CMS Info Systems to Report Q2 FY27 Results on November 13

CMS Info Systems Limited is scheduled to report its Q2 FY27 results for the July-September 2026 quarter on November 13, 2026, following Q1 services revenue of ₹625 crore and an EBITDA margin of 27.2%. The release will update investors on revenue, profitability and the effect of currency-supply disruptions flagged in the preceding quarter.

When will CMS Info Systems report its Q2 FY27 results?

CMS Info Systems will announce its July-September 2026 quarterly results on Friday, November 13, 2026. The date relates to Q2 of FY27, with the results scheduled 44 days after the quarter ended on September 30, 2026. According to the information provided, the company disclosed the board-meeting date in an NSE filing dated November 4.

The result is important because it follows a Q1 FY27 period in which the company reported its highest-ever quarterly services revenue. Services revenue was ₹625 crore, up about 3% sequentially and 9% year-on-year. However, product revenue was ₹10 crore, compared with ₹56 crore a year earlier, as banks paused their refresh cycle during FY26.

CMS Info Systems has also scheduled an earnings conference call for November 14, 2026, at 2:00 PM IST. Management is expected to discuss Q2 FY27 performance and outlook with analysts and investors through dial-in arrangements provided by Elara Securities. The supplied information does not include Q2 FY27 financial results ahead of the scheduled announcement.

What did CMS Info Systems report in Q1 FY27?

CMS Info Systems reported Q1 FY27 consolidated sales of ₹635 crore, EBITDA of ₹173 crore and net profit of ₹84 crore. Sales increased 1% year-on-year from ₹627 crore in Q1 FY26 and were slightly above ₹633 crore in Q4 FY26. EBITDA grew 7% year-on-year from ₹158 crore and 6.8% sequentially from ₹162 crore.

Net profit declined 11% year-on-year from ₹94 crore, although it improved from ₹79 crore in the preceding quarter. Earnings per share stood at ₹5.10, versus ₹5.69 in Q1 FY26 and ₹4.81 in Q4 FY26. The company also reported an EBITDA margin of 27.2%, up 190 basis points year-on-year and 170 basis points sequentially.

Management said a cash-supply risk materialised in Q1 and had an impact of ₹25 crore. The reported margin improvement therefore occurred alongside industry-wide currency-supply disruptions and cost inflation. These factors form an important context for the Q2 release because they affected the operating environment during the start of FY27.

What will investors examine in the September quarter?

Investors will examine whether services revenue continues to offset the weak product-revenue cycle. The company said product revenue reached a cyclical trough in Q1 FY27 as banks paused refresh activity in FY26. It also said it won two recycler mandates involving about 1,000 units during Q1, indicating that the refresh cycle had begun to resume.

The Q2 numbers will also be assessed against the company’s FY27 services revenue guidance of ₹2,650 crore to ₹2,750 crore. Q1 services revenue of ₹625 crore represents the reported opening-quarter performance against that range. The company had cited currency-supply effects while trimming revenue expectations, while raising its stated focus on margin performance.

New orders are another disclosed operating indicator. CMS Info Systems reported approximately ₹500 crore of new order wins in Q1 FY27. The supplied information also says the company secured ₹500 crore of orders in Q2 FY26, when Cash Logistics revenue grew 1% year-on-year and Managed Services and Technology Solutions revenue grew 3%.

How does the upcoming release compare with the prior September quarter?

The prior comparable period, Q2 FY26, reflected pressure on revenue and profit. CMS Info Systems reported revenue of ₹609 crore, down 3% year-on-year, and profit after tax of ₹73.30 crore, down 19% year-on-year. For H1 FY26, revenue was ₹1,236 crore, up 1% year-on-year, while profit after tax was ₹167 crore, down 8%.

That earlier quarter showed that modest growth in operating segments did not prevent a decline in overall profitability. The Q2 FY27 release will therefore provide a direct update on whether the improved Q1 FY27 EBITDA margin and higher services revenue have continued through the September quarter. No forecast for Q2 revenue, profit or earnings per share is provided in the source material.

For shareholders, the November 13 announcement and the following day’s conference call are the next formal opportunities to hear management’s view on currency supply, costs, the product refresh cycle and the FY27 services outlook. The figures will also clarify the pace at which the Q1 order wins are translating into operational activity.

Why do currency supply and product refresh cycles matter?

CMS Info Systems operates in areas where cash availability, bank requirements and deployment cycles can affect quarterly revenue mix. The ₹25 crore Q1 impact from the materialised cash-supply risk shows that currency-related disruption was a disclosed business factor, rather than only a broader market concern. Its effect on subsequent quarters has not been quantified in the supplied information.

Product revenue can be more variable when bank customers defer equipment replacement or refresh decisions. The Q1 comparison, with product revenue at ₹10 crore against ₹56 crore a year earlier, illustrates the effect of the paused cycle. The two recycler mandates won in Q1 are relevant because they concern roughly 1,000 units and were described as a sign that refresh activity was resuming.

Conclusion

CMS Info Systems is due to release Q2 FY27 results on November 13 after a Q1 marked by ₹625 crore in services revenue, a 27.2% EBITDA margin and ₹84 crore in consolidated net profit. The scheduled update matters because services growth and margin improvement occurred while product revenue remained at a cyclical low and the company reported a ₹25 crore currency-supply impact.

Investors will next watch the disclosed Q2 FY27 figures, management’s November 14 conference call and any update to FY27 services revenue guidance of ₹2,650 crore to ₹2,750 crore. Commentary on currency supply, order execution and the bank refresh cycle will be central to assessing the operational backdrop described by the company.