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Computer Age Management Services Limited (CAMS) investor relations material

Computer Age Management Services Limited Q2 25/26 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Q2 25/26 earnings summary29 Oct, 2025

Executive summary

  • Achieved highest ever quarterly revenue in Q2 FY26, driven by strong growth in both mutual fund (MF) and non-MF segments, and approved un-audited financial results for the period.

  • Retained ~68% market share in MF AUM, with industry AUM crossing Rs.52 lakh crore in September 2025.

  • Expanded client base by onboarding new AMCs and winning new RTA mandates; six new AMCs onboarded in the year.

  • Interim dividend of Rs. 14 per share declared, with record date set for November 7, 2025.

  • Board approved transfer of payment aggregator business to a wholly owned subsidiary, pending regulatory approval.

Financial highlights

  • Q2 FY26 consolidated revenue: Rs.37,674 lakh, up 6.4% QoQ and 3.2% YoY; H1 FY26 consolidated revenue: Rs.73,089 lakh, up 4.9% YoY.

  • Operating EBITDA margin at 44.6%, PAT margin at 29.6%; PAT for Q2 FY26: Rs.11,494 lakh.

  • Standalone revenue for H1 FY26 was Rs.68,827.74 lakh; standalone net profit was Rs.21,612.73 lakh.

  • Interim dividend of Rs.14 per share declared for Q2 FY26.

  • Non-MF revenue share of total enterprise revenue at 14.4% in Q2 FY26.

Outlook and guidance

  • Integration of NSE KRA with CAMS KRA is on track, with revenue expected from Q4 FY26.

  • Three more asset managers scheduled to go live in the coming months; non-MF targeting 20% YoY growth.

  • Cost increases to be contained within 10-11% YoY; automation and AI initiatives to support margin sustainability.

  • Board approved sub-division of equity shares from face value Rs.10 to Rs.2 each, pending shareholder approval.

RBI COA status for payment aggregator transfer?
Shareholder approval timeline for stock split?
Capital expenditure and investment strategy?
CAMS's strategy for non-MF ecosystem centrality?
Key initiatives to reach 25% non-MF EBITDA?
How does CAMS protect MF yields in a 2-player market?
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Frequently asked questions

Computer Age Management Services Limited (CAMS) is a mutual fund transfer agency in India that provides vital services to Indian asset management companies. Established in 1988, CAMS has grown to become a key player in the financial services sector, particularly in the mutual fund space. The company offers a range of services including the processing of transactions, management of investor records, compliance and reporting services for mutual funds and other financial instruments. The company is headquartered in Chennai, India, and its shares are listed on the NSE.

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