CMS Info Systems Announces Q4 Services Revenue Crossing ₹600 Cr; Board Approves Buyback of ~₹168 Cr
CMS Info Systems Limited (CMS) announced its financial results for the financial year ended March 31, 2026, highlighting a decisive sequential inflection in Q4 services revenue, which crossed ₹600 Cr for the first time. The Board of Directors also recommended a final dividend of ₹2.50 per share and approved a significant buyback program of up to 3% of outstanding shares.CMS, India's leading business services platform serving BFSI and retail sectors, reported robust quarter-on-quarter growth in Q4 FY26, marking a significant turnaround after a challenging first half.
Financial Performance Overview
The company's Q4 consolidated financials showed strong sequential expansion across key metrics, while the full year reflected steady growth.CMS's consolidated financial performance for the quarter and full year ended March 31, 2026, showed the following data points:
| Metric | Q4 FY26 Consolidated Performance | FY26 Consolidated Performance |
|---|---|---|
| Total Revenue | ₹633 Cr (+2.4% QoQ) | ₹2,487 Cr (+2.6% YoY) |
| Services Revenue | ₹609 Cr (+5.5% QoQ) | ₹2,312 Cr (+5.8% YoY) |
| EBITDA | ₹162 Cr (+14.9% QoQ) | ₹600 Cr (-5.2% YoY) |
| EBITDA Margin | 25.6% | 24.1% |
| PAT | ₹79 Cr (+38% QoQ) | ₹303 Cr (-18.5% YoY) |
| PAT Margin | 12.5% | 12.2% |
Corporate Actions and Outlook
The Board of Directors made key recommendations regarding shareholder returns and capital structure:- Final Dividend: The Board recommended a final dividend of ₹2.50 per equity share (face value of ₹10 each).
- Total Dividend: Including the interim dividend of ₹2.75 per share declared on February 12, 2026, the total dividend for the financial year 2026 stands at ₹5.25 per share, subject to shareholder approval.
- Buyback Proposal: The company proposed a buyback of up to 49,39,126 fully paidup equity shares, representing 3% of the total paid-up equity share capital. The buyback price is fixed at ₹340 per equity share, with an aggregate amount not exceeding ₹167,93,02,840. The record date for the buyback has been set for Friday, May 22, 2026.
- Guidance Reaffirmation: CMS reaffirmed its guidance for FY27, projecting total revenue between ₹2,800-2,900 Cr (13-17% growth), and services revenue between ₹2,700-2,800 Cr (17-21% growth).
Key Operational and Strategic Highlights
The company noted several key improvements in its service delivery and market position during the fiscal year:- Market Share Gains: Cash Logistics market share increased by 200 bps in FY26, and the Managed Services position improved from #5 to #3.
- Revenue Mix Shift: Technology & Payment Solutions now contributes 16% of services revenue, an increase from 12% in FY25.
- Growth Assets: HAWKAI™ revenue doubled to approximately ₹200 Cr in two years.
- Acquisitions: In FY26, the company executed two strategic acquisitions: Securens and FSS Managed Services, totaling ₹190 Cr.
Mr. Rajiv Kaul, Executive Vice Chairman & CEO, stated, "Q4 was the inflection; services revenue crossed ₹600 Cr for the first time, after eight quarters in the ₹535-575 Cr range, and EBITDA margin recovered 280 basis points to 25.6%. We protected revenue, grew market share in every segment, and made the structural decisions that will pay back in FY27."
The company's total comprehensive income for the year was ₹3,046.51 million in Q4 and ₹3,710.14 million for the full year. CMS continues to focus on disciplined growth, high free cash flow conversion, and expanding its total addressable market across banking, financial services, and organized retail.
CMSINFO Stock Price Movement
Today, CMS Info Systems Limited shares edged higher, closing at ₹303, having gained 2.09% for the session. The equity traded on a volume of 698,978 shares, finding support between ₹295.25 and ₹304.75 during the day's trading.Disclaimer: Due care and diligence have been taken in compiling and presenting news and market-related content. However, errors or omissions may arise despite such efforts.
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