CMS Info Systems (CMSINFO) Analyst Day Presentation summary

Strategic evolution and business positioning

• Transitioned from cash logistics to a unified platform with managed services and tech solutions, broadening client segments and revenue streams over the past decade.

• Retained strong brand equity while introducing sub-brands for emerging growth segments, aligning with expanded capabilities.

• Focused on market share gains in core business, expanding total addressable market (TAM) through integration and platform approach.

Financial performance and capital allocation

• Achieved 16% revenue CAGR and 19% PAT CAGR since FY09, with accelerated growth post-IPO.

• Maintained high operating and free cash flow conversion, with average FCF/EBITDA at 47%.

• Prudent capital allocation led to an average post-tax ROCE of 21.8%, with a cash balance of ₹1,000 Cr as of Mar'25.

Business segment outlook and growth drivers

• ATM management solutions expected to grow 11% CAGR to ₹2,200–2,250 Cr by FY30, driven by market expansion, outsourcing, and pricing uplift.

• Retail solutions & currency logistics projected to reach ₹1,050–1,100 Cr by FY30, with growth from retail, e-commerce, and bank branch expansion.

• Technology & payment solutions targeting 20%+ CAGR, with Vision AI revenue share rising from 50% to 70% by FY30.