PPFAS Mutual Fund Increases Stake in CMS Info Systems to 5.93% Through Open Market Acquisition

PPFAS Mutual Fund has disclosed a substantial acquisition of shares in cms info systems under the Securities and Exchange Board of India (Substantial Acquisition of Shares and Takeovers) Regulations, 2011. The disclosure was filed on March 02, 2026, by PPFAS Asset Management Private Limited, acting as the investment manager to PPFAS Mutual Fund. Acquisition Details The mutual fund acquired 17,64,757 shares of CMS Info Systems through open market purchases on February 26, 2026. This acquisition represents 1.07% of the company's total share capital and voting rights. Parameter: Details Shares Acquired: 17,64,757 Acquisition Method: Open Market Acquisition Date: February 26, 2026 Percentage Acquired: 1.07% Shareholding Pattern Changes Prior to this acquisition, PPFAS Mutual Fund held 79,83,312 shares, representing 4.85% of CMS Info Systems' total shareholding. Following the recent purchase, the mutual fund's total holding increased to 97,48,069 shares, representing 5.93% of the company's equity. Holding Period: Number of Shares Percentage (%) Before Acquisition: 79,83,312 4.85% Shares Acquired: 17,64,757 1.07% After Acquisition: 97,48,069 5.93% Company Capital Structure CMS Info Systems maintains a consistent equity share capital structure before and after the acquisition. The company's equity share capital stands at Rs. 1,64,47,25,410, comprising 16,44,72,541 shares with a face value of Rs. 10 per share. Regulatory Compliance The disclosure confirms that PPFAS Mutual Fund does not belong to the promoter or promoter group of CMS Info Systems. The mutual fund acquired the shares through its various schemes, and no encumbrances, voting rights other than shares, or convertible securities were involved in this transaction. Market Presence CMS Info Systems shares are listed on both the National Stock Exchange of India Limited and Bombay Stock Exchange Limited. The disclosure was filed with both exchanges as required under SEBI regulations for substantial acquisitions exceeding the prescribed thresholds. CMS Info Systems Limited has announced its quarterly financial results for Q3FY26, reporting consolidated revenue of ₹618 Cr with a 2% quarter-on-quarter growth. The Board of Directors, meeting on February 12, 2026, approved the unaudited financial results pursuant to Regulation 33 of SEBI Listing Regulations and declared an interim dividend of ₹2.75 per equity share. Financial Performance Overview The company's consolidated financial performance for Q3FY26 demonstrates steady growth across key metrics: Metric: Q3 FY26 Q2 FY26 Growth (QoQ) Revenue: ₹618 Cr ₹609 Cr +2% Business EBITDA: ₹158 Cr ₹145 Cr +9% PBT (before exceptional items): ₹88 Cr ₹96 Cr -8% Net Profit: ₹574 Cr ₹734 Cr -22% Segment-wise Performance The company's business segments showed mixed performance during the quarter: Segment: Revenue QoQ Growth EBIT QoQ Growth Cash Logistics: ₹384 Cr -3% ₹63 Cr +7% Managed Services & Technology: ₹295 Cr +9% ₹39 Cr +4% The Managed Services & Technology Solutions segment, including Card Services, demonstrated strong growth with 9% quarter-on-quarter revenue increase, while Cash Logistics segment revenue declined by 3% but showed improved profitability with 7% EBIT growth. Major Business Developments CMS Info Systems secured significant new business during the quarter, including a major contract win with State Bank of India worth ₹1,000 Cr over 10 years, providing incremental revenue of ₹500 Cr. The company's ICICI Bank and India Post key orderbook deals are now 75% live, indicating strong execution capabilities. The company's Enterprise HAWKAI solution is now operational at a leading PSU bank, deploying 16 advanced AI use cases. Additionally, CMS signed a term sheet for business transfer with a leading Managed Services Provider, with an estimated deal value of ₹100-125 Cr. Dividend Declaration and Corporate Actions The Board declared an interim dividend of ₹2.75 per equity share of face value ₹10 each, representing 27.50% of the face value. The record date has been fixed as February 18, 2026, with dividend payment scheduled on or before March 14, 2026. Dividend Details: Information Interim Dividend: ₹2.75 per share Face Value: ₹10 per share Record Date: February 18, 2026 Payment Date: On or before March 14, 2026 Earnings Conference Call Recording Following the results announcement, CMS Info Systems conducted an earnings conference call on February 13, 2026, at 12:00 Noon (IST) to discuss the quarterly and nine months financial results ended December 31, 2025. The company has made the audio recording of this conference call available on its website for stakeholders and investors. Conference Call Details: Information Date & Time: February 13, 2026, 12:00 Noon IST Purpose: Q3FY26 earnings discussion Availability: Company website Access Link: https://www.cms.com/dashboard/uploads/q3fy26earningsconcall.mp3 Exceptional Items and Outlook The quarter included exceptional items of ₹111.07 Cr related to new Labour Code implementation, resulting in one-time wage code impact of ₹11 Cr. Executive Vice Chairman & CEO Rajiv Kaul commented that the company has made one-time investments in new delivery models to increase network productivity and drive profitable growth, expressing confidence in reaching the FY27 revenue goal of ₹2,800 Cr. We’re building Scanx - to help you express your trading & investing idea, to help you analyse the markets better. Stock Markets are the true indicator of the growth of any country's economy. We are bullish on India, we are bullish on India's prospects to be one of largest economies of the world. We believe that Stock Markets provide an unique opportunity for all Indians to participate in the growth story of India. We are enabling the same for Indians. As financial services are becoming more accessible, there is now a large set of Indians today who are financially aware and literate. They value time and seek high quality products & services. 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