CMS Info Systems Limited has informed the Exchange regarding a press release dated July 23, 2025, titled "CMS Info Systems reports stable Q1 FY26 performance, revenue up 5% and PAT up 3% YoY & Announces binding agreement to acquire Securens Systems to scale Vision AI business".
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CMS Info Systems reported Q1 FY26 consolidated revenue of INR 627 Cr, up 5% year-on-year, with profit after tax (PAT) of INR 93.6 Cr, up 3% YoY, at a 15% PAT margin. The Cash Logistics segment led growth with revenue of INR 417 Cr (+8% YoY) and EBIT of INR 100 Cr, while the Managed Services & Technology Solutions segment posted revenue of INR 258 Cr (+8%) but EBIT declined 11% to INR 36 Cr. The company secured INR 500 Cr of new order wins and won a multi-year software contract from ICICI Bank for its ATM network. Additionally, CMS announced a binding agreement to acquire up to 100% of Securens Systems for about INR 80 Cr to scale its HAWKAI Vision AI business, claiming it will make CMS more than 2X the size of its closest competitor in AIoT remote monitoring.
The results show steady but modest growth in a seasonally weak quarter, with the acquisition positioning CMS as a market leader in the emerging Vision AI / AIoT space, which could drive future growth but also involves integration risk and a INR 80 Cr cash outlay.