CMS Info Systems Limited has informed the Exchange about Investor Presentation
CMSINFO · price
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CMS Info Systems reported Q3 FY26 services revenue of ₹577 Cr, up 4% QoQ, with business EBITDA rising 9% QoQ to ₹158 Cr and business EBITDA margin improving 160 bps to 25.5%. Total revenue grew 2% QoQ to ₹618 Cr, but PAT fell 22% QoQ and 38% YoY to ₹574 Mn due to higher depreciation and lower other income. Key wins included a ₹1,000 Cr 10-year SBI ATM contract and the ICICI/IPPB ₹750 Cr contract now 75% live. The company is on track for 5% ATM cash yield improvement and 10% route reduction by March 2026. Management outlined a 'Rule of 35' ambition (revenue growth + EBITDA margin > 35%) with FY30 services revenue aspiration of ₹3,750–3,950 Cr, implying a 12% CAGR.
Margin trajectory is improving QoQ but FY26 PAT remains pressured by higher depreciation from accelerated capex. Strong order pipeline and SBI win provide revenue visibility, while the FY30 targets signal management's confidence in long-term growth — likely to be viewed positively if execution holds.