Financial results- FY 26

Net loss reportedEBITDA margin compressionExceptional itemResults View source PDF Explain this filing

CMSINFO · price

Loading chart…

▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reactionminutes from the announcement price · days from the prior close

+0.2%Reaction day

₹302.50

prior close

₹303.70

announcement price

After-mkt

timing

Nifty Microcap 250market · index membership as recorded later (tracked since Jun 2026)-0.4%+0.5% vs market

Diversified Commercial Services peers, median of 75sector-0.9%+1.1% vs sector

On the reaction day the stock moved 0.5 pts more than Nifty Microcap 250 and 1.1 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.

Minutes after the announcementfrom the announcement price · no benchmark

Stock

+0.1

10m

-0.2

15m

-0.1

30m

+1.1

Sessions after the filingfrom the prior close

StockMarketvs marketSectorvs sector

Reaction day

+0.2-0.4+0.5-0.9+1.1

Next day

-0.2-1.7+1.5-2.2+1.9

+1.0-1.3+2.3-1.4+2.4

+1.5-0.7+2.2-1.1+2.5

+0.5+0.4+0.1-0.5+0.9

+1.4+0.5+0.9-0.1+1.5

+2.1+2.8-0.7+0.9+1.2

15d

-0.8+1.2-2.0-1.8+1.0

-1.5+5.3-6.8+0.0-1.5

-10.6+9.9-20.5-2.1-8.5

-16.0+13.1-29.2-3.9-12.1

UpDownMarket · Nifty Microcap 250Sector · Diversified Commercial Services peers, median of 75Pending

Minute windows have no benchmark: there is no intraday index history to compare against.

AI summary

CMS Info Systems reported FY26 total revenue of ₹2,487 Cr, up 2.6% YoY with services revenue at ₹2,312 Cr (up 5.8%). However, EBITDA declined 5.2% to ₹600 Cr with margin at 24.1% (compression from prior year), and PAT dropped 18.5% to ₹303 Cr due to a challenging H1. Q4 marked a turnaround with services revenue crossing ₹600 Cr for the first time, EBITDA margin expanding 280 bps to 25.6%, and PAT up 38% QoQ to ₹79 Cr. The Board approved a ₹168 Cr buyback (3% of shares at ₹340 each) and recommended final dividend of ₹2.50 per share, taking total FY26 dividend to ₹5.25 per share. An exceptional charge of ₹92.44 Cr was recorded due to new Labour Codes implementation. Auditors issued clean (unmodified) opinion.

Likely market impact

While FY26 was tough with profit down 18.5%, Q4 showed strong sequential recovery in margins and profitability. The buyback signals management confidence and returns capital to shareholders. FY27 guidance of ₹2,800-2,900 Cr revenue (13-17% growth) is reaffirmed.