Computer Age Management Services Ltd (NSE:CAMS)

Q2 2026 Computer Age Management Services Ltd Earnings Call Transcript

Oct 29, 2025 / 05:30 AM GMT

Release Date Price: ₹771.1 (-3.25%)

Transcript

Key Points

Positve

Computer Age Management Services Ltd (BOM:543232) achieved its highest ever quarterly revenue in Q2, driven by strong performance across both mutual fund (MF) and non-MF segments.
The company's mutual fund revenue grew by 6.4% quarter-on-quarter, while non-MF revenue saw a significant increase of 17.9%.
The company crossed significant milestones in mutual fund assets under management (AUM), reaching 52 lakh crore in September and 55 lakh crore in October.
Equity net sales market share increased to 69% from 65%, indicating strong performance in equity sales.
The company successfully onboarded several new asset management companies (AMCs), expanding its client base and demonstrating its ability to scale operations efficiently.

Negative

There was a noted yield compression of 0.03 to 0.04 basis points quarter-on-quarter, impacting revenue growth.
Non-asset based revenue showed some weakness, with muted growth in certain areas such as OP and NFO launches.
The company faces potential pricing pressures due to regulatory changes and AMC demands for discounts.
The non-MF business, while growing, still has lower margins compared to the MF segment, with current EBITDA margins around 10-13%.
There is a concern about the sustainability of current pricing models, especially with upcoming contract renewals for large clients in the next two years.

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

COMU.NS - Computer Age Management Services Ltd
Q2 2026 Computer Age Management Services Ltd Earnings Call
Oct 29, 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 Computer Age Management Services Limited. 2 F5 26 earning conference call.

As a reminder, all participant lines will be in 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 note that.

Please signal an operator by pressing, then 0 on your touchtone phone. Please note that this conference is being recorded.

I now hand a conference.

Over to Nikon from MUFG.

Thank you and over to you, sir.

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