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Earnings Call

Central Depository Services (India) Earnings Call: Key Takeaways

CDSL reports solid growth in demat accounts despite market volatility, crossing 18 crore accounts. Profitability is being challenged by heavy technology spends which now exceed human resource costs.

Highlights
Revenue growthConsolidated FY26 revenue at ₹1,239 cr, showing steady growth trends.
MarginsPressure from high tech opex and lower KYC regulatory pricing.
Demand visibilityStrong; over 2.7 crore new accounts opened this financial year.
Management confidenceConfident but defensive regarding the impact of significant technology investments.

Growth

FY26 Consolidated Revenue reached ₹1,239 cr; 18.01 crore demat accounts with 80% market share.

Outlook

Launching GIFT City KYC unit; focused on vertical scalability to handle higher transaction spikes.

Risks

Escalating tech costs (₹162 cr) and a 20% regulatory-mandated fee cut in KYC fetch charges.

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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Value
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