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Mapple - Investor Presentation - FY23

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Rajat
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MAPP LS®

June 09, 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: Submission of Investor Presentation for Analyst & Investor Day 2023
Ref.: Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements)
Regulations, 2015

Dear Madam / Sir,

Please find attached herewith Investor Presentation for Analyst & Investor Day 2023
held in Mumbai on June 08, 2023

Kindly acknowledge the receipt of the same.

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

C.E. INFO SYSTEMS LIMITED


(Previously known as C.E. Info Systems Pvt Ltd)

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

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. INFO SYSTEMS LIMITED www.mapmyindia.com, www.mappls.com


02
Founders’ Perspective

Rakesh Verma, Co-founder, Chairman & Managing Director

03
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 India, and for the world


Rakesh Verma
Co-founder and CMD Building high precision 4D digital map twin of the real world that digitally & geospatially
represents the real world in near real-time…

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

04
Mapping our Five Year Strategy

Rohan Verma, Chief Executive Officer & Executive Director

05
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%

152.5 281.5 53.0 117.9 60.0 107.5 377.5 918.0

FY2021 FY2023 FY2021 FY2023 FY2021 FY2023 FY2021 FY2023

35% 42% 31% 34%

NEW VEHICLES ATTACHED IoT DEVICES SOLD & CUSTOMER BASE


WITH OUR TECH RENTED
(In Million) (In Lacs) (In #)
38% ~220% 30%

2-year CAGR
1.0 1.9 0.6 1.9 500+ 850+ Margin (%)

FY2021 FY2023 FY2022 FY2023 FY2021 FY2023


06
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 Mappls


Enterprise Digital Transformation apps & Mappls gadgets
(mGIS, Workmate, Insight)

B2B & B2B2C Customer Segments Revenue Model

ANNUITY PER VEHICLE PER USER

PER USE CASE


Automotive Corporates Government Mobility
SUBSCRIPTION PER API
OEMs PER DEVICE TRANSACTION
PER ASSET

07
ANALYST & INVESTOR DAY 2023

Our Right to Win

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
through professional field Increasing usage of products
surveys, collection and by customers, creates a
compilation of geographical network (flywheel) effect
data

Highly differentiated, unique Continuously increasing the


digital asset (maps) that is value proposition of our
difficult to replicate, as well as offerings and help grow our
tailwinds due to regulation business
favouring indigenous players

08
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 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

MapmyIndia FY23 Existing Volume Volume Growth Plan FY27/28 vs FY23

Auto OEM 1.9 Mn Vehicles 3x


Corporate 100+ Customers 5x
Government 30+ Customers 6x
Mobility 0.25 Mn Devices 10x
Market Segment A&M constitutes Auto OEM plus some parts of Mobility and C&E constitutes Corporate, Government and balance parts of Mobility

09
Navigating the Future of Auto

Sapna Ahuja, Chief Operating Officer

10
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


Connectivity
• Embedded Connected Navigation

• Connected Mobility Platform and solutions


including H/w, S/w Platform, Applications

• Maps as Sensor for ADAS and Autonomy, making


vehicles Safe

Navigation • Shared Mobility Platform for ‘Mobility-as-a-Service’


• Electric Mobility platform solving range anxiety and
charge anxiety challenges with accurate range
Autonomous Driving Shared Mobility calculation; battery efficient navigation; battery
analytics, and driver coaching solutions

NCASE - Navigation-led Connected, Autonomous,


• Revenue Model:
Shared, Electric Mobility Platform and Solutions • Per vehicle per year per *module

11
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 Auto and Mappls Kogo
• Revenue Model: Per vehicle per year

4W: Mahindra XUV 700

4W: MG Hector

12
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 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

13
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,
Alerts, Remote controls the vehicle, health diagnostics,
driver scoring etc.)
• Product: Mappls Maps Cloud, Mappls IoT (Telematics
Control Unit); Mappls Connected Vehicle Cloud Platform
• Revenue Model: Per vehicle per year for MaaS

14
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
Electric Mobility Navigation Shared Mobility

This is to give a sense of the qualitative color of the Order Book. Numbers are not to scale.

