CMS Info Systems Limited — PPTs, 10-08-2026: Investor Presentation

CMS Info Systems delivered resilient Q1 FY27 results despite cash supply disruptions impacting ATM revenue by ₹25 Cr.

**Business Performance:** Total revenue rose to ₹634.7 Cr (+1.2% YoY, +0.3% QoQ). Services revenue hit a record ₹625 Cr (+9% YoY, +3% QoQ). EBITDA margin expanded to 26.6% (+145 bps YoY). Profit after tax (PAT) was ₹83.7 Cr (-10.6% YoY, +5.8% QoQ). The company faces cost pressures from wage inflation and fuel price hikes.

**Growth Drivers & Strategy:** A key focus is repricing existing contracts to mitigate rising costs. The long-term strategy includes a significant shift towards Tech and Payments, aiming for 20-22% of services revenue by FY30.

**Recent Developments:** A major 5-year, ₹400 Cr managed services contract with HDFC Bank is now live. New wins in Tech & Payments include HAWKAI Enterprise RMS for a PSU Bank and ALGO MVS software for another large bank.

**Management Outlook:** Management noted improving currency supply conditions from July. They are actively pursuing new pricing for contracts to offset operational costs and are confident in their platform approach to expand market share and achieve their FY30 services revenue aspiration of ₹3,750–3,950 Cr.