Computer Age Management Services Ltd
Computer Age Management Services Q3 FY26 earnings call: Revenue & Margins
Q3 FY26 earnings call: what management said on revenue, margins and capex.
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Guidance rank: #12 of 26 in Capital Markets
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The short version
CAMS aims to expand total revenue by INR150-200 crores annually over the next 2.5 to 3 years, targeting a INR2,000 crores company size. CAMS targets sustained revenue growth, especially in non-mutual fund (non-MF) businesses, aiming for 20-25% growth over the next 1-2 years, with a long-term aspiration of 25%+ growth.
From Computer Age Management Services Ltd's Q3 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- CAMS aims to expand total revenue by INR150-200 crores annually over the next 2.5 to 3 years, targeting a INR2,000 crores company size. (Page 17)
- Target to grow non-mutual fund (non-MF) revenue at a realistic near-term pace of around 20%, with a medium to long-term aspiration of 25% growth. (Pages 11, 17)
- Mutual fund (MF) segment expected stable growth in asset-based revenue with quarter-on-quarter growth around 3.3-3.8%. (Page 5)
- Non-MF segment revenue grew 5% quarter-on-quarter and approximately 25% year-on-year recently. (Page 5)
2 more points from Computer Age Management Services Ltd's call on revenue
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Profitability & Margins
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Capital Expenditure Plans
- CAMS is investing heavily in technology with a focus on building and migrating to a new cloud-based platform, a multi-year, humongous program started around June-July 2024.
- The new platform development involves automation, AI for data extraction, compliance modules, data warehouse migration to Google Cloud, and instant API-based processing to enable significant operational efficiencies.
- These technology investments are ongoing and expected to drive productivity and margin expansion over the next 4-5 years.
- CAMS continues to invest in product innovation beyond mutual funds, including offerings in AIF, WealthServ, pension products, and digital platforms like CAMS Lens.
2 more points from Computer Age Management Services Ltd's call on capex
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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
- CAMS took 6 new AMCs live in 2024 and early 2025.
- These new AMCs are progressing well, with some nearing INR 10,000 crore AUM.
- For 2026, 4 new domestic logos, 1 domestic transition, and 1 Sri Lankan logo are scheduled to go live.
- An additional 4 new AMC wins expected from now to June 2026 will also likely be onboarded in 2026.
- Total anticipated AMC go-lives in 2026 are about 5 to 6.
- CAMS is focused on acquiring quality logos and not competing solely on price.
2 more points from Computer Age Management Services Ltd's call on order book
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Computer Age Management Services Ltd — Quarterly revenue & net profit
Computer Age Management Services Ltd Q3 FY26 results — key figures
| ₹ Cr | Q3 FY26 | Q3 FY25 | YoY | Q2 FY26 | QoQ |
|---|---|---|---|---|---|
| Revenue | 367 | 348 | +5.5% | 354 | +3.7% |
| Operating profit (EBITDA) | 173 | 163 | +6.1% | 161 | +7.5% |
| Operating margin | 47% | 47% | 0 pp | 46% | +1 pp |
| Profit before tax | 160 | 157 | +1.9% | 148 | +8.1% |
| Net profit (PAT) | 122 | 118 | +3.4% | 111 | +9.9% |
| EPS (₹) | 4.93 | 4.77 | +3.4% | 4.48 | +10% |
Source: reported quarterly figures (Screener), ₹ crore.
Reported quarterly figures (₹ Cr). Latest (Q2 FY27): revenue ₹366 Cr, net profit ₹122 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
Full financials →Continue your research
What Cams Services's management said in earlier quarters
- Q2 FY27 earnings call analysis →
- Q4 FY25 earnings call analysis →
- Q1 FY27 earnings call analysis →
- Q4 FY26 earnings call analysis →
- Q1 FY26 earnings call →
- Q2 FY25 earnings call →
- Q1 FY25 earnings call →
- Q4 FY24 earnings call →
- Q3 FY24 earnings call →
- Q2 FY24 earnings call →
- Q1 FY24 earnings call →
- Q4 FY23 earnings call →
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Revenue from operations (consolidated) for Q3 FY26: ₹33.60 crore . Key investor presentation takeaways from Systematix Corporate Services Ltd's Q3 FY26 investor
- CARE Ratings (Q3 FY26)
90.24 Crs, up 15% YoY (Page 12, 2) . Key concall takeaways from CARE Ratings Ltd's Q3 FY26 earnings call — and how it ranks against sector peers.
- ICRA (Q3 FY26)
Q3 FY2026 revenue: ₹163.6 crore, up from ₹120.9 crore in Q3 FY2025 — a 35.3% year-on-year (YoY) increase (Page 7). Key concall takeaways from ICRA Ltd's Q3…
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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
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Frequently Asked Questions
What were Computer Age Management Services Ltd Q3 FY26 results?
CAMS aims to expand total revenue by INR150-200 crores annually over the next 2.5 to 3 years, targeting a INR2,000 crores company size. CAMS targets sustained revenue growth, especially in non-mutual fund (non-MF) businesses, aiming for 20-25% growth over the next 1-2 years, with a long-term aspiration of 25%+ growth.
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?
CAMS is investing heavily in technology with a focus on building and migrating to a new cloud-based platform, a multi-year, humongous program started around June-July 2024.
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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.