Computer Age Management Services Limited — PPTs, 03-08-2026: Investor Presentation

CAMS delivered a strong Q1 FY27, with operating revenue climbing 11.5% YoY to ₹395 Cr. Profit After Tax (PAT) increased 17.3% YoY to ₹128 Cr, while EBITDA rose 18.3% YoY to ₹183 Cr, expanding margins to 46.4%. Non-Mutual Fund businesses were a key growth driver, surging 28.4% YoY and now accounting for 14.9% of total revenue, showcasing successful diversification.

A core strategy is AI-led transformation, with over 10% of physical financial transactions now processed via AI. Key platforms like Fundsnet and CAMSLens 2.0 are on track for deployment.

Recent highlights include AlphaGrep Mutual Fund going live, with four more AMCs expected soon, expanding CAMS' client base to 31. The Specialized Investment Fund (SIF) segment is gaining traction, with AuM crossing ₹10,000 Cr. CAMS KRA secured in-principle approval for GIFT City operations, unlocking new opportunities, while CAMSPay signed 17 new deals.

Management anticipates strengthening growth, particularly from the SIF segment and the significant potential in GIFT City, underscoring the resilience and operating momentum of CAMS' business model.