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Rs 17.73 Cr Acquisition: CAMS Increases Stake in Think Analytics to 77.70%
CAMS has completed the acquisition of the first tranche of balance shares in its subsidiary, Think Analytics India Private Limited, for Rs 17.73 Crores. This transaction increases CAMS's total stake in the entity to 77.70%. The acquisition is part of a previously announced agreement with the founders of Think. Given CAMS's TTM revenue of Rs 1,544 Cr, this investment represents a small (~1.15%) but strategic consolidation of its analytics arm.
Confidence: HIGH
What changedCAMS increased its ownership in its subsidiary Think Analytics to 77.70% by purchasing a tranche of shares from the founders.
Why it mattersConsolidates ownership in a key technology and analytics subsidiary, supporting CAMS's diversification strategy away from its core mutual fund RTA business.
Acquisition Consideration: Rs 17.73 CroresPost-acquisition Stake: 77.70%Consideration vs TTM Revenue: ~1.15%Consideration vs Net Worth: ~1.47%
📅 Short termNeutral; the transaction size is small (1.15% of TTM revenue) and was previously signaled to the market.
📈 Long termPositive for diversification; helps CAMS build a more robust non-MF portfolio, though the current scale of Think Analytics remains small.
Key Highlights
Paid Rs 17.73 Crores for the first tranche of balance sale equity shares.
Increased total stake in subsidiary Think Analytics India Private Limited to 77.70%.
Transaction follows board approvals from May 4, 2026, and August 3, 2026.
Acquisition was made from the founders of Think Analytics in accordance with the Shareholders Agreement.
👀 What to Watch
Monitor the performance of the non-MF segment in upcoming quarterly results to see if analytics services are driving the targeted 20% revenue share.
18% EBITDA Growth in Q1 FY27; Non-MF Revenue Surges 28% YoY
CAMS reported a strong Q1 FY27 with its highest-ever EBITDA of ₹183 crore, an 18% YoY increase. While Mutual Fund (MF) revenue growth was modest at under 10%, the non-MF segment grew by over 28%, aligning with the company's strategy to diversify revenue streams. Operating EBITDA margins expanded by 270 bps to 46.4%, nearing historical peaks. Management has guided for a 13% overall revenue growth and 16% EBITDA growth for the full year, supported by a recovery in the KRA business and new AMC on-boardings.
Confidence: HIGH
What changedCAMS has successfully recovered its operating margins to 46.4% following previous pricing adjustments and is seeing accelerated momentum in non-MF segments like Payments and Alternatives.
Why it mattersThe shift towards non-MF businesses (now targeting 20% revenue share) reduces the company's reliance on the highly regulated and price-sensitive Mutual Fund RTA segment.
Q1 Operating Revenue: ₹395 crQ1 EBITDA: ₹183 crOperating EBITDA Margin: 46.4%MF AUM: ₹56 lakh crQ1 Revenue vs TTM Revenue: ~25.6%
📅 Short termThe record EBITDA and margin expansion are likely to be viewed positively by the market in the coming weeks.
📈 Long termStructural diversification into non-MF areas like Insurance, Pension, and Account Aggregators provides a long-term growth runway beyond the core MF RTA business.
⚠ Risk flags
- Regulatory caps on MF pricing
- Market volatility impacting asset-based revenue (73.8% of total)
- Continued losses in nascent segments like Account Aggregator and Pension
Key Highlights
EBITDA reached a record ₹183 crore, representing an 18% YoY growth.
Non-MF revenue grew by over 28%, significantly outperforming the MF segment's sub-10% growth.
Operating EBITDA margins expanded to 46.4% from 43.7% in the previous year.
MF AUM stood at ₹56 lakh crore with a stable market share of 67.2%.
Management expects non-MF revenue to maintain a growth trajectory of 20% to 23% for FY27.
👀 What to Watch
Watch for the EBITDA breakeven of the Account Aggregator and Pension segments, and the revenue contribution from the NSE KRA integration starting Q2 FY27.
11.5% Revenue Growth and 46.4% EBITDA Margin in CAMS Q1 FY27 Results
CAMS reported a steady Q1 FY27 with operating revenue growing 11.5% YoY to ₹395 Cr. Profitability saw a significant boost as EBITDA margins expanded by 270 basis points to 46.4%, resulting in a PAT of ₹128 Cr, up 17.3% YoY. The company is successfully diversifying its revenue streams, with non-mutual fund (non-MF) businesses growing 28.4% YoY to reach a 14.9% share of total revenue. Market leadership in the MF RTA space remains dominant with a 67.2% AuM market share and a record ₹56 Lakh Cr under management.
