CMS Info Systems Q2 FY27 Earnings Call Presentation: Services Revenue at ₹644 Cr
CMS Info Systems reported Q2 FY27 Services Revenue of ₹644 Cr, up 16.2% YoY. EBITDA was ₹173 Cr, up 24.8% YoY, with margins at 26.7%. H1 FY27 operating cash flow improved to ₹177 Cr. The company expects FY27 revenue between ₹2,650-2,750 Cr (Services) and ₹2,750-2,850 Cr (Total), with ~27% EBITDA margin.
The announcement includes detailed financial performance for Q2 FY27, key business updates, and a positive financial outlook for FY27, which are material information for investors.
The company reported strong year-on-year growth in services revenue and EBITDA, along with improved operating cash flow. The Tech & Payments segment is showing significant growth, and the company has provided a positive outlook for FY27.
CMS Info Systems Limited has announced its Investor Presentation for the Earnings Conference Call scheduled for Saturday, November 14, 2026, at 02:00 PM IST. The presentation highlights the company's Q2 FY27 performance, with Services Revenue reaching ₹644 Cr, marking a 16.2% year-on-year and 3.0% quarter-on-quarter growth. This is the fourth consecutive quarter of the highest ever services revenue.
The company reported an EBITDA margin of 26.7% for Q2 FY27, with EBITDA at ₹173 Cr, up 24.8% year-on-year. The first half (H1) FY27 EBITDA margin stood at 27.0%. H1 FY27 operating cash flow was ₹177 Cr, a significant improvement from an outflow of ₹117 Cr in H1 FY26. The Tech & Payments segment now constitutes 20% of Services Revenue, with an annualized revenue of ₹508 Cr, a fourfold increase since FY22.
Key updates include the completion of the FSS CashTech integration and ongoing repricing of contracts, largely complete for private sector banks and retail, with negotiations underway for PSU banks. Order wins in H1 FY27 amounted to ₹700 Cr in Tech & Payments solutions. Despite steep wage inflation and fuel price increases, the company maintained robust margins through network optimization, productivity enhancements, revised pricing, and a favorable business mix.
CMS Info Systems anticipates FY27 Capex to be between ₹100-125 Cr, a significant reduction from ₹351 Cr in FY26, with future capex primarily focused on Tech & Payments rollouts. The company projects FY27 Services Revenue to be in the range of ₹2,650 –2,750 Cr and Total Revenue between ₹2,750 -2,850 Cr, with an EBITDA margin of approximately 27%.
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CMS Info Systems Limited filed this with the NSE as a statutory disclosure, categorised under investor presentation. It is a primary document, not a recommendation, and the desk marks it high impact, which is the band that most often changes something.
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