Q2 2025 CMS Info Systems Ltd Earnings Call Transcript
Key Points
- CMS Info Systems Ltd (BOM:543441) reported a strong 16% revenue growth in H1 FY25 despite challenging conditions.
- The company expanded its cash logistics network by 11%, reaching 143,000 touchpoints, demonstrating successful investment in capacity and coverage.
- Managed services and technology solutions business saw a robust 28% year-on-year growth in Q2.
- CMS Info Systems Ltd secured new orders worth 400 crores in H1, indicating strong demand and future revenue potential.
- The company is actively pursuing M&A opportunities with a robust pipeline, aiming to expand its offerings and market presence.
- Execution delays in managed services orders, primarily due to bank-dependent technical testing, have impacted revenue realization.
- The cash logistics business experienced slower growth at 8% in Q2, affected by prolonged monsoons and election cycles.
- EBITDA margins were pressured due to upfront costs for delayed order execution and a shift in product mix.
- The company's working capital increased significantly in H1, with a notable rise in debtors due to delayed payments from a large bank project.
- Competitive pressures in the BLA sector have led to aggressive pricing, impacting revenue and margin growth.
Ladies and gentlemen, good day. And welcome to the CMS Infosys Limited Q2 FY25 earnings conference call hosted by Elara Securities Private Limited.
As a reminder, all participant lines will be in the lesson only more 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. Please note that this conference is being recorded.
I now hand the conference over to Mr. Prithvish Uppal from Elara Secure Private Limited. Thank you and over to you, sir.
Yeah, hi on behalf of Elara Securities. I'm pleased to welcome you to CMS Infosystems, Q2 F I 25 Ownings conference call. Joining us today from the management team are Mr. Rajeev Kaul executive Vice Chairman whole time director and CEO, Mr. Anush Raghavan within cash management services. And Mr Pankaj Khandelwal CFO I now hand over the conference to Mr. Rajeev Kaul for his
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