| 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
- ₹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 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.
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.