Confidence: HIGH
What changedCAMS released a revised Q1 FY27 investor presentation to correct a typographical error, confirming strong double-digit growth in revenue and profitability.
Why it mattersThe results demonstrate CAMS's ability to expand margins despite regulatory caps in the MF segment, while successfully scaling non-MF verticals like Payments (CAMSPay grew 69% YoY) and Alternatives.
Q1 FY27 Revenue: ₹395 CrQ1 Revenue vs TTM Revenue: ~25.6%EBITDA Margin: 46.4%Non-MF Revenue Share: 14.9%Equity AuM: ₹31.4 Lakh CrMF AuM Market Share: 67.2%
📅 Short termThe stock may react positively to the 270 bps margin expansion and the strong growth in high-margin non-MF segments.
📈 Long termStructural diversification into Insurance, Payments, and Account Aggregator services is reducing reliance on the regulated MF RTA business, supporting long-term valuation.
⚠ Risk flags
- High revenue concentration in the Mutual Fund segment
- 73.8% of revenue is asset-based and vulnerable to equity market downturns
- Regulatory caps on MF pricing
Key Highlights
Operating revenue grew 11.5% YoY to ₹395 Cr, representing approximately 25.6% of TTM revenue.
EBITDA margin expanded to 46.4% from 43.7% YoY, driven by operating leverage and cost management.
Non-MF revenue share increased to 14.9%, with the segment growing 28.4% YoY.
Mutual Fund AuM reached a record ₹56 Lakh Cr, maintaining a dominant 67.2% market share.
Equity net sales grew 43% YoY to ₹86,026 Cr, significantly outperforming industry growth of 39%.
👀 What to Watch
Monitor the execution of the 'Fundsnet' platform (planned Sep '26 go-live) and the scaling of non-MF segments toward the 20% revenue share target. Investors should also track equity market levels, as 73.8% of revenue remains asset-based and sensitive to market valuations.
17.3% PAT Growth in Q1 FY27; EBITDA Margins Expand to 46.4% as Non-MF Revenue Scales
CAMS reported a strong start to FY27 with operating revenue growing 11.5% YoY to ₹395 Cr. Profitability saw a significant boost as EBITDA margins expanded by 270 bps to 46.4%, resulting in a PAT of ₹128 Cr (up 17.3% YoY). The company's diversification strategy is gaining traction, with non-MF revenue growing 28.4% YoY to reach a 14.9% share of total revenue. Operational metrics remain robust, with Mutual Fund AuM hitting a record ₹56 Lakh Cr and SIP collections growing 20.7% YoY.
Confidence: HIGH
What changedCAMS has demonstrated significant margin expansion through operating leverage and successfully increased its revenue contribution from non-mutual fund segments to nearly 15%.
Why it mattersThe expansion in margins and the 28.4% growth in non-MF segments reduce the company's sensitivity to mutual fund regulatory caps and market-linked fee pressures, diversifying its long-term earnings profile.
Q1 FY27 Operating Revenue: ₹395 CrQ1 Revenue vs TTM Revenue: 25.6%EBITDA Margin: 46.4%PAT (Q1 FY27): ₹128 CrMF AuM Market Share: 67.2%Non-MF Revenue Growth: 28.4%
📅 Short termThe stock may react positively to the margin expansion and strong growth in SIP collections, which provides high revenue visibility for the coming months.
📈 Long termCAMS is successfully transitioning from a pure-play MF RTA to a diversified financial infrastructure provider, with rapid scaling in Payments and Alternatives segments.
⚠ Risk flags
- High revenue concentration in the Mutual Fund segment (73.8% asset-based)
- Regulatory caps on MF pricing
- Market-wide rate revision impacting KRA revenue (down 2.6% YoY)
Key Highlights
Operating revenue increased 11.5% YoY to ₹395 Cr, representing ~25.6% of TTM revenue.
EBITDA grew 18.3% YoY to ₹183 Cr with margins expanding to 46.4% from 43.7% YoY.
Non-MF revenue share increased to 14.9%, driven by 69.1% YoY growth in CAMSPay revenue.
Mutual Fund AuM reached a record ₹56 Lakh Cr, maintaining a dominant 67.2% market share.
Equity Net Sales grew 43% YoY to ₹86,026 Cr, significantly outperforming industry growth of 39%.
