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Earnings Call

CMS Info Systems Earnings Call: Key Takeaways

CMS reported a difficult FY26 with 6% services revenue growth to ₹2,312 Cr. Strategy focuses on AI-led transformation and diversification into higher-margin Tech & Payment solutions.

Why this was an Alfa AlertNot a filter event. FY26 performance was a miss on margins and profit; FY27 guidance is a reaffirmation, not a material beat.
Highlights
Revenue growth6% YoY in FY26; 13-17% projected for FY27.
MarginsEBITDA margin recovered to 25.6% in Q4; FY27 target 25%+.
Order bookFY26 order wins exceeded ₹2,000 Cr; active pipeline ₹2,000 Cr+.
Demand visibility85% of FY27 services revenue already contracted.
Management confidenceConfident in Q4 inflection point and long-term FY30 trajectory.

Growth

FY26 EBITDA fell 5% YoY to ₹600 Cr; PAT fell 19% to ₹303 Cr. Q4 showed recovery with 6% QoQ revenue growth.

Outlook

FY27 guidance: ₹2,800-2,900 Cr revenue (13-17% growth) and 25%+ EBITDA margin. FY30 revenue target of ₹3,750-3,950 Cr.

Risks

H1 consumption slowdown, SBI contract delays, competitor exits, and fuel/wage inflation are key near-term pressures.

Source

Earnings Call filed with NSE, NSE: CMSINFO. Summary written with AI assistance from the document.

Read the document ↗

CMS Info Systems Ltd: key numbers

Share price
₹215.53
Market cap
₹3,450 Cr
Revenue (annual)
₹2,487 Cr
Net profit (annual)
₹303.4 Cr
P/E (TTM)
11.8×Sector 20.8×
Promoter holding
0.00%+0.00% QoQ
FII holding
19.79%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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