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AALGO BREATHS I SEBI RA

7th Jan · SEBI-Registered Analyst

CMS Info Systems Limited Latest Updates

CMSINFO
Major ₹1,000 Crore SBI Contract On January 7, 2026, CMS Info Systems announced it secured a landmark ₹1,000 crore, 10-year contract from the State Bank of India (SBI). This is the first direct, large-scale cash outsourcing mandate awarded by a public sector bank in India, covering the management of approximately 5,000 bank-owned ATMs. The contract is scheduled to go live this month and is expected to generate incremental revenue of around ₹500 crore over its duration. Q2 FY26 Financial Dip For the quarter ended September 30, 2025, the company reported a 19% year-over-year decline in net profit, falling to ₹73.3 crore. Revenue also saw a slight contraction of 3%, landing at ₹609 crore. This performance was largely impacted by the widespread disruption of India’s ATM channels during 2025, though the company has since played an active role in stabilizing operations for multiple lenders. Securens Acquisition & Vision AI Expansion CMS has significantly expanded its technology vertical by increasing its stake in Securens Systems Private Limited to 75.78% as of late 2025. This acquisition, valued at an enterprise value of approximately ₹80 crore, is central to CMS's "Vision AI" brand, HAWKAI. The company is leveraging Securens’ expertise in AIoT remote monitoring and predictive analytics to diversify into BFSI, retail, and enterprise security. Leadership & Governance Changes The company recently appointed Ms. Vidya Krishnan as an Additional Director in the capacity of an Independent Director, effective January 2, 2026. This follow's the company's efforts to strengthen its board following the successful exit of Baring Private Equity Asia, which sold its remaining stake in the company in late 2024/early 2025.

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