CMS Info Systems Limited has informed the Exchange about Investor Presentation
CMSINFO · price
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CMS Info Systems reported FY25 revenue of ₹2,425 Cr (up 7% YoY) with EBITDA of ₹633 Cr (5% growth, 26.1% margin) and PAT of ₹372 Cr (up 7% YoY, 15.4% margin). Q4 FY25 revenue grew 6% QoQ to ₹619 Cr with EBITDA margin of 26.4% and PAT of ₹98 Cr. The company won ₹1,200 Cr+ in new orders (60% from private banks), with ₹1,400 Cr order book pending execution. It gained 200 bps market share in cash logistics, benefiting from a competitor's (AGS Transact) disruption. The company is debt-free, AA+ rated, holds ₹1,000 Cr+ in cash, and declared a total dividend of ₹9.5/share (42% payout).
Modest single-digit growth and slight margin compression (62 bps YoY) may temper enthusiasm, but strong order pipeline, market share gains, zero debt, and high cash generation offer stability. Multi-year revenue compounding guidance of 14-17% and ₹2,000 Cr+ Vision AI opportunity support a positive medium-term outlook.