ALFA Finder| Revenue growth | 11.5% Y-o-Y |
|---|---|
| Margins | EBITDA margin expanded 270 bps to 46.4%. |
| Order book | CAMS Alternatives won 50 new mandates. |
| Demand visibility | Equity 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)
Investor Presentation filed with NSE, NSE: CAMS. Summary written with AI assistance from the document.
Computer Age Management Services Ltd: key numbers
- Share price
- ₹726.05
- Market cap
- ₹18,043 Cr
- Revenue (annual)
- ₹1,516 Cr
- Net profit (annual)
- ₹476.0 Cr
- P/E (TTM)
- 35.3×Sector 23.7×
- 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