CMS Info Q3 Commentary

CMS INFO Q3 : Chairman Says FY25 is a consolidation year after strong 20%+ revenue CAGR from FY21-FY24.

In the first nine months, revenue grew 10.3%, and PAT grew 7.5%. The company is gaining market share, maintaining high margins, and increasing recurring revenue.

Tech investments have increased from 1% to 1.5% of revenues.

With momentum from order execution, market share growth, and AIoT platform expansion, the company is well-positioned for strong growth in FY26.

CMS INFO Q3 HIGHLIGHTS 

Cash Logistics Biz Revenue Up 8

7.8 % To 1181 Cr , EBIT UP 6.2 % To Rs 103 Cr YOY

Managed Services Biz Revenue Down 9.7 % To Rs 210 Cr , EBIT Down 8.5 % To Rs 38 Cr YOY

Revenue market share of 42% (YTD gain of 150+basis points) and business points growth of 10% to 146,000 in Q3'FY25.

Strong new order-win momentum maintained - INR 300 Cr in Q3, YTD wins of INR 700 Cr

Expanding AIoT RMS business beyond BFSI - Won mandate with a large quick commerce brand for AI-led surveillance of dark stores/warehouses.

CMS INFO Q3 :CONS NET PROFIT UP 7 % AT 93.1 CR (YOY), UP 2 % (QOQ)

REVENUE FLAT % AT 581 CR (YOY) ,DOWN 7 % (QOQ)

EBITDA UP 6 % AT 160 CR (YOY),UP 4 %(QOQ) 

MARGINS AT 27.5 % V 25.85 % (YOY), 24.5 % (QOQ)