NSEInvestor Presentation2d ago · 29 Oct 2026, 08:02 pm

Investor Presentation

Computer Age Management Services Limited · CAMS

✦ AI Summary▲ PositiveResults

Computer Age Management Services Limited has announced its unaudited standalone and consolidated financial results for the quarter and half year ended September 30, 2026, showing a 10.0% year-over-year growth in operating revenue to ₹414.47 crore, a 13.5% year-over-year increase in EBITDA to ₹190.86 crore, and a 14.4% year-over-year growth in PAT to ₹131.49 crore.

Analysis Scores

Earnings Impact8/10
Growth Catalyst6/10
Governance Concern1/10
Regulatory Risk1/10
Balance Sheet Risk1/10
Liquidity Impact8/10
Market Sentiment8/10

✦ Ask a Question

Ask anything about this announcement — AI will answer based on the filing content.

0/500

Full Announcement

Computer Age Management Services Limited has informed the Exchange about Investor Presentation

Attachments (1)

📄

Nandhini_29102026200224_CAMS_Earnings_presentation_Signed.pdf

pdf

Download →
View document text
29th October 2026 BSE Limited, National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers, Exchange Plaza, 5th floor, Plot No. C/1, Dalal Street G Block, Bandra Kurla Complex, Bandra Mumbai 400 001 (East), Mumbai 400 051 Scrip Code: 543232 Trading Symbol : CAMS Dear Sir / Madam, Sub: Presentation of Unaudited Standalone and Consolidated Financial Results for the quarter and half year ended September 30, 2026 We enclose the presentation of Unaudited Standalone and Consolidated Financial Results for the quarter and half year ended September 30, 2026. We request you to kindly take the same on record. Thanking you, Yours faithfully, For Computer Age Management Services Limited G Manikandan Company Secretary and Compliance Officer Investor Presentation Investor Presentation Q2 FY’27 Q2 FY’26 (for the quarter and period ended September 30, 2026) Safe Harbour Statement This presentation and the accompanying slides (the “Presentation”), which have been prepared by Computer Age Management Services Limited (CAMS) (the “Company”), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any securities, and shall not form the basis or be relied on in connection with any contract or binding commitment what so ever. No offering of securities of the Company will be made except by means of a statutory offering document containing detailed information about the Company. This Presentation has been prepared by the Company based on information and data which the Company considers reliable, but the Company makes no representation or warranty, express or implied, whatsoever, and no reliance shall be placed on, the truth, accuracy, completeness, fairness and reasonableness of the contents of this Presentation. This Presentation may not be all inclusive and may not contain all of the information that you may consider material. Any liability in respect of the contents of, or any omission from, this Presentation is expressly excluded. Certain matters discussed in this Presentation may contain statements regarding the Company’s market opportunity and business prospects that are individually and collectively forward-looking statements. Such forward-looking statements are not guarantees of future performance and are subject to known and unknown risks, uncertainties and assumptions that are difficult to predict. These risks and uncertainties include, but are not limited to, the performance of the Indian economy and of the economies of various international markets, the performance of the industry in India and world-wide, competition, the company’s ability to successfully implement its strategy, the Company’s future levels of growth and expansion, technological implementation, changes and advancements, changes in revenue, income or cash flows, the Company’s market preferences and its exposure to market risks, as well as other risks. The Company’s actual results, levels of activity, performance or achievements could differ materially and adversely from results expressed in or implied by this Presentation. The Company assumes no obligation to update any forward-looking information contained in this Presentation. Any forward-looking statements and projections made by third parties included in this Presentation are not adopted by the Company and the Company is not responsible for such third party statements and projections. Investor Presentation 2 Presentation Flow Business Overview Financials About CAMS BusinessHighlightsQ2FY’27 