Computer Age Management Services Ltd (CAMS) Q3FY26 Concall Summary - Dec-2025 Qtr
Performance Overview
- The company reported a solid quarter with enterprise revenue growing 5.5% YoY and 3.6% QoQ, demonstrating resilience despite the high base effect from the previous year's price reset.
- Absolute EBITDA reached its highest-ever level at INR 179 crores, absorbing a one-time Labour Code adjustment of INR 2.5-3 crores, with EBITDA margin recovering significantly to 46%.
- The Non-MF business segment showed strong momentum, growing over 24% YoY, with its revenue contribution expanding to 14.5% of the total, driven by strong performance in CAMS Pay and other offerings.
- The core Mutual Fund business continued its steady growth, with AUM crossing INR 55 lakh crore and market share remaining stable at 68%, supported by robust SIP inflows and new client acquisitions.
- The company has successfully maintained a flat headcount over the calendar year despite significant business expansion, highlighting major gains in productivity and automation which are expected to continue.
Financial Metrics
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Operating Performance / Business Segments
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Key Discussions & Insights
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Outlook and Guidance
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Challenges / Concerns
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Industry / Competitive Landscape
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Overall Summary
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