Announced Mon, 4 May · 20:16 IST

Computer Age Management Services Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin ImprovementInvestor Communications View source PDF

CAMS · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
+11.4%1-day move
₹733.00
prior close
₹738.00
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
+1.7+2.3+2.3+3.4+11.4+13.9+14.1+11.6+7.4+7.1+5.7+3.9+7.7
Up moveDown movePending
AI summary

CAMS reported its highest ever quarterly revenue of ₹395.22 Cr in Q4 FY26, up 11% Y-o-Y, with EBITDA margin at a strong 46.5% (all-time high absolute EBITDA of ₹183.66 Cr). PAT grew 11.2% Y-o-Y to ₹125.44 Cr with PAT margin of 31%. The non-MF business portfolio delivered 24.5% Y-o-Y growth, now contributing 15.3% of enterprise revenue. Mutual fund franchise remained dominant: CAMS AuM at ₹55.1 lakh Cr with ~68% market share; SIP registrations grew 46% Y-o-Y to 1.26 Cr in Q4; equity assets hit an all-time high of ₹30.5 lakh Cr. The company added 2 new MF RTA clients (total 31) and launched its new platform with AI-led digitisation, growing revenue on near-flat headcount. Board recommended a final dividend of Rs. 4/- per share.

Likely market impact

CAMS delivered a beat quarter with margin expansion and accelerating non-MF diversification, reinforcing its monopoly-like position in MF RTA while building new growth vectors. The combination of revenue growth, margin strength and near-flat headcount signals strong operating leverage from its tech investments.