CMS Info Systems , India's leading cash management and payment solutions provider, has reported a decline in its financial performance for the second quarter of fiscal year 2026. The company faced headwinds due to softer retail consumption and delays in the ATM refresh cycle of key banks.

Financial Highlights

For the quarter ended September 30, 2025, CMS Info Systems reported:

The company's performance for the first half of FY26 showed:

Segment Performance

CMS Info Systems operates in two main segments:

1. Cash Logistics Business:

   • Q2 FY26 Revenue: ₹395.00 Cr (YoY Growth: +1%)
   • Q2 FY26 EBIT: ₹59.00 Cr (YoY Growth: -39%)

2. Managed Services & Technology Solutions Business:

   • Q2 FY26 Revenue: ₹271.00 Cr (YoY Growth: +3%)
   • Q2 FY26 EBIT: ₹38.00 Cr (YoY Growth: -5%)

Key Updates

• New order wins of ₹500.00 Cr in Q2, bringing total wins in H1 to ₹1,000.00 Cr
• Completed acquisition of Securens, strengthening the company's position in remote monitoring technology
• HAWKAI remote monitoring platform continues to show strong growth, supported by an expansion order from a leading quick-commerce market player

Challenges and Outlook

The company's Q2 margins were under pressure due to:

• Lower network utilization caused by delayed ATM re-deployments
• Reduced retail activities driven by subdued consumption, particularly in rural India affected by extended rains

However, margins are expected to recover in the second half of the fiscal year.

Management Commentary

Rajiv Kaul, Executive Vice Chairman and CEO of CMS Info Systems, commented on the results: "H1 revenues remained stable despite macro and industry challenges. Our focus on key wins and strategic initiatives is building strong momentum, and October consumption trends have been strong. Our market position and fundamentals are solid, and we are targeting to grow our services revenue by 9% in H2 over H1 to regain growth momentum to build a strong base for FY27."

The company remains optimistic about its future prospects, citing strong October consumption trends and a solid market position. CMS Info Systems aims to leverage its strategic initiatives and recent acquisitions to drive growth in the coming quarters.

Investors and analysts will be closely watching how the company navigates the current challenges and capitalizes on the anticipated recovery in the second half of the fiscal year.

CMS Info Systems Limited , a prominent player in the Indian financial services sector, has significantly increased its ownership in Securens Systems Private Limited. The company recently announced the acquisition of an additional 12,06,150 equity shares in Securens, each with a face value of ₹10.

Acquisition Details

This strategic move has resulted in CMS Info Systems boosting its aggregate holding in Securens to 99.50% of the total share capital on a fully diluted basis. The acquisition aligns with CMS Info Systems' growth strategy and strengthens its position in the security systems market.

Future Plans

According to the company's statement, CMS Info Systems intends to acquire the remaining shares of Securens in one or more tranches. The company has committed to providing separate notifications upon the completion of each transaction, ensuring transparency with its stakeholders.

Regulatory Compliance

In compliance with Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, CMS Info Systems has duly informed the stock exchanges about this significant development. The company's proactive communication demonstrates its commitment to regulatory standards and shareholder transparency.

Upcoming Financial Results

In a separate announcement, CMS Info Systems has scheduled a Board of Directors meeting for November 5, 2025. The meeting agenda includes the consideration and approval of the company's Unaudited Financial Results (Standalone and Consolidated) for the quarter and half year ended September 30, 2025.

Trading Window Closure

As per regulatory requirements and the company's internal policies, CMS Info Systems has closed the trading window for dealing in its securities. This closure will remain in effect until 48 hours after the declaration of the financial results, in accordance with SEBI regulations and the company's Code of Conduct for insider trading.

This acquisition marks a significant step for CMS Info Systems in consolidating its position in the security systems market. The impact of this near-complete ownership of Securens Systems on CMS Info Systems' future growth and market strategy remains to be seen.