| EBITDA Margin guidance | 44.6% → 46.0% Raised by 1.4 percentage points |
|---|---|
| Management target | Revenue 30.0% FY29 |
| Revenue growth | 10% YoY growth, driven by 22% non-MF segment surge. |
|---|---|
| Margins | EBITDA margins expanded 140 bps to 46% despite employee hikes. |
| Demand visibility | Strong visibility in SIP collections and new platform adoption. |
| Management confidence | Balanced and confident, highlighting structural shifts in revenue diversification. |
Growth
Enterprise revenue grew 10% YoY, while non-MF segments surged 22%, diversifying the revenue mix beyond cyclical MF assets.
Outlook
Targets 20% non-MF revenue proportion and 25% non-MF margins over the next three years.
Risks
Continued yield compression in MF segment due to telescopic pricing remains the primary headwind to core profitability.
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
- ₹653.60
- Market cap
- ₹16,243 Cr
- Revenue (annual)
- ₹1,516 Cr
- Net profit (annual)
- ₹476.0 Cr
- P/E (TTM)
- 31.8×Sector 23.0×
- 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 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
Computer Age Management Services Employee Stock Options
CAMS allotted 7,130 equity shares to eligible employees under its ESOP Scheme 2019. Post-allotment, paid-up capital stands at 24.85 crore shares of Rs.2 each.
Computer Age Management Services Other Announcement
Computer Age Management Services Ltd submitted its quarterly shareholding pattern for the period ended September 30, 2026. This filing details the company's latest equity ownership structure.