Computer Age Management Services Limited — Investor Meet, 04-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Q1 FY26 revenue was INR355 Cr (+7% YoY), with EBITDA margin at 43.7% and PAT near 30%. Yields declined ~5% QoQ, mainly due to a major client's price reset, which is now 90% complete, signaling future stability. Costs were tightly controlled.

Mutual fund AuM crossed INR50 lakh Cr, equity assets INR25 lakh Cr, alongside strong new SIP registrations and market share gains. Three new AMCs, including Jio BlackRock, are live. Non-MF revenue saw 26% YoY growth in Payments, and CAMS KRA is acquiring DotEx. Management is confident in growth, supported by a new AI-powered platform investment.