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Earnings Call

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.

Why this was an Alfa AlertNot a filter event. FY26 performance was a miss/reset due to various headwinds; guidance for FY27 is aspirational.
Highlights
Revenue growthFY26 overall 3% growth; Services 6% growth.
MarginsEBIT margins contracted to 15.6% in FY26; aiming for 25% EBITDA.
Order bookSolid wins from SBI, ICICI, HDFC; shifting to fixed-fee models.
Demand visibilityStrong order book of ₹2,000 Cr; 85% of FY27 target secured.
Management confidenceHigh 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.

Source

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

Read the document ↗

CMS Info Systems Ltd: key numbers

Share price
₹216.89
Market cap
₹3,472 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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