CMS Info Systems Q4 Services Revenue Crosses ₹600 Cr; Board Approves ₹168 Cr Buyback
CMS Info Systems Limited (CMS), a leading business services platform for the BFSI and retail sectors, announced its financial results for the fiscal year ended March 31, 2026. The company reported a decisive sequential inflection in the fourth quarter, with key performance indicators like services revenue and EBITDA margin expanding sharply.CMS Info Systems Limited reported its consolidated financial performance for Q4 FY26 and the full fiscal year 2026.
| Q4 FY26 Consolidated Financial Performance | FY26 Consolidated Financial Performance |
|---|---|
| • Total Revenue at ₹633 Cr, +2.4% QoQ | • Total Revenue at ₹2,487 Cr, +2.6% YoY |
| • Services Revenue at ₹609 Cr, +5.5% QoQ | • Services Revenue at ₹2,312 Cr, +5.8% YoY |
| • EBITDA at ₹162 Cr, +14.9% QoQ | • EBITDA at ₹600 Cr, -5.2% YoY |
| • EBITDA Margin at 25.6% | • EBITDA Margin at 24.1% |
| • PAT at ₹79 Cr, +38% QoQ | • PAT at ₹303 Cr, -18.5% YoY |
| • PAT Margin at 12.5% | • PAT Margin at 12.2% |
Key Operational and Financial Highlights
The Q4 period marked significant operational improvements, including the following key highlights:
- Q4 services revenue reached ₹609 Cr, representing the strongest sequential growth in eight quarters.
- The EBITDA margin expanded by 280 basis points (bps) to 25.6%, and the PAT margin saw a 320 bps QoQ expansion to 12.5%.
- Cash Logistics market share rose by 200 bps in FY26, and the Managed Services position improved from #5 to #3.
- The Technology & Payment Solutions segment now contributes 16% of services revenue, up from 12% in FY25.
- The HAWKAI™ revenue doubled to approximately ₹200 Cr over two years, securing a 36% BFSI market share post the Securens acquisition, which now services over 50,000 sites.
- Total strategic investments in FY26 included two acquisitions: Securens and FSS Managed Services, totaling ₹190 Cr.
Dividends and Share Buyback
The company announced a total FY26 dividend of ₹5.25 per share (comprising ₹2.75 interim and ₹2.50 final). Furthermore, the Board has approved a share buyback of 3% of outstanding shares at ₹340 per share, totaling ₹168 Cr.
Future Outlook and Guidance
Mr. Rajiv Kaul, Executive Vice Chairman & CEO, stated that the company protected revenue and achieved structural decisions during a tough FY26. He noted that Q4 marked the inflection point, as services revenue surpassed ₹600 Cr for the first time after eight quarters in the ₹535-575 Cr range, and the EBITDA margin recovered 280 basis points to 25.6%.
CMS reaffirmed its financial guidance for FY27: total revenue is projected to be between ₹2,800-2,900 Cr (representing 13-17% growth), and services revenue is expected to be between ₹2,700-2,800 Cr (17-21% growth). The company also maintained its FY30 trajectory, noting that the mix shift towards the Technology & Payment Solutions platform is performing ahead of its model.
CMSINFO Stock Price Movement
Today, CMS Info Systems Limited shares edged higher to close at ₹303, gaining 2.09% in after-hours trading. The equity settled near its daily high of ₹304.75, having traded on a volume of 698,978 shares today.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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