CMS Info Systems Limited has informed the Exchange about Transcript of Investor call held on Friday, May 15, 2026 at 12:00 Noon (IST) on Company s business strategy and outlook post the declaration of its 4QFY26 and FY26 results.
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CMS Info Systems reported a challenging FY2026 with total revenue of Rs.2,487 Crores (3% growth) and services revenue of Rs.2,312 Crores (6% growth), impacted by Rs.150 Crores due to SBI outsourcing delays, offsite ATM market contraction, and climate/geopolitical factors. Q4 showed strong recovery with 6% Q-o-Q services revenue growth to Rs.609 Crores and 280 bps margin improvement, bringing Q4 EBIT margins to 19%. The company completed two acquisitions—Securens (Vision AI, closed) and FSS managed services (expected Q1 FY2027 close)—moving from #5 to #3 in managed services. FY2027 guidance targets services revenue of Rs.2,700-2,800 Crores (17-21% growth) and total revenue of Rs.2,800-2,900 Crores, with a 25% EBITDA margin goal. The order book stands at Rs.2,000 Crores with 85% of FY2027 target already secured through marquee deals with SBI, ICICI Bank, and HDFC Bank. The company approved a Rs.168 Crores buyback at Rs.340 per share while maintaining Rs.650 Crores cash balance.
The strong Q4 recovery and secured order book provide visibility for FY2027 growth targets, though execution risk remains given the sharp revenue guidance increase. The FSS acquisition and margin expansion to 25% EBITDA target are key positives for shareholders if achieved.