15
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 of vehicles (Mn) 21 25 4% • In FY ‘23, MapmyIndia’s attach rate was 1.9 Mn around 80% market
share*. We expect to grow 3x in volume; and with higher adoption of
- 2W 16 19 3%
- EV 0.8 2.8 27% newer NCASE use cases, we expect to grow the business by 4x
- 4W 4 6 7%
- EV 0.05 0.4 57%
- CV 1 1 5% Right to Win

Number of vehicles (Mn) 2 6 3x


• Trusted Auto OEM partner for over 15 years
Industry Map & Tech Attach Rate 11% 25% • 100% IP and full control over all critical components of our
Source: SIAM, Vahan, Company estimates solutions
• Localization of components to support ‘Make in India’ product
15% (In Mn) need of the OEM customers
5%
• With recent regulation, we have a clear edge over competition to
create and maintain High-Definition Maps for ADAS and
Autonomy solutions
19 7% • Strong focus on road safety (need of the industry) across all our
16 1% products

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

16
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 • Reducing cognitive load by providing flexibility & a
OEMs by about 30% in addition to traditional car sales modular interface concept

• Multi-screen implementations to address needs of both


• Increasing adoption of globally accepted safety ratings,
leading to innovations in soft ADAS & innovative road drivers and co-passengers
safety solutions

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

17
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

Unparalleled coverage, accuracy, detail, features & freshness for India


18
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
Transforming Corporates

Ankeet Bhat, Chief Business Officer, Enterprise Business

20
ANALYST & INVESTOR DAY 2023

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)

Live tracking of Customer spread analytics


delivery

21
ANALYST & INVESTOR DAY 2023

MapmyIndia’s Digitally Native & Conventional Verticals (1/2)

Digital Customers

• Our Digital customers are helping organize the


unorganized economy e.g. market places, easy financing,
online gaming etc. & creating new experiences like UPI,
door step delivery, ride hailing, connected devices etc.

• Location intelligence is an indispensable element in


each of their technologies to know the physical world
better, whether for hyperlocal discovery, consumer
intelligence, store-to-door experiences, etc. Location
creates the best bridge between the physical and the
digital.

22
ANALYST & INVESTOR DAY 2023

MapmyIndia’s Digitally Native & Conventional Verticals (2/2)

Conventional Customers

• Our Conventional customers are using more location


technology in their systems & processes to become faster
& smarter, & are also showing maps & using location
technologies in their customer facing apps whether
mobile or web.

• In general, for better field operations, more accurate site


selection & consumer understanding, efficient delivery &
logistics – location technology is critical

23
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: 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

A large NBFC A large Indian FMCG Company

• 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

24
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 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

A QSR company An Advertising & Marketing agency

• 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

25
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
Number of customers
the verticals of Big Tech, Ecommerce, Last mile delivery,
FinTech, Payments, Mobility, D2C, Gaming, EdTech, etc.
• The Conventional consisting of 2300 customers is of a • Current portfolio has 100 customers
minimum revenue size of Rs. 1000 Crores across sectors.
• Our plan is to grow the customer base by 5x to 500 customers
• Thus, a total market potential of *5000 customers with in 4-5 years with a target funnel of 1000 customers
an average revenue of Rs. 1 Crore per customer.

Source: Inc42

26
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 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

3. to see a street images at a point on a map etc.

1 2 3

27
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
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

Drive Time Demographics

0-8 min Household Population

0-8 min 29,745 1,49,729

28
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 customers easily, that
customer’s want a reliable
momentum & Scale has also scaled to extremely
source of data and tech.
large volume needs

To meet customer Sector specific


Price Deep sectoral consultative
budget needs with
localisation understanding approach to go solve
modularity of product
customer problems

29
Building Geospatial Business

Nikhil Kumar, President – Geospatial Business

30
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 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

Central Government (Departments,


PSUs, National Schemes) Tax Analytics, Health Infrastructure Planning, Market
Expansion Strategy, Journey Risk Management,
Taxation, Health & Family Welfare, Oil & Gas,
Water Resources, Road Transport & Highways,
Watershed Management, Toll Management, Road
Railways, National Disaster Management Accident Analytics, Risk Mitigation and Alert, Convoy
Authority, Rural Development, Defence & Management, Situational Awareness
Intelligence, Internal & Border Security

