Computer Age Management Services (CAMS) announced record quarterly revenue for Q3 FY’26, driven by strong performance in both MF and non-MF businesses. Enterprise revenue increased by 5.5% Y-o-Y, with non-MF revenue surging by 24.3% Y-o-Y. The company reported a robust EBITDA margin of 46%. An interim dividend of Rs.3.5 per share (post share split) has been recommended.
Financial Performance Highlights
CAMS reported its highest-ever quarterly revenue in Q3 FY’26, propelled by robust performance across both its Mutual Fund (MF) and non-MF business segments.
Key financial metrics include:
- Enterprise revenue growth of 5.5% Y-o-Y (up 3.6% Q-o-Q).
- Non-MF revenue surged by 24.3% Y-o-Y (up 4.8% Q-o-Q).
- EBITDA margins stood strong at 46%, translating to an EBITDA of Rs. 179 Crore.
Mutual Fund Business Performance
The company’s Mutual Fund business demonstrated strong growth:
- Assets under Management (AuM) crossed ₹55 Lakh Crore, maintaining market leadership with ~68% market share.
- Equity assets surged to an all-time high of ₹30.4 Lakh Crore.
- Equity net sales reached approximately ₹84,000 Crore.
- New SIP registrations stood at a healthy 1.16 Crore in Q3 FY’26, reflecting a 18% Y-o-Y growth.
- SIP collections increased by 20% Y-o-Y to reach ₹55,964 Crore.
- Unique investor base crossed 4.4 Crore during the quarter.
Developments Beyond Mutual Funds
CAMS also saw notable progress in its non-MF businesses:
- Non-MF revenue contribution increased to 14.5% in Q3 FY’26.
- CAMSPay achieved strong momentum, marked by 59% Y-o-Y revenue growth.
- CAMS Alternatives reported its highest-ever quarterly revenue, representing a robust 16% Y-o-Y growth.
Consolidated Quarterly Highlights
- Revenue: Rs. 390.14 Crore, up 3.6% Q-o-Q and 5.5% Y-o-Y.
- Profit Before Tax (PBT): Rs. 165.65 Crore, up 7.3% Q-o-Q and -1.1% Y-o-Y.
- Profit After Tax (PAT): Rs. 125.54 Crore, up 9.2% Q-o-Q and 0.1% Y-o-Y.
Management Commentary
According to Mr. Anuj Kumar, Managing Director, Q3 FY’26 was the strongest quarter to date. CAMS remains well-positioned to deliver consistent, long-term value, leveraging its strengths in the MF vertical and its emerging non-MF businesses.
Source: BSE
