CMS Info Systems Limited has informed the Exchange about Investor Presentation
CMSINFO · price
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CMS Info Systems shared its Investor Presentation at the Annual Analyst Meet 2025, outlining its evolution into India's leading business services platform. The company reported FY25 revenue of ₹2,425 Cr with 16% revenue CAGR and 19% PAT CAGR since FY15, plus 21.8% average ROCE. Management laid out FY27 services revenue guidance of ₹2,700–2,800 Cr and FY30 aspiration of ₹3,750–3,950 Cr (~12% CAGR), with technology segment targeted at 20%+ growth. Key business lines are ATM Management Solutions (₹1,300 Cr FY25), Retail & Currency Logistics (₹640 Cr), and Technology & Payment Solutions (₹240 Cr). The company also flagged a slower FY26 due to AGS disruption, delayed PSU bank cash outsourcing RFP, and tepid consumption.
Gives investors a clear long-term roadmap to FY30 with segment-wise revenue targets, reinforcing confidence in sustained 11–12% growth. Short-term FY26 headwinds are acknowledged but offset by strong cash generation (₹1,000 Cr cash balance) and margin discipline, which should support the stock's premium valuation.