India's CMS Info Systems gains; analysts expect growth in FY26 on strong order book

Cms Info Systems

21/05/2025 11:01

** Shares of CMS Info Systems CMSN.NS climb 2.6% to 478.05 rupees

** Post-earnings call, analysts at Elara Capital say co has a slew of unexecuted orders from the last 5 qtrs that could provide strong growth momentum in FY26

** Expects CMSN to deliver 17% PAT CAGR over next two years

** Better competitive position for co and ramp-up of its businesses will likely aid 15%-16% growth from FY26 onwards - Jefferies

** AMSEC positive on co's order book and growth trajectory in terms of delivering end-to-end managed solutions

** Expects co to log rev growth of 12% from cash management business, 21% from tech & managed services over FY25-27

** Stock rated "strong buy" on avg, median PT at 592.5 rupees - data compiled by LSEG

** YTD, stock down 2.5%

 (Reporting by Manvi Pant in Bengaluru)

 ((Manvi.Pant@thomsonreuters.com; +918447554364;))