ValuePickr1 day ago
BULLISH(95%)
hold
CMS Info Systems Ltd
Read original source+53.5
Market Impact Score
-100 Bearish+100 Bullish
AI Analysis
Despite the push for digital payments, the significant increase in physical cash in circulation indicates a robust demand for cash logistics and management services, directly benefiting companies like CMS Info Systems.
Trading Insight
Consider a long position in CMSINFO, as its strong market share and the growing CIC provide a stable and expanding revenue base.
Quick check: CMSINFO neutral, HDFCBANK bearish bias (oversold).
Key Evidence
- •CMS Info Systems has a market capitalization of 4,493 Cr and a PE of 18.5.
- •Cash in Circulation (CIC) was around 16L Crores pre-demonetization (before 2016) and is 31L Crores in 2022 (Source: CMS Concall and RBI Data).
- •CMS handled close to 11L Crores in FY22.
- •CMS has 46% market share in cash withdrawal, ATM replenishment, cash evacuation and deposition.
- •CMS has 36% market share in cash pick up and delivery from retail outlets.
Affected Stocks
CMSINFOCMS Info Systems Ltd
Positive
Strong market share in cash management and growing cash in circulation (CIC) directly benefit its core business.
AI-powered analysis by
Anadi Algo News