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Earnings Call

Computer Age Management Services Earnings Call: Key Takeaways

CAMS delivered record quarterly revenue in Q4 FY26, driven by 25% YoY growth in non-mutual fund segments and stable mutual fund yields.

Why this was an Alfa AlertNot a filter event. Results and margins were in line with historical trends and prior guidance ranges.
Highlights
Revenue growth11% YoY overall; 25% YoY non-MF growth.
MarginsEBITDA margin recovered to 46.5%; non-MF margins reached 16.5%.
Demand visibilityStrong SIP registrations (1.26 Cr) and record equity net sales.
Management confidenceHigh; citing 20%+ growth visibility for non-MF business.

Growth

Non-MF revenue grew 25% YoY; overall revenue up 11% YoY. Absolute EBITDA reached record INR 183 crores.

Outlook

Targeting 20% growth in non-MF business; aims to maintain 46-47% EBITDA margins with automation and ReArch platform.

Risks

Geopolitical impacts on new folio openings; pricing pressure in KRA due to industry-wide fee remissions.

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%.