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CMS Info Systems reported Q2 FY26 revenue of ₹609 Cr (-3% YoY), EBITDA of ₹139 Cr (-11% YoY), and PAT of ₹73 Cr (-19% YoY). For H1 FY26, revenues were ₹1,224 Cr (-1% YoY) and PAT was ₹167 Cr (-8% YoY). Performance was impacted by a temporary dip in ATM base, softer retail consumption, and a ~₹10 Cr provisioning.
The company secured ₹500 Cr in new Q2 orders (₹1,000 Cr in H1) and completed the Securens acquisition. Key growth strategies include expanding Direct-to-Retail and HAWKAI solutions, targeting 50K sites by FY26. They converted ₹100 Cr project revenue into ₹225 Cr long-term recurring revenue. Future drivers involve ATM deployments, a 5% ATM pricing increase, and tech investments for cost optimization, including a 10% workforce reduction.
Management expects ATM Management to return to double-digit growth in FY27. Overall services revenue is projected to reach ₹3,750 Cr – ₹3,950 Cr by FY30 (12% CAGR), with an aspiration of ₹4,500 Cr - ₹4,750 Cr including inorganic growth, aiming for the 'Rule of 35' (Revenue Growth + EBITDA Margin > 35%).