RevenueHighlights– Q2FY’27 UpdateonESGInitiatives PageNo:5-8 PageNo:16 PageNo:28-29 MF- OperationalHighlights– Q2FY’27 FinancialHighlights–Q2FY’27 BusinessataGlance PageNo:17 PageNo:9 PageNo:31 RevenueProfile–Q2FY’27 MFIndustryvs.CAMS– Q2FY’27 PageNo:18 MutualFundServicesBusiness PageNo:10 PageNo:32-34 Revenue Highlights–H1 FY’27 OperationalMetricsQ2FY’27 PageNo:19 Non-MF Businesses PageNo:11-12 PageNo:35-41 Financial Highlights – H1 FY’27 Beyond MF PageNo:20 CorporateStructure PageNo:13-14 Revenue Profile – H1 FY’27 PageNo:42 PageNo:21 BoardofDirectors Consolidated Financial Highlights – Quarterly PageNo:43 PageNo:22 ManagementTeam Standalone PL – Q2 FY’27 & Q2 FY’26 PageNo:44-45 PageNo:23 History/Milestones Standalone PL (with split of Operating and PageNo:46 other expenses) – Q2 FY’27 & Q2 FY’26 PageNo:24 Awards&Accolades PageNo:47-48 Consolidated PL – Q2 FY’27 & Q2 FY’26 PageNo:25 Shareholding PageNo:49 Consolidated PL (with split of Operating and other expenses) – Q2 FY’27 & Q2 FY’26 PageNo:26 Investor Presentation 3 1. Business Overview 2. Financials 3. ESG & CSR Activities 4. Company Overview Business Highlights Q2 FY’27 Financial Highlights Operating revenue grew 10.0% Y-o-Y to ₹414.47 crore, reflecting sustained business momentum EBITDA increased 13.5% Y-o-Y to ₹190.86 crore, demonstrating the resilience of CAMS’s business model and continued operating momentum amid a dynamic market environment EBITDA margin expanded by 140 basis points Y-o-Y to 46.0%, driven by operating leverage and disciplined cost management PAT grew 14.4% Y-o-Y to ₹131.49 crore, delivering a healthy PAT margin of 30.7% and reinforcing CAMS’s ability to translate growth into higher profitability Diversification momentum accelerated, with non-mutual fund businesses growing 21.7% Y-o-Y, while CAMSPay crossed the 6% revenue contribution milestone for the first time Investor Presentation 5 Business Highlights Q2 FY’27 Mutual Funds Specialized Investment Funds (SIFs) continue to witness CAMS MF AuM grew 12.1% Y-o-Y to a record ₹58.4 lakh crore in strong adoption, with 12 SIFs launched and cumulative Q2 FY'27, maintaining its leadership position with a 67% market AuM exceeding ₹20,000 crore. Participation has share broadened to over 10,200 distributors and 85,000 Equity MF AuM increased 15.5% Y-o-Y to a record ₹33.2 lakh investors, creating a strong runway for future growth crore, continuing to outperform the industry growth of 15.2%. GIFT City retail funds continues to scale with 5 funds Strong equity net sales drove CAMS’s above-industry equity live and AuM crossing ₹1500 crore. 2 more funds AUM growth, capturing 70% of the industry’s equity net sales planned for launch in the coming quarter over the last 12 months InCred Money AMC appointed CAMS as its MFRTA, SIP collections grew 16.5% Y-o-Y to ₹61,369 crore in Q2 FY'27, expanding CAMS’ client roster to 32 out of 64 licensed outperforming industry growth of 12.4% AMCs ASK Investments and Carnelian AMC successfully Live SIP accounts reached 6.96 crore, up 12.9% Y-o-Y, launched their maiden funds during the quarter while outperforming industry growth and further strengthening Oaklane AMC and Neo AMC are expected to go live over CAMS’s market share to 63.9% from 63.4% a year ago the coming quarter, supporting future growth CAMS’ unique investor base expanded 15.1% Y-o-Y to over 4.98 crore investors, surpassing industry growth of 11.1% Investor Presentation Business Highlights Q2 FY’27 Beyond Mutual Funds Non-mutual fund revenue contribution increased to 15.9%, up 150 basis points Y-o-Y, reflecting continued progress in building meaningful growth vectors beyond the core MF business CAMSPay delivered another exceptional quarter, CAMSRep crossed 15 million demat policies and with revenue growing 52.2% Y-o-Y and 13.1% Q-o-Q, drove strong momentum in Bima Central, supported by 21 new client wins during Q2 FY'27 commencing business with two insurance brokers. Achieved a 9% Y-o-Y revenue growth in Q2 FY’27 CAMS Alternatives strengthened its market leadership, reporting 22% Y-o-Y revenue growth. Account Aggregator business grew 19% Y-o-Y, With AuM exceeding ₹3.3 lakh crore, the business seeing significant uplift in the analytics use cases. secured 54 new mandates, including 15 marquee Potential benefits of the new AA pricing model client relationships expected to roll out from Q4 onwards CAMS KRA recorded strong operational ConsenPro, a pionee [Showing first 8,000 characters — download PDF for full document]