Conference Call with Computer Age Management Services Management and Analysts on Q2FY26 Performance and Outlook. Listen to the full earnings transcript.
Data Processing Services company Computer Age Management Services announced Q2FY26 results Revenue at Rs 376.74 crore, 6.4% on QoQ; 3.2% on YoY. PBT at Rs 154.37 crore, 6.1% on QoQ; 5.8% on YoY. PAT at Rs 114.94 crore, 5.4% on QoQ; 6.1%on YoY, PAT margins @ 29.6%. Basic EPS for Q2 FY26 stands at Rs 23.23 (not annualised). Anuj Kumar, Managing Director, said: “It is heartening to share that CAMS has delivered a strong performance this quarter, reflecting our continued focus on consistency and value creation across our business lines. We recorded our highestever quarterly revenue, supported by sustained growth in both mutual fund and non-mutual fund segments. CAMS won two new RTA mandates — ASK Asset Managers and Alphagrep Asset Managers — bringing our mutual fund RTA client count to 28. We have gone live with a record six AMCs in the past 8 months and expect three more to go live in this financial year, indicating sustained momentum in our mutual fund business. In the Mutual Fund segment, CAMS continued to strengthen its position as a trusted partner to the asset management industry. Assets under management crossed Rs 52 Lakh crore in September 2025, supported by stable equity inflows and SIP registrations. Our market share remained at ~68% of industry AuM, underscoring our scale and reliability. The industry saw the introduction of a new asset class, Specialised Investment Funds, with CAMS serviced SBI Magnum SIF garnering over Rs 1000 crore in its NFO during October. Our non-MF businesses also showed healthy growth, contributing 14.4% of CAMS’s revenue this quarter. CAMSPay registered a 38% YoY revenue increase, with significant ramp-up in payment gateway (cards) business. CAMS Alternatives achieved its highest quarterly revenue and entrenched its footprint in GIFT City with the launch of India’s first outbound retail fund from the region, DSP Global Equity Fund. CAMSRep posted an 18% YoY growth in revenue, while Bima Central continued to gain industry attention, including recognition at the Global Fintech Awards. Our KRA business returned to a phase of sustained activity, after being muted in 1Q, growing 45% QoQ. The integration of NSE KRA with CAMS KRA is progressing well and is expected to be completed by December 2025. These developments reflect the strength of our integrated business model, where technology, domain expertise and execution come together to support sustainable growth. Our performance this quarter highlights our resilience and reinforces our role as a key player in financial infrastructure services.” Result PDF