Computer Age Management Services Limited — PPTs, 04-05-2026: Investor Presentation

CAMS delivered a solid Q4 FY26, posting its highest-ever quarterly revenue, up 11% YoY to ₹3,952.20 Cr. Profit after tax (PAT) rose 10.9% YoY to ₹126.43 Cr., supported by a strong 46.5% EBITDA margin. For the full year FY26, revenue increased 6.6% to ₹15,162.49 Cr., with PAT at ₹476.01 Cr.

Mutual Fund Assets Under Management (AuM) hit ₹55,10,000 Cr., maintaining a dominant ~68% market share and growing 21% YoY. Equity assets surged to ₹30,50,000 Cr., with net sales of ₹1,01,294 Cr. New SIP registrations soared 46% YoY in Q4, outpacing industry growth.

Diversification is paying off: non-MF businesses surged 24.5% YoY, contributing 15.3% to total revenue. CAMS Alternatives saw AuM cross ₹3,10,000 Cr. with 44 new client mandates, while CAMSPay's Cards business jumped 12.9x in FY26.

Operational efficiency is key, driven by ongoing platform re-architecture and AI-led automation. These tech upgrades are enhancing customer service and supporting revenue growth with a near-flat headcount. Next-gen transaction and data warehousing platforms are slated for H1FY27. Management is focused on building a balanced, diversified portfolio.