CMS Info Systems , a leading cash management and business services company in India, reported a 5% year-on-year increase in consolidated revenue to ₹627.00 crores for the quarter ended June 30, 2025. The company's Profit After Tax (PAT) grew by 3% to ₹93.60 crores during the same period.

Performance Highlights

• Cash logistics segment revenue grew by 8% year-on-year to ₹417.00 crores
• Managed services segment also saw an 8% year-on-year growth, reaching ₹258.00 crores
• The company secured new orders worth ₹500.00 crores during the quarter
• CMS expanded its cash logistics footprint to 153,000 business touchpoints, a 9% year-on-year increase
• ATM cash market share increased to 58-60%

Industry Challenges and Impact

The company faced several headwinds during the quarter:

• A 10% dip in India ATM transactions at an aggregate level
• Geopolitical issues and muted consumption
• Estimated revenue impact of ₹8.00-10.00 crores due to these factors
• Challenges from AGS-related ATM shutdowns affecting the industry

Strategic Developments

CMS Info Systems announced a binding agreement to acquire Securens Systems Private Limited for approximately ₹80.00 crores enterprise value. This acquisition is expected to:

• Help scale the company's vision AI business
• Expand its client base
• Enhance its tech stack for intelligence surveillance and productive analytics across BFSI and retail sectors

Management Commentary

Rajiv Kaul, Executive Vice Chairman, CEO, and Whole-Time Director of CMS Info Systems, stated, "In a seasonally weak quarter marked by geopolitical issues and muted consumption, we delivered a consolidated revenue of ₹627.00 crores, up 5% year-on-year, and a PAT of ₹93.60 crores, which is a 3% growth."

He also highlighted the company's focus on maintaining market share and margin profile, stating, "We will focus on share and revenue growth and maintain our margin profiles. Our margin profiles, if you compare it to anyone listed, unlisted are substantially higher and better."

Future Outlook

The management expressed cautious optimism about future growth:

• The company has an order book of approximately ₹1,400.00 crores pending execution
• CMS is focusing on fixed-price contracts over transaction-linked models in the ATM business
• The company is maintaining its pricing discipline and focusing on contracts that provide predictability and scale

Financial Position

CMS Info Systems maintains a robust balance sheet, with a disciplined approach to capital allocation supporting both organic growth and strategic acquisitions. The company revised its capex guidance for the year to ₹250.00-300.00 crores, down from the initial guidance of ₹300.00-325.00 crores.

In conclusion, despite facing industry-wide challenges, CMS Info Systems demonstrated resilience in Q1 FY26, reporting growth in both revenue and profit. The company's strategic acquisition and focus on market share expansion position it well for future growth in the evolving cash management and business services landscape in India.

CMS Info Systems Limited , a leading cash management and payment solutions provider, has announced its financial results for the first quarter of the fiscal year 2026, showcasing robust performance and growth.

Financial Highlights

The company reported a consolidated total income from operations of ₹627.40 crore for Q1 FY26, marking a 5% year-on-year growth compared to ₹599.43 crore in Q1 FY25. The net profit after tax stood at ₹93.58 crore, up from ₹90.79 crore in the same quarter last year, indicating a steady improvement in profitability.

Key Performance Metrics

Segment Performance

On a standalone basis, CMS Info Systems reported:

• Total income from operations: ₹582.09 crore
• Net profit after tax: ₹84.13 crore

This performance underscores the strength of the company's core business operations.

Management Commentary

The results were reviewed by the Audit Committee and approved by the Board of Directors at their meeting held on July 23, 2025.

Investor Communication

In line with its commitment to transparency, CMS Info Systems has made the audio recording of its earnings call, held on July 24, 2025, available on its website. This allows investors and analysts to gain deeper insights into the company's performance and future outlook.

Market Response

The financial results, published in Financial Express and Nav Shakti on July 25, 2025, are likely to be well-received by the market, given the company's steady growth trajectory and strong financial position.

Conclusion

CMS Info Systems' performance in Q1 FY26 demonstrates its resilience and ability to grow in a dynamic market environment. As the company continues to leverage its unified platform for cash management and payment solutions, it remains well-positioned to capitalize on opportunities in the evolving financial services landscape.