CMS Info Systems Ltd (NSE:CMSINFO)

Q4 2026 CMS Info Systems Ltd Earnings Call Transcript

May 15, 2026 / 06:30 AM GMT

Release Date Price: ₹302.95 (-0.02%)

Transcript

Key Points

Positve

CMS Info Systems Ltd (BOM:543441) achieved a 6% year-on-year growth in services revenue, reaching INR 2,312 crores.
The company successfully improved its market share in the cash logistics business by 200 basis points.
CMS Info Systems Ltd (BOM:543441) reported a significant margin improvement of 280 basis points in Q4.
The company secured major contracts with marquee banks like SBI, ICICI Bank, and HDFC Bank, providing a strong order book for FY27.
CMS Info Systems Ltd (BOM:543441) is focusing on technology and payment solutions, with the segment growing from 7% to 16% of revenue.

Negative

The company faced a challenging FY26 with only a 3% overall revenue growth, impacted by geopolitical issues and adverse climate conditions.
There was a significant revenue impact of INR 150 crores due to delays in the SBI cash outsourcing project and contraction in the off-site ATM market.
CMS Info Systems Ltd (BOM:543441) had to give larger-than-usual wage hikes, affecting profitability.
EBITDA for the year decreased by 5%, and PAT dropped by 20%, reflecting financial pressures.
The company is cautious about achieving its 25% EBITDA margin target due to potential inflation and geopolitical risks.

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

CMSN.NS - CMS Info Systems Ltd
Q4 2026 CMS Info Systems Ltd Earnings Call
May 15, 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 the CMS Infosystems Q4 FY26 earnings call hosted by IIFL Capital Services Limited.

All participants are currently in listen-only mode.

There will be an opportunity to ask questions following the conclusion of the management's opening remarks.

Please note that this conference is being recorded.

I now hand the conference over to Mr. Siddharth Chabak. From IIFL Capital.

Thank you, and over to you, sir.

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Unidentified_2 [2]
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Thank you. Ladies and gentlemen, good

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