Computer Age Management Services (CAMS) reported its highest-ever quarterly revenue in Q4 FY’26, driven by a 24.5% year-on-year growth in its non-mutual fund business. The company achieved an all-time high EBITDA of ₹183.66 crore with a margin of 46.5%. Amid strong performance across all business segments, the board has recommended a final dividend of ₹4 per share to shareholders, reflecting the company’s robust financial health and operating efficiency.
Quarterly Financial Results
In the quarter ended March 31, 2026, CAMS demonstrated significant growth across its consolidated operations. The company posted revenue of ₹395.22 crore, representing an 11.0% increase year-on-year. Profit after tax (PAT) rose to ₹125.44 crore, marking an 11.2% growth compared to the same period last year. This performance highlights the success of the company’s diversification strategy and rigorous operational discipline.
Mutual Fund Segment Highlights
CAMS maintained its market leadership with approximately 68% market share in Assets Under Management (AuM), which reached ₹55.1 lakh crore. The equity segment performed exceptionally well, surging to an all-time high of ₹30.5 lakh crore. Digital adoption continued to accelerate, with 1.26 crore new SIP registrations in Q4, representing a 46% year-on-year growth. Additionally, the company strengthened its client base by onboarding new institutional partners, bringing the total number of MF RTA clients to 31.
Diversification and Growth Beyond Mutual Funds
The company’s strategic move to expand beyond core mutual fund operations is yielding strong results, with non-MF revenue now contributing 15.3% to the enterprise total. Key growth engines include:
- CAMSPay: Recorded 22.8% year-on-year revenue growth with over 20 new client additions.
- CAMS Alternatives: Revenue increased by 25.4%, with AUM crossing the ₹3.1 lakh crore milestone and the acquisition of 44 new mandates.
- CAMS KRA: Achieved 28% revenue growth, bolstered by the onboarding of major broking houses.
- Insurance Repository: Bima Central successfully doubled its active user base, contributing to a 6% revenue growth for the segment.
Technology and Future Outlook
CAMS continues to benefit from its multiyear platform re-architecture, which has significantly improved operational efficiency while keeping headcount flat. The integration of AI-led form digitization has enhanced accuracy and customer service metrics. Looking ahead, the company is preparing for the launch of its next-generation transaction origination platform and an analytics-driven enterprise data warehouse, slated to go live in H1 FY’27.
Source: BSE
