Mapple - Investor Presentation - FY23
Mapple - Investor Presentation - FY23
Subject: Submission of Investor Presentation for Analyst & Investor Day 2023
Ref.: Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements)
Regulations, 2015
Please find attached herewith Investor Presentation for Analyst & Investor Day 2023
held in Mumbai on June 08, 2023
Thanking you.
Yours faithfully,
For C.E. Info Systems Limited
Saurabh Digitally signed
by Saurabh
Surendra Surendra Somani
Date: 2023.06.09
Somani 10:33:51 +05'30'
Saurabh Surendra Somani
Company Secretary & Compliance Officer
Encl:
Investor Presentation
237, Okhla Industrial Estate, Phase-Ill , New Delhi-110020, Mappls Pin: mappls.com/mmi000, e-Mail: [email protected] / [email protected]
Website:www.mapmyindia.com / www.mappls.com , Phone: +91-011-4600 9900, CIN: L74899DL1995PLC065551 , A CMMl-3 & ISO Certified Company
MAPP LS
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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
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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
through our proprietary, digital map data acquisition, processing, productization and
dissemination platforms and technologies
…and providing geospatial software & IoT technology platforms, products and solutions, for
Rashmi Verma emerging platforms and market opportunities
Co-founder and CTO
Our mission is to bring the infinite benefits and use cases of digital maps and location
technologies to everyone
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Mapping our Five Year Strategy
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ANALYST & INVESTOR DAY 2023
2-year CAGR
1.0 1.9 0.6 1.9 500+ 850+ Margin (%)
N-CASE Suite for Auto OEMs IoT Saas for Mobility & Logistics
(InTouch, Locate, Devices)
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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 Vehicles Rs 800 500
Corporate 5000 Customers 1000 Customers Rs 1 Cr 1000
Government 5000 Customers 1000 Customers Rs 1.2 Cr 1200
Mobility 340 Mn Devices 30 Mn Devices Rs 2000 6000
Total 8700
*Industry estimates as per Company; Weighted average based on category of
customers and products. Actual ticket size will vary
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Navigating the Future of Auto
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Our Universe
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4W: MG Hector
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• 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 accidents each year; MMI feeds in
infrastructure (Charge anxiety) are common challenges information related to speed limits, sharp curves, potholes,
impacting EV adoption road conditions to both the driver and vehicle. System can
then actively prevent drivers from exceeding the speed
• Product: Mappls AI Battery Consumption Model for using map-based speed limit database.
accurate EV Range Calculation, Battery Efficient
Navigation and Nearby EV Charge Stations APIs • Product: Mappls eHorizon solution with ADAS Maps
• Revenue Model: Per vehicle per year • Revenue Model: Per vehicle per year
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Connected Vehicle
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FY23 FY28E
2W 4W CV
This is to give a sense of the qualitative color of the Order Book. Numbers are not to scale.
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Addressable Market
1 6
4 1 Most importantly, state-of-the-art technology and future-ready
with MMI NCASE platforms
2W 4W CV 2W 4W CV
FY23 FY28
Total number of vehicles *As per Frost & Sullivan Industry Report
% EV to Total Vehicles
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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 • Reducing cognitive load by providing flexibility & a
OEMs by about 30% in addition to traditional car sales modular interface concept
Self-aware vehicle with In-Car Commerce, Car-as-a- Personalization & Seamless ICE & EV Efficient &
ADAS, ISA, HD Maps & E- wallet, E-Concierge Connectivity Comfortable Driving
Horizon
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Our Universe
Few illustrative images of our products in action.. • Market: B2B -> Corporate
• Verticals:
• Digitally Native
• Conventional
• Offering:
• MaaS: Map & location data
Address capture Delivery planning • PaaS: APIs & SDKs
SDKs
• SaaS: Software products (mGIS, WorkMate, Intouch)
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Digital Customers
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Conventional Customers
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• 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: Digital map data in the customer’s format or
APIs customised to their use case • As well as for their consumer facing voice service, using our
APIs
• Revenue Model: Annuity for 5 years
• Product: Map Data and/or APIs
• Revenue Model: Annuity for 5 years & per API transaction
• Use cases are credit assessment, field force automation, • Field force automation to automate field operations such
verification, hyperlocal discovery, etc. as reimbursement, customer visits/tasks, attendance etc.
