| Revenue growth | 11% YoY revenue growth driven by non-MF segment diversification. |
|---|---|
| Margins | EBITDA margins stable at 46.5% despite lack of MF revenue growth. |
| Demand visibility | Strong SIP inflows offset market volatility and geopolitical headwinds. |
| Management confidence | Balanced, 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).
Earnings Call filed with NSE, NSE: CAMS. Summary written with AI assistance from the document.
Computer Age Management Services Ltd: key numbers
- Share price
- ₹739.30
- Market cap
- ₹18,373 Cr
- Revenue (annual)
- ₹1,516 Cr
- Net profit (annual)
- ₹476.0 Cr
- P/E (TTM)
- 35.9×Sector 23.6×
- Promoter holding
- 0.00%+0.00% QoQ
- FII holding
- 45.58%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Computer Age Management Services Ltd
All →Computer Age Management Services Merger & Restructuring
CAMS disclosed the voluntary liquidation and dissolution of its non-material step-down subsidiary Think Analytics under IBC Section 59. The closure has no impact on company operations.
Computer Age Management Services Earnings Call Transcript: Key Takeaways
CAMS successfully crossed the ₹400 Cr revenue mark, showing strong non-mutual fund scaling and solid EBITDA expansion despite significant platform modernization costs.
- Call
- Guides 30% growth
Computer Age Management Services Investor Presentation: Key Takeaways
Q2 FY27 consolidated revenue ₹414.5 Cr (+10.0% YoY), EBITDA ₹190.9 Cr (46.0% margin), PAT ₹131.5 Cr (+14.4% YoY). MF AuM ₹58.4 lakh Cr, 67% share.
Computer Age Management Services Results Update
CAMS reported higher Q2 FY27 consolidated profit and recommended an interim dividend, with revenue and EBITDA both growing year on year. Management highlighted record mutual fund AuM and growth in non-mutual fund businesses.
Computer Age Management Services Dividend
Computer Age Management Services declared an interim dividend of Rs. 3.25 per equity share at its October 29, 2026 board meeting. The record date and payment date are not stated in the extract.
Computer Age Management Services Q2 FY27 Results: Net Profit ₹130.7 Cr, Up 14.7% YoY
Computer Age Management Services Ltd reported revenue from operations of ₹414.5 Cr (+10.0% YoY) and net profit of ₹130.7 Cr (+14.7% YoY) for Q2 FY27.
- Key figure
- Net profit ₹130.7 Cr · +14.7% YoY