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