• Product: APIs & SDKs, mGIS • Product: Workmate suite of applications
• Revenue Model: Per API & SaaS usage transactions with a • Revenue Model: Per field user per year
minimum guarantee for 5 years, & per user per year
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• 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 distance of the brand or company through search or proximity on a
travelled, fleet management of multiple riders, live map. This use case is something every brand that has a direct
tracking of rider for consumer, etc. customer reach needs to implement, for better discovery of
their stores from consumers either looking for their goods or
• Product: APIs services in industries like retail, finance, payments, insurance,
• Revenue Model: Per transaction or per delivery order healthcare, consumer appliances, apparel, etc.
• Product: APIs
• Revenue Model: Per transaction
• Software to help better site selection of stores and assist • Map Data (granular demographics and place intelligence) to
their site research. help better ad-targeting of consumers and help them sell
more ad-products to their clients
• Product: mGIS
• Product: Digital map data
• Revenue Model: Per user per year
• Revenue Model: Annuity for 5 years
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Addressable Market
NUMBER OF CUSTOMERS
*Digital
2700~
*Conventional
2300~
500
Source: Inc42
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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 manager
dashboard on the web used by the manager to monitoring
1. the APIs have been integrated for address capture
activity across a set of field users/employees.
2. for hyperlocal discovery of stores
1 2 3
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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
open new stores/network, where to acquire new customers, or externally, to customers. Used in industries like logistics,
where to reduce risk/exposure etc. Used by customers have manufacturing, steel, consumer goods, etc
large analytical practices or Business Intelligence teams like
multi-national companies, banks, insurers, etc. Few examples
below:
1. Insurance risk profiling for an insurer to measure
exposure basis flood, seismic, etc patterns
2. Retail store catchment analysis of 8 min drive time from
the store
3. FMCG distribution coverage analysis of stockists to
identify gaps
3
1 2
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Right to Win
Wide range of
offerings
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Building Geospatial Business
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Local Government
Digital Twin, Property Tax Assessment and Demand
(Urban Local Bodies)
generation, Traffic & Transit Management, Solid
Smart City, Property Tax, Traffic & Transport, Solid Waste Management, Network Planning, Operations
Waste, Water & Wastewater, City Gas Urban & Maintenance
Road and Pavement
State Government
(Departments) Land Resource Information Management, Crime
Analytics, Early Warning System and Risk Reduction
Land Records, Police & Security, Disaster Emergency Response, Fleet Management, Digital
Management, Transportation, Food & Civil Transformation
Supplies, eGov & IT, Tourism, Roads & Bridges
As majority of these activities are consumed in public welfare initiatives - Govt. becomes core of Geospatial Business
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Acquire & Process Maas: Digital Maps & Twins through our
Capture Real world and Create GIS ready content Content (3D City, Information rich Maps) and
Process (DraaS) capabilities
Revenue Models: Annuity, Per API Transactions, Per user, Per vehicle per month
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• Use case-Property Tax Assessment & Demand Notice • Crime Analytics & Beat Planning, Patrol monitoring
Generation, Digital Twin
• Product & Platform: mGIS, MapEngine, Workmate, Insight
• Product & Platform: mGIS, PTMS, MapEngine, DraaS
• Revenue Model: Annuity per use case for 3 years
• Revenue Model: 1. Per Asset, 2. Annuity for 5 years
• Critical Health Infrastructure Management, Resource planning • Automatic Vehicle Management & Passenger Safety
& Monitoring Information system
• Product & Platform: MapEngine • Product & Platform: Intouch, Workmate, Locate
• Revenue Model: Per API transaction with Minimum Guarantee • Revenue Model: Per vehicle per month for 3 years
for 3 years
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Addressable Market
RATIONALE
Target Customer
1000
Funnel
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• 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 entities like us which opening up a
great opportunity in 3D,4D, HD, Metaverse market
• Extend such new gen product and solution in commercial geospatial market (beyond govt.)
