CAMS
CAMS Q4 FY’26 Investor Presentation: Strong Growth and Market Leadership
Explore CAMS’ Q4 FY’26 investor presentation highlighting strong growth, market leadership, and operational highlights.
Computer Age Management Services Limited (CAMS) showcased impressive growth in its Q4 FY’26 investor presentation, reaffirming its market leadership and operational excellence. The company reported a 21% year-on-year growth in assets under management (AuM), reaching ₹55.1 lakh crore, maintaining a dominant 68% market share.
Operational Highlights
CAMS’ equity assets surged to an all-time high of ₹30.5 lakh crore, improving its share to a record 67.0%, up 90 basis points year-on-year. Equity net sales stood at ₹1,01,294 crore, driving its share in this segment to 76.3% from 71% in the previous quarter. Notably, new SIP registrations reached 1.26 crore in Q4 FY’26, reflecting a strong 46% year-on-year growth, outperforming the industry growth of 37%.
Financial Performance
The company reported its highest ever quarterly revenue in Q4 FY’26, fueled by strong performance in its non-MF business portfolio, which recorded a 24.5% year-on-year growth. Enterprise revenue increased 11% year-on-year, while the MF business demonstrated resilience amid a challenging external environment, with segment revenues remaining stable on a quarter-on-quarter basis. Absolute EBITDA reached an all-time high of ₹183.66 crore, with an EBITDA margin at a healthy 46.5%.
Forward-Looking Outlook
Looking ahead, CAMS is poised for continued growth, leveraging its diversified portfolio and operational efficiencies. The company’s strategic initiatives in technology and automation are set to drive future performance, ensuring sustained market leadership and operational excellence.
Source: NSE Corporate Announcement
Fundamental & Technical Analysis of Computer Age Management Services Limited
Computer Age Management Services Limited belongs to the Technology › Information Technology Services sector. Here’s a quick read on where the business and the stock stand today.
Computer moves sideways over three months, with neither buyers nor sellers taking control. Industry-leading margins of 31.4% reflect exceptional pricing power and operational efficiency. The PEG of 2.18 is on the high side. However, it is acceptable for a quality compounder with a strong moat. The stock holds at 45% of its 52-week range with RSI at 53. In other words, neither side has a clear edge right now. Revenue grows at 16.1% and profits at 17.9%, and the dividend yield stands at 1.67%. The business is in good shape. Moreover, a stock that does not move despite strong fundamentals often offers better value than one already priced for perfection.
CAMS
Computer Age Management Services Limited (cams) Collaborates with NISM to Advance Technology-enabled Compliance Learning
Computer Age Management Services Limited (CAMS) partners with NISM to enhance technology-enabled compliance learning through CAMS Lens.
Computer Age Management Services Limited (CAMS) has announced a strategic collaboration with the National Institute of Securities Markets (NISM) to integrate CAMS Lens into the Regulatory Intelligence module of the NISM Compliance & RegTech Lab. This partnership aims to provide students, faculty members, and market professionals with practical exposure to technology-enabled regulatory research and compliance workflows relevant to India’s capital markets.
Enhancing Regulatory Intelligence
The collaboration brings together NISM’s focus on securities-market education and capacity building with CAMS’ technology and regulatory intelligence capabilities. CAMS Lens, an AI-powered regulatory intelligence and compliance execution platform, will be made available across devices in the NISM Compliance & RegTech Lab, providing participants with a structured environment to navigate regulatory requirements and develop a practical understanding of technology-facilitated compliance.
Broader Pedagogy and Practical Exposure
The deployment complements the Lab’s broader pedagogy, which takes learners through workflows such as screening, risk assessment, transaction monitoring, investigation, evidence evaluation, and reporting. This integration will strengthen the Regulatory Intelligence module of the NISM Compliance & RegTech Lab, enabling participants to engage with regulatory information in a structured, technology-enabled environment.
Commenting on the collaboration, Shri Sashi Krishnan, Director, NISM, said, “The growing complexity of financial markets requires compliance professionals to combine sound regulatory knowledge with the ability to work effectively with technology. The NISM Compliance & RegTech Lab has been created to provide this practical exposure. With four decades of experience serving the mutual fund ecosystem, CAMS brings a deep understanding of the regulatory environment and the complexities involved in navigating it.” Mr. Anuj Kumar, Managing Director, CAMS, said, “Effective compliance begins with the ability to access, understand, and apply regulatory information with clarity. Through CAMS Lens, we seek to make regulatory intelligence more accessible and actionable for participants across the capital-markets ecosystem. Our collaboration with NISM allows us to extend this capability to the learning environment and contribute to the development of technology-enabled compliance professionals.”
Source: NSE Corporate Announcement
Fundamental & Technical Analysis of Computer Age Management Services Limited
Computer Age Management Services Limited belongs to the Technology › Information Technology Services sector. Here’s a quick read on where the business and the stock stand today.
Computer holds in the upper half of its 52-week range, a sign the market backs the stock. Industry-leading margins of 31.8% reflect exceptional pricing power and operational efficiency. The business compounds revenue at 17.0% and profits at 21.0% CAGR. That is strong double-digit growth on both counts. The stock gains 5.0% in the last month, recovering from the three-month slide. However, it is too early to call this a confirmed reversal. The business grows revenue at 17.0% and profits at 21.0%, with D/E of 0.08. The stock reflects that strength. Moreover, when fundamentals and price action align, the PEG of 1.89 premium is usually justified. Check Fundamentals of Computer Age Management Services Limited.