👀 What to Watch
Monitor the progress of the 'Fundsnet' platform planned for September 2026 and the integration of NSE KRA, which are key to reaching the 20% non-MF revenue target. Investors should also track equity market volatility as 73.8% of revenue remains asset-based.
17.3% PAT Growth in Q1 FY27; CAMS Recommends ₹2.50 Interim Dividend
CAMS reported a 17.3% YoY increase in consolidated PAT to ₹128.02 Cr for Q1 FY27, supported by an 11.5% growth in revenue to ₹395.03 Cr. EBITDA margins expanded significantly by 270 basis points to 46.4%, reflecting strong operating leverage and cost management. The company's diversification strategy is gaining traction, with non-MF revenue now contributing 14.9% of the total, growing at 28.4% YoY. An interim dividend of ₹2.50 per share has been recommended, continuing the company's trend of regular payouts.
Confidence: HIGH
What changedCAMS reported its Q1 FY27 financial performance, showing steady growth in its core MF business and rapid scaling in non-MF verticals like Payments and Alternatives.
Why it mattersThe margin expansion to 46.4% demonstrates high operating leverage, while the 28.4% growth in non-MF revenue reduces the company's dependence on the regulated and price-capped MF RTA business.
Q1 Revenue vs TTM Revenue: ~25.6%EBITDA Margin: 46.4%Interim Dividend: ₹2.50 per shareNon-MF Revenue Growth: 28.4% YoYEquity AuM Growth: 17.6% YoYConsolidated PAT: ₹128.02 Cr
📅 Short termThe stock may react positively to the margin expansion and the strong performance of the CAMSPay and Alternatives segments.
📈 Long termStructural shift towards a diversified financial infrastructure provider is evident; non-MF segments are scaling faster than the core business, aiming for a 20% revenue share.
⚠ Risk flags
- Regulatory caps on MF pricing
- Market volatility affecting asset-based revenue (73.8% of revenue)
- Marginal decline in KRA revenue (-2.6% YoY)
Key Highlights
Consolidated PAT reached ₹128.02 Cr, a 17.3% YoY increase from ₹109.09 Cr.
EBITDA margins expanded by 270 bps to 46.4% from 43.7% YoY.
Non-MF revenue share increased to 14.9%, with 28.4% YoY growth in this segment.
Mutual Fund AuM hit a record ₹56 Lakh Cr, maintaining a dominant 67.2% market share.
CAMSPay revenue surged 69.1% YoY with 17 new client signups in the quarter.
👀 What to Watch
Monitor the execution of the 'Fundsnet' platform go-live in September 2026 and the scaling of the Specialized Investment Fund (SIF) segment, which recently crossed ₹10,000 Cr in AuM.
Rs 2.50 Interim Dividend: CAMS Sets August 12, 2026, as Record Date
Computer Age Management Services (CAMS) has announced an interim dividend of Rs 2.50 per equity share for the current period. The Board of Directors has fixed August 12, 2026, as the record date to identify eligible shareholders for this payout. At the current market price of Rs 806.4, this specific interim dividend represents a yield of approximately 0.31%. The company continues to demonstrate strong cash flow generation, supported by a TTM PAT of Rs 471 Cr and an operating margin of 40.7%.
Confidence: HIGH
What changedThe company has officially declared the quantum and the eligibility timeline (record date) for its interim dividend payment.
Why it mattersIt confirms the company's commitment to returning capital to shareholders, consistent with its high-margin (40.7% OPM) and asset-light business model.
Interim Dividend: Rs 2.50 per shareRecord Date: 12-Aug-2026Dividend Yield (Current Price): 0.31%TTM PAT: Rs 471 CrTTM EPS: Rs 75.82
📅 Short termThe stock price may see a minor adjustment on the ex-dividend date, reflecting the Rs 2.50 payout. Trading activity typically remains stable around routine dividend dates.
📈 Long termLimited structural impact; however, consistent dividends reflect the company's dominant 68% market share in the MF RTA segment and its ability to generate steady cash flows.
Key Highlights
Interim dividend declared at Rs 2.50 per equity share
Record date for dividend eligibility fixed as August 12, 2026
Announcement made on August 3, 2026, following a Board meeting
Dividend is well-covered by a TTM EPS of Rs 75.82
Company maintains a high ROCE of 50.0% and low Debt/Equity of 0.04
👀 What to Watch
Investors seeking the dividend must hold the shares before the ex-dividend date (typically one working day prior to the August 12 record date). Monitor the integration of NSE KRA in Q4 FY26 for potential revenue growth.
