CMS Info Systems Limited — PPTs, 05-02-2025: Investor Presentation

### Financial Highlights

CMS Info Systems reported a revenue of ₹6,245 crore for Q3 FY25, a slight decrease of 0.1% year-on-year. EBITDA was ₹1,530 crore with a margin of 24.5%. The company’s profit after tax (PAT) increased by 7% to ₹871 crore, resulting in a PAT margin of 14.96%. For the nine-month period, revenue grew by 10.3% to ₹18,055 crore, while PAT rose by 7.5% to ₹2,749 crore.

### Strategic Initiatives and Growth Drivers

The company is focused on consolidating its operations and enhancing operational efficiency amidst a slowdown in consumption and delays in order execution. Investments in technology and automation are prioritized to improve margins and build recurring revenue streams.

### Business Developments

Recent contract wins include ₹700 crore in managed services and technology solutions YTD. Expansion into AIoT RMS for the retail sector is expected to drive growth, complemented by strategic mergers and acquisitions.

### Market Position and Competitive Advantage

CMS continues to enhance its market share in cash logistics and managed services amidst a challenging environment. The company is leveraging its strong technology capabilities and capitalizing on industry consolidation trends to strengthen its position.

### Investor Implications

With a disciplined capital allocation strategy and strong cash flow generation, CMS offers a positive outlook. Investors should watch closely as the company navigates operational challenges while aiming to achieve mid-term growth targets of 14% to 17% in service revenues.