CMS Info Systems Limited — PPTs, 11-08-2026: Investor Presentation

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CMS Info Systems delivered a resilient Q1 FY27. Services revenue hit a record ₹625 Cr, up 9% YoY and 3% QoQ. The company expanded its EBITDA margin to 27.2% (up 190 bps YoY) and achieved a PAT margin of 13.2%. Total operating income stood at ₹634.7 Cr, with a profit after tax of ₹83.7 Cr. However, industry-wide cash supply disruptions impacted ATM revenue by ₹25 Cr.

CMS is actively repricing contracts to recover costs from wage inflation and rising fuel prices. Its strategy involves strengthening core operations and expanding its market through integrated offerings.

Recent developments include a major HDFC Bank integrated managed services contract (₹400 Cr TCV for 6,000 ATMs) now live, alongside two significant tech wins for its HAWKAI and ALGO MVS platforms. ATM refresh cycles are resuming with new recycler mandates.

For FY27, CMS anticipates services revenue between ₹2,650–2,750 Cr and total revenue of ₹2,750–2,850 Cr. The EBITDA margin outlook is raised to ~27%, with significantly lower capex planned at ₹100-125 Cr. Management noted the cash supply situation is improving.