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Earnings Call

Central Depository Services (India) Earnings Call: Key Takeaways

CDSL reported FY26 standalone total income of ₹1,096 crores and PAT of ₹468 crores. Focus remains on technology-led scalability and deepening investor participation across India.

Highlights
Revenue growthFY26 consolidated revenue at ₹1,239 cr, up from ₹1,199 cr YoY.
MarginsTechnology costs rising (₹162 cr consol) and now exceeding human resource costs.
Demand visibilityStrong; demat accounts reached 18.01 crores, 85-90% incremental market share.
Management confidenceHigh; emphasizing tech-based infrastructure and 80%+ market share in demat accounts.

Growth

FY26 consolidated income reached ₹1,239 crores vs ₹1,199 crores YoY; standalone income grew 11.3% to ₹1,096 crores.

Outlook

Expanding presence in GIFT IFSC and leveraging the new Securities Market Code 2025 for consolidated growth.

Risks

Regulatory changes in KYC fetch/creation fees; market volatility impacting transaction volumes and IPO-related revenues.

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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