Computer Age Management Services Ltd (NSE:CAMS)

Q4 2025 Computer Age Management Services Ltd Earnings Call Transcript

May 6, 2025 / 05:30 AM GMT

Release Date Price: ₹721.58 (-5.25%)

Transcript

Key Points

Positve

Computer Age Management Services Ltd (BOM:543232) reported a 25% increase in revenue for the full year, showcasing strong growth across both mutual fund (MF) and non-MF segments.
The company achieved a 30% growth in absolute EBITDA, with margins standing at a robust 46%, indicating efficient operational management.
Non-MF revenue share increased to 13.7% for the quarter, with projections of over 20% growth in this segment for the upcoming year.
The company successfully onboarded new clients, including Angel 1 and Unifi, and expects to bring five more clients live in the next six months, indicating strong client acquisition momentum.
CAMS Pay revenue grew by 85% year-on-year for the quarter, driven by new mandates and expansion into sectors like education and insurance.

Negative

The company faced a 3.7% quarter-on-quarter revenue drop due to price adjustments in major contracts, impacting overall financial performance.
There was a 4% drop in yield for the quarter, with further yield compression expected in the upcoming quarters due to ongoing price renegotiations.
Employee costs increased significantly due to new hires and talent acquisition, impacting overall profitability.
The company anticipates a 7% yield compression for the next fiscal year, which could pressure margins if asset growth does not meet expectations.
Depreciation expenses increased due to investments in IT infrastructure and compliance requirements, which may continue to impact financials in the near term.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

COMU.NS - Computer Age Management Services Ltd
Q4 2025 Computer Age Management Services Ltd Earnings Call
May 06, 2025 / 05:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to the Q4 F 525 earnings conference call of Computer age Management Services Limited, hosted by MSG Investor Relations. Today from the management of the company we have Mr. Anuj Kumar, MD, and CEO Mr. Ram SR SFO Mr. Anish Savlani, head investor relations. As a reminder, all participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call, please signal an operator by pressing, then 0 on your touchstone phone. Please note that this conference is being recorded. I now hand the conference over to Ms. Masoo from MUFG.

Thank

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