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CMS Info Systems (CMSINFO) investor relations material
CMS Info Systems Q2 25/26 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 25/26 earnings summary6 Nov, 2025
Executive summary
Q2 FY26 was a transitional quarter with revenue down 3% year-over-year, impacted by industry recalibration, delayed ATM redeployments, and subdued retail activity.
H1 FY26 revenue remained flat or up 1% year-over-year, with robust new order wins totaling ₹1,000 crore and expansion in retail points.
Securens acquisition closed, integrating HAWKAI platform and expanding into quick-commerce and dark stores.
Retail and currency logistics businesses were affected by subdued consumption and extended rains, especially in rural areas.
ATM management solutions faced transition and churn, impacting H1 growth and profitability, but H2 is expected to recover.
Financial highlights
Q2 FY26 consolidated revenue was ₹6,086 million, down 3% sequentially and year-over-year; H1 FY26 revenue was ₹12,360 million, up 1% year-over-year.
Q2 FY26 PAT was ₹733.5 million, down 20% sequentially and 19% year-over-year; PAT margin contracted to 12.06%.
Managed services and tech revenue grew 5% sequentially; cash logistics revenue dropped 5% sequentially.
H1 service revenue grew 5% year-over-year, driven by 18% annual growth in managed services and tech.
Cash balance at end of H1 FY26 was ₹573 million, down due to higher CapEx, dividend payout, and acquisition costs.
Outlook and guidance
H2 FY26 is expected to see margin recovery and sequential improvement in revenue and profitability.
Large PSU bank cash outsourcing RFP closed, representing ₹500 crore incremental revenue over 7-10 years.
FY2026 services revenue projected to grow 8%-9%, with H2 annuity revenue providing a strong base for 15%-19% growth in FY2027.
HAWKAI tech platform targeted to reach 50,000 sites by FY26 and 80,000 by FY30, with a 50% growth CAGR opportunity.
Tech investments in automation aim to reduce network costs by 10% and transition 25% of retail points to a gig model.
Detail H2 margin recovery drivers
Securens acquisition: HAWKAI platform's financial impact
Impact of macro challenges on segment profitability
HAWKAI's path to 15-20% revenue share?
Impact of off-site to on-site ATM shift?
How AI/ML transforms core operations?
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Next CMS Info Systems earnings date
Q3 25/265 Feb, 2026
Next CMS Info Systems earnings date
Q3 25/265 Feb, 2026
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Frequently asked questions
CMS Info Systems Limited is a prominent Indian company specializing in integrated cash management and payment solutions. The company primarily focuses on providing cash management services, including cash pickup and delivery, cash processing, ATM services, and cash-in-transit services across various sectors such as banking, financial services, retail, and telecommunications. CMS Info Systems also offers card personalization services, printing of secure documents, and management of point of sale (POS) terminals and ATMs. The company is headquartered in Mumbai, Maharashtra, and its shares are listed on the National Stock Exchange of India (NSE) and Bombay Stock Exchange (BSE).
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