CMS Info Systems Limited has informed the Exchange regarding a press release dated February 12, 2026, titled "CMS Info Systems reports Q3 FY26 performance Services Revenue QoQ growth of 4%, SBI order win of Rs. 1,000 Cr".
CMSINFO · price
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Awaiting price reaction for this filing.
CMS Info Systems reported Q3 FY26 consolidated revenue of ₹618 Cr, up 2% quarter-on-quarter, with Business EBITDA of ₹158 Cr (+9% QoQ) and PBT before exceptional items of ₹88 Cr (-8% QoQ, partly because Q2 had a ₹12 Cr one-off benefit). Cash Logistics revenue fell 3% QoQ to ₹384 Cr while Managed Services & Technology Solutions revenue grew 9% QoQ to ₹295 Cr. The biggest highlight is a 10-year contract win from SBI worth ₹1,000 Cr (₹500 Cr incremental). The company also declared an interim dividend of ₹2.75 per share and absorbed a one-time wage code impact of ₹11 Cr. Management said wage inflation and macro issues have hurt margins but expressed confidence that Q3 marks the bottom, guiding to an FY27 revenue target of ₹2,800 Cr.
Positive for shareholders on the back of a large long-duration SBI order and the dividend, though near-term margins remain under pressure from wage inflation. The stock may react to signs of a margin recovery and the strong order pipeline (SBI + ICICI together worth ₹1,500 Cr+).