CMS Info Systems Q1 FY27: revenue miss on cash squeeze, margins raised
CMSINFO · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
CMS Info Systems Q1 FY27: Services revenue at all-time high of INR625 crores (up 9.3 percent YoY), but a currency supply squeeze cut INR25 crores from BLA and cash logistics. EBITDA margin expanded 170 basis points QoQ to 27.2 percent on tech-led productivity, PAT INR84 crores. Full year services revenue guidance trimmed to INR2,650-2,750 crores (from INR2,700-2,800 crores), but EBITDA margin guidance raised to about 27 percent from 25-26 percent. Won INR500 crore orders in Q1, led by the HDFC Bank 6,000 ATM mandate. FY27 capex guided lower at INR100-125 crores against INR350 crore in FY26.
Positive: higher margin guidance and big-ticket wins. Negative: revenue guidance cut on external cash supply issue. Watch Q2 normalization and IBA repricing.