CMS Info Systems Q4 Revenue ₹609 Cr, EBITDA Margin 25.6%, Board Approves ₹168 Cr Buyback
CMS Info Systems reported Q4 FY26 revenue of ₹633 Cr and services revenue of ₹609 Cr. EBITDA margin expanded to 25.6% and PAT grew 38% QoQ. For FY26, revenue was ₹2,487 Cr. The board approved a ₹168 Cr buyback at ₹340/share and a final dividend of ₹2.50/share. FY27 revenue guidance is ₹2,800-2,900 Cr.
The announcement includes significant financial performance highlights, a substantial share buyback program, and positive future guidance, all of which are material events for investors and are likely to impact the company's stock.
The company reported strong sequential growth in Q4 FY26, with services revenue crossing ₹600 Cr for the first time and significant expansion in EBITDA margin. The buyback approval and reaffirmed positive future guidance also contribute to the positive sentiment.
CMS Info Systems Limited has announced its audited financial results for the quarter and financial year ended March 31, 2026. For Q4 FY26, the company reported consolidated total revenue of ₹633 Cr, a 2.4% increase quarter-on-quarter (QoQ). Services revenue reached ₹609 Cr, up 5.5% QoQ, marking the strongest sequential growth in eight quarters. EBITDA stood at ₹162 Cr, a 14.9% increase QoQ, with the EBITDA margin expanding by 280 basis points to 25.6%. Profit After Tax (PAT) was ₹79 Cr, a 38% increase QoQ, with a PAT margin of 12.5%, up 320 bps QoQ.
For the full fiscal year FY26, total revenue was ₹2,487 Cr, a 2.6% increase year-on-year (YoY). Services revenue grew 5.8% YoY to ₹2,312 Cr. EBITDA for FY26 was ₹600 Cr, a 5.2% decrease YoY, with an EBITDA margin of 24.1%. PAT for FY26 was ₹303 Cr, a 18.5% decrease YoY, with a PAT margin of 12.2%.
Key highlights for FY26 include a rise in Cash Logistics market share by 200 bps and an improvement in Managed Services position from #5 to #3. Technology & Payment Solutions now contribute 16% of services revenue, up from 12% in FY25. HAWKAI™ revenue doubled to approximately ₹200 Cr in two years. The company completed two strategic acquisitions in FY26: Securens and FSS Managed Services, totaling ₹190 Cr.
The Board of Directors has approved a buyback of 3% of outstanding shares at ₹340 per share, amounting to ₹168 Cr. A final dividend of ₹2.50 per share has also been approved, bringing the total FY26 dividend to ₹5.25 per share (₹2.75 interim + ₹2.50 final).
Mr. Rajiv Kaul, Executive Vice Chairman & CEO, commented that FY26 was a tough year but structural decisions were made for FY27. He reaffirmed the FY27 guidance for total revenue of ₹2,800–2,900 Cr (13-17% growth) and services revenue of ₹2,700–2,800 Cr (17-21% growth). The company is ahead of its FY30 trajectory regarding the shift towards Technology & Payment Solutions.
An analyst conference call is scheduled for Friday, May 15, 2026, at 12 pm (IST) to discuss the financial results.
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CMS Info Systems Limited filed this with the NSE as a statutory disclosure, categorised under quarterly results. 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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