Strong revenue traction; opex elevated

Motilal Oswal
CDSL’s operating revenue declined 1% YoY but grew 23% QoQ to INR3.2b (7% beat) in 2QFY26. The sequential growth was propelled by a 195% growth in IPO & corporate action charges and 28% growth in online data charges. For 1HFY26, its revenue remained flat YoY at INR5.8b.
Central Depository Services (India) Ltd. is trading above all available SMAs
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