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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.

adit chauhan author tradealone

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CAMS Q4 FY’26 Investor Presentation: Strong Growth and Market Leadership - TradeAlone

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 › sector. Here’s a quick read on where the business and the stock stand today.

CAMS
Technology › Information Technology Services
—
80
Fundamental
72
Technical
77
Overall

1W -0.1%
1M -5.18%
3M -11.39%
P/E: 35.5 Cap: Mid
AI-Powered Analysis • TradeAlone
Download the App for in-depth analysis of this stock

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) 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.

shalini shishodia tradealone

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Computer Age Management Services Limited CAMS Fintech Innovation Lab

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 › sector. Here’s a quick read on where the business and the stock stand today.

CAMS
Technology › Information Technology Services
—
80
Fundamental
72
Technical
77
Overall

1W -0.1%
1M -5.18%
3M -11.39%
P/E: 35.5 Cap: Mid
AI-Powered Analysis • TradeAlone
Download the App for in-depth analysis of this stock

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.

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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%.

Manas shah, Analyst — IT & Software

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Computer Age Management Services Limited CAMS Q1 FY27 Results

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 › sector. Here’s a quick read on where the business and the stock stand today.

CAMS
Technology › Information Technology Services
—
80
Fundamental
72
Technical
77
Overall

1W -0.1%
1M -5.18%
3M -11.39%
P/E: 35.5 Cap: Mid
AI-Powered Analysis • TradeAlone
Download the App for in-depth analysis of this stock

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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CAMS

Computer Age Management Services Limited (cams): Women Investors Drive ₹11.3 Tn AUM in Serviced Funds

Computer Age Management Services Limited (CAMS) reports women investors drive ₹11.3 Tn AUM, accounting for 35% of inflows in serviced funds.

Manas shah, Analyst — IT & Software

Published

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Computer Age Management Services Limited CAMS Q2 FY27 Women Investors

Computer Age Management Services Limited (CAMS) has unveiled its “Going Beyond the Box 2026” report, showcasing the significant role women investors are playing in India’s mutual fund ecosystem. The report reveals that women now account for ₹11.3 trillion in mutual fund assets under management (AUM) and contributed ₹3.0 trillion in gross inflows during FY’26, marking a decisive shift towards more purposeful and disciplined investing.

Expanding Investor Base

The number of women investors has reached 13.2 million, with 2.2 million new investors added in FY’26, indicating sustained onboarding momentum. This growth is particularly notable in equity-led, diversified portfolios, and strong SIP adoption, with women accounting for 29% of live SIPs.

Diversification and Long-Term Strategies

Women investors are increasingly adopting diversified products and long-term wealth creation strategies. Nearly 75% of women investors are below 50, with sharp growth in the under-35 segment. Additionally, beyond the top 30 cities now contribute 45% of women investors, signaling deeper penetration.

Digital and Assisted Channels

The report highlights behavioral shifts, with women investors displaying increasing comfort with digital and assisted channels, alongside a growing inclination towards multi-asset portfolios aligned with long-term financial goals. Overall, the “Going Beyond the Box 2026” report positions women as a transformative force in India’s investment journey, moving from participation to leadership in wealth creation.

Source: NSE Corporate Announcement

Fundamental & Technical Analysis of Computer Age Management Services Limited

Computer Age Management Services Limited belongs to the › sector. Here’s a quick read on where the business and the stock stand today.

CAMS
Technology › Information Technology Services
—
80
Fundamental
72
Technical
77
Overall

1W -0.1%
1M -5.18%
3M -11.39%
P/E: 35.5 Cap: Mid
AI-Powered Analysis • TradeAlone
Download the App for in-depth analysis of this stock

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 2.17 is on the high side. However, it is acceptable for a quality compounder with a strong moat. Buyers show up with 1.7x the volume of sellers. Moreover, they dominated on 18 of recent sessions versus 12 for sellers — a healthy accumulation pattern. Revenue grows at 16.0% and profits at 18.6%, and the dividend yield stands at 1.59%. 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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