| Summary | Date | Stock | Author | LTP | Target | Price at reco (Change since reco%) |
Upside(%) | Type | Report | Discuss | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 14 Jul 2025 | Computer Age Mgmt |
Motilal Oswal
|
3795.30 | 5000.00 | 4127.50 (-8.05%) | 31.74 |
Buy
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Non-MF businesses gaining traction; MF yields under pressure
Motilal Oswal
MF AUM growth has picked up in the recent past, supported by sustained SIP inflows and MTM gains. We expect this momentum to continue, given the rising adoption of MFs as a savings product.
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| 31 Jul 2025 | Computer Age Mgmt |
Motilal Oswal
|
3795.30 | 4900.00 | 3736.80 (1.57%) | 29.11 |
Buy
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| 29 Oct 2025 | Computer Age Mgmt |
Motilal Oswal
|
3795.30 | 4900.00 | 3855.50 (-1.56%) | 29.11 |
Buy
|
Yields largely reset; trajectory expected to stabilize
Motilal Oswal
CAMS reported operating revenue of INR3.8b in 2QFY26 (in line), up 3% YoY, driven by 3% YoY growth in MF asset-based revenue of INR2.8b. For 1HFY26, revenue came in at INR7.3b, +5% YoY.
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| 08 Oct 2025 | Computer Age Mgmt |
Geojit BNP Paribas
|
3795.30 | 4435.00 | 3780.10 (0.40%) | 16.86 |
Accumulate
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COMPUTER AGE MANAGEMENT SERVICES LIMITED
Geojit BNP Paribas
New SIP registrations rose by 19% YoY, reaching 11.2 Mn in Q1 FY26. This growth profitable. Positioned for its next phase of growth, CAMS is focusing on disciplined cost management, scaling new business verticals, and leveraging key technology investments that are close to completion. The stock is currently trading at 36x 1-year forward P/E (5-year average:...
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| 27 Oct 2025 | Latent View Analytics |
ICICI Direct
|
436.55 | 500.00 | 425.25 (2.66%) | 14.53 |
Buy
|
Latent View Analytics Ltd
ICICI Direct
Synergies from Decision Point & operational rigor supporting margins: Postacquisition synergies with Decision Point are driving strong traction in CPG and nearshore markets. The firm plans to scale its nearshore headcount from 20 to 100 over the next year to support localized delivery. Despite higher visa and marketing costs, EBITDA margins remain stable at 2223%, backed by improved utilization and operational efficiency. EBITDA margin guidance for FY26, was revised to 2223% from 23-24% earlier due to focused account initiatives and capability investments in AI CoE and Databricks which should further sustain growth and profitability. Thus, we have baked in EBITDA...
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| 21 Aug 2025 | Latent View Analytics |
Prabhudas Lilladhar
|
436.55 | 426.30 (2.40%) |
Not Rated
|
Latent View Analytics (LATENTVI IN) Management Meet Update ...
Prabhudas Lilladhar
Making significant investments in Databricks partnership & AI-driven analytics We interacted with the CFO of LATENTVIEW (LV). The management is confident of achieving high teens revenue growth with steady margin in FY26. The company is doubling down on scaling focused accounts, especially in the band of USD1mn to USD6mn. The investments in hiring senior personnels and account managers were put in place to connect direct decision makers and CXOs of Fortune 500 clients. The intent is to drive referrals, touch upon multiple business functions, and co-create client solutions with focused accounts,...
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