CMS Info Systems Ltd (NSE:CMSINFO)

Q2 2026 CMS Info Systems Ltd Earnings Call Transcript

Nov 5, 2025 / 07:30 AM GMT

Release Date Price: ₹362.5

Transcript

Key Points

Positve

CMS Info Systems Ltd (BOM:543441) reported strong growth in its tech solutions business, which is generating significant momentum.
The company successfully closed the Securance acquisition, which is expected to enhance market and synergy implications.
CMS Info Systems Ltd (BOM:543441) secured a large PSU Bank cash outsourcing contract, representing a 500 crore incremental revenue over 10 years.
The Hawkeye AI remote monitoring platform is on track to reach 50,000+ sites by the end of the year, showing rapid growth.
The company is targeting a 6% improvement in pricing and relaxations in its ATM cash business by March, indicating a focus on profitability.

Negative

The ATM management solutions business is experiencing a period of transition and churn, affecting growth and profitability.
Revenue was impacted by about 15 crores due to weaker ATM transaction volumes and temporarily inactive ATMs.
The company faced increased operating costs due to maintaining a full network during the quarter, impacting EBITDA.
There was a decline in consolidated revenue by approximately 3% due to a temporary dip in ATM cash logistics volume.
Higher provisioning was required due to increased DSOs and reduced credit availability to the MSP ecosystem post-AGF issue.

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

CMSN.NS - CMS Info Systems Ltd
Q2 2026 CMS Info Systems Ltd Earnings Call
Nov 05, 2025 / 07:30AM 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 CMS Info Systems Limited Q2 FY26 earnings conference call hosted by Asian Market Securities.

As a reminder, all participant lines 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 this conference call, please signal an operator by pressing, then 0 on your touchstone phone.

Please note that this conference is being recorded. I now hand the conference over to Mr. Nadi Gandhi.

Thank you and over to you, ma'am.

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Unidentified_2 [2]
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