Rs 2.50 Interim Dividend Declared; Q1 PAT at Rs 98.99 Cr; Think Analytics Stake Increase
CAMS has declared an interim dividend of Rs 2.50 per share for Q1 FY27, with the record date set for August 12, 2026. Standalone revenue for the quarter reached Rs 357.01 Cr, though PAT saw a sequential dip to Rs 98.99 Cr from Rs 105.19 Cr in the previous quarter. The company is also acquiring an additional 20.91% stake in Think Analytics for Rs 17.73 Cr to bolster its AI and digital BFSI offerings. Additionally, the board noted an administrative warning from SEBI regarding operational deficiencies, though no financial impact is anticipated.
Confidence: HIGH
What changedCAMS announced its first interim dividend for FY27 and moved to increase its ownership in Think Analytics, while disclosing a routine regulatory warning from SEBI.
Why it mattersThe dividend maintains shareholder payout consistency, while the acquisition supports diversification into AI-driven BFSI services to reduce reliance on the regulated mutual fund RTA business.
Interim Dividend: Rs 2.50 per shareQ1 Standalone Revenue: Rs 357.01 CrAcquisition Cost (Think Analytics): Rs 17.73 CrAcquisition vs Net Worth: ~1.47%Think Analytics FY26 Turnover: Rs 27.44 Cr
📅 Short termThe stock may see minor price adjustments around the ex-dividend date; the Q1 results show steady revenue but a slight sequential decline in profit.
📈 Long termStructural growth depends on scaling non-MF businesses like Insurance and Account Aggregator services to offset regulatory pricing pressure in the MF segment.
⚠ Risk flags
- Regulatory compliance (SEBI warning)
- Related-party transaction for acquisition
- High client concentration in MF segment
Key Highlights
Declared an interim dividend of Rs 2.50 per share with a record date of August 12, 2026
Standalone Q1 FY27 revenue stood at Rs 357.01 Cr, compared to Rs 334.38 Cr in the same quarter last year
Acquiring an additional 20.91% stake in Think Analytics for Rs 17.73 Cr, expected to close by September 2026
Think Analytics reported a turnover of Rs 27.44 Cr for FY26
SEBI issued an administrative warning on June 11, 2026, regarding certain operational non-compliances
👀 What to Watch
Investors should monitor the growth of non-MF revenue streams, which CAMS aims to scale to 20% of total revenue, and track the integration of Think Analytics by September 2026.
CAMS Q1 Standalone PAT Rs 99 Cr; Rs 2.50 Dividend; Rs 17.73 Cr Think Analytics Stake Increase
CAMS reported a steady Q1 FY27 with standalone revenue of Rs 357.01 Cr and PAT of Rs 98.99 Cr. The company declared an interim dividend of Rs 2.50 per share, maintaining its consistent payout policy. Strategically, CAMS is deepening its non-MF footprint by acquiring an additional 20.91% in Think Analytics for Rs 17.73 Cr and fully consolidating Fintuple Technologies. A SEBI administrative warning regarding operational deficiencies was also disclosed, though the company expects no financial impact.
Confidence: HIGH
What changedCAMS has reported its first-quarter results for FY27, declared a dividend, and moved to further consolidate its fintech subsidiaries.
Why it mattersThe increased stake in Think Analytics (AI and Credit Scoring) supports CAMS's goal to reach 20% revenue share from non-MF businesses, reducing its high dependence on the regulated mutual fund RTA segment.
Q1 Standalone Revenue: Rs 357.01 CrQ1 Standalone PAT: Rs 98.99 CrInterim Dividend: Rs 2.50 per shareThink Analytics Acquisition Cost: Rs 17.73 CrAcquisition vs Net Worth: ~1.47%
📅 Short termThe stock is likely to remain neutral to slightly positive as the market absorbs the steady earnings and dividend announcement.
📈 Long termThe structural shift toward non-MF businesses like Account Aggregator and AI-based credit scoring is positive for long-term valuation re-rating, provided execution remains on track.
⚠ Risk flags
- Regulatory risk (SEBI administrative warning)
- High client concentration in the MF segment
- Revenue sensitivity to equity market valuations
Key Highlights
Standalone Revenue for Q1 FY27 stood at Rs 357.01 Cr, a modest increase from Rs 343.11 Cr in the same quarter previous year.
