CMS Info Systems Q4 FY26 Earnings Call Transcript

CMS Info Systems held its Q4 FY26 earnings call to discuss a challenging year impacted by a Rs.150 crore revenue shortfall from SBI contract delays, ATM market contraction, and weak consumption.
The company reported Q4 services revenue growth of 6% QoQ to Rs.609 crore and a sharp 280 bps EBITDA margin improvement, while FY26 overall revenue grew 3% to Rs.2,487 crore.
Management outlined FY27 guidance targeting Rs.2,800-2,900 crore total revenue (13-17% growth) and maintained its goal of 25% EBITDA margins, supported by a Rs.2,000 crore fixed-fee order book.
The board approved a Rs.168 crore share buyback (3% of equity) at Rs.340 per share, reflecting confidence in cash reserves of Rs.650 crore and a self-funded growth strategy.