ALFA Finder| Management target | Revenue 13.0% FY30 |
|---|
| Revenue growth | 9% YoY Services revenue growth. |
|---|---|
| Margins | EBITDA margin up to 27.2% (+190 bps YoY). |
| Order book | ₹2,000 Cr into FY27; 1,000 currency recyclers won. |
| Demand visibility | Strong; ₹2,000 Cr order book into FY27. |
| Management confidence | High; targets significant FY30 revenue aspiration. |
Growth
Revenue grew 1.2% YoY to ₹635 Cr; Services revenue hit record ₹625 Cr (+9% YoY). EBITDA grew 8.9% YoY to ₹173 Cr.
Outlook
FY30 goal targets ₹3,750–3,950 Cr services revenue. HDFC Bank managed services contract (6,000 ATMs) is now live.
Risks
Cash supply risk materialized with ₹25 Cr Q1 impact; steep wage inflation and fuel price increases impact costs.
Last quarter's promises, checked
Delivered
- Guided H2 recovery for SBI/PSU ATM base → HDFC contract now live (= BEAT)
- Targeted market share 58-60% → Maintained high share despite disruptions (= BEAT)
Partly delivered
- Targeted margin improvement from Q1 lows → EBITDA margin 27.2% (+190bps YoY) but impacted by cash supply (= PARTIAL)
Missed
- Initial Capex guidance ₹300-325Cr → FY26 actual ₹352Cr (= MISS)
- Guided 13-14% services growth → Delivered 9% YoY services growth (= MISS)
Investor Presentation filed with BSE, NSE: CMSINFO. Summary written with AI assistance from 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.
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