Computer Age Management Services Limited — PPTs, 30-07-2025: Investor Presentation

Here's a summary of the attached file:

**Financial Highlights:**

CAMS' Q1 consolidated revenue: ₹354.15 Cr (+6.9% YoY). MF revenue was up 7.2%, non-MF up 4.4% (13% of total). EBITDA stood at ₹154.82 Cr (43.7% margin), with PAT at ₹109.09 Cr (29.7% margin).

**Strategic Initiatives & Growth Drivers:**

AuM hit ₹50 Tn, maintaining ~68% market share. New SIP registrations grew 19% YoY to 11.2 Mn. New AMCs went live, plus CAMS' first international client. CAMSPay's card gateway is operational, driving 26% YoY assisted revenue growth.

**Business Developments:**

CAMS acquired NSE Data Analytics' KRA business, adding over 1.3 Mn KYC records. CAMSRep onboarded a major life insurer for policyholder servicing. Think360 is developing an AI-powered data platform for a US health-tech firm.

**Market Position & Competitive Advantage:**

CAMS retains MF RTA leadership (~68% share), strong presence in Alternatives and CAMSRep (>40%). CAMSKRA solidified its second-largest position via acquisition. CAMSfinserv holds significant Account Aggregator market share.

**Investor Implications:**

Robust core MF business and strategic non-MF diversification show positive growth potential. Acquisitions and new clients are key. Execution on diverse offerings will be crucial for sustained performance.