CMSINFO
CMS Info Systems Limited
If management delivers what it guided
arithmetic on filed guidance and past valuations · not a price target
CMSINFO
FY26 → FY27 · 1 year of guidance · ~0.7 years from today₹264 today
BEAR
₹297
+13%
8.4% a year · 14.9x exit
BASE
₹375
+42%
14.4% a year · 17.8x exit
BULL
₹441
+67%
19.6% a year · 20x exit
Where the market has priced it
14x14x today — outside the range21x
- the guided figure reached earnings through a low-confidence bridge
- at 14x its FY26 earnings the stock trades below the bottom of its own ten-year range (15x)
- this company's own median multiple sits 43% below its filed-industry peers; the scenario uses its own
How these numbers are produced
| Earnings base | FY26 fiscal year EPS ₹18.43 (screener) |
|---|---|
| Guided growth | 14.4% a year, said on the call of 19-May-2026 · transcript |
| Read across as | operating: unlabelled growth figure, read as revenue — low confidence |
| Delivery calibration | 0.58x / 1x / 1.36x of what was guided — measured: 76 annual guided-vs-filed pairs + 77 near-complete quarterly years — NSE transcripts against the companies' own filings |
| Exit multiple | 14.88x / 17.8x / 20x, this company’s own p20 / median / p80 across 5 filed years |
| Filed-industry peers | median 31.35x across 7 peers — the cross-check, not the input |
| Arithmetic | base EPS × (1 + guided growth × delivery)1 × exit multiple |
Arithmetic on management’s own guidance and this company’s own past valuations. Not a price target, not a recommendation, and not a forecast of what the stock will do.
What management said
from NSE earnings-call filings · extracted, not interpreted
generic growth 17%ebitda margin 25%
At an overall revenue goal, total revenue, we are targeting Rs.2800 Crores to Rs.2900 Crores, which would mean a 13% to 17% growth.
Call 19-May-2026 · bridge confidence low · transcript PDF