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.
| ₹ 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) |
| ₹ 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 |
| Company | M.cap ₹ cr | P/E | P/B | EV/EBITDA | ROE % | ROCE % | Rev CAGR 5y % | EBITDA m. % |
|---|---|---|---|---|---|---|---|---|
| CENTRAL DEPO SER (I) LTD | 28,424 | 60.3 | 14.20 | 41.8 | 22.7 | 29.9 | 27.2 | 63.4 |
| COMPUTER AGE MNGT SER LTD ◆ | 17,647 | 18.4 | 13.36 | 24.0 | 35.7 | 43.8 | 16.5 | 50.5 |
| KFIN TECHNOLOGIES LIMITED | 15,555 | 45.4 | 9.30 | 27.7 | 20.5 | 18.7 | — | 37.1 |
| Date · filing | Category | Importance | 1-day % | 5-day % |
|---|---|---|---|---|
| 7 Sept 2026 · CAMS schedules investor meet at Anand Rathi G-200 Summit on 22 Sept 2026 | board shareholder meetings | low | — | — |
| 7 Sept 2026 · CAMS to meet Millennium Partners on 21 September 2026 | board shareholder meetings | low | — | — |
| 3 Sept 2026 · CAMS investor meeting with KAMS Family Office on 8 Sept 2026 | board shareholder meetings | low | — | — |
| 31 Aug 2026 · CAMS schedules investor call with Prabhudas Lilladher on Sep 3, 2026 | board shareholder meetings | low | — | — |
| 28 Aug 2026 · CAMS allots 1.21 lakh equity shares under ESOP 2019 scheme | capital market events | low | — | — |
| 12 Aug 2026 · CAMS and IIT Madras renew FinTech Innovation Lab partnership with new MoU | compliance | low | — | — |
| 11 Aug 2026 · CAMS subsidiary Fintuple CEO resigns effective July 20, 2026 | management changes | medium | — | — |
| 10 Aug 2026 · CAMS to participate in Equirus India Growth Summit 2026 on 14 August | board shareholder meetings | low | — | — |
| 10 Aug 2026 · Advance intimation of investor call at Emkay Confluence 2026 on 13 August | board shareholder meetings | low | — | — |
| 7 Aug 2026 · CAMS Q1 FY27: EBITDA up 18% YoY at INR183 cr, margin guidance of 1-1.5% expansion | investor communications | medium | — | — |
| Where a broker report shows | This document shows | Why |
|---|---|---|
| Metric | Company | Group median | Rank | Better than |
|---|
| P/E (TTM) | 18.4 | 20.3 | 28 of 62 | 56% |
| P/B | 13.4 | 3.0 | 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 | 45 of 65 | 31% |
| 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 | 17647 | 990 | 14 of 69 | 81% |
| A rating (BUY / ADD / REDUCE / SELL) |
| A state: the latest filed quarter and the measured reactions |
| an event is a fact; a rating is an opinion that requires SEBI RA registration |
| A target price and upside | The current price and the multiples against the group | a target is a forecast; a multiple is a measurement |
| Estimate years marked E | More audited years; no estimates | MarketPing publishes no forecasts — your own model lives on the Models page |
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.
