Assembled from the company's filings and exchange data as of today. Download PDF renders this page on the server; the narrative sections arrive with the Nexa composer.
Dossier · COMPUTER AGE MNGT SER LTD · 29 October 2026Page 1 of 3
Company Dossier
MarketPing Research · factual · no rating expressed
COMPUTER AGE MNGT SER LTD NSE: CAMS · BSE: 543232
Financial Services › Financial Services › Capital Markets › Depositories Clearing Houses and Other Intermediaries
COMPUTER AGE MNGT SER LTD
StateQ1 FY27 filed
Last close · 28 Oct 2026₹677.40
Market cap₹16.8k cr
TTM P/E · P/B · EV/EBITDA17.6 · 12.73 · 21.9
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%. AR · MarketPing reader · 2026-08-02
Revenue streams, as the annual report describes them. Data processing and other services (92%), Software (8%). Asset-light services platform; scale-driven economics in a concentrated MF RTA market.
What a broker report prints here — the analyst's thesis. This dossier prints the filed record instead; the narrative read of the latest results, the guidance ledger and the earnings-call summary are the composer's sections (INSTITUTIONAL-PLAN.md M3) and are not yet produced.
Exhibit 1: Financial summary, FY22–FY26 (all audited; no estimate years)
₹ crore · consolidated
FY22
FY23
FY24
FY25
FY26
Revenue
910
972
1,137
1,422
1,516
EBITDA (ex other income)
424
421
505
652
684
margin %
46.6
43.3
44.4
45.9
45.1
Owners' profit
287
285
354
470
476
EPS, as reported (₹)
58.73
58.26
72.06
95.41
19.23
ROE % · ROCE %
44.3 · 49.8
36.4 · 41.7
38.3 · 42.9
41.5 · 49.5
35.7 · 44.3
Debt / equity (x)
0.00
0.00
0.00
0.00
0.00
Cash from operations
321
319
401
477
584
Capex
(62)
(45)
(38)
(118)
(141)
Source: SEBI results XBRL as filed with BSE/NSE; EBITDA excludes other income.
Every figure is a filed number or a ratio over filed numbers · No rating, target or fair value is expressed · Disclosures on the last pagemarketping.in
Dossier · COMPUTER AGE MNGT SER LTD · 29 October 2026Page 2 of 3
Exhibit 2: Quarterly performance, last 8 quarters
₹ crore
Q2 FY25
Q3 FY25
Q4 FY25
Q1 FY26
Q2 FY26
Q3 FY26
Q4 FY26
Q1 FY27
Revenue
365
370
356
354
377
390
395
395
Profit before tax
162
166
148
145
153
165
166
173
Net profit
121
124
113
108
114
125
125
127
EPS (₹)
24.88
25.45
23.08
22.07
23.23
5.07
5.10
5.16
Source: quarterly results as filed; the balance sheet is filed half-yearly and is not repeated here.
Exhibit 3: Peers — basic industry group, by market cap
Company
M.cap ₹ cr
P/E
P/B
EV/EBITDA
ROE %
ROCE %
Rev CAGR 5y %
EBITDA m. %
CENTRAL DEPO SER (I) LTD
25,644
54.4
12.81
37.7
22.7
29.9
27.2
63.4
COMPUTER AGE MNGT SER LTD ◆
16,813
17.6
12.73
22.9
35.7
43.8
16.5
50.5
KFIN TECHNOLOGIES LIMITED
14,777
43.1
8.83
26.3
20.5
18.7
—
37.1
Source: exchange data and filed statements via the screener; multiples at current prices.
Exhibit 4: Where the company sits in its group
Metric
Company
Group median
Rank
Better than
P/E (TTM)
17.6
19.6
24 of 58
60%
P/B
12.7
2.8
55 of 65
16%
ROCE
43.8
16.0
3 of 33
94%
ROE
35.7
11.4
6 of 65
92%
Debt / Equity
0.0
0.0
10 of 30
69%
EBITDA margin
50.5
45.7
28 of 64
57%
Revenue growth
11.5
23.1
40 of 58
32%
Profit growth
17.6
17.6
31 of 61
50%
Market cap
16813
940
14 of 69
81%
Source: MarketPing peer ranks; a rank is a measurement, not a view.
Every figure is a filed number or a ratio over filed numbers · No rating, target or fair value is expressed · Disclosures on the last pagemarketping.in
Dossier · COMPUTER AGE MNGT SER LTD · 29 October 2026Page 3 of 3
Exhibit 5: Filings of the last 90 days, with the measured price reaction
Date · filing
Category
Importance
Next day %
5-day %
27 Oct 2026 · Allotment of 7,130 shares under the ESOP 2019
capital market events
low
—
—
22 Oct 2026 · CAMS schedules investor meetings on November 3 and November 23
board shareholder meetings
low
—
—
14 Oct 2026 · CAMS partners with NISM to integrate CAMS Lens platform into RegTech Lab
compliance
low
—
—
13 Oct 2026 · CAMS schedules investor call with Invisage Capital on November 2
board shareholder meetings
low
—
—
8 Oct 2026 · Routine compliance certificate filed with exchanges for Q2 FY27
compliance
minimal
—
—
1 Oct 2026 · CAMS allots 90,305 shares under ESOP 2019 to employees
capital market events
low
—
—
1 Oct 2026 · JPMorgan entities raise stake in CAMS to 7.06% via open market buys
ownership changes
medium
—
—
29 Sept 2026 · CAMS Q2 and H1 FY26-27 Earnings Call on 30 Oct 2026 at 11 AM
board shareholder meetings
low
—
—
25 Sept 2026 · CAMS trading window closed from Oct 1 ahead of Q2 results
compliance
minimal
—
—
24 Sept 2026 · CAMS schedules virtual investor meeting with Lyptus Capital
board shareholder meetings
low
—
—
Source: exchange announcements; each reaction is measured from the close before the filing. Next day = the close one session after the reaction day (the first session that could trade the filing).
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A rating (BUY / ADD / REDUCE / SELL)
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More audited years; no estimates
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Sources, method and disclosures
This document is a statistical summary of publicly filed information and market data, prepared by software from primary sources: SEBI results XBRL filed with BSE and NSE, LODR disclosures, shareholding patterns, exchange price data. It contains no research recommendation, no price target and no opinion on the merits of any security, and is not a research report within the meaning of the SEBI (Research Analysts) Regulations, 2014, Regulation 2(1)(w)(vii). Financial statements are as filed (consolidated where the company files consolidated results). Ratios are computed over filed lines. Where a figure is unavailable the table shows a dash rather than an estimate. The business brief is written by MarketPing's reader from the annual report and checked against it; no figure in a table was generated by a model. Nothing here constitutes investment advice, an offer or a solicitation; readers should consult a SEBI-registered adviser before acting. MarketPing is not a SEBI-registered intermediary.
Every figure is a filed number or a ratio over filed numbers · No rating, target or fair value is expressed · Disclosures on the last pagemarketping.in
