**Business Performance:** CAMS delivered strong Q1 FY'27 performance. Operating revenue increased 11.5% YoY, fueled by a robust 28.4% YoY growth in non-MF businesses, which now constitute 14.9% of total revenue. Mutual Fund AuM grew 14.8% YoY to a record ₹560,000 Cr., maintaining a dominant 67.2% market share. Live SIP accounts rose 18.8% YoY to 6.72 Cr., outperforming industry growth.
**Growth Drivers or Strategy:** The company's diversification strategy is a key driver. AI-led transformation initiatives and ongoing platform upgrades are strengthening operations. Strategic focus on specialized investment funds (SIF) and GIFT City operations positions for future growth.
**Recent Developments:** SIF AuM impressively crossed ₹10,000 Cr. CAMS KRA secured approval for operations in GIFT City, unlocking new market opportunities. CAMSPay onboarded 17 new mandates, while CAMSRep’s Bima Central expanded its user base by 45%. ConsenPro is gaining traction for DPDPA compliance solutions.
**Key Financial Metrics:**
* Operating Revenue: ₹395.03 Cr. (+11.5% YoY)
* EBITDA: ₹183 Cr. (+18.3% YoY)
* EBITDA Margin: 46.4% (+270 bps)
* Profit After Tax: ₹128 Cr. (+17.3% YoY)
* Basic EPS: ₹5.16
**Management Commentary / Outlook:** Management highlighted sustained business momentum and a resilient model despite challenging market conditions, emphasizing operating leverage and cost discipline for continued profitability across growing diversified segments.
All announcements from Computer Age Management Services Limited