COMPUTER AGE MNGT SER LTD

Acts as the registrar and transfer agent (RTA) for mutual funds in India, holding around 68% market share, serving ₹55.1 lakh crore of MF AUM and processing 1,070 million transactions in FY26. Beyond the core RTA, it runs a KYC Registration Agency business (now the #2 player in India) and is building adjacent lines — CAMSPay, AIF servicing, alternatives, and a DPDP compliance product called ConsenPro. Revenue splits between data processing and other services (91.8% of segment revenue in the period ended 31 December 2020) and software (8.2%); management now separately reports non-MF services, which contributed 15.3% of enterprise revenue in Q4 FY26. RTA fees are tied to AUM, with historical yield compression of 3–3.5% annually; the cost base is people-driven, with employee costs at 32.8% of FY26 revenue, other opex at 22.1%, and depreciation at 6.5%. The company carries no external debt and held ₹854.45 crore in cash, while the operating base spans 8,502 employees across 299 office locations (FY26 BRSR). Equity AUM serviced hit a record ₹30.5 lakh crore in Q4 FY26, with SIP registrations at 1.26 crore that quarter, up 46% YoY against industry growth of 27%.