Conference Call with Computer Age Management Services Management and Analysts on Q1FY26 Performance and Outlook. Listen to the full earnings transcript.
Data Processing Services company Computer Age Management Services announced Q1FY26 results Revenue at Rs 354.15 crore, change 6.9% on YoY basis. EBITDA at Rs 154.82 crore, change 2.8% on YoY basis, EBITDA margins @ 43.7%. PBT at Rs 145.43 crore, change 1.2% on YoY basis. PAT at Rs 109.09 crore, change 0.8% on YoY basis, PAT margins @ 29.7%. Basic EPS for Q1 FY’26 stands at Rs22.07 (not annualised) Anuj Kumar, Managing Director said, “It is heartening for us to share that, despite global headwinds, our company has delivered strong results with a revenue growth of 7% Y-on-Y, and healthy EBITDA margin of 43.7%. This quarter’s results affirm the resilience of our business segments and the unwavering execution focus of our teams. The first quarter was marked by historic highs and key milestones across multiple operating dimensions for Mutual Funds serviced by CAMS. Our overall assets under service crossed the Rs 50 lakh crore milestone in the month of June on the back of solid performance of equity assets, which grew at 24% YoY. Our equity assets surpassed the Rs 25 lakh crore mark with sustained inflows despite the volatility in the market. SIP registrations also hit a record, with 11.2 million new SIPs added marking a 19% YoY growth. CAMS continues to maintain its market leadership in the Mutual Fund domain, with an AuM share of approximately 68%. This quarter saw the onboarding of Jio BlackRock, which launched India’s largest-ever NFO with Rs 17,800 crore mobilized across three schemes. We also marked our first international mutual fund implementation with the successful launch of Ceybank Mutual Fund operations in Sri Lanka. CAMS now services 23 live AMCs, with 4 more expected to go live in the next six months. In the non-MF space, our businesses continued to scale new heights. I am pleased to share that CAMS KRA has just entered into a definitive agreement to acquire the KRA business from NSE Data Analytics Ltd which will add 1.3 Mn KYC records to its repository. CAMSKRA also added another one among the top 5 brokerage house to its client roster and became the first KRA to be ISO 9001:2015 certified. CAMSPay recorded a 26% YoY revenue growth, and our proprietary payment gateway infrastructure became operational this quarter. Our Alternatives business solidified its market leadership with Assets Under Service crossing Rs2.70 lakh crore in Q1 and continued client acquisition momentum with the addition of 50 mandates this quarter. CAMSRep had an outstanding quarter, with the policy base growing 41% in the last one year to 12 Mn policies, retaining market share at more than 40%. LIC is expected go live for eInsurance accounts in the second quarter. Think360.ai is building an industry-first AI-powered data and insights platform for a leading US health-tech company. Our performance this quarter reaffirms our commitment to innovation, customer-centricity, and sustainable growth delivering value to our stakeholders.” Result PDF
Conference Call with Computer Age Management Services Management and Analysts on Q4FY25 & Full Year Performance and Outlook. Listen to the full earnings transcript.
Data Processing Services company Computer Age Management Services announced Q4FY25 & FY25 results Q4FY25 Financial Highlights: Revenue at Rs 356.17 crore, 14.7% on YoY basis. PBT at Rs 149.26 crore, 10.8% on YoY basis. PAT at Rs 114.02 crore, 10.2% on YoY basis, PAT margins @ 30.9%. Basic EPS for Q4 FY25 stands at Rs 23.08 (not annualised). FY25 Financial Highlights: Revenue at Rs 1,422.48 crore, 25.2% on YoY basis. PBT at Rs 624.43 crore, 33.0% on YoY basis. PAT at Rs 470.19 crore, 33.0% on YoY basis, PAT margins @ 31.9%. Basic EPS for FY25 stands at Rs 95.41 (annual). Anuj Kumar, Managing Director, said: “I am pleased to share that CAMS has concluded FY25 on a positive note, offering a promising outlook for the future. This quarter’s robust double-digit revenue growth of 14.7% YoY is after taking substantive impact of the price adjustment that was guided earlier. Our EBIDTA margins of ~45% despite this are a testament to the resilience of our business model and our ability to deliver to the dynamic demands of scale and evolving market conditions. CAMS has maintained its market leadership in the Mutual Fund space, with an AUM share of approximately 68%. During this quarter we commenced business with two newly launched AMCs - Angel One Mutual Fund and Unifi Mutual Fund – bringing the total count of live AMCs serviced by CAMS to 21, and with the very exciting prospect of taking 5 more AMCs live over the next 6 months. I am delighted to note that despite sustained market correction CAMS’s growth trajectory has remained undeterred. Fueled by a Rs 25 Lakh crore equity asset base, we witnessed AUM growth of 24% YoY, matching that of the mutual fund industry. Moreover, new SIP registrations soared by 51% compared to FY24, and CAMS’ unique investor base crossed 4 crore this quarter, reflecting a growth of 26% YoY, ahead of the industry which grew by 22%. In FY25, CAMS accounted for 68% of industry-wide NFO collections. In the non-MF space, our businesses have achieved remarkable milestones in the past quarter securing several marquee client signups across diverse sectors, thereby deepening our footprint beyond mutual funds. CAMSPay recorded revenue growth of 85% YoY and signed 19 new mandates including 15 outside the mutual fund industry this quarter. As the first Insurance repository to partner with Life Insurance Corporation (LIC) of India for repository services, CAMSRep has had an outstanding quarter, continuing to add over 1 Mn ePolicies every quarter and extending integrated services to 3 insurers via Bima Central. In the KYC space, CAMSKRA recorded an impressive 31% growth in revenue over last year inspite of a challenging environment. The business continues to expand outside mutual fund clients with three leading brokerages going live with the KRA services in Q4. CAMS Alternatives had a robust quarter securing over 56 new mandates. Its digital stack remains the industry favourite with over 200 clients onboarded. Think360.ai launched a personal finance manager product that is being adopted by one of India’s most downloaded financial apps. These results reinforce our commitment to technological innovation, diversification, and delivering exceptional value to our stakeholders. Result PDF