Declared an interim dividend of Rs 2.50 per equity share with a record date of August 12, 2026.
Acquiring 20.91% additional stake in Think Analytics for Rs 17.73 Cr, expected to close by September 2026.
Think Analytics reported FY26 turnover of Rs 27.44 Cr, showing significant growth from Rs 15.92 Cr in FY25.
Disclosed a SEBI administrative warning letter dated June 11, 2026, regarding deficiencies in Mutual Fund operations.
👀 What to Watch
Monitor the growth of non-MF revenue streams like Think Analytics and Fintuple, which are key to the company's diversification strategy. Watch for any further regulatory escalations following the SEBI administrative warning.
CAMS FY26 Total Income reaches ₹1,567 Cr; Total Dividend of ₹12.50 per share declared
CAMS concluded its 38th AGM, reporting a FY26 total income of ₹1,567 Cr and PAT of ₹476 Cr, reflecting an 18% 5-year PAT CAGR. Shareholders approved a final dividend of ₹4.00 per share, bringing the total FY26 payout to ₹12.50 per share (625% of face value). The company maintains a dominant 68% market share in the MF RTA segment while aggressively scaling non-MF businesses like Account Aggregator and Insurance. With zero debt and ₹854.45 Cr in cash, the company is well-positioned for its next growth phase involving NSE KRA integration.
Confidence: HIGH
What changedFormal shareholder approval of FY26 financial results and the final dividend, alongside a strategic update on non-MF business scaling.
Why it mattersConfirms CAMS's ability to maintain high margins (45%) and strong cash generation (₹854 Cr) despite regulatory fee caps in its core mutual fund business.
FY26 Total Income: ₹1,567 CrFY26 PAT: ₹476 CrTotal FY26 Dividend: ₹12.50 per shareEBITDA Margin: 45.11%Cash and Equivalents: ₹854.45 CrPAT Growth (5-yr CAGR): 18%
📅 Short termPositive sentiment expected due to the final dividend confirmation and stable operational margins reported for the full year.
📈 Long termStructural growth is tied to the successful diversification into non-MF segments like Insurance Repository and Account Aggregator to offset regulatory pricing pressure in the MF segment.
⚠ Risk flags
- High client concentration in the MF business
- Regulatory caps on MF RTA fees
- Reliance on third-party providers for critical operations
Key Highlights
FY26 Total Income stood at ₹1,567 Cr with a PAT of ₹476 Cr
Total dividend for FY26 confirmed at ₹12.50 per share (₹8.50 interim + ₹4.00 final)
EBITDA margin remained robust at 45.11% for the full year
Cash and equivalents balance reached ₹854.45 Cr as of March 31, 2026
Maintained a dominant ~68% market share in the Mutual Fund RTA segment
👀 What to Watch
Monitor the revenue contribution from non-MF segments, which the company aims to scale to a 20% share, and track the execution of the NSE KRA integration expected to contribute from Q4 FY26.
CAMS Subsidiary Receives Permanent IFSCA Approval for KRA Activities in GIFT City
CAMS's wholly-owned subsidiary, CAMS Investor Services Private Limited, has received permanent approval from the IFSCA and GIFT SEZ to operate as a KYC Registration Agency (KRA). This license allows CAMS to provide KYC services to global and domestic entities within the GIFT City international financial hub. The move aligns with the company's stated strategy to increase non-MF revenue to a 20% share of total turnover. Given CAMS's existing 68% market share in the MF RTA segment, this expansion into the GIFT City ecosystem provides a new growth lever in a high-connectivity regulatory environment.
Confidence: HIGH
What changedCAMS has secured a permanent regulatory license to operate as a KYC Registration Agency within the GIFT City SEZ, expanding its service capabilities to international financial entities.
Why it mattersThis allows CAMS to diversify its revenue streams away from the domestic mutual fund segment, which currently accounts for the majority of its Rs 1,446 Cr TTM revenue, by capturing the growing demand for KYC services in India's primary international financial hub.
TTM Revenue: Rs 1446 CrMF RTA Market Share: ~68%Non-MF Revenue Target: 20%Approval Validity: Permanent
📅 Short termThe announcement is sentimentally positive as it demonstrates the company's ability to secure necessary regulatory approvals for its expansion strategy.
📈 Long termStructurally significant as it positions CAMS as a key infrastructure provider in GIFT City, potentially benefiting from the long-term growth of international funds and financial services in the zone.
