Presentation for Investor call scheduled on Friday, 15th May, 2026
CMSINFO · price
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CMS Info Systems reported a difficult FY26 with EBITDA margin declining to 24.1% from 26.1% in FY25 due to H1 consumption slowdown, delayed SBI cash outsourcing contract, and competitor exit disruption. However, Q4FY26 marked a turning point with services revenue crossing ₹600 crore for the first time and EBITDA margin recovering 280 basis points to 25.6%. The company guided for FY27 total revenue of ₹2,800-2,900 crore with EBITDA margin trending towards 25%+. FY26 order wins totaled over ₹2,000 crore, including SBI's ₹1,000 crore 10-year contract and ICICI Bank's ₹400 crore mandate. Technology & Payment Solutions now contributes 16% of services revenue, up from 7% in FY22. The company remains debt-free with ₹650 crore cash and approved a ₹168 crore share buyback.
CMS Info Systems has navigated a challenging FY26 and appears to be on a recovery path with strong Q4 momentum and a robust order book providing FY27 revenue visibility. The shift toward higher-margin Technology & Payment Solutions and fixed-fee contracts should support margin recovery toward 25%+ levels.