CMS Info Systems Limited has submitted to the Exchange, the financial results for the quarter and nine months ended December 31, 2025.
CMSINFO · price
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On the reaction day the stock moved 3.2 pts more than Nifty Microcap 250 and 3.2 pts more than its Diversified Commercial Services peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.
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CMS Info Systems reported Q3 FY26 consolidated revenue of ₹618.2 Cr, up ~2% QoQ and ~6% YoY, with Business EBITDA at ₹158 Cr (up 9% QoQ). Profit before tax (before exceptional items) stood at ₹88 Cr, down 8% QoQ as Q2 had one-off benefits. For 9M FY26, revenue grew modestly to ₹1,854 Cr vs ₹1,805 Cr last year, but PBT fell ~16% YoY to ₹309 Cr and PAT dropped ~18% YoY to ₹224 Cr due to wage inflation and macro pressures. The company booked a one-time exceptional charge of ₹11.1 Cr from new Labour Codes. Key positives include a ₹1,000 Cr 10-year SBI contract win (₹500 Cr incremental), 75% live status on ICICI and India Post deals, and the Securens Systems (Vision AI) acquisition. The board declared an interim dividend of ₹2.75/share (27.5%) and approved a postal ballot to appoint Ms. Vidya Krishnan as Independent Director.
Mixed signals for shareholders — topline growth is steady but margin compression and YoY profit decline are concerns, partly offset by strong long-duration order wins and continued dividend payouts. The stock may react cautiously given the profit decline, though management's confidence in bottoming out and FY27 revenue target of ₹2,800 Cr could support sentiment.