CMS Info Systems Ltd (NSE:CMSINFO)

Q3 2025 CMS Info Systems Ltd Earnings Call Transcript

Feb 6, 2025 / 06:30 AM GMT

Release Date Price: ₹449.9 (-3.47%)

Transcript

Key Points

Positve

CMS Info Systems Ltd (BOM:543441) reported a steady 10% revenue growth and 7% profit after tax (PAT) growth for the nine months of FY25.
The company's revenue share in the cash logistics segment increased from 40% to 42%, indicating strong market share gains.
Investments in technology, automation, and risk management have helped expand the margin profile in managed services and technology business.
The company secured over 700 crore in order wins this year, with the majority being recurring services revenue.
CMS Info Systems Ltd (BOM:543441) declared an interim dividend of INR 25 paisa per share, reflecting strong financial health and shareholder returns.

Negative

Total revenues remained flat despite growth in service revenue, indicating challenges in other revenue streams.
The managed services and technology solution business saw a decline of around 10% due to lower banking automation revenue.
Unexpected delays in executing a large 1900 crore order book impacted revenue, resulting in lower-than-expected figures for the year.
The company faced operational disruptions due to instability at a key industry player, affecting ATM base transitions.
There is a cautious outlook on the debt collection sector due to potential consumer stress and reputational risks.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

CMSN.NS - CMS Info Systems Ltd
Q3 2025 CMS Info Systems Ltd Earnings Call
Feb 06, 2025 / 06:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day. And welcome to the C MS Infosys Q3 FY25 earnings conference call hosted by ISL Capital Services Limited.

As a reminder, all participant clients will be in the listen-only mode and there will be an opportunity for you to ask questions after the presentation concludes.

Should you need assistance during the call? Please signal an operator by pressing star then zero on your touchtone phone.

Please note that this conference is being recorded.

I now hand the conference over to Mr Balaji Subramanian of IISL Capital Services. Thank you and over to you.

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Unidentified_2 [2]
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