Two acquisitions. ~8,000 ATMs added from FSS and scaling Vision AI through Securens to 50,000K sites. FY26 reflects CMS' push to combine scale technology. Explained on The CORE podcast. #CMSInfoSystems #CMSPlatforms

CMS Info Systems – Q4 FY26 Summary CMS Info Systems showed a good recovery in Q4 FY26 after a difficult year. Management said the business had “bottomed out” in Q3 and improved sharply in Q4 due to better execution, large contract rollouts, and improved efficiency. Key Q4 FY26 Highlights Services revenue reached ₹609 crore, up 6% quarter-on-quarter, crossing ₹600 crore for the first time. EBITDA increased to ₹162 crore, growing 15% QoQ. EBITDA margin improved significantly to 25.6%, up 280 basis points from Q3. Profit after tax (PAT) rose to ₹79 crore, a strong 38% sequential increase. What Drove the Recovery? Full execution of the large ₹1,000 crore SBI contract, including ₹500 crore incremental business. Strong progress in the ₹400 crore ICICI Bank contract, now 90% operational. Better operational efficiency and recovery in services demand. Business Segment Updates ATM & Cash Management ATM management business has doubled over the last five years. Retail cash management market share increased to 38%. The company’s gig delivery model now has 2,500 partners and handles 20% of retail touchpoints, improving flexibility and efficiency. Technology & Payment Solutions (T&PS) T&PS business continued strong growth with 25% CAGR and reached ₹370 crore revenue in FY26. HAWKAI now monitors 50,000 sites and has an annual revenue run rate of around ₹200 crore. ALGO MVS manages 68,000 machines and has around 40% market share in the SBI network. FY26 Overall Performance Even though Q4 improved strongly, the full year remained challenging due to slower consumption, delays in the SBI contract, and disruptions from competitor exits. FY26 services revenue: ₹2,312 crore ( 6% YoY) EBITDA: ₹600 crore (down 5% YoY) EBITDA margin: 24.1% The company also reduced dependence on SBI. Now, 52% of revenue comes from private banks, other PSU banks, and retail customers. Acquisitions & Shareholder Returns CMS used its debt-free balance sheet to strengthen its market position: Acquired Securens for ₹75 crore to expand its Vision AI leadership. Acquired FSS Managed Services for ₹115 crore to deepen banking relationships. Announced a ₹168 crore buyback at ₹340/share. Total dividends since IPO now stand at ₹438 crore. FY27 Outlook Management remains optimistic for FY27 because of a strong order book of over ₹2,000 crore. Guidance for FY27: Total revenue target: ₹2,800–2,900 crore Services revenue growth: 17%–21% EBITDA margins expected to return above 25% Long-Term FY30 Goal By FY30, CMS aims to achieve: Services revenue of ₹3,750–3,950 crore Technology & Payment Solutions contributing 20%–22% of total services revenue. #CMSinfosysytems #Q4FY26earnings #Cashlogistics

Think about incremental revenue from bust of AGS transact, optionality of new psu ATMS , Hawkeye and acquisitions of securens platform... Can these points trigger some re rating push ?

CMS valuation is best understood as a range, not a point. (see EV/EBITDA chart below) Over the last ~5 years: • Peak EV/EBITDA: ~14- 15x • Median: ~10–10.5x • Trough: ~7x- 8x Even at cycle highs, the stock has struggled to sustain beyond ~14–15x valuations . Why? Because this is still a blended business. SOTP Valuations Core cash logistics (~55% revenue) deserves ~8–10x. HAWKAI tech services deserve ~25–30x. But HAWKAI is only ~13–15% of revenue (FY27), so the blended multiple naturally caps near ~13–14x. So re-rating won’t come from the core — it will come from mix shift. 3 optional triggers: • New HAWKAI (technical monitoring layer) • AI-led services (cash forecasting, uptime analytics) • Securens acquisition (remote monitoring, security SaaS) If high-multiple segments scale to ~20–25% of revenue: Blended multiple can move from ~14x to ~16–18x That’s when re-rating will happen. Today market values CMS as logistics some tech. Big Upside comes if it becomes tech platform with logistics underneath.

CMS Info Systems Completes Acquisition of Securens Systems Private Limited, Becomes Wholly Owned Subsidiary #CMSINFO #StocksToBuy #StockMarketindia

Company: CMS Info Systems Update Type: Acquisition 🛒 📦Acquired Company: Securens Systems Private Limited 💼Business Overview: AloT-based remote monitoring solutions for BFSI, retail and other industries. 📊Percentage Acquired: 100% 💰Total Consideration Paid: Refer Filing

IndiaMART - Vyapar - One of thr investment avenues that gives them a transactional biz model on thr MSME network CMS Info - Securens - Gives them IOT driven remote monitoring capabilities which the co. is using in Dark stores monitoring apart frm thr core industry - ATM mgmt

CMS Info Systems CMS Info Systems increases its stake in Securens Systems to 75.78% , Invests ₹25.03 Cr via Rights Issue. About Company: CMS Info Systems Limited 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 & services, enabling them to accelerate growth, expand their reach, and serve millions of consumers.

