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