CMS Info Systems Limited share price
NSE: CMSINFO · ISIN INE925R01014
Key numbers
- Market cap
- ₹ 3,732 Cr
- Current price
- ₹ 233.17
- 52-week high / low
- ₹ 393 / 221
- Stock P/E
- 13.1
- Book value
- ₹ 148.0
- Dividend yield
- 2.14%
- ROCE
- 16.6%
- ROE
- 12.9%
- Debt to equity
- 0.09
- Sales growth (3 yrs)
- 9.1%
- Profit growth (3 yrs)
- 0.7%
- 1-year return
- -40.1%
About CMS Info Systems Limited
CMS Info Systems Limited, together with its subsidiaries, provides cash management and managed services in India. It operates in three segments: Cash Management Services, Managed Services, and Cards. The company offers cash management services comprising ATM cash management services, such as cash processing, cassette management, ATM replenishment, cash evacuation for banknote accepting/recycling, day-end reporting, and reconciliation; retail cash management services, including cash pickup and deposit logistics, Cash-X electronic, and retail cash vault solutions; and other related services, as well as cash-in-transit services for banks. It also provides managed services, such as banking automation services comprising ATM manufacturing and maintenance, currency recyclers, and self-service kiosks; brown label ATM deployment and managed services for banks; software solutions, including ATM multi-vendor software and automated ATM security software solutions; and remote monitoring technology solutions. In addition, the company provides card personalization software, card fulfillment services, and trading in card services. CMS Info Systems Limited was incorporated in 2008 and is based in…
Quarterly results
Consolidated figures in ₹ crores
| Mar 2025 | Jun 2025 | Dec 2025 | Mar 2026 | Jun 2026 | |
|---|---|---|---|---|---|
| Sales | 619 | 627 | 618 | 633 | 635 |
| Operating profit | 162 | 158 | 140 | 161 | 169 |
| Net profit | 98 | 94 | 57 | 79 | 84 |
| EPS (₹) | 5.94 | 5.69 | 3.49 | 4.81 | 5.10 |
Concall summary (2026-08-13)
AI summary of the earnings call transcript · tone: Positive · source document
Guidance & outlook
- Against this, we are raising our EBITDA margin guidance to about 27% from the 25% to 26% we had guided in May.
- Technology and Payments segment, which was 7% of our services revenue in FY22, has grown to 16% in FY26, is 18% in this quarter, and we expect this to cross 20% contribution by the end of Q4.
Growth & demand
- This is some modest growth on Q4, but is INR25 crores short of what we aimed for.
- As of today, the currency fulfillment has recovered partially through Q2 to about 80% of indented volume.
Margins & costs
- In this environment, we delivered our highest ever services revenue and expanded margins by 170 basis points, while carrying higher -than-normal wage and fuel inflation in the cost base.
- On the cost side, this year has seen very steep increases in state-level minimum wages, ranging from 6% to as much as 60% in certain key large states.
Capex & expansion
- We are maintaining our increased spend on tech at 1.5% of revenue, so this margin expansion comes after fully carrying that investment.
- For reference, FY26 saw peak capex of INR350 crores as against our average capex run rate of INR200 crores.
Balance sheet & cash
- This is a risk we had called out in our May call, and this INR25 crores revenue loss has an operating deleverage impact on the P&L.
- Now this has a direct impact on the operating deleverage for us on 12% of our revenue base.
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