Computer Age Management Services Limited — Investor Meet, 31-10-2025: Analysts/Institutional Investor Meet/Con. Call Updates

CAMS reported its highest-ever Q2 revenue, with Mutual Fund revenue up 6.4% QoQ and non-MF up 17.9% QoQ. Assets Under Management (AUM) crossed Rs. 52 lakh crores, while equity net sales hit a record Rs. 1 lakh crore and SIP collections grew 21% YoY. KRA revenue rebounded 45% QoQ, and six new AMCs successfully went live.

Despite a minor, expected yield depletion, CAMS maintained over 44% EBITDA margins. Management is confident in sustaining profitability through automation and new AI-driven platforms, aiming for 25% EBITDA from non-MF business in two years. They foresee long-term growth by adding Rs. 500 Cr in revenue over the next three years, driven by a strong domestic market focus and strategic innovations.