| Market Cap | ₹4,767.9 CrMid Cap |
|---|---|
| PE Ratio | 14.81TTM Basis |
| RSI | 43.22Neutral Zone |
| Order from | HDFC Bank |
| Execution period | 5 years |
| Deal value | ₹400 Cr |
| Share of market cap | 8.4% |
| Share of annual revenue | 16.2% |
Key highlights
- New contract valued at ₹400 Crore over a five-year execution period
- Scope covers comprehensive management of 6,000 ATMs for HDFC Bank
- Implementation of HAWKAI Vision AI solution for enhanced security and monitoring
- Private bank revenue mix increased to 25% in FY26 from 22% in FY25
- Follows previous landmark wins including a ₹1,000 Crore mandate from SBI
Project Scope and Technology Integration
CMS Info Systems has secured an integrated ATM managed services mandate from HDFC Bank, India's largest private sector bank. The contract, valued at ₹400 Crore, spans a five-year period and involves the management of 6,000 ATMs across the bank's extensive network. As part of the service agreement, the company will provide end-to-end solutions including currency forecasting and logistics.
A critical technical component of this mandate is the deployment of the HAWKAI Vision AI solution, which utilizes advanced computer vision technology to ensure high uptime, operational compliance, and security across the outsourced ATM estate.
Strategic Revenue Mix and Client Portfolio
- The HDFC mandate reinforces the company's growth trajectory towards a 30% private bank revenue mix targeted for FY27.
- Private bank revenue contribution has already grown from 22% in FY25 to 25% in the current fiscal year.
- CMS Info Systems now holds major service mandates from three of India's largest banking entities: HDFC, ICICI, and SBI.
- The win builds upon recent large-scale successes, including a significant ₹1,000 Crore mandate from the State Bank of India.
Management Perspective
This HDFC mandate is a powerful endorsement of the CMS platform; our technology, pan-India scale, and consistent execution on uptime and compliance.
Financial and Market Context
The company maintains a strong financial profile with a trailing twelve-month operating revenue of ₹2,473.32 Crore and a net profit of ₹321.9 Crore. Despite a challenging market performance over the last year, the stock trades at a PE ratio of 14.81, notably lower than the industry average of 37.75. Institutional confidence remains high, with domestic mutual funds increasing their stake by 2.44% in the latest quarter to 29.14%.
CMS operates as a professionally managed entity with zero promoter holding, focusing on its unified platform across ATM management, retail logistics, and payment technology solutions.
| Share price | ₹289.6 |
|---|---|
| Market capitalisation | ₹4,767.90 Cr |
| Revenue (annual) | ₹2,424.53 Cr |
| Net profit (annual) | ₹372.46 Cr |
| Revenue (latest quarter) | ₹618.22 Cr+1.58% vs previous quarter |
| Net profit (latest quarter) | ₹57.40 Cr-21.74% vs previous quarter |
| P/E (TTM) | 14.81×Sector 22.65× |
| Promoter holding | 0%0.00% QoQ |
| FII holding | 24.97%Current quarter |
Reference market data from a third-party provider, as of the story. Not a valuation or a recommendation.
Exchange filing by CMS Info Systems Limited announcing a major ATM managed services mandate from HDFC Bank. Market figures from a third-party data provider.
