CMS Info Systems Limited has informed the Exchange about Investor Presentation
CMSINFO · price
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CMS Info Systems reported a tough FY26 with services revenue of ₹2,312 crore (+6% YoY) but EBITDA margin fell to 24.1% vs 26.1% in FY25 due to H1 consumption slowdown, delayed SBI contract, and competitor exit disruption. Q4 marked the turning point with services revenue crossing ₹600 crore and EBITDA margin recovering 280 bps to 25.6%. FY27 guidance targets total revenue of ₹2,800-2,900 crore (+13-17%) with EBITDA margin trending toward 25%+. The company remains debt-free with ₹650 crore cash, has deployed ₹2,275 crore since IPO (₹1,000 crore capex, ₹190 crore M&A, ₹437 crore dividends), and approved a ₹168 crore buyback at ₹340/share. FY30 targets call for services revenue of ₹3,750-3,950 crore (13-14% CAGR), supported by ~85% of FY27 contracted and ₹2,000 crore+ pipeline in active RFP stages.
The announcement signals a clear operational turnaround with margin recovery underway and strong contracted visibility for FY27. Management's confidence in 25%+ margins and multiyear targets (FY30 revenue ₹3,750-3,950 crore) should be positive for shareholder sentiment. The ₹168 crore buyback at a 14% premium to current market price provides direct return of capital to shareholders.