Computer Age Management Services Limited — Investor Meet, 27-01-2026: Analysts/Institutional Investor Meet/Con. Call Updates

CAMS delivered a strong Q3 FY26: Revenue grew 5.5% YoY, EBITDA hit record INR 179 Cr, and margins climbed to 46%. Non-MF revenue jumped 24%+ YoY, targeting 20-25% growth. MF AUM surpassed INR 55 lakh crore, with equity AUM over INR 30 lakh crore. New AMC mandates, SIFs, and GIFT City initiatives are driving growth. Management noted stable yields and flat headcount due to automation, with cloud implementation underway for further efficiency. While acknowledging industry changes, CAMS emphasizes its value proposition and market leadership, aiming for sustained profitable growth.