CMS Info Systems Ltd
CMS Info Systems Q3 FY25 earnings call: Revenue & Margins
Q3 FY25 earnings call: what management guided on revenue, margins and order book.
The short version
CMS Info Systems expects mid-term revenue growth of 13% to 15% CAGR combining its Cash Logistics, Managed Services (MS), and AIoT RMS businesses. CMS Info Systems projects mid-term revenue growth at a CAGR of 13% to 15%, driven by organic growth across business segments.
From CMS Info Systems Ltd's Q3 FY25 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- CMS Info Systems expects mid-term revenue growth of 13% to 15% CAGR combining its Cash Logistics, Managed Services (MS), and AIoT RMS businesses.
- The Cash Logistics business is projected to grow at 10% to 13% CAGR.
- Managed Services and Tech business aims for 15%+ growth.
- AIoT RMS business is expected to grow at 15% to 20% CAGR over the medium term.
- FY '26 revenue growth in services is anticipated to ramp back to 15%+ following FY '25 order execution delays.
- Recurring revenue for the MS segment is targeted to reach approximately 85% by FY '26, emphasizing longer-term contracts (5-7 years).
2 more points from CMS Info Systems Ltd's call on revenue
Pro opens every point from 15K+ earnings calls
Profitability & Margins
See what CMS Info Systems Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- CMS Info Systems has increased tech spending from about 1% of revenue to 1.5% in the current year, focusing on investing in the RMS software stack and machine learning algorithms.
- CAPEX of INR 50 crores has been done in 9 months, with plans for an additional INR 100-150 crores in Q4 to meet the full FY '25 target.
- The company made a small investment in RMS and backed it with significant CAPEX over the last 3 years to grow it into a meaningful business.
- Going forward, CMS prefers organic growth but is open to accretive and synergistic M&A opportunities, including partnering with others rather than full acquisitions.
2 more points from CMS Info Systems Ltd's call on capex
Pro opens every point from 15K+ earnings calls
Top-ranked in Commercial Services & Supplies
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
See what CMS Info Systems Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- Total order wins in FY '24 were about INR 1,800 crores.
- Execution of order book improved from 15% at end of H1 FY '25 to 30% at end of Q3 FY '25.
- The aim is to reach 60% execution of the order book by Q4 FY '25.
- Delays were primarily due to extensive testing cycles, handover delays from incumbent vendors, and industry disruptions.
- The current order book includes orders from the last 12 months, including those won in the current fiscal year.
- Execution progress is competitive in nature; client-wise order details are not disclosed.
2 more points from CMS Info Systems Ltd's call on order book
Pro opens every point from 15K+ earnings calls
CMS Info Systems Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹633 Cr, net profit ₹79 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
Full financials →Continue your research
What CMS Info Systems Ltd's management said in earlier quarters
Others in Commercial Services & Supplies this season
- Creative Newtech (Q3 FY25)
659.06 crore, up 29.08% YoY from Rs. Key concall takeaways from Creative Newtech Ltd's Q3 FY25 earnings call — and how it ranks against sector peers.
- EMA Partners (Q3 FY25)
India’s consulting spend is low (around 0.1% of GDP) compared to US (~0.86%-1%), indicating a large growth opportunity as the economy develops. Key concall…
- Quess Corp Ltd (Q3 FY25)
Overall revenue grew 11% year-on-year in 9 months; platform-specific revenue growth includes 18% YoY for Workforce Management and 10% for Global Technology…
- International Gemological Institute Limited (Q3 FY25)
Certification demand growth is consistent, with LGD certifications growing from 20% to over 30% of mix, contributing to volume increases. Key concall takeaways…
Arthneeti Pro · Annual
CMS Info Systems Ltd and 15K+ more earnings calls,
for less than your morning chai
a day
Every earnings call, ranking and concall Q&A across all four results seasons.
Secure Razorpay payment · instant access
Frequently Asked Questions
What were CMS Info Systems Ltd Q3 FY25 results?
CMS Info Systems expects mid-term revenue growth of 13% to 15% CAGR combining its Cash Logistics, Managed Services (MS), and AIoT RMS businesses. CMS Info Systems projects mid-term revenue growth at a CAGR of 13% to 15%, driven by organic growth across business segments.
What is CMS Info Systems Ltd share price analysis?
CMS Info Systems Ltd currently shows a neutral. The stock trades at a P/E of 14.6 with a market cap of ₹4,519 Cr. Investors should review the full earnings analysis for detailed insights.
Is CMS Info Systems Ltd planning capital expenditure?
CMS Info Systems has increased tech spending from about 1% of revenue to 1.5% in the current year, focusing on investing in the RMS software stack and machine learning algorithms.
Keep CMS Info Systems Ltd on your radar — track it to get its next earnings analysis in your feed.
This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.