Q3 2025 Computer Age Management Services Ltd Earnings Call Transcript
Key Points
- Computer Age Management Services Ltd (BOM:543232) reported a strong quarter with a 28% revenue growth, despite a slowdown in the capital markets.
- The company achieved a 34% growth in EBITDA, with a margin of 47%, indicating strong cost management and operational efficiency.
- PAT grew over 40%, with a PAT margin of 32.6%, showcasing robust profitability.
- The company won all three MF-RTA mandates on offer, including prestigious deals like Jio BlackRock, demonstrating market leadership.
- Non-MF revenue grew by 22% year-on-year, with significant contributions from CAMSPay and CAMS KRA, indicating diversification success.
- Revenue growth slowed compared to the previous quarter, with a decrease from 32% to 28%, reflecting market challenges.
- Non-MF revenue growth decreased from 32% in the previous quarter to 22%, indicating potential volatility in this segment.
- The company anticipates yield pressure in the coming quarters, which could impact margins despite efforts to mitigate it.
- KRA business faced a slowdown due to decreased new account openings in the capital markets, affecting revenue growth.
- There is a potential risk of increased competition in the MF-RTA space, as indicated by the shift of an AMC from a competitor.
Ladies and gentlemen, good day, and welcome to the Q3 and 9M FY25 earnings conference call of Computer Age Management Services Limited hosted by Orient Capital. We have with us today, Mr. Anuj Kumar, Managing Director of CAMS; Mr. Ram Charan SR, CFO; and Mr. Anish Savlani, Head, Investor Relations.
(Operator instructions) Please note that this conference is being recorded. I now hand the conference over to Ms. Shivani Karwat from Orient Capital. Thank you, and over to you, Ms. Karwat.
Good morning, everyone. Welcome to the Q3 and 9M FY25 earnings conference call for Computer Age Management Services Limited. Before we proceed to start the call, I would like to give a small disclaimer that this conference call may contain forward-looking statements about the company, which are based on beliefs, opinions and expectations of the company as on date.
These statements are not guarantees of future performance and involve risks and uncertainties, which are difficult to predict. A detailed disclaimer has also
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