CMS Info Systems543441Cash management and
PPFAS explained its large position in CMS Info Systems despite the stock falling since purchase, citing strong core cash management business
By ScoutQuest · · 1 min read
Heard on business television between 15:04:01 - 15:07:01 IST.
- Thesis based on cash economy still growing, with more currency in circulation than during demonetization.
- Core business does not grow fast but requires a solid, vetted player to manage cash infrastructure, making it available at a reasonable multiple.
- Company is diversifying using its cash reserves into adjacent ecosystem businesses, acting as a system integrator.
- Core cash flow generation remains strong despite near-term stock price volatility.
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Source: Live TV News Channel · 13 Oct 2026
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