CMSINFO
CMS Info Systems Limited (NSE: CMSINFO) gains 5% intraday
CMS Info Systems Limited (NSE: CMSINFO) stock rises 5% intraday to ₹277.4, despite being 8% below 50-DMA and in a trendline breakdown status.
CMS Info Systems Limited (CMSINFO) gained +5% to ₹277.4 on the NSE today, driven by a technical breakout above the key resistance level at ₹264, marking a 4.9% clear. This move is notable as it indicates a potential shift in market sentiment despite the stock remaining 8% below its 50-day moving average. CMSINFO operates within the Industrials sector under Specialty Business Services, and today’s move appears to be more company-specific rather than a sector-wide trend.
Technical setup — trendlines & DMA
The current trendline structure for CMSINFO shows a 6-month support floor at ₹256.62, which is 7.49% below today’s price, indicating a relatively safe distance from immediate downside risk. Resistance was previously at ₹263.78, but the stock has now broken above this level by 4.91%, suggesting a potential shift in momentum. However, the 50-day moving average (DMA) at ₹287.1 is above the 200-DMA at ₹314.1, signaling a bearish trend. The stock is currently trading in the lower third of its 52-week range, which spans from ₹255.2 to ₹466.0, implying that while there is room for further upside, the stock is still far from its yearly highs.
Snapshot: ₹277.40 on 2026-08-03 (chart frozen at publication)
Fundamentals & business context
With a PE ratio of 14.9, CMSINFO’s valuation appears to be in line with its modest profit margin of 12.2% and a revenue CAGR of 9.1% over the past five years. However, the profit CAGR of 0.7% over the same period suggests that the market may be pricing in expectations of a turnaround, which could be optimistic given the current earnings trajectory. The 50.3% institutional ownership indicates that smart money has a significant stake in the company, possibly betting on its long-term potential. There was no NSE catalyst today, making the move primarily technical in nature.
Algorithmic scorecard
The overall algorithmic scorecard for CMSINFO reflects a balanced but cautious outlook, with strengths and weaknesses evenly distributed. One of the strongest signals is the company’s very low debt level, indicated by a debt-to-equity ratio of 0.00, which suggests excellent financial health and minimal risk from leverage. Another positive is the consistent revenue growth every year, pointing to exceptional business stability. On the weaker side, the stock’s PEG ratio of 21.29 indicates it is overvalued relative to its growth rate, which could pose a risk for value-conscious investors. Additionally, the low dividend yield of 1.98% offers minimal income contribution, which may not appeal to income-seeking investors.
Company outlook
CMS Info Systems has set an ambitious forward guidance for FY2027, targeting a total revenue goal of Rs. 2800 Crores to Rs. 2900 Crores, representing a 13% to 17% growth. The company aims to achieve an EBITDA margin in the 25% range for the same fiscal year. Key growth drivers include the HDFC contract, expected to contribute Rs. 50 Crores to Rs. 75 Crores of revenue, and additional orders totaling Rs. 100 Crores. CMS plans to invest Rs. 40 Crores in technology in FY2026 and is shifting its managed services segment from transaction fee models to fixed fee models. The company also announced a buyback of Rs. 168 Crores, approximately 3% of its outstanding equity shares, at a price point of Rs. 340.
Get all details on CMSINFO — P&L, peers, shareholding and more on TradeAlone.
CMSINFO
Cms Info Systems Limited Q1 FY27: Services Revenue ₹625 Cr, Margins Expanded 170 Bps Sequentially
CMS Info Systems Limited (CMSINFO) Q1 FY27 earnings report: Services revenue ₹625 Cr, margins up 170 bps sequentially.
CMS Info Systems Limited (CMSINFO) reported resilient performance in Q1 FY27, with services revenue reaching ₹625 Cr, marking a 3% QoQ and 9% YoY increase. The company’s EBITDA margin expanded by 170 bps sequentially to 27.2%. Despite industry-wide cash supply disruptions, CMSINFO managed to contract about 85% of the year’s services revenue into FY27, maintaining a services run rate near ₹650 Cr.
Services Revenue and Margins
The company’s services revenue for Q1 FY27 stood at ₹625 Cr, the highest ever, driven by intensive industry engagement and strategic initiatives. The EBITDA margin improved significantly, reflecting operational efficiencies and disciplined cost management.
Cash Supply Disruptions and Impact
Cash supply disruptions materialized, impacting ATM revenue by ₹25 Cr in Q1 FY27. However, the company proactively addressed the situation, ensuring continuity in operations. The currency supply issues had a direct impact on ATM transactions, which were under-supplied by less than 70% in Q1 FY27.
Outlook and Future Strategies
Looking ahead, CMSINFO plans to trim revenue slightly due to the currency supply impact but is raising its margin outlook and materially lowering capex to ₹100-125 Cr for FY27, down from ₹351 Cr in FY26. The company remains focused on expanding its total addressable market (TAM) through integrated offerings and driving growth with a platform approach.
Source: NSE Corporate Announcement
Fundamental & Technical Analysis of CMS Info Systems Limited
CMS Info Systems Limited belongs to the Industrials › Specialty Business Services sector. Here’s a quick read on where the business and the stock stand today.
