CMS Info Systems Ltd (NSE:CMSINFO)

Q3 2026 CMS Info Systems Ltd Earnings Call Transcript

Feb 13, 2026 / 06:30 AM GMT

Release Date Price: ₹322.4 (+2.45%)

Transcript

Key Points

Positve

CMS Info Systems Ltd (BOM:543441) reported a sequential revenue growth of 1.6% with improved quality of revenue.
The company achieved a 9% quarter-on-quarter growth in business EBITDA, with margins expanding by 160 basis points.
The tech and payments business is on track to grow from 235 crore to 400 crore by FY27, indicating a 30% CAGR.
CMS Info Systems Ltd (BOM:543441) successfully secured a significant SBA cash RFP, expected to contribute 500 crore in incremental revenue over 10 years.
The company has a strong order book with over 750 crore from key customers like ICC Bank and India Post Payment Bank.

Negative

The company faced delays in a large cash RFP, impacting anticipated revenue growth.
There was a negative revenue impact due to tactical actions taken to improve cash flow and streamline DSOs.
Employee benefit expenses increased significantly, impacting overall cost structure.
The company had to make a one-time provision for the new labor code, affecting net profit.
CMS Info Systems Ltd (BOM:543441) experienced a dip in cash management services revenue, which has yet to recover to previous levels.

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

CMSN.NS - CMS Info Systems Ltd
Q3 2026 CMS Info Systems Ltd Earnings Call
Feb 13, 2026 / 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 CMS Infosystem Limited's conference call hosted by MK Global Financial Services Limited.

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

Should you need assistance during the conference call, please signal an operator by pressing 0 on your touchstone phone.

Please note that this conference is being recorded.

I now hand the conference over to Mr. Vinaj Singh from MK Global Financial Services Limited.

Thank you and over to you, sir.

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