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CMS INFO SYSTEMS: CO RAISES STAKE IN SECURENS SYSTEMS TO 75.78% WITH RUPEES 25.03 CR INVESTMENT VIA RIGHTS ISSUE TO BOOST AIOT REMOTE MONITORING BUSINESS

CMS Info Systems announced the acquisition of additional shares in Securens Systems. CMS acquired 22,75,000 equity shares of ₹10 each of Securens at a premium of ₹100 per share, by participating in the Rights Issue. Consequently, CMS's stake in Securens increased to 75.78% 🚀. • 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀: ▪ CMS acquired additional shares in Securens through Rights Issue. ▪ Total shares acquired: 22,75,000. ▪ Price per share: ₹110. ▪ Total cost: ₹25.025 Cr. ▪ CMS's stake increased to 75.78%. • 𝗔𝗯𝗼𝘂𝘁 𝗦𝗲𝗰𝘂𝗿𝗲𝗻𝘀: ▪ Industry: Remote monitoring solutions & B2B services. ▪ FY25 Turnover: ₹765.5 Mn. ▪ Securens is an early market entrant in AIoT RMS sector. • 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗰 𝗜𝗺𝗽𝗮𝗰𝘁: ▪ CMS aims to reduce finance costs. ▪ The acquisition will drive innovation 💡. ▪ Strengthening AIoT-based remote monitoring capabilities 🎯. ▪ Accelerate synergy & drive growth in a key emerging business line 📈. 📊 CMS INFO SYSTEMS LTD | 🏷️ Acquisition 🌐 Details: wegro.app/SbR6gP ⚡️Instant stock alerts on WhatsApp - Try FREE 👉 wegro.app/go

Company: CMS Info Systems Update Type: Acquisition 🛒 📦Acquired Company: Securens Systems Private Limited 💼Business Overview: Remote monitoring solutions and B2B Services. 📊Percentage Acquired: 75.78% 💰Total Consideration Paid: ₹25.025 crores

🚨 MARKET MOVERS | Corporate Updates 18/09/2025 🚨 📍 ORDER WINS ⚡ L&T – ₹1,000–2,500 Cr order from NPCIL ⚡ BEL – ₹712 Cr across IT infra, cyber security & comms ⚡ Silgo Retail – ₹172 Cr solar projects under PM-KUSUM 🌞 ⚡ Sattva Engg – ₹100 Cr order from L&T Energy Hydrocarbon ⚡ Avantel – ₹9.92 Cr Satcom order from GRSE (Defence) 🛰️ ⚡ Adroit Infotech – ₹29 Cr IT services order ⚡ Awfis – Delivers 67,000 sq. ft. eBay innovation hub 🏢 ⚡ Seamec – $3.14 Mn ONGC project add-on 📍 FUNDRAISING & DEALS 💰 Sejal Glass – To raise ₹94.35 Cr via preferential issue 🤝 CMS Info – Acquires 53.9% in Securens Systems Pvt Ltd 🏗️ RDB Real Estate – Launches NAAR Projects (26% stake) 📍 COLLABORATIONS 🌬️ Tata Power Renewables Suzlon – Co-develop 838 MW wind projects 🔬 Cyient Semi Anora – Expand turnkey test solutions ✈️ Ixigo CRED – Flight booking integration 🚘 SJS Enterprises BOE Varitronix – Automotive displays in India 📍 RATINGS & LEADERSHIP 👔 P&G Health – New CFO: Shashank Srowthy 🏅 Happy Forgings – CRISIL AA/Stable 🏅 Alivus Life Sciences – Upgraded to IND AA/Stable 📍 NEW PROJECTS / LAUNCHES 🏢 Mahindra Lifespace – ₹1,700 Cr Chembur redevelopment 🏥 Artemis Medicure – Adding 130 beds (Raipur, 2026) 💊 Dr. Reddy’s – Launches Tegoprazan (PCAB®) in India 🤖 HCL Tech – AI-first MarTech platform “Unica ” 📍 REGULATORY / LEGAL ⚖️ Blue Dart – ₹365 Cr GST notice 🔍 Mirza Int. – IT Dept search (Sept 11–16) 🔍 Jindal Saw – CCI investigation visit 📍 OTHERS 📈 Tech Mahindra – LIC ups stake to 10.84% 🌍 Tembo Global – New HQ in Riyadh (Defence, EPC, Solar) 🔥 Takeaway: Big order wins in power, defence, and infra 🚀; strong momentum in renewables, IT, and healthcare.

