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CMS Info Systems
CMS Info Systems (CMSINFO) investor relations material
CMS Info Systems Q3 25/26 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 25/26 earnings summary13 Feb, 2026
Executive summary
Achieved key operating goals in FY22–24, including revenue growth, margin expansion, and market share gains, with Q3 FY26 services revenue at ₹577 Cr, up 4% QoQ, and major contract wins such as a ₹1,000 Cr SBI deal.
Restructured into three platforms: ATM management, retail & currency logistics, and tech & payment solutions, each with strong market positions.
Retail cash volumes rebounded post-GST rate reduction, with significant increases across retail segments and positive momentum entering CY26.
Approved unaudited standalone and consolidated financial results for Q3 and nine months ended December 31, 2025, with interim dividend of ₹2.75 per share declared.
Major long-term order wins (SBI, ICICI, India Post) and new tech solutions position the business for strong sequential gains.
Financial highlights
Q3 FY26 consolidated revenue at ₹6,182 million (₹618 crore), up 2% QoQ; services revenue up 4% QoQ; business EBITDA at ₹1,580 million (₹158 crore), up 9% QoQ with margin at 25.5%.
Managed services and technology revenue up 18% QoQ to ₹254 crore; Card Management Solutions revenue up 37% QoQ.
Q3 FY26 PBT before exceptional items was ₹880 million, down 8% QoQ due to prior quarter one-off benefits; PAT after exceptional items at ₹574 million, including a one-time labor code provision.
For nine months ended Dec 31, 2025: revenue ₹18,542 million, net profit ₹2,243 million.
Standalone Q3 FY26 revenue: ₹5,601 million; net profit: ₹559 million.
Outlook and guidance
FY27 revenue guidance: ₹28,000–29,000 million, with services revenue at ₹27,000–28,000 million; EBITDA margin expected to improve to 25–26%.
ATM Management Solutions projected 11% CAGR to FY30; Retail & Currency Logistics and Technology & Payment Solutions forecast 11% and 20%+ CAGR respectively to FY30.
Q4 expected to be strong, with key deals under negotiation and a services run rate target of ₹6,500 million per quarter.
Targeting 'Rule of 35' (revenue growth + EBITDA margin >35%) by FY30.
Recurring impact of new Labour Codes on costs?
How does Vision AI acquisition enhance offerings?
How will Cash Logistics revenue be revitalized?
M&A pipeline focus and capital allocation priorities
Retail cash management strategy refinement
FY '27 revenue bridge and certainty
Partial view of Summaries dataset, powered by Quartr API
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Latest events from CMS Info Systems
- Q1 FY25 revenue up 17% YoY to INR 5,994m, with strong tech order wins and robust margins.CMSINFO
Q1 24/252 Feb 2026 - Q2 FY25 revenue up 15% YoY, with strong segment growth and positive H2 outlook.CMSINFOQ2 24/2518 Jan 2026
- 10.3% revenue and 7.5% PAT growth, margin gains, and strong cash logistics momentum in FY25.CMSINFOQ3 24/254 Jan 2026
- FY25 revenue and PAT up 7%, strong margins, cash flow, and order wins drive future growth.CMSINFOQ4 24/2520 Nov 2025
- Q1 FY26 saw 5% revenue growth, robust margins, and a major Vision AI acquisition.CMSINFOQ1 25/2616 Nov 2025
- Q2 FY26 revenue dipped 3% with margin pressure, but H2 is set for recovery and growth.CMSINFOQ2 25/266 Nov 2025
- Double-digit growth targeted through FY30 via platform expansion, tech, and disciplined M&A.CMSINFOAnalyst Day Presentation30 Sep 2025
Next CMS Info Systems earnings date
Q4 25/2620 May, 2026
CMS Info Systems
Next CMS Info Systems earnings date
Q4 25/2620 May, 2026
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