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CMS Info Systems Limited Earnings Release 2026

Nov 5, 2025

62583_rns_2025-11-05_8114f83d-7514-4f22-9176-8c6b0a05ec00.pdf

Earnings Release

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CMSINFO/SDDD/2511/004

November 5, 2025

To

BSE Limited

Listing Department, 1st Floor, PJ Towers, Dalal Street, Fort, Mumbai – 400 001

Scrip Code: 543441

National Stock Exchange of India Ltd. Exchange Plaza, C-1, Block-G, Bandra Kurla Complex, Bandra (East), Mumbai – 400 051

Symbol: CMSINFO

Sub: Media Release: CMS Info Systems reports Q2 FY26 performance H1 revenue flat, reflecting softer retail consumption and temporary delays in key banks’ ATM refresh cycle.

Dear Sir/Madam,

Pursuant to Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find enclosed the Media Release titled CMS Info Systems reports Q2 FY26 performance H1 revenue flat, reflecting softer retail consumption and temporary delays in key banks’ ATM refresh cycle which is being issued by the Company in connection with the Un-Audited Financial Results (Standalone & Consolidated) for the quarter and half year ended September 30, 2025.

You are requested to kindly take the same on your record.

Thanking You,

Yours faithfully,

For CMS Info Systems Limited

DEBAS Digitally signed by DEBASHIS DEY HIS DEY Date: 2025.11.05 18:55:18 +05'30'

Debashis Dey Company Secretary

Encl: a/a

Regd. Office: T-151, 5th Floor, Tower No.10, Railway Station Complex, Sector-11, CBD Belapur, Navi Mumbai- 400 614 | T: +91-22-4889 7400 | F: +91-22-4889 5177 CMS Info Systems Limited |CIN: L45200MH2008PLC180479 | www.cms.com | E: [email protected]

Media Release

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CMS Info Systems reports Q2 FY26 performance H1 revenue flat, reflecting softer retail consumption and temporary delays in key banks’ ATM refresh cycle

Mumbai, 5th November 2025: CMS Info Systems Limited (CMS), India’s leading business services company offering logistics, technology solutions & services, announced its financial results today.

Financial Performance:

Consolidated Revenue Revenue PAT PAT
Q2 FY26 ₹609 Cr
YoY Growth: -3%
₹73.3 Cr
YoY Growth: -19%
Margin: 12%
H1 FY26 ₹1236 Cr
YoY Growth: 1%
₹167 Cr
YoY Growth: -8%
Margin: 13.5%
Segmental Cash Logistics Business Managed Services & Technology Solutions
Business#
Revenue EBIT Revenue EBIT
Q2 FY26 ₹395 Cr
YoY Growth: 1%
₹59 Cr
YoY Growth: -39%
₹271 Cr
YoY Growth: 3%
₹38 Cr
YoY Growth: -5%
H1 FY26 ₹812 Cr
YoY Growth: 4%
₹159 Cr
YoY Growth: -19%
₹528 Cr
YoY Growth: 5%
₹74 Cr
YoY Growth: -8%

Key Updates:

  • New order wins of ₹500 Cr in Q2, total wins in H1 at ₹1,000 Cr

  • Completed Securens acquisition. HAWKAI remote monitoring platform continues to demonstrate strong growth, supported by expansion order from a leading quick-commerce market player

  • Q2 margins reflected temporary pressure from lower network utilization due to delayed ATM redeployments and reduced retail activities driven by subdued consumption amid extended rains across rural India. Margins are expected to recover in H2.

Mr. Rajiv Kaul – Exec. VC & CEO commented, “H1 revenues remained stable despite macro and industry challenges. Our focus on key wins and strategic initiatives is building strong momentum, and October consumption trends have been strong. Our market position and fundamentals are solid, and we are targeting to grow our services revenue by 9% in H2 over H1 to regain growth momentum to build a strong base for FY27”.

Regd. Office: T-151, 5th Floor, Tower No. 10, Sector-11, Railway Station Complex, CBD Belapur, Navi Mumbai-400 614 CIN: L45200MH2008PLC180479 | Email: [email protected] | Tel: +91 2248897400 | Web: cms.com LinkedIn: CMS Info Systems | Twitter: @systems_cms | Facebook: ConnectingCommerce | Instagram: cmsinfosystems

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Results for the quarter ending September 30, 2025, prepared under Ind AS, along with segment results, are available in the Investor Relations section of our website www.cms.com.

Analyst Conference Call:

The earnings conference call will be held on Thursday, November 6, 2025, at 1.00 pm (IST) to discuss the Financial Results and performance of the Company for Q2’FY26. The earnings conference call will be accessible from all networks and countries through universal access dial-in +91 22 6280 1325/ +91 22 7115 8226 also accessible here. Further, the analyst(s)/institutional investor(s) presentation will be submitted to Stock Exchanges and hosted on the Company's website at www.cms.com.

About CMS Info Systems Limited (CMSINFO):

CMS Info Systems Limited (BSE: CMSINFO | 543441, NSE: CMSINFO) is India’s leading business services company providing logistics and technology solutions to banks, financial institutions, organized retail, and e-commerce companies with a presence across Cash Logistics, Managed Services, and Technology Solutions.

CMS empowers businesses with a scalable, unified platform that delivers innovative, technology-driven solutions and services – enabling them to accelerate growth, expand reach, and serve millions of consumers.

Contact Information:

Media Relations Representative

Investor Relations Representative

Company Secretary & Compliance Officer

Smita Sengupta [email protected] +91-9769550799

Sumeet Bhansali [email protected] +91-8879966413

Debashis Dey [email protected] +91-22-4889-7400

Pushkar Gupta [email protected] +91-9323080909

Anuj Sonpal [email protected] +91-22-4903-9500

Regd. Office: T-151, 5th Floor, Tower No. 10, Sector-11, Railway Station Complex, CBD Belapur, Navi Mumbai-400 614 CIN: L45200MH2008PLC180479 | Email: [email protected] | Tel: +91 2248897400 | Web: cms.com LinkedIn: CMS Info Systems | Twitter: @systems_cms | Facebook: ConnectingCommerce | Instagram: cmsinfosystems