| Revenue growth | 6% YoY in FY26; 13-17% projected for FY27. |
|---|---|
| Margins | EBITDA margin recovered to 25.6% in Q4; FY27 target 25%+. |
| Order book | FY26 order wins exceeded ₹2,000 Cr; active pipeline ₹2,000 Cr+. |
| Demand visibility | 85% of FY27 services revenue already contracted. |
| Management confidence | Confident 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.
Earnings Call filed with NSE, NSE: CMSINFO. Summary written with AI assistance from the document.
CMS Info Systems Ltd: key numbers
- Share price
- ₹233.17
- Market cap
- ₹3,732 Cr
- Revenue (annual)
- ₹2,487 Cr
- Net profit (annual)
- ₹303.4 Cr
- P/E (TTM)
- 12.7×Sector 22.0×
- Promoter holding
- 0.00%+0.00% QoQ
- FII holding
- 22.70%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from CMS Info Systems Ltd
All →CMS Info Systems Management Change
CMS Info Systems Ltd shareholders approved the appointment of Mr. William Poole VIII as an Independent Director at the company's 19th Annual General Meeting.
CMS Info Systems Annual General Meeting
CMS Info Systems held its 19th AGM on September 21, 2026. Proceedings included adoption of financial statements, dividend confirmation, and various board and borrowing approvals.
CMS Info Systems Earnings Call Transcript: Key Takeaways
Revenue growth was dampened by a significant nationwide cash supply squeeze, but management aggressively raised EBITDA margin guidance through automation and pricing discipline despite external macro headwinds.
- Call
- Guides 19% growth
CMS Info Systems Investor Presentation: Key Takeaways
CMS Info Systems reported Q1FY27 services revenue of ₹625 Cr, up 9% YoY. EBITDA margins expanded 170 bps sequentially to 27.2% despite industry-wide cash supply disruptions.
- Call
- Guides 13% growth
CMS Info Systems Q1 FY27 Results: Net Profit ₹83.7 Cr, Down 10.6% YoY
CMS Info Systems Ltd reported revenue from operations of ₹634.7 Cr (+1.2% YoY) and net profit of ₹83.7 Cr (-10.6% YoY) for Q1 FY27.
- Key figure
- Net profit ₹83.7 Cr · -10.6% YoY
CMS Info Systems Earnings Call: Key Takeaways
CMS Info Systems Q4FY26 revenue grew 3% YoY to ₹2,487 Cr. Management is pivoting from a cash-heavy model to technology-led solutions.