Computer Age Management Services Limited — PPTs, 28-10-2025: Investor Presentation

**Business Performance:**

CAMS delivered strong Q2 FY26 results: revenue up 6.4% QoQ to ₹376.74 Cr, and PAT up 5.4% QoQ to ₹114.94 Cr. Mutual Fund AUM hit ₹52 lakh Cr (+16% YoY), maintaining ~68% market share. Equity net sales were ₹1.02 lakh Cr. Non-MF revenue impressed, growing 17.9% QoQ (+15% YoY), now 14.4% of total revenue.

**Growth Drivers & Strategy:**

Growth is fueled by robust SIP collections (+21% YoY) and dominant NFO mobilization (80% share). Strategic diversification into non-MF areas like payments, alternatives, and insurance services is key, marked by new client wins and platform enhancements.

**Recent Developments:**

CAMS secured two new RTA mandates and migrated Taurus MF. In non-MF, CAMSPay revenue jumped 26% QoQ. CAMS Alternatives added 44 mandates, and CAMS KRA revenue surged 45% QoQ, with NSE KRA integration expected to boost Q4 FY26 earnings.

**Key Financial Metrics:**

Q2 FY26 Operating EBITDA was ₹168.13 Cr (44.6% margin). Basic EPS stood at ₹23.23. An interim dividend of ₹14 per share was declared.

**Management Outlook:**

Management emphasized record quarterly revenue from both MF and non-MF segments. This sustained focus on digital innovation and expanding financial services positions CAMS for continued solid growth.