS, Visualization & InTouch (Comprehensive back-end solution Insight (Data visualization, analytics, Analytics (Software as a Service) for IoT, Fleet Mgmt, Logistics Optimization) Deep Insights & Intelligent actionable) M2M Platform/ Real World Mobile Network Operator Se
Slide 51: Few Key Use Cases
Few Key Use Cases….. A Smart City in North East India A State Police Department in South India • Property Tax Assessment & Demand Notice • Crime Analytics & Beat Planning, Patrol monitoring Generation, 3D Base Map • Product & Platform: mGIS, MapEngine, Workmate, • Product & Platform: mGIS, PTMIS, Ma
Slide 52: A Few New Use Cases
A Few New Use Cases….. A Smart City in Eastern State A State Urban Local Body • Flood Modelling and Drainage Management • Preparation of Master Plans and historical repository • Product & Solution: Digital Twin Development for Integrated Planning & Execution • Revenue Model: Fixed Fee • Product & Pl
Slide 53: Digital Transformation Platform: The New Initiative
Digital Transformation Platform: The New Initiative Mappls- GOV Use Cases Emergency Urban Planning Decision Land Reform Utility Infra Energy Filed Force Response Makers personnel Value Exchange Workflow A/I Engine IoT Engine Map Engine Engine Regulatory Line/Operations Authorities Managers Sensor da
Slide 54: Target Addressable Market: Current scenario
Target Addressable Market: Current scenario Customer Number of Avg. Total Status of Rationale Type Customers/ Ticket Market FY 25 Prospects Size in Potential in Customer ❖ Adoption of Geospatial and Location Cr. FY 28 base intelligence is growing in non-traditional Local Govt. sectors post industry
Slide 55: Our Differentiation…
Our Differentiation… One GoToShop for all Digital Transformations solutions including Digital Twin, Location Intelligence, IoT and Analytics needs across govt. verticals through Unified Mappls Gov Platform Integrated Map (MMI), App (Mappls), Software (SGI), Solutions & Services Portfolio Mappls app
Slide 56: MapmyIndia: CTO Perspective on Future Vision
MAPPLS yl~a MapmyIndia: CTO Perspective on Future Vision Location is How the Future Moves Mrs. Rashmi Verma, Co-Founder & CTO, MapmyIndia
Slide 57: Our Foundational Vision
Our Foundational Vision • "80% of all data has a location component." • In 1995, we started building India’s first digital map data. • Not just mapping, but solving location-based enterprise use cases.
Slide 58: Global Trends We're Aligned With
Global Trends We’re Aligned With • Explosion of spatial data (IoT, AI, mobility) • AI-powered geoanalytics and predictive insights • Digital Twin with Spatial Context • Cloud-Native Geospatial Infrastructure • Real-time and Edge Geospatial Intelligence • Internationalization • …
Slide 59: Strategic Roadmap Forward
Strategic Roadmap Forward Integrating Real Time Data Streams Indoor Mapping Cloud Native, AI-Driven & Smart Edge-Enabled Predictive Infrastructure & Distributed Geospatial AI Models Deepening Our Multi- Enhanced pronged Automation & Decision Autonomous Support Systems Systems Multimodal 3D, Indoor &
Slide 60: Strategic Roadmap Forward
Strategic Roadmap Forward Use Case Expansion to highest level of Unified Intelligence Full Stack Layer Value Solution Delivery Convergence Value Chain Orchestration
Slide 61: Thank You
Thank You MAPPLS MapmyIndia
C.E. Info Systems Limited (MapmyIndia) — Investor Day (May 2025) on 6ix