CAMS
Computer Age Management Services Limited (cams) to Launch Fintech Innovation Initiatives with IIT Madras
Computer Age Management Services Limited (CAMS) partners with IIT Madras to launch initiatives boosting next-gen FinTech innovation.
Computer Age Management Services Limited (CAMS) is set to launch new initiatives in partnership with Indian Institute of Technology Madras (IIT Madras) to boost next-generation FinTech innovation. The collaboration under the CAMS IIT Madras FinTech Innovation Lab (CIFIL) aims to drive innovation in financial technologies, startup development, industry-driven research, and professional education.
Focus on Emerging FinTech Areas
In its next phase, CIFIL will focus on emerging areas such as AI in financial services, digital payments, blockchain and tokenization, cybersecurity, Regulatory Technology, WealthTech, InsurTech, digital lending, data analytics, and financial inclusion. The Lab will also expand its research portfolio, develop intellectual property, facilitate technology transfer, and create opportunities for commercialization of research-led solutions.
Strengthening Industry-Academia Collaboration
The renewed partnership aims to strengthen India’s rapidly evolving digital financial ecosystem through deeper industry-academia collaboration. CIFIL will provide students with opportunities to engage directly with industry through research projects, internships, hackathons, expert interactions, and startup mentoring. This partnership has the potential to build cutting-edge fintech solutions for Bharat’s financial ecosystem.
Support for Fintech Startups
A key focus going forward will be strengthening support for fintech startups and entrepreneurs. CIFIL will provide access to technical and faculty expertise, mentoring, industry networks, validation support, research collaborations, and innovation challenges. The Lab will also seek to connect promising startups with relevant industry opportunities and enable them to develop solutions addressing real-world challenges in financial services.
Source: NSE Corporate Announcement
Fundamental & Technical Analysis of Computer Age Management Services Limited
Computer Age Management Services Limited belongs to the Technology › Information Technology Services sector. Here’s a quick read on where the business and the stock stand today.
Computer holds in the upper half of its 52-week range, a sign the market backs the stock. Industry-leading margins of 31.8% reflect exceptional pricing power and operational efficiency. The business compounds revenue at 17.0% and profits at 21.0% CAGR. That is strong double-digit growth on both counts. The stock gains 5.0% in the last month, recovering from the three-month slide. However, it is too early to call this a confirmed reversal. The business grows revenue at 17.0% and profits at 21.0%, with D/E of 0.08. The stock reflects that strength. Moreover, when fundamentals and price action align, the PEG of 1.89 premium is usually justified. Check Fundamentals of Computer Age Management Services Limited.
CAMS
Computer Age Management Services Limited (cams) Q1 Fy’27: PAT Up 17.3%, Revenue Grows 11.5%
Computer Age Management Services Ltd (CAMS) reports Q1 FY’27 results with PAT up 17.3% and revenue growth of 11.5%.
Computer Age Management Services Limited (CAMS), India’s largest registrar and transfer agent for mutual funds, announced its financial results for the quarter ended 30th June 2026. The company reported a 17.3% year-on-year increase in Profit After Tax (PAT) to ₹128 Cr., and an 11.5% rise in operating revenue to ₹395 Cr.
Financial Highlights
CAMS’s EBITDA grew by 18.3% year-on-year to ₹183 Cr., reflecting the resilience of its business model. The EBITDA margin expanded by 270 basis points to 46.4% from 43.7% year-on-year, driven by operating leverage and disciplined cost management.
Mutual Funds Performance
The company’s assets under management (AuM) grew by 14.8% year-on-year to a record ₹56 Lakh Cr. Equity AuM grew 17.6% year-on-year, outperforming industry growth of 16.4%, to reach ₹31.4 Lakh Cr. Live SIP accounts grew 18.8% year-on-year to 6.72 Cr., significantly ahead of industry growth of 14.4%.
Diversification Success
Non-mutual fund businesses grew 28.4% year-on-year in Q1 FY’27, highlighting the success of CAMS’s diversification strategy. Share of non-MF revenue stood at 14.9%. CAMSPay’s revenue grew 69.1% year-on-year, with strong momentum in new client signups with 17 new deals in Q1 FY’27.
As CAMS continues to deepen platform leadership and scale diversified growth engines, it remains focused on leveraging technology to deliver greater efficiency, client value, and profitable growth.
Source: NSE Corporate Announcement
Fundamental & Technical Analysis of Computer Age Management Services Limited
Computer Age Management Services Limited belongs to the Technology › Information Technology Services sector. Here’s a quick read on where the business and the stock stand today.
Computer holds in the upper half of its 52-week range, a sign the market backs the stock. Industry-leading margins of 31.4% reflect exceptional pricing power and operational efficiency. The PEG of 2.24 is on the high side. However, it is acceptable for a quality compounder with a strong moat. The stock trades at 79% of its 52-week range — near its best levels of the year. Clearly, the market pays a premium for this name. Revenue grows at 16.0% and profits at 18.6%, and the dividend yield stands at 1.58%. The business is in good shape. Moreover, a stock that does not move despite strong fundamentals often offers better value than one already priced for perfection. Check Fundamentals of Computer Age Management Services Limited.
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