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Computer Age Management Services Ltd

Q2 FY26Capital Markets

Computer Age Management Services Q2 FY26 earnings call: Revenue & Margins

Q2 FY26 earnings call: what management guided on revenue, margins and order book.

Price₹753
Market cap₹20.2K Cr
P/E44.4
Updated23 Aug 2026
Read4 min read

The short version

Target to grow the company by at least Rs. The management targets growing the company by at least Rs.500 crores in revenue over the next three years (Page 22).

From Computer Age Management Services Ltd's Q2 FY26 earnings-call transcript · updated 23 Aug 2026.

Revenue & Sales Performance

  • Target to grow the company by at least Rs. 500 crores over the next three years (Page 22).
  • Expect growth of Rs. 150-200 crores per year, with Rs. 150 crores from mutual funds (MF) and Rs. 50 crores from non-MF businesses (Page 15).
  • Non-MF business revenue has grown at 28% CAGR over past four years and is expected to continue growing, with plans to scale its share to 20% of total revenue (Page 21).
  • Anticipated EBITDA margin improvement as non-MF margins rise from current sub-15% towards 25-30% within next couple of years (Page 21, 12).
  • Equity net sales and SIP collections showing strong growth and market share gains, indicating sustained volume growth (Page 3).

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Profitability & Margins

See what Computer Age Management Services Ltd said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

  • The company is continuing to invest around 30% of operating EBITDA into various growth avenues.
  • Current investments include MF Central, NPS business, fund aggregator, and new products like ConsentPro, Pentopal, and Think.
  • Focus on automation and process efficiency through the RE-ARC project, with a new platform set to go live in phases starting end of the financial year.
  • No immediate large inorganic acquisitions planned in the next 2-3 months, but the company is actively scanning the market for opportunities, especially in the payments space.

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Top-ranked in Capital Markets

Ranked on what management guided this quarter

Guidance-ranked
1BSE
Rev 2Mar 3
2Nippon Life Ind.
Rev 2Mar 3
3
Rev 2Mar 3
4
Rev 2Mar 3
5
Rev 2Mar 3
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Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.

Fundraising & Capital Structure

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Order Book & Pipeline

The document does not provide explicit details about the current or expected order book or pending orders for Computer Age Management Services Limited (CAMS). However, the following insights relevant to business growth and contracts can be noted: - CAMS expects to grow the company by at least Rs. 500 crores in the next three years, with a focus on platform revenue and controlled operating cost increments. - The company is experiencing increased revenue contributions from new AMCs, including PMS players, though growth takes a few years to ramp up to significant AUM levels (e.g., Rs. 10,000 crores in 3-4 years). - There are ongoing inorganic growth considerations, but no immediate acquisitions expected in the next 2-3 months.

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Computer Age Management Services Ltd — Quarterly revenue & net profit

Revenue Net profit
Dec 2024Q3 FY25
Mar 2025Q4 FY25
Jun 2025Q1 FY26
Sep 2025Q2 FY26
Dec 2025Q3 FY26
Mar 2026Q4 FY26

Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹395 Cr, net profit ₹125 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

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What Computer Age Management Services Ltd's management said in earlier quarters

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Frequently Asked Questions

What were Computer Age Management Services Ltd Q2 FY26 results?

Target to grow the company by at least Rs. The management targets growing the company by at least Rs.500 crores in revenue over the next three years (Page 22).

What is Computer Age Management Services Ltd share price analysis?

Computer Age Management Services Ltd currently shows a neutral. The stock trades at a P/E of 44.4 with a market cap of ₹20,158 Cr. Investors should review the full earnings analysis for detailed insights.

Is Computer Age Management Services Ltd planning capital expenditure?

The company is continuing to invest around 30% of operating EBITDA into various growth avenues.

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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.