⚠ Risk flags
- Competition from other established KRAs in the GIFT City ecosystem
- Dependence on the overall pace of adoption and growth of GIFT City as a financial hub
Key Highlights
Received permanent approval from IFSCA under the KYC Registration Agency Regulations 2025
Approval granted to CAMS Investor Services Private Limited, a 100% wholly-owned subsidiary
Strategic expansion into GIFT City to tap into global markets and streamlined administrative processes
Supports the company's goal to scale non-MF businesses toward a 20% revenue contribution target
CAMS currently maintains a dominant 68% market share in the domestic MF RTA segment
👀 What to Watch
Investors should monitor the volume of KYC registrations originating from GIFT City in future quarterly updates to assess the actual revenue contribution from this new license.
CAMS to Conduct Non-Deal Roadshow in UK with 16+ Global Investors (June 22-25)
Computer Age Management Services Limited (CAMS) has scheduled a Non-Deal Roadshow (NDR) in the United Kingdom from June 22 to June 25, 2026. Top management, including the Managing Director and CFO, will engage in one-on-one meetings with high-profile global institutional investors. Participating firms include JP Morgan, Aberdeen, Amundi Asset Management, and Pictet Asset Management, among others. The meetings will focus on the company's performance and strategy using the investor presentation filed on May 4, 2026.
Key Highlights
Four-day Non-Deal Roadshow (NDR) scheduled in the United Kingdom from June 22 to June 25, 2026.
Participation from over 16 major global institutional investors including Capital World, JP Morgan, and Amundi.
Top leadership representation including MD Anuj Kumar and CFO Sesha Raman Ramcharan.
Meetings will be conducted on a one-on-one basis to facilitate deep-dive institutional interactions.
👀 What to Watch
Investors should view this as a positive sign of global institutional interest in CAMS; monitor for any subsequent increases in Foreign Institutional Investor (FII) shareholding.
CAMS FY26 Sustainability Report: Maintains 68% MF Market Share with ₹1,516 Cr Turnover
CAMS released its Business Responsibility and Sustainability Report for FY 2025-26, reporting a turnover of ₹1,516.25 crore and a net worth of ₹1,320.91 crore. The company maintains a dominant 68% market share in the Mutual Fund RTA space based on average Assets Under Management. Operational efficiency is reflected in the reduction of permanent employee turnover from 31% in FY25 to 26% in FY26. The report identifies cyber security and regulatory compliance as its primary material risks given its role as a technology-driven financial infrastructure provider.
Key Highlights
Maintained a dominant market share of approximately 68% in Mutual Fund average assets under management as of March 31, 2026.
Reported annual turnover of ₹1,516.25 crore and a net worth of ₹1,320.91 crore for the financial year.
Employee attrition rate for permanent staff improved significantly to 26% from 31% in the previous fiscal year.
Revenue diversification shows 14% of turnover now comes from non-MF segments including Insurance, Payments, and KYC services.
Total workforce stands at 8,502 employees with 32% female representation and a network of 285 service centres.
👀 What to Watch
Investors should take note of the company's stable market leadership and improving employee retention rates. While the report is a routine regulatory filing, the 14% contribution from non-MF segments indicates successful diversification that warrants long-term monitoring.
CAMS Schedules 38th AGM for July 7; Sets July 10 as Record Date for Final Dividend
CAMS has announced its 38th Annual General Meeting for July 7, 2026, and established July 10, 2026, as the record date for the final dividend. For FY 2025-26, the company reported a robust total income of ₹1,567.41 crore and a PAT of ₹476 crore, maintaining a dominant 68% market share in the Mutual Fund RTA space. The company remains debt-free with a strong cash position of ₹854.45 crore and an impressive EBITDA margin of 45.11%. Operational metrics show high growth with 114.1 million live investor folios and 1,070 million transactions processed during the year.
Key Highlights
Total Income for FY 2025-26 stood at ₹1,567.41 crore with a PAT of ₹476 crore and EPS of ₹19.23.
Maintained ~68% market share in the Mutual Fund RTA segment, servicing 10 of the 15 largest AMCs.
Record date for final dividend payment is fixed for July 10, 2026.
Strong financial health with zero external debt and a Return on Networth of 39.03%.
Secured 5 new AMC mandates including ASK Asset Managers, Carnelian, and AlphaGrep during the fiscal year.
👀 What to Watch
Investors should note the July 10 record date to be eligible for the final dividend. The company's market leadership and high margins make it a strong long-term play on the financialization of Indian savings.
