Computer Age Management Services Limited — PPTs, 22-01-2026: Investor Presentation

Here's a concise, retail-friendly summary:

1. **Business Performance:** CAMS hit record revenue in Q3 FY26, up 5.5% YoY to ₹390.14 Cr, driven by strong Mutual Fund (MF) and non-MF growth. MF AuM topped ₹55 lakh Cr (up 18% YoY), retaining ~68% market share. Equity assets rose to ₹30.4 lakh Cr. Non-MF revenue jumped 24.3% YoY, now 14.5% of total. EBITDA reached a record ₹179 Cr with 46% margins. PAT stood at ₹125.54 Cr.

2. **Growth Drivers & Strategy:** Strategy focuses on MF leadership by boosting equity assets and investor base, while diversifying into high-growth non-MF areas. Digital transformation, new client wins, and innovative product development across all segments are key.

3. **Recent Developments:** CAMS secured a new MF client, Carnelian AM. Successfully integrated NSE's KRA business, strengthening CAMS KRA to #2. CAMSPay signed 22 new deals. CAMS Alternatives secured 30 mandates, with AuM over ₹3 Lakh Crore. CAMSRep grew to 13 million policies. Think360 launched ConsenPro for data privacy compliance.

4. **Key Financial Metrics:** For Q3 FY26, revenue was ₹390.14 Cr (+5.5% YoY), PAT ₹125.54 Cr, and basic EPS ₹5.07. EBITDA hit a record ₹179 Cr with 46% margin.

5. **Management Outlook:** Performance demonstrates resilience and successful diversification. Management's continued focus on business expansion, digital solutions, and innovation in non-MF segments indicates a positive future trajectory.