ALFA Finder| Revenue growth | 3% YoY overall; 6% service revenue growth driven by managed services. |
|---|---|
| Margins | Recovered 280bps in Q4; targeting long-term return to 25% levels. |
| Order book | ₹2,000cr high-quality order book, entirely focused on fixed-fee contracts. |
| Demand visibility | Strong order book of ₹2,000cr provides high visibility for FY27 targets. |
| Management confidence | Balanced; candid about FY26 failures while highlighting Q4 recovery momentum. |
Growth
Revenue grew 3% YoY to ₹2,487cr; service revenue (annuity) up 6% to ₹2,312cr. EBITDA margins fell from 19.2% to 15.6%.
Outlook
FY27 revenue target of ₹2,800-2,900cr with 17-21% service revenue growth. Targeting 25% EBITDA margin by FY27.
Risks
Transaction-fee model extinction in ATMs; liquidity stress among mid-sized MSP clients; high sensitivity to fuel/wage inflation.
Earnings Call filed with BSE, NSE: CMSINFO. Summary written with AI assistance from 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.
More from CMS Info Systems Ltd
All →CMS Info Systems Board Meeting Date
CMS Info Systems intimated that its Board is scheduled for 13 November 2026 to approve Q2 and H1 FY27 unaudited results. The trading window remains closed until 48 hours post-declaration.
CMS Info Systems Other Announcement
CMS Info Systems Ltd submitted its quarterly shareholding pattern as required under SEBI Regulation 31 for the period ended September 30, 2026.
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 Business Update
CMS Info Systems has released its Business Responsibility and Sustainability Report (BRSR) for the financial year 2025-26, detailing its ESG initiatives and operational highlights.
CMS Info Systems Annual General Meeting
CMS Info Systems Limited has issued the notice for its Annual General Meeting scheduled for September 21, 2026, to transact eight business items.
- Value
- ₹0.01 Cr