| 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
- ₹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.
More from Computer Age Management Services Ltd
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Computer Age Management Services will hold a board meeting on October 29, 2026, to approve quarterly financial results and consider an interim dividend payment.
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Mr. Ravi Kethana, Chief Platform Officer of Computer Age Management Services Limited, has resigned effective December 10, 2026.
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