CAMS Appoints Prasenjit Datta as Chief Technology Officer
Computer Age Management Services Limited (CAMS) has appointed Mr. Prasenjit Datta as its Chief Technology Officer effective May 21, 2026. Mr. Datta brings approximately 20 years of experience in technology and financial services, having previously served as CTO and CIO at Vivriti Capital. His background includes an MBA from IIM Bangalore and specialized certification in Artificial Intelligence and Machine Learning from IIIT Hyderabad. This appointment is strategic for CAMS as it continues to enhance its digital infrastructure and service delivery in the registrar and transfer agent market.
Key Highlights
Appointment of Mr. Prasenjit Datta as CTO effective from May 21, 2026
Over 20 years of professional experience with firms including Oracle, Cognizant, and Tech Mahindra
Educational credentials include an MBA from IIM Bangalore and AI/ML certification from IIIT Hyderabad
Previously held dual roles of CTO and CIO at Vivriti Capital and Vivriti Asset Management
👀 What to Watch
Investors should view this as a positive step in strengthening the company's technical leadership, which is critical for maintaining its dominant market share in the RTA industry. Monitor for future updates on AI and digital transformation initiatives under the new leadership.
CAMS Report: Women Investors Drive ₹11.3 Tn AUM; 2.2 Mn New Investors Added in FY26
CAMS has released its 2026 report highlighting a significant surge in women's participation in the mutual fund ecosystem, with AUM reaching ₹11.3 trillion. Women contributed ₹3.0 trillion in gross inflows during FY26, signaling a decisive shift toward disciplined, long-term wealth creation. The total base of women investors has grown to 13.2 million, with 2.2 million new additions in the last fiscal year alone. This demographic expansion, particularly in B30 cities and among younger age groups, underscores the structural growth of the market CAMS services.
Key Highlights
Women investors' AUM reached ₹11.3 trillion with ₹3.0 trillion gross inflows in FY26
Total women investor base grew to 13.2 million, adding 2.2 million new investors in FY26
Women now account for 29% of all live SIPs, indicating a preference for disciplined investing
Deepening penetration in B30 cities, which now contribute 45% of the women investor base
Nearly 75% of women investors are below age 50, with significant growth in the under-35 segment
👀 What to Watch
Investors should view this as a positive indicator of the expanding mutual fund market, which directly benefits CAMS as the market leader with a 68% share. The data confirms long-term structural growth in the BFSI servicing sector driven by new demographics.
CAMS Q4 FY26: Highest Ever Quarterly Revenue and 46.5% EBITDA Margin
CAMS reported its highest ever quarterly revenue in Q4 FY26, driven by a robust 25% YoY growth in non-mutual fund revenue. The company maintained a dominant 68% market share in the mutual fund industry, with equity AUM reaching a record INR 30.5 lakh crores. EBITDA margins recovered strongly to 46.5%, with absolute EBITDA hitting a peak of INR 183 crores. Diversification efforts are yielding results, with non-MF segments now contributing 15.3% to total enterprise revenue.
Key Highlights
Highest ever quarterly revenue achieved with non-MF revenue growing 25% year-on-year.
EBITDA margin improved to 46.5% with absolute EBITDA rising to INR 183 crores.
Equity AUM market share increased to 67%, while share of equity net sales rose to 76%.
SIP collections crossed the INR 20,000 crores milestone in March 2026, up 25% YoY.
Alternative assets AUM crossed INR 3 lakh crores, maintaining a 50% share in the outsourced market.
👀 What to Watch
CAMS remains a dominant market infrastructure play with improving margins and successful diversification into high-growth segments like Alternatives and KRA. Investors should view the strong growth in equity market share and SIP collections as a positive indicator for long-term annuity income.
CAMS Q4 FY26: PAT Rises 11% to ₹125 Cr; Recommends ₹4 Final Dividend
CAMS reported a strong Q4 FY26 with revenue growing 11% YoY to ₹395.22 Cr, driven by a 24.5% surge in non-mutual fund businesses. The company achieved its highest-ever quarterly EBITDA of ₹183.66 Cr with a healthy margin of 46.5%. Its core mutual fund business remains dominant with a 68% market share, while equity assets reached a record ₹30.5 lakh Cr. The board has recommended a final dividend of ₹4 per share, reflecting steady cash flow generation.