CMS trades in the lower quarter of its 52-week range. The PEG stands at 21.86 — severely stretched. Any earnings miss could trigger a sharp de-rating. Revenue consistency is the one bright spot — zero dips in five years shows operational resilience. The stock gains 6.5% in the last month, recovering from the three-month slide. However, it is too early to call this a confirmed reversal. Revenue grows at 9.1% and the stock moves sideways over three months. Neither side makes a strong case. The next earnings print will likely break this stock out of its current range. Check Fundamentals of CMS Info Systems Limited.
CMSINFO
Cms Info Systems Limited (cmsinfo) Q1 FY27: Highest-ever Quarterly Services Revenue at ₹625 Cr, PAT Up 5.8%
CMS Info Systems Limited (CMSINFO) reports highest-ever quarterly services revenue at ₹625 Cr, PAT up 5.8%, EBITDA margin expands 170 bps to 27.2%.
CMS Info Systems Limited (CMS), India’s leading business services platform serving BFSI and retail sectors, announced its financial results for Q1 FY27 today. The company reported its highest-ever quarterly services revenue of ₹625 Cr, up 9% YoY and 3% QoQ. The EBITDA margin expanded 170 bps sequentially to 27.2%.
Financial Performance
The consolidated total revenue for Q1 FY27 was ₹635 Cr, up 1.2% YoY and 0.3% QoQ. EBITDA was ₹173 Cr, up 8.9% YoY and 6.8% QoQ. The PAT was ₹84 Cr, down 10.6% YoY but up 5.8% QoQ.
Segmental Performance
The Cash Logistics segment revenue was ₹403 Cr, down 3% YoY but up 1% QoQ. The Managed Services & Technology Solutions segment revenue was ₹305 Cr, up 18% YoY and 4% QoQ.
Mr. Rajiv Kaul, Executive Vice Chairman & CEO, commented, “Q1 tested our industry with the sharpest currency-supply disruption in a decade, impacting ATM transaction volumes. Against that, and in a seasonally weak quarter, our teams delivered our highest-ever services revenue, up 9%, with EBITDA growing 8.9% YoY and margins expanding 170 basis points sequentially; while absorbing significant cost inflation from steep minimum-wage increases in large states and higher fuel costs. This performance is the result of two years of investment in higher technology spends, pricing discipline, growth in business from private-sector banks, and a more flexible workforce model.”
Results for the quarter ending June 30, 2026, prepared under Ind AS, along with segment results, are available in the Investor Relations section of our website www.cms.com. The earnings conference call will be held on Tuesday, August 11, 2026, at 2.00 pm (IST) to discuss the Financial Results and performance of the Company for Q1’FY27.
Source: NSE Corporate Announcement
Fundamental & Technical Analysis of CMS Info Systems Limited
CMS Info Systems Limited belongs to the Industrials › Specialty Business Services sector. Here’s a quick read on where the business and the stock stand today.
CMS trades in the lower quarter of its 52-week range. The PEG stands at 21.86 — severely stretched. Any earnings miss could trigger a sharp de-rating. Revenue consistency is the one bright spot — zero dips in five years shows operational resilience. The stock gains 6.5% in the last month, recovering from the three-month slide. However, it is too early to call this a confirmed reversal. Revenue grows at 9.1% and the stock moves sideways over three months. Neither side makes a strong case. The next earnings print will likely break this stock out of its current range. Check Fundamentals of CMS Info Systems Limited.
CMSINFO
Cms Info Systems Limited Appoints Will Poole as Independent Director
CMS Info Systems Limited (CMSINFO) appoints Will Poole, a former Microsoft executive and venture investor, as independent director.
CMS Info Systems Limited (CMS), India’s leading business services company, today announced the appointment of Mr. William Poole VIII (Mr. Will Poole) as Additional Director (Independent). This move comes as CMS accelerates its investments in Vision AI, data, and automation.
Will Poole’s Extensive Experience
Will brings to CMS’s board four decades of building and scaling technology businesses. Before joining Capria Ventures, he spent over twelve years at Microsoft, rising to Corporate Vice President in charge of several business lines, including the USD 13 billion Windows desktop business.
Strategic Move for Future Growth
Mr. Rajiv Kaul, Executive Vice Chairman & CEO, CMS Info Systems, said, “Over two decades, we have grown CMS into a market leader in all our businesses. Will joins our board at an important point in our transformation, as we accelerate investments in our Technology & Payment Solutions segment.”
Will Poole is Managing Partner and Co-founder of Capria Ventures, a venture firm investing in technology founders across the Global South. His appointment is seen as a strategic move to help transform CMS’s foundation into intelligent, technology-led services for the country’s financial infrastructure.
Source: NSE Corporate Announcement
Fundamental & Technical Analysis of CMS Info Systems Limited
CMS Info Systems Limited belongs to the Industrials › Specialty Business Services sector. Here’s a quick read on where the business and the stock stand today.
CMS trades in the lower quarter of its 52-week range. The PEG stands at 21.14 — severely stretched. Any earnings miss could trigger a sharp de-rating. Revenue consistency is the one bright spot — zero dips in five years shows operational resilience. The stock gains 3.5% in the last month, recovering from the three-month slide. However, it is too early to call this a confirmed reversal. Revenue grows at 9.1% and the stock moves sideways over three months. Neither side makes a strong case. The next earnings print will likely break this stock out of its current range. Check Fundamentals of CMS Info Systems Limited.
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