| Revenue growth | FY26 overall 3% growth; Services 6% growth. |
|---|---|
| Margins | EBIT margins contracted to 15.6% in FY26; aiming for 25% EBITDA. |
| Order book | Solid wins from SBI, ICICI, HDFC; shifting to fixed-fee models. |
| Demand visibility | Strong order book of ₹2,000 Cr; 85% of FY27 target secured. |
| Management confidence | High for FY27 recovery despite 'hard' FY26. |
Growth
FY26 services revenue up 6% to ₹2,312 Cr; EBITDA ₹600 Cr (down 5%); PAT ₹303 Cr (down 20%).
Outlook
FY27 revenue target ₹2,800-2,900 Cr (13-17% growth); EBITDA margin goal remains 25%. ₹350 Cr FY26 capex.
Risks
Prolonged adverse climate, geopolitical issues impacting consumption, and SBI contract delays causing ₹150 Cr revenue hit.
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
FY26 was a transitional 'stormy' year for CMS, hit by prolonged SBI outsourcing delays and consumption headwinds. Management is pivoting towards fixed-fee models to escape the 'dead' transaction-fee ATM business.