Q1 2025 CMS Info Systems Ltd Earnings Call Transcript
Key Points
- CMS Info Systems Ltd (BOM:543441) reported a strong quarter with 17% revenue growth and 13% adjusted PAT growth.
- The company added 3,000 touch points in Q1, bringing the total to 140,000 points in its managed services business.
- Order book wins for the quarter were robust at INR200 crores.
- The company is investing aggressively in developing its IoT RMS tech stack and secured a significant win with the Artemis project at a leading bank.
- The company is confident of achieving its FY25 revenue guidance of INR2,600 crores to INR2,700 crores, translating to a growth of 15% to 19% for the year.
- Q1 usually has a seasonality impact, further affected by a long collection cycle impacting cash velocity in several large states.
- Adjusted PAT margin stood at 16.4%, which may not meet some investors' expectations.
- The cash logistics business grew by only 10% year-on-year, which is relatively modest compared to other segments.
- There are ongoing concerns about bad debts and provisions, with amounts around INR80 crores to INR90 crores being written off annually.
- Margins in the managed services segment decreased from 18.6% to 17.1%, attributed to lower activities due to elections and lack of economies of scale.
Ladies and gentlemen, good day, and welcome to the CMS info Systems Limited Q1 FY 25 Earnings Conference Call hosted by Walmart wealth manager. As a reminder, all participant lines will be in the listen-only mode and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call, please signal an operator by pressing star, then zero on your touchtone phone.
I now hand the conference over to Mr. Nikhil Choudhary there is from the line of wealth management. Thank you.
And over to you, sir, because it doesn't Good morning, everyone. On behalf of NORMA, I welcome you all to CMS InfuSystem Q1 '25 earnings call. We have with us today the management of our seamless ecosystem, Mr. Rajiv call, Vice-Chairman, Whole-Time Director and CEO of the company, Mr. Frank Condella, Chief Financial Officer, Mr. Louis Baldwin, President, Ashland has an interface.
I now hand over the call to Mr. Rajiv Goel for his opening remarks
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