Announced Mon, 5 May · 17:42 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

Awaiting price reaction for this filing.

AI summary

CAMS shared its Q4FY25 and FY25 investor presentation with strong full-year numbers. FY25 revenue grew 25.2% YoY to ₹1,42,248 lakh, driven by 25.2% growth in mutual fund revenue and 24.7% growth in non-MF businesses. FY25 EBITDA rose 29.7% YoY to ₹65,559 lakh with margin improving to 46.1%, while profit after tax grew 33% YoY to ₹47,019 lakh (margin 31.9%). Q4FY25 revenue grew 14.7% YoY to ₹35,617 lakh, but was down 3.7% QoQ, with EBITDA margin at 44.9% and PAT at ₹11,402 lakh (up 10.2% YoY). CAMS retained ~68% market share in mutual fund RTA with average AUM serviced of ₹45.6 trillion, declared a final dividend of ₹19 per share, and reported cash & equivalents of ₹680.71 crore.

Likely market impact

Strong FY25 performance with double-digit revenue, EBITDA, and PAT growth reinforces CAMS's leadership in the MF RTA space. However, the QoQ decline in Q4 revenue and margin softening may temper near-term sentiment. The healthy dividend and strong cash position provide downside comfort for shareholders.