CMS Info Systems Limited — PPTs, 23-07-2025: Investor Presentation

Here is the summary:

**1. Financial Highlights:**

Q1 FY26: Revenue ₹627 Cr (+5% YoY), EBITDA ₹159 Cr (25.3% margin), PAT ₹94 Cr (14.9% margin). Company debt-free with >₹1,000 Cr cash (Mar'25); FY25 RoCE 25.2%.

**2. Strategic Initiatives & Growth Drivers:**

Launched new brand 'UNIFIED PLATFORM. LIMITLESS POSSIBILITIES.' and "ONE CMS" for efficiency. Targets 14-17% CAGR in services revenue (FY25-FY27) via BFSI expansion and retail/Vision AI market penetration.

**3. Business Developments:**

Acquired Securens (~₹80 Cr), enhancing Vision AI to 45,000+ sites (36% BFSI market share). Secured ₹500 Cr in new software, managed services, & card orders, notably ICICI Bank's ATM network.

**4. Market Position & Competitive Advantage:**

Maintains leadership in cash logistics (1,53,000 touch points) and boosted Vision AI. Diversified B2B platform drives client engagement, supported by 17% revenue & 22% PAT CAGR (FY21-FY25).

**5. Investor Implications:**

Q1 steady despite consumption/ATM slowdowns. Strategic acquisitions and new orders signal positive growth potential. Investors should monitor execution in new segments.