Pursuant to Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, the Outcome of the Board Meeting is enclosed
CMSINFO · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Awaiting price reaction for this filing.
CMS Info Systems' board approved Q1 FY26 (quarter ended June 30, 2025) standalone and consolidated financial results along with a new acquisition. Consolidated revenue came in at INR 627 crore, up 5% year-on-year, while profit after tax was INR 93.6 crore, up 3% YoY, keeping PAT margin at around 15%. The Cash Logistics segment grew 8% YoY to INR 417 crore in revenue with EBIT of INR 100 crore, but the Managed Services & Technology segment saw EBIT fall 11% YoY to INR 36 crore despite 8% revenue growth, pointing to margin pressure in that area. The company also won INR 500 crore of new orders including a multi-year ATM software contract from ICICI Bank. Separately, the board approved acquiring up to 100% of Securens Systems Private Limited (an AIoT remote monitoring firm with FY24 revenue of INR 77.2 crore) for an enterprise value of about INR 80 crore in cash, expected to close within 3 months. Statutory auditor B S R & Co. LLP issued an unmodified (clean) limited review report on the results.
Results show steady but unspectacular growth in a seasonally weak quarter, likely to be viewed as neutral to mildly positive by investors. The Securens deal strengthens the high-growth Vision AI (HAWKAI) business and could be a positive long-term catalyst, though the short-term hit to the Managed Services segment's profitability is a watch point.