Key Highlights
Consolidated Revenue grew 11% YoY to ₹395.22 Cr; PAT increased 11.2% to ₹125.44 Cr
Non-MF revenue contribution increased to 15.3%, growing 24.5% YoY led by CAMSPay and Alternatives
SIP collections crossed the ₹20,000 Cr milestone in March 2026, with new registrations up 46% YoY
EBITDA reached an all-time high of ₹183.66 Cr with a robust margin of 46.5%
Maintained ~68% market share in MF RTA space and added two new clients: Oaklane Capital and Neo Investments
👀 What to Watch
Investors should take confidence in the company's successful diversification into non-MF segments and its record equity AUM. The stock remains a strong play on the financialization of Indian savings with a healthy dividend yield.
CAMS Q4 FY26: Revenue Up 11% to ₹395 Cr, EBITDA Margin at 46.5%, ₹4 Dividend Declared
CAMS reported its highest-ever quarterly revenue of ₹395.22 Cr in Q4 FY26, marking an 11% Y-o-Y growth. The company maintained its dominant market share of 68% in the mutual fund industry with AuM reaching ₹55.1 lakh Cr. Profit After Tax (PAT) grew 11.2% Y-o-Y to ₹125.44 Cr, supported by a strong 24.5% growth in the non-MF business segment. The board has recommended a final dividend of ₹4 per share, reflecting strong cash flow and operational efficiency.
Key Highlights
Consolidated Revenue grew 11% Y-o-Y to ₹395.22 Cr, while EBITDA reached an all-time high of ₹183.66 Cr.
Non-MF revenue contribution increased to 15.3%, driven by 25.4% growth in Alternatives and 22.8% in Payments.
Equity assets hit a record ₹30.5 lakh Cr, with CAMS capturing 76.3% of industry equity net sales during the quarter.
New SIP registrations surged 46% Y-o-Y to 1.26 Cr, significantly outpacing the industry growth of 37%.
Maintained a healthy EBITDA margin of 46.5% despite ongoing technology investments and platform re-architecture.
👀 What to Watch
Investors should view the strong growth in non-MF segments and market share gains in equity assets as positive indicators of long-term diversification. The stock remains a solid play on the financialization of Indian savings with consistent dividend payouts.
CAMS Q4 FY26: Highest Ever Revenue of ₹395 Cr, 11% YoY Growth & ₹4 Dividend
CAMS reported a strong Q4 FY26 with revenue growing 11% YoY to ₹395.22 crore and PAT increasing 10.9% to ₹126.43 crore. The company achieved its highest-ever quarterly revenue and absolute EBITDA, supported by a healthy 46.5% EBITDA margin. Growth was significantly driven by the non-mutual fund segment, which surged 24.5% YoY and now accounts for 15.3% of total revenue. The core mutual fund business remains dominant with a 68% market share and record equity assets of ₹30.5 lakh crore.
Key Highlights
Highest ever quarterly revenue of ₹395.22 Cr (up 11% YoY) and PAT of ₹126.43 Cr (up 10.9% YoY).
Non-MF business revenue grew 24.5% YoY, increasing its contribution to 15.3% of total enterprise revenue.
EBITDA margin stood at a robust 46.5% with absolute EBITDA reaching an all-time high of ₹183.66 Cr.
SIP collections crossed the ₹20,000 Cr milestone in March, with new SIP registrations growing 46% YoY.
Board recommended a final dividend of ₹4 per share for the financial year ended March 31, 2026.
👀 What to Watch
Investors should take note of the successful diversification into non-MF segments like Alternatives and Payments, which are growing faster than the core business. The company's ability to maintain high margins while scaling technology makes it a strong long-term play in the financial infrastructure space.
CAMS Declares Final Dividend of Rs 4 Per Share; Sets July 10 as Record Date
Computer Age Management Services (CAMS) has recommended a final dividend of Rs 4 per equity share for the fiscal year. This recommendation was made during the Board meeting on May 4, 2026, and is subject to shareholder approval at the upcoming AGM. The Annual General Meeting is scheduled for July 7, 2026, where the dividend will be put to a vote. The company has officially fixed July 10, 2026, as the record date to identify eligible shareholders for the payout.
Key Highlights
Final dividend recommended at Rs 4 per equity share.
Record date for dividend eligibility is fixed as July 10, 2026.
Annual General Meeting (AGM) for approval scheduled for July 7, 2026.
The announcement follows the Board meeting held on May 4, 2026.
👀 What to Watch
Investors looking to benefit from the dividend should ensure they hold the stock before the ex-dividend date. Long-term investors can view this as a consistent return of capital from the market intermediary.
