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Earnings Call

Computer Age Management Services Earnings Call: Key Takeaways

CAMS delivered record quarterly revenue, masking muted Mutual Fund growth with a 24.5% surge in non-MF segments. Management is pivoting toward tech-driven cost optimization to sustain 46%+ EBITDA margins despite pricing pressures.

Highlights
Revenue growth11% YoY revenue growth driven by non-MF segment diversification.
MarginsEBITDA margins stable at 46.5% despite lack of MF revenue growth.
Demand visibilityStrong SIP inflows offset market volatility and geopolitical headwinds.
Management confidenceBalanced, emphasizing structural automation and productivity gains over aggressive expansion.

Growth

Enterprise revenue up 11% YoY; non-MF revenue grew 24.5% YoY, now 15.3% of total revenue. Equity AUM reached record levels.

Outlook

Targeting 20% non-MF revenue growth and 20% EBITDA margin for that segment by end of FY27.

Risks

Pricing pressure from large AMC contract renewals and yield compression due to passive fund mix shift (0.9% compression).

Source

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

Read the document ↗

Computer Age Management Services Ltd: key numbers

Share price
₹707.35
Market cap
₹17,572 Cr
Revenue (annual)
₹1,516 Cr
Net profit (annual)
₹476.0 Cr
P/E (TTM)
35.5×Sector 22.1×
Promoter holding
0.00%+0.00% QoQ
FII holding
44.88%Current quarter

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

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16:29 IST BSE
Board Meeting Date

Computer Age Management Services Board Meeting Date

Computer Age Management Services will hold a board meeting on October 29, 2026, to approve quarterly financial results and consider an interim dividend payment.

13:11 IST BSE
Capital Structure Change

Computer Age Management Services Capital Structure Change

White Oak Capital Management sold a 1.998% stake in Computer Age Management Services Ltd through the open market. Its holding decreased from 5.288% to 3.290%.

15:01 IST NSE
Other Announcement

Computer Age Management Services Other Announcement

CAMS disclosed an ESG rating of '79 – Leader' for FY 2025-26 from Niche99 ESG Ratings. The company noted it did not engage the rating provider; the score is based on public disclosures.

18:13 IST NSE
Management Change

Computer Age Management Services Management Change

Mr. Ravi Kethana, Chief Platform Officer of Computer Age Management Services Limited, has resigned effective December 10, 2026.

11:32 IST NSE
Product Launch

Computer Age Management Services Product Launch

CAMS launched ConsenPro Self-Serve, India's first self-serve DPDP platform, at GFF 2026. New partnership engagements with WhiteOak and Helios Mutual Fund were also announced.

10:59 IST BSE
Capital Structure Change

Computer Age Management Services Capital Structure Change

FMR LLC and FIL Limited sold 11,998,217 shares of Computer Age Management Services in open market. Their stake declined from 5.94% to 1.10%.