ALFA Finder| Revenue growth | Total +6.7%, services +16.2% YoY |
|---|---|
| Margins | EBITDA 26.7%, down 53bps QoQ, up 390bps YoY |
| Order book | H1 order wins ₹700 Cr; PSU recycler deliveries in H2 |
| Demand visibility | H1 order wins ₹700 Cr; FY26-27 orders at full scale |
Growth
Services revenue +16.2% YoY, H1 +12.7%. Total revenue +6.7% as product revenue lower; PAT +10.3%, H1 PAT -1.4%.
Outlook
FY27 guidance: services ₹2,650-2,750 Cr, total ₹2,750-2,850 Cr, EBITDA ~27%, capex ₹100-125 Cr (vs ₹351 Cr FY26).
Risks
Wage inflation (6-60% minimum wage hikes) and 8% fuel rise; PSU bank repricing unresolved; transaction-linked ATM sector stress.
Last quarter's promises, checked
Delivered
- T&P ≥20% of services by end-Q4 → 20% in Q2 (= BEAT)
Partly delivered
- FY27 services growth 15-19% → H1 +12.7%, Q2 +16.2% (= PARTIAL)
- EBITDA margin ~27% → 26.7% (= PARTIAL)
- Private-bank repricing closure by Q2 → most banks repriced, not fully closed (= PARTIAL)
Missed
- PSU repricing update by end-Q2 → still unresolved (= MISS)
- Currency supply normalising by end-Q2 → transaction-ATM stress persists (= MISS)
Investor Presentation filed with BSE, NSE: CMSINFO. Summary written with AI assistance from the document.
CMS Info Systems Ltd: key numbers
- Share price
- ₹214.53
- Market cap
- ₹3,434 Cr
- Revenue (annual)
- ₹2,487 Cr
- Net profit (annual)
- ₹303.4 Cr
- P/E (TTM)
- 11.7×Sector 21.0×
- 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 Management Change
CMS Info Systems' Company Secretary and Compliance Officer Debashis Dey resigned effective 19 November 2026. The resignation cites career opportunities outside the organisation.
CMS Info Systems Results Update
CMS Info Systems released Q2FY27 press highlights showing record services revenue of ₹644 Cr, up 16.2% YoY. EBITDA rose 24.8% to ₹173 Cr.
CMS Info Systems Q2 FY27 Results: Net Profit ₹80.9 Cr, Up 10.2% YoY
CMS Info Systems Ltd reported revenue from operations of ₹649.6 Cr (+6.7% YoY) and net profit of ₹80.9 Cr (+10.2% YoY) for Q2 FY27.
- Key figure
- Net profit ₹80.9 Cr · +10.2% YoY
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.