🚨 MARKET MOVERS | Corporate Updates 18/09/2025 🚨 📍 ORDER WINS ⚡ L&T – ₹1,000–2,500 Cr order from NPCIL ⚡ BEL – ₹712 Cr across IT infra, cyber security & comms ⚡ Silgo Retail – ₹172 Cr solar projects under PM-KUSUM 🌞 ⚡ Sattva Engg – ₹100 Cr order from L&T Energy Hydrocarbon ⚡ Avantel – ₹9.92 Cr Satcom order from GRSE (Defence) 🛰️ ⚡ Adroit Infotech – ₹29 Cr IT services order ⚡ Awfis – Delivers 67,000 sq. ft. eBay innovation hub 🏢 ⚡ Seamec – $3.14 Mn ONGC project add-on 📍 FUNDRAISING & DEALS 💰 Sejal Glass – To raise ₹94.35 Cr via preferential issue 🤝 CMS Info – Acquires 53.9% in Securens Systems Pvt Ltd 🏗️ RDB Real Estate – Launches NAAR Projects (26% stake) 📍 COLLABORATIONS 🌬️ Tata Power Renewables Suzlon – Co-develop 838 MW wind projects 🔬 Cyient Semi Anora – Expand turnkey test solutions ✈️ Ixigo CRED – Flight booking integration 🚘 SJS Enterprises BOE Varitronix – Automotive displays in India 📍 RATINGS & LEADERSHIP 👔 P&G Health – New CFO: Shashank Srowthy 🏅 Happy Forgings – CRISIL AA/Stable 🏅 Alivus Life Sciences – Upgraded to IND AA/Stable 📍 NEW PROJECTS / LAUNCHES 🏢 Mahindra Lifespace – ₹1,700 Cr Chembur redevelopment 🏥 Artemis Medicure – Adding 130 beds (Raipur, 2026) 💊 Dr. Reddy’s – Launches Tegoprazan (PCAB®) in India 🤖 HCL Tech – AI-first MarTech platform “Unica ” 📍 REGULATORY / LEGAL ⚖️ Blue Dart – ₹365 Cr GST notice 🔍 Mirza Int. – IT Dept search (Sept 11–16) 🔍 Jindal Saw – CCI investigation visit 📍 OTHERS 📈 Tech Mahindra – LIC ups stake to 10.84% 🌍 Tembo Global – New HQ in Riyadh (Defence, EPC, Solar) 🔥 Takeaway: Big order wins in power, defence, and infra 🚀; strong momentum in renewables, IT, and healthcare.

CMS INFO SYSTEMS: MAJOR STAKE ACQUISITION IN SECURENS SYSTEMS 🔐 Acquired 15,14,299 Compulsorily Convertible Preference Shares (~53.89% of fully diluted capital) in Securens Systems Pvt Ltd under tranche 1 Plans to acquire remaining shares in one or more tranches Move strengthens CMS Info Systems’ position in security solutions sector #CMSInfoSystems #Acquisition #SecurensSystems #CorporateUpdate

📌 CMS Info Systems Ltd - Q1FY26 Concall Summary 📌 #Q1FY26 #Concall #cmsinfo Share and Retweet if you like it♻️♻️♻️♻️ 💰 1️⃣ Financial Performance * 💹 Consolidated revenue: INR 627 cr ( 5% YoY) * 💵 PAT: INR 93.6 cr ( 3% YoY) * 📈 EBITDA: INR 159 cr ( 3% YoY) * 🏦 EBIT: INR 113 cr (flat YoY) * 💰 Cash logistics revenue: INR 417 cr ( 8%) * 🛠️ Managed services revenue: INR 258 cr ( 8%) * 📉 Capex guidance revised to INR 250–300 cr (earlier 300–325 cr) * ⚠️ EBIT margins compressed QoQ: • Cash logistics down 160 bps to 23.9% • Managed services down 290 bps to 14.1% • Impacted by wage hikes, investment timing, and volume softness * 📊 Margin normalization expected over FY26 via pricing discipline and productivity gains 🏦 2️⃣ Industry & Market Environment * 📉 ATM transactions declined ~10% in Q1, reducing variable billing revenue by \~INR 8–10 cr * 🏧 Shutdown of \~20,000 brown label ATMs (half already closed) amid legacy network cleanup by banks * 💸 Liquidity constraints slowing ATM deployments; only 6,000 of 24,000 awarded ATMs deployed * 📈 CMS ATM cash market share increased to \~58–60% amid sector consolidation and competitor exits * 🔄 Shift from transaction-linked to fixed-price BLA contracts; transaction-linked BLA now INR 1,000 cr 🏗️ 3️⃣ Industry Structure & Risk Management * 🤝 Industry consolidation post-AGS MSP exit benefiting CMS’s market position and pricing power * ✅ Focus on pricing discipline, avoiding low-margin contracts, emphasizing scale and fixed-price deals * 🌍 No immediate international expansion plans; focus remains on India market ⚠️ 4️⃣ Key Risks & Challenges * ⏳ Uncertainty over recovery pace of ATM deployments and transaction volumes post-AGS cleanup * 🔄 Integration and synergy realization challenges from Securens acquisition * 💹 Managing wage inflation and investment timing to restore margins

