| 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
- ₹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.