| Revenue growth | 3% YoY overall; 6% service revenue growth driven by managed services. |
|---|---|
| Margins | Recovered 280bps in Q4; targeting long-term return to 25% levels. |
| Order book | ₹2,000cr high-quality order book, entirely focused on fixed-fee contracts. |
| Demand visibility | Strong order book of ₹2,000cr provides high visibility for FY27 targets. |
| Management confidence | Balanced; candid about FY26 failures while highlighting Q4 recovery momentum. |
Growth
Revenue grew 3% YoY to ₹2,487cr; service revenue (annuity) up 6% to ₹2,312cr. EBITDA margins fell from 19.2% to 15.6%.
Outlook
FY27 revenue target of ₹2,800-2,900cr with 17-21% service revenue growth. Targeting 25% EBITDA margin by FY27.
Risks
Transaction-fee model extinction in ATMs; liquidity stress among mid-sized MSP clients; high sensitivity to fuel/wage inflation.
Earnings Call filed with BSE, NSE: CMSINFO. Summary written with AI assistance from the document.
CMS Info Systems Ltd: key numbers
- Share price
- ₹218.37
- Market cap
- ₹3,495 Cr
- Revenue (annual)
- ₹2,487 Cr
- Net profit (annual)
- ₹303.4 Cr
- P/E (TTM)
- 11.9×Sector 21.8×
- 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.
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