ALFA Finder| Management target | Revenue 13.0% FY27 |
|---|
| Revenue growth | 11.5% YoY growth; Non-MF revenue grew 28%. |
|---|---|
| Margins | EBITDA margins expanded to 46.4%, aiming for 100-150 bps annual expansion. |
| Demand visibility | Strong SIP inflows at 20,000 Cr monthly; AIF/GIFT city gaining traction. |
| Management confidence | High; focusing on automation and non-MF expansion. |
Growth
Operating revenue grew 11.5% YoY; Non-MF revenue surged 28%+ led by Payments segment growth of 67%.
Outlook
Guides for 13% overall revenue and 16% EBITDA growth for the full fiscal year.
Risks
KRA segment faces pricing resets (down 29-30%) and muted account opening activity. Yield compression in MF remains a structural overhang.
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 43.7% in Q1 (= BEAT)
Partly delivered
- Guided 11-12% cost increase cap → delivered <11% in Q1 (= PARTIAL)
Missed
- Guided 25% Non-MF growth → delivered 26% YoY but sequential decline in CAMSPay (= MISS)
Earnings Call Transcript 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