CMS Info Systems Posts Profitable Q1, Adds Securens to Lock Down AI-Driven Security

Image Source: Invest Karo India

CMS Info Systems, India's business services and cash logistics sector market leader, has posted good numbers for the June quarter and attracted news headlines with its latest acquisition move, setting the stage for growth in the going forward periods.

Key News Points Revenue Growth Amidst Headwinds:

Q1 FY26 operation revenue at the consolidated level was 5% higher year-on-year at ₹6.27 billion.
Net profit, during the quarter, was ₹935.8 million, up 3% YoY, with a healthy 15% margin.

Solid Divisional Performance

Cash Logistics revenue was ₹4.17 billion, up 8% YoY.
Managed Services & Tech Solutions recorded ₹2.58 billion revenue, also 8% YoY higher.
EBIT for Cash Logistics grew by 1%, and EBIT for Managed Services & Tech Solutions declined by 11%.

Major Strategic Acquisition:

CMS announced a binding agreement to acquire up to 100% stake in Securens Systems Pvt Ltd, India's #4 remote monitoring AIoT service provider, for approximately ₹800 million.
The transaction powers CMS's Vision AI business, with the HAWKAI brand emerging as a market leader—almost two times larger than its next largest competitor.

Operational & Market Highlights:

The company now has 153,000 business touch points, up 9% YoY.
Won ₹5 billion in order wins in new business and a multi-year deal for ICICI Bank's ATM network.
Maintains its status as India’s largest player in organized cash management.

Leadership Commentary:

Rajiv Kaul, Executive VC & CEO: "We grew topline 5% and PAT 3% over subdued consumption patterns. Securens acquisition will make our Vision AI business a market leader in the space."

Source: CMS Info Systems, NSE Media Release, MarketScreener