Скачать или смотреть CMS Info Systems Q2 FY26 Earnings Call | Key Highlights, Performance & Outlook

CMS Info Systems Limited – Q2 FY26 Earnings Conference Call (November 06, 2025)
In this video, we bring you the complete Q2 FY26 Earnings Conference Call featuring insights from the CMS Info Systems leadership team.

📌 Key Speakers

Rajiv Kaul – Executive Vice Chairman & CEO

Pankaj Khandelwal – Chief Financial Officer

Anush Raghavan – Chief Business Officer

Puneet Bhirani – Chief Operating Officer


📊 Key Highlights from Q2 FY26

Consolidated revenue at ₹609 crore

Managed Services & Tech revenue grew 5% QoQ

Cash logistics revenue impacted due to ATM transition and lower retail cash volumes

PAT at ₹73 crore, reflecting temporary margin pressure

SBI cash outsourcing RFP concluded — ₹500 crore incremental opportunity over 10 years

HAWKAI remote monitoring platform scaling rapidly toward 50,000+ sites

Strong traction in retail cash business with October showing 20% MoM growth

Pipeline indicates better pricing discipline and improved ATM deployment in H2

FY26 H2 services revenue expected at ₹1,225 crore, supporting FY27 growth targets


📌 What’s Covered in the Call

✔ Business update across ATM, cash logistics, retail & tech segments
✔ Impact of market consolidation and ATM network recalibration
✔ Growth opportunities from PSU & private sector bank RFPs
✔ Operational efficiencies, gig workforce model & ML-driven routing
✔ Financial analysis and margin expectations
✔ FY27–FY30 strategic roadmap for tech & managed services

In this video we are not recommendation any BUY or SELL.

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Disclaimer:
The information presented in this video is intended for general informational purposes only. While we strive to provide accurate and up-to-date content, there may be inadvertent errors or omissions. Viewers are strongly advised to cross-check all data and financial figures with official sources, such as the company’s official website, press releases, or stock exchange filings. We do not take responsibility for any decisions made based on the content of this video. Always conduct your own research or consult a financial advisor before making investment decisions.