Computer Age Management Services Limited — Investor Meet, 08-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

CAMS delivered solid Q4 & FY'26 results with record quarterly revenue and EBITDA (~₹183 Cr, 46.5% margin). MF AUM grew 21% YoY to ₹55.1 lakh Cr, with equity net sales exceeding ₹1 lakh Cr. Non-MF revenue surged ~25% YoY, contributing 15.3% of total and improving profitability (16.5% EBITDA).

Management is driving strong cost discipline and productivity via automation, expecting FY'27 revenue growth with declining headcount. Key tech platforms (transaction origination, data lake) are rolling out. Despite industry-wide KRA price cuts, CAMS expects flat KRA revenue in FY'27, offset by growth in Payments, AIF, and other non-MF segments. The outlook remains confident, highlighting sustained diversification and efficiency gains.