please find enclosed herewith the transcript of Conference Call held on Friday, May 15, 2026 at 12:00 Noon (IST) on Company's business strategy and outlook post the declaration of its 4QFY26 ....
CMSINFO · price
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CMS Info Systems reported a challenging FY2026 with revenue of Rs.2,487 Crores (3% growth) and services revenue of Rs.2,312 Crores (6% growth). The company faced Rs.150 Crores headwind from three converging factors: climate/geopolitical impact (Rs.25 Crores), SBI cash outsourcing delay (Rs.100 Crores), and offsite ATM market contraction (Rs.30 Crores). Q4 showed strong recovery with services revenue of Rs.609 Crores (6% Q-o-Q growth) and margin expansion of 280 bps to 19%. FY2026 EBITDA was Rs.600 Crores (-5%) and PAT was Rs.303 Crores (-20%). Management completed two acquisitions (Securens for vision AI, FSS managed services deal) and secured Rs.2,000 Crores order book including marquee deals with SBI, ICICI Bank, and HDFC Bank. The company rejected a Rs.700 Crores transaction fee contract to preserve capital for better returns. FY2027 guidance targets services revenue of Rs.2,700-2,800 Crores (17-21% growth) with 25% EBITDA margin aspiration. Board approved Rs.168 Crores buyback at Rs.340.
The company demonstrated strong operational recovery in Q4 and maintained its FY2027 growth targets despite a difficult year. The order book from top banks and acquisitions provide revenue visibility, though margin expansion faces risks from fuel inflation and consumption weakness.