As majority of these activities are consumed in public welfare initiatives - Govt. becomes core of Geospatial Business

31
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
Process (DraaS) capabilities

SaaS through our Software Products - mGIS,


Model, Visualise & Analyse
Insight, InTouch, Workmate, PTMS (Property
Organise Data to drive insights
Tax Management Software)

PaaS through Map Engine using Location APIs,


Disseminate
SDKs
Integrate, Collaborate & Share

Revenue Models: Annuity, Per API Transactions, Per user, Per vehicle per month

32
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, 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

Central govt- Health Ministry of A State Transport Department in


India South India

• 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

33
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 Solutions
(Urban Local Bodies) 4500
• Authorities are showing interest in Digital Twin (3D &
State Govt Metaverse)
(Departments) 350
1.20 6000 • DraaS Is gaining momentum across sectors

Central Government • New Geospatial Guideline envisages the Indian geospatial


(Departments, PSUs, 150 market to reach Rs 1 Lac Crore by 2030
National Schemes)

Target Customer
1000
Funnel

Current customer base of 30 To Grow by 6x


Source: Company estimates

34
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 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

• Grow existing Partner & Alliances Ecosystem (VAR, GSI, Tech-OEM )

• Expand and Leverage MoUs with Central and State Governments/PSUs/Universities/NGOs

• Thought Leadership in Industry Associations

• Enhance Reach: Multiple geographies and segments


• Leverage Core competencies around existing solutions & services; build new offerings around Digital Transformation and Drone Tech
Digital Imaging (DraaS, LIDAR, 3D/4D data Model etc.)

35
ANALYST & INVESTOR DAY 2023

A Glimpse of some of our Products

mGIS Map Engine

WorkMate

InTouch Insight

36
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

37
Capturing the IOT Opportunity

Abhit Kalsotra, Chief Technology Officer, Gtropy (IOT Business)

38
ANALYST & INVESTOR DAY 2023

Our Universe

IOT Platform • Market: Segments


• B2B/Enterprise
• Goods Mobility
• Fleet and Logistics
• People Mobility
• School Bus
• Taxi and Bus Fleet
• B2C/Retail
InTouch Locate • Genuine Accessories market
• Aftermarket
• Products:
• Location based analytics platform
• Value added Services for Transporters
• Vehicle Telematics
Video Telematics VAS
• Video Telematics
• Infotainment and connected Car Solutions

39
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
Planning, delivery locations and accurate detention
tracking.
• KPI benchmarking to ensure quick Turnaround time and
remove bottlenecks
• Product: Locate platform including Hardware
Detailed in-depth Report Locate Analytics Dashboard
• Revenue Model: SaaS - Per Trip or Per vehicle / Month for
3 years

Control Tower Ticketing Trip Detailed Analysis

40
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.
• Visibility of toll expense on the GPS route for default
check
• AI based reporting of wrongful deductions and auto
escalation of the same to the relevant authorities for Toll Management Analytics Dashboard
refund processing
• Trip based FASTag expenditure calculations to
calculate trip profitability
• Product: FASTag & Locate platform
• Revenue Model: Revenue share per Transaction
commission

Toll Track Transaction List of Tolls on the Route


Summary on Mappls

41
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
• Revenue Model: Per vehicle/month

EV Fleet Summary Dashboard Fleet wise distance Graph

Environment Saving Dashboard Vehicle Level Details

42
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 Video Analytics

Hardware

43
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 with 1-3 years subscription

Mappls Gadgets

44
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 & 300 8 like Mandatory AIS 140, Toll deductions via GPS, video
4W) telematics for passenger vehicles etc.
• Increase in data generation on vehicles especially with Evs.
Goods Mobility 28 12
The share of electric vehicles in total vehicle sales in India is
currently around 5% for 2W and less than 1% for 4W and
CV. The government target for EV sales by 2030 is 30% of
private cars, 70% for commercial vehicles and 80% for two-
People Mobility 12 10 and three-wheelers.

