CAMS Performance Analyzed
Computer Age Management Services (CAMS) had a strong third quarter in fiscal year 2026. Revenue increased by 5.52% to Rs 390.13 crore, and profits also rose, reaching Rs 125.53 crore – a 0.04% increase. This growth was driven by a larger pool of money managed for mutual funds.
Key Points
- Record revenue growth of 5.52% to Rs 390.13 crore.
- Consolidated net profit increased to Rs 125.53 crore.
- Assets under management soared past Rs 55 lakh crore.
- Market share in MF assets reached a high of 68%.
- New SIP registrations jumped 18% to 1.16 crore.
- EBITDA margin achieved a robust 46% due to efficiency.
Despite rising costs – expenses were up 9% to Rs 238.24 crore – CAMS still made a profit before taxes of Rs 164.71 crore, slightly down from the previous year. They managed this growth by helping more people start investing in mutual funds through SIPs (Systematic Investment Plans), with 1.16 crore new registrations – a significant 18% increase compared to last year.
Key Developments
CAMS secured a new contract to manage investments for Carnelian Asset Management, and their total assets under management are now over Rs 55 lakh crore. This means they’re the biggest player in managing money for mutual funds in India, controlling around 68% of the market. They are also strong in equity assets, with a large share of approximately 66.4%.
CAMS’s success is partly because of clever use of technology, which has made them more efficient. Their profit margin, called EBITDA, was a healthy 46%. This shows they’re making smart choices with their money and are growing faster than the average for the industry.
The stock price of CAMS decreased by 2.46% to Rs 690.30 on the BSE. This reflects the overall market conditions and investor sentiment, not necessarily a failure in CAMS’s performance.
“Q3 FY26 marked CAMS’s strongest quarter to date, with record revenues delivered in a challenging operating environment.” – Anuj Kumar, Managing Director.