My Dad started Securens at the age of 49. True Blood Entrepreneurship. Congrats @SunilUdupa1 On to the next adventure🙌

#CMSInfoSystems Q1 Results | Net profit up 3% to ₹94 crore; announces acquisition of Securens #1QWithCNBCTV18 | @jpullokaran buff.ly/8Od0pxe

CMS INFO SYSTEMS: CO STRENGTHENS VISION AI LEADERSHIP BY ACQUIRING SECURENS SYSTEMS FOR ₹80 CR TO SCALE HAWKAI INTO THE TOP POSITION IN AIOT SURVEILLANCE

CMS Info Systems released its Q1 FY26 earnings presentation. The company is focusing on its order book and maintaining a stable business profile. 📈 - 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀: ▪ 1,53,000 business touchpoints in Cash Logistics, with 9% YoY growth. 💰 ▪ Strong order-win momentum, with INR 500 Cr wins in Software, Managed Services, and Cards. 🏆 ▪ Won a multi-year software solutions contract for ICICI Bank’s entire ATM network for ALGO MVS. 🏦 ▪ Launched new brand promise: ‘UNIFIED PLATFORM. LIMITLESS POSSIBILITIES.’ 📣 ▪ Strategic acquisition in Vision AI business, investment of ~Rs. 80 Cr. 💡 - 𝗟𝗼𝘄𝗹𝗶𝗴𝗵𝘁𝘀: ▪ Subdued consumption trends impacting retail spend and ATM transactions. 📉 ▪ ATM roll-outs by BLA operators slowed, with only 1/3rd roll-out completed (8k / 24k). 🚧 ▪ Large PSU bank cash outsourcing RFP (10K ATMs) cancelled & reissued as CMS was the only qualified bidder. 🚫 - 𝗤𝟭 𝗙𝗬𝟮𝟲 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗦𝘂𝗺𝗺𝗮𝗿𝘆: ▪ Revenue: ₹ 627 Cr (YoY 5%, QoQ 1%) ⬆️ ▪ EBITDA: ₹ 159 Cr (YoY 3%, QoQ -2%) ⬆️ ▪ PAT: ₹ 94 Cr (YoY 3%, QoQ -4%) 📉 - 𝗦𝗲𝗴𝗺𝗲𝗻𝘁𝗮𝗹 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹𝘀 (𝗤𝟭 𝗙𝗬𝟮𝟲): ▪ Cash: Revenue ₹ 417 Cr (YoY 8%, QoQ 1%), EBIT ₹ 100 Cr (YoY 1%, QoQ -2%) 💵 ▪ Managed Services: Revenue ₹ 100 Cr (YoY 8%, QoQ 5%), EBIT ₹ 36 Cr (YoY -11%, QoQ -7%) 💻 - 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗰 𝗔𝗰𝗾𝘂𝗶𝘀𝗶𝘁𝗶𝗼𝗻: ▪ Binding agreement with Securens for Vision AI business. 🤝 ▪ Investment of ~Rs. 80 Cr to acquire upto 100% shareholding. 💰 - 𝗡𝗲𝘄 𝗕𝗿𝗮𝗻𝗱 𝗣𝗼𝘀𝗶𝘁𝗶𝗼𝗻𝗶𝗻𝗴: ▪ From ‘Connecting Commerce’ to ‘UNIFIED PLATFORM. LIMITLESS POSSIBILITIES.’ 🌐 - 𝗙𝘂𝘁𝘂𝗿𝗲 𝗢𝘂𝘁𝗹𝗼𝗼𝗸: ▪ Focus on fast-growing and underpenetrated organized retail opportunities. 🛍️ ▪ Compound Services Revenue @ 14-17% (FY25 - FY27). 📈 📊 CMS INFO SYSTEMS LTD | 🏷️ Investor Presentation 🌐 Details: wegro.app/B8Aq95 ⚡️AI-driven WhatsApp updates - Try FREE 👉 wegro.app/go