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Investor Presentation

Computer Age Management Services Investor Presentation: Key Takeaways

CAMS reported Q1 FY27 revenue of ₹395 Cr with an EBITDA margin of 46.4%. Strategy focuses on core MF dominance and rapid non-MF diversification (now 14.9% of revenue).

Highlights
Revenue growth11.5% Y-o-Y
MarginsEBITDA margin expanded 270 bps to 46.4%.
Order bookCAMS Alternatives won 50 new mandates.
Demand visibilityEquity net sales grew 43% Y-o-Y.

Growth

Operating revenue grew 11.5% Y-o-Y; PAT increased 17.3% Y-o-Y to ₹128 Cr.

Outlook

Launching AI-led transformation; Non-MF revenue grew 28.4% Y-o-Y; AlphaGrep NFO went live July 2026.

Risks

KRA revenue declined 2.6% due to market-wide rate revisions and subdued activity.

Last quarter's promises, checked

Delivered

  • Guided 4-5% yield reduction → delivered ~5% (= BEAT)
  • Guided 90% price reset completion → delivered 90% (= BEAT)
  • Guided 45% steady-state margin → delivered 46.4% (= BEAT)

Partly delivered

  • Guided 25% non-MF growth → delivered 28.4% (Ex-KRA beat, KRA drag) (= PARTIAL)

Missed

  • Guided non-MF revenue mix to 20% → delivered 14.9% (= MISS)
Source

Investor Presentation 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%.