Media Release under regulation 30
CMSINFO · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
CMS Info Systems reported strong Q4 FY26 recovery after a tough first half. Q4 services revenue hit ₹609 Cr for the first time (+5.5% QoQ), marking the strongest sequential growth in eight quarters. EBITDA margin expanded sharply by 280 bps to 25.6%, while PAT grew 38% QoQ to ₹79 Cr. For the full year FY26, total revenue was ₹2,487 Cr (+2.6% YoY) but EBITDA and PAT declined YoY (EBITDA -5.2%, PAT -18.5%) due to H1 weakness. The company reaffirmed FY27 revenue guidance of ₹2,800–2,900 Cr (13-17% growth) and services revenue guidance of ₹2,700–2,800 Cr (17-21% growth). The Board approved a ₹168 Cr buyback (3% of shares at ₹340 each) and a final dividend of ₹2.50 per share, taking total FY26 dividend to ₹5.25 per share. Key growth drivers include the HAWKAI Vision AI platform (revenue doubled to ~₹200 Cr in two years, 36% BFSI market share) and two strategic acquisitions (Securens, FSS Managed Services) totalling ₹190 Cr.
The sharp Q4 margin recovery and reaffirmed FY27 guidance signal operational turnaround; the ₹168 Cr buyback provides direct shareholder value, though the FY26 full-year earnings decline shows the year was challenging overall.