Source: Vahan, Company estimates

MapmyIndia has shipped 0.25 Million IoT devices out of


total 4 Million estimated market currently

We plan to grow volumes by 10x and business by 12x in


4-5 years

45
Concluding Remarks

Rohan Verma, Chief Executive Officer & Executive Director

46
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 • Expansion of • Target international • Intend to continue • Expand R&D


develop innovation relationships with markets with pursuing selective efforts by
and technological existing active ‘Mappls’ strategic recruiting more
capabilities customers acquisitions to enter technical
• Use integrated into new business employees
• Build a deeper and • Leverage first- maps of 200+ segments and
broader stack of mover advantage countries geographies • Formulated ESOP
software products with the GoI’s scheme for
increasing traction employees

47
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 to users across a
using high resolution data and developing end large variety of industry verticals by combining
to end solution leveraged by drones, IoT and MapmyIndia’s suite of digital maps, geospatial
February Indrones Solutions Acquired 20% stake on fully
other sensors which helps digitize various software and location-based IoT tech, coupled with
2023 Private Limited diluted basis for ~Rs. 3 Crore
sectors including but not limited to agriculture, Indrones’ suite of drones and drone-based solutions
mining, energy, telecom, infrastructure, and services.
construction, disaster management and
among others. The investment will also strengthen our ability to
leverage cutting-edge drone technologies.

A cutting‐edge start‐up aiming to build the


To build a travel & hyper-local Acquired 26.37% stake on fully
September Kogo Tech Labs world’s largest travel & hyper‐local discovery,
discovery, commerce, social, gamified platform diluted basis for Rs.
2022 Private Limited recommendations, commerce, social and
integrated with maps and navigation. 10 Crore
gamified platform

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

A Company dedicated to the field of GPS based


vehicle tracking solutions and its exhaustive
March Gtropy Systems data analytics. It serves varied industries like This will allow us to augment our GPS tracking Acquired 75.98% stake for a
2022 Private Limited transportation, schools, rental car services, food capabilities in vehicles. consideration of Rs. 13.5 Crores
& beverage services, telecom, heavy
equipment, among others.

This will allow us to bring to market cutting-edge


augmented reality based helmets and heads-up-
December Pupilmesh Private A young, exciting automotive tech and Acquired 9.99% stake for a
displays for 2- and 4-wheelers and glasses for
2021 Limited augmented reality metaverse tech company. consideration of Rs. 49.95 lacs.
professionals, powered by MapmyIndia’s maps and
technologies

48
ANALYST & INVESTOR DAY 2023

A Glimpse of our Consumer Offerings

MAPPLS APP KOGO APP

Built a Super App for Maps, Navigation, Safety and more A Gamified Social Travel App for users and creators

Junction View Road Safety Features

Helps you navigate See reported hyperlocal


safely while approaching issues like traffic, road
Plan, Discover & Spend KOGOCOIN
flyovers, complex blocks, potholes, unsafe Share Experiences
intersections zones Spend KOGOCOIN on
Users can plan, hotels, experiences, and
discover and share travel travel accessories
itineraries and content
and earn KOGOCOIN
Doorstep Navigation

Simplified location code


Vehicle Diagnostics for complex addresses
providing doorstep
Enables insights into
navigation
vehicle health and fault
diagnostics

Mappls IoT Gadgets


Mappls App and IoT gadgets combined with KOGO App will allow
Enables you to track
MapmyIndia to offer integrated apps/solutions to consumers, the travel
your vehicle and loved Deep installed Bike Tracker eco‐system, businesses & government – opening up travel commerce
ones’ in real-time, With safety features like Panic button Enables live location, market opportunity for the company.
ensuring their safety and driving behaviour analysis speed alerts, geo fencing

Notes – To know more, follow these links – Mappls App | Mappls IoT Gadgets | KOGO 49
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, 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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For further details please contact:

Saurabh Surendra Somani


Thank You
Company Secretary & Compliance
Officer, C.E. Info systems Limited
📞: +91 11 4600 9900
📧: [email protected];
[email protected]

Diwakar Pingle/Sonia Keswani/


Shashank Ganesh
Ernst & Young LLP Corporate Office
📞: +91 22 6192 0000 First, Second, & Third Floor,
📧: [email protected] Plot. No. 237, Okhla Industrial Estate, Phase-
[email protected] III, New Delhi 110 020, India
[email protected] www.mapmyindia.com

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