CMS Info Systems Limited — Investor Meet, 19-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

CMS Info Systems' FY26 revenue grew 3% to Rs.2487 Cr, services revenue 6% to Rs.2312 Cr. EBITDA declined 5% to Rs.600 Cr, PAT fell 20% due to market headwinds. Q4 showed strong recovery: services revenue Rs.609 Cr (+6% QoQ), EBITDA Rs.162 Cr (+15% QoQ), with EBIT margins at 19%. Strategic actions included market share gains, fixed-price contracts, Rs.350 Cr capex, and acquisitions (Securens, FSS) for tech growth. CMS targets FY27 revenue of Rs.2800-2900 Cr and 25% EBITDA margins, supported by a Rs.2000 Cr fixed-fee order book. A Rs.168 Cr share buyback was also approved.