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Earnings Call

Central Depository Services (India) Earnings Call: Key Takeaways

CDSL reports Q4FY26 standalone operating income of ₹212cr and PAT of ₹69cr. The presentation highlights its milestone of 100 million demat accounts and strategic expansion into insurance and commodity repositories.

Why this was an Alfa AlertNot a filter event. No specific management guidance provided to compare against actual performance.
Highlights
Revenue growthStandalone grew 16% YoY; Consolidated grew 5% YoY.
MarginsStandalone EBITDA margins declined sequentially in Q4FY26.
Demand visibilityBO accounts reached 1,801 lakhs, up from 1,529 lakhs YoY.

Growth

Standalone Q4FY26 revenue at ₹212cr vs ₹182cr YoY. Q4 consolidated PAT at ₹80cr vs ₹100cr YoY.

Outlook

Focus on Direct Payout of Securities and unified Investor App features to enhance market infrastructure.

Risks

High dependency on market volumes; sequential decline in EBITDA and PAT from Q3FY26.

Source

Earnings Call filed with NSE, NSE: CDSL. Summary written with AI assistance from the document.

Read the document ↗

Central Depository Services (India) Ltd: key numbers

Share price
₹1,318.00
Market cap
₹27,546 Cr
Revenue (annual)
₹1,145 Cr
Net profit (annual)
₹456.1 Cr
P/E (TTM)
58.5×Sector 22.0×
Promoter holding
15.00%+0.00% QoQ
FII holding
8.24%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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Central Depository Services (India) Management Change

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Merger & Restructuring

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Value
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