• Leverage our unique position as one stop shop for full Geospatial solutions
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WorkMate
InTouch Insight
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City Crime Analytics Coverage Map of a Petroleum User Friendly Tourism App
Energy Plant
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Capturing the IOT Opportunity
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Our Universe
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Video Telematics
Hardware
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Mappls Gadgets
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Addressable Market
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Concluding Remarks
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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
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ANALYST & INVESTOR DAY 2023
Company has a video analytics SaaS product Exploring synergies in oil and gas segment where
August Nawgati Tech Private focused on the oil and gas sector which applications of their technology can be leveraged by
Acquired 3% stake for Rs. 1 Crore
2022 Limited monitors the congestion or wait time or traffic us and help increase the portfolio of offerings to our
at the fuel station. customers
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Built a Super App for Maps, Navigation, Safety and more A Gamified Social Travel App for users and creators
Notes – To know more, follow these links – Mappls App | Mappls IoT Gadgets | KOGO 49
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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, recommendation or solicitation or invitation of any offer to subscribe for or purchase any securities
and nothing contained herein shall form the basis of any contract or commitment whatsoever. This Presentation is strictly confidential and may not be taken away, copied, published,
distributed or transmitted or reproduced or redistributed or passed on directly or indirectly to any other person, whether within or outside your organization or firm, or published in whole
or in part, for any purpose by recipients directly or indirectly to any other person.
This Presentation is not intended to be a prospectus, an offer letter, offering circular, offering document, information memorandum, statement in lieu of a prospectus, draft red herring
prospectus, red herring prospectus, invitation, advertisement or prospectus as defined under the Companies Act, 2013 as amended, the Securities and Exchange Board of India (Issue of
Capital and Disclosure Requirements) Regulations, 2018, as amended, or any other applicable law in India.
The information contained in this Presentation should be considered in the context of the circumstances prevailing at the time and has not been, and will not be, updated to reflect
material developments which may occur after the date of the Presentation. The information set out herein may be subject to updating, completion, revision, verification and amendment
without notice and such information may change materially. This presentation is based on the economic, regulatory, market and other conditions as in effect on the date hereof. It should
be understood that subsequent developments may affect the information contained in this presentation, which neither the Company nor its affiliates, advisors or representatives are
under an obligation to update, revise or affirm.
You acknowledge and agree that the Company and/or its affiliated companies and/or their respective employees and/or agents have no responsibility or liability (express or implied)
whatsoever and howsoever arising (including, without limitation for any claim, proceedings, action, suits, losses, expenses, damages or costs) which may be brought against or suffered by
any person as a result of acting in reliance upon the whole or any part of the contents of this Presentation and neither the Company, its affiliated companies nor their respective
employees or agents accepts any liability for any error, omission or misstatement, negligent or otherwise, in this Presentation and any liability in respect of the Presentation or any
inaccuracy therein or omission therefrom which might otherwise arise is hereby expressly disclaimed.
Certain statements contained in this Presentation may be statements relating to the Company's beliefs, plans and expectations about the future and other forward looking statements
that are based on management's current expectations or beliefs as well as a number of assumptions about the Company's operations and factors beyond the Company's control or third
party sources and involve known and unknown risks and uncertainties that could cause actual results to differ materially from those contemplated by the relevant forward looking
statements. Forward looking statements contained in this Presentation regarding past trends or activities should not be taken as a representation that such trends or activities will
continue in the future. There is no obligation to update or revise any forward looking statements, whether as a result of new information, future events or otherwise. You should not place
undue reliance on forward looking statements, which speak only as of the date of this Presentation.
Certain data contained in this Presentation was obtained from various external data sources, and neither the Company nor any of its affiliates, advisers or representatives has verified this
data with independent sources. Accordingly, the Company and its affiliates, advisers and representatives make no representation as to the fairness, accuracy, correctness or completeness
of that data, and this data involves risks and uncertainties and is subject to change based on various factors.
The information contained in this Presentation is not to be taken as any recommendation made by the Company or any other person to enter into any agreement with regard to any
investment. 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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