Arthneeti
Latest: Cams Services Q2 FY27 (Jul–Sep 2026) results →This page is Q4 FY25 (Jan–Mar 2025).All Q4 FY25 results →
CS

Cams Services

Q4 FY25Capital Markets

Cams Services Q4 FY25 earnings call: Revenue & Margins

Q4 FY25 earnings call: what management said on revenue, margins and capex.

Price₹750
Market cap₹18.7K Cr
P/E41.2
Updated26 Aug 2026
Read4 min read

Get Cams Services's next results in your feed

The short version

FY '26 overall revenue growth is expected to be in the low double digits but likely not reaching mid-teens due to moderate AUM growth forecasted around 11-12%, compared to historical 20% CAGR. FY '26 revenue growth is expected to be moderate, with AUM growth anticipated around 11-12%, leading to overall revenue growth of 8-9%.

From Cams Services's Q4 FY25 earnings-call transcript · updated 26 Aug 2026.

Revenue & Sales Performance

  • FY '26 overall revenue growth is expected to be in the low double digits but likely not reaching mid-teens due to moderate AUM growth forecasted around 11-12%, compared to historical 20% CAGR.
  • Non-mutual fund (non-MF) businesses are projected to grow around 25%, adding approximately INR 50-70 crores in revenue, with payments, alternatives, and KRA as key growth drivers.
  • AIF revenue grew 16-18% year-on-year, expected to scale up further with automation and increased delivery.
  • KRA business accounts have grown from 1.8 crore to over 1.9 crore PANs, with significant penetration potential in demat and broking accounts.
  • Payment aggregator business is expanding into education institutions and new products like payment gateways, contributing to growth.

2 more points from Cams Services's call on revenue

Create a free account to keep reading this call

Profitability & Margins

See what Cams Services said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

  • FY '25 capex includes around INR100 crores for the re-architecture project and another INR70 crores for other capex, causing cash outflow.
  • Depreciation related to re-architecture will start reflecting end of next year when the module goes live.
  • FY '26 expected capex: around INR50 crores additional IT capex and INR10-15 crores other capex.
  • Re-architecture spending will accelerate in the current year with benefits starting from end of this year.
  • Regular BAU capex continues alongside the re-architecture investment.

2 more points from Cams Services's call on capex

Create a free account to keep reading this call

Top-ranked in Capital Markets

Ranked on what management guided this quarter

Guidance-ranked
1BSE
Rev 2Mar 3
2Nippon Life India Asset Management Ltd
Rev 2Mar 3
3
Rev 2Mar 3
4
Rev 2Mar 3
5
Rev 2Mar 3
Sign up free to see 3 moreTakes 30 seconds · no cardSign up

Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.

Fundraising & Capital Structure

See what Cams Services said on fundraising & capital structure — free account, 30 seconds.

Order Book & Pipeline

Relevant insights related to client additions and contract renewals include: - Crossed 200 clients threshold in AIF segment with significant market leadership and 50% market share in outsourced AIF services. - Added 4-5 new AMCs recently and expect another 4-5 to start operations in the next 6 months (total about 9-10 new AMCs). - No major new contracts pending renewal in FY '26; only 2-3 smaller contracts under regular renewal. - Strong revenue growth and new mandates in Alternatives (56 new mandate wins in the year).

2 more points from Cams Services's call on order book

Create a free account to keep reading this call

Cams Services — Quarterly revenue & net profit

Revenue Net profit
Jun 2025Q1 FY26
Sep 2025Q2 FY26
Dec 2025Q3 FY26
Mar 2026Q4 FY26
Jun 2026Q1 FY27
Sep 2026Q2 FY27

Cams Services Q4 FY25 results — key figures

Cams Services Q4 FY25 reported results vs Q4 FY24, ₹ crore
₹ CrQ4 FY25Q4 FY24YoYQ3 FY25QoQ
Revenue336287+17.1%348-3.4%
Operating profit (EBITDA)152135+12.6%163-6.7%
Operating margin45%47%-2 pp47%-2 pp
Profit before tax141127+11%157-10.2%
Net profit (PAT)10697+9.3%118-10.2%
EPS (₹)4.293.95+8.6%4.77-10.1%

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

Others in Capital Markets this season

  • Dam Capital Advi (Q4 FY25)

    Total Income for Q4FY25: INR 37 Cr, down from INR 85 Cr in Q4FY24 (56.5% decrease YoY). Key concall takeaways from Dam Capital Advisors Ltd's Q4 FY25 earnings…

  • National Securities Depository Ltd (Q4 FY25)

    The contribution of subsidiaries to consolidated profits increased from 5% to 10%, indicating rising diversification benefits. Key concall takeaways from…

  • Share India Securities (Q4 FY25)

    Retail client base has grown by 30% year-on-year, with institutional clients and MTF book also showing significant growth (e.g., MTF book up 330%). Key concall…

  • Central Depository Services (India) Ltd (Q4 FY25)

    Dividend payout remains shareholder-friendly at ~60% of operating profit, indicating disciplined profit allocation. Key concall takeaways from Central…

Compare:vs NSEvs BSEvs ICICI AMC

🔎 Who's planning the most growth?

Companies ranked by management's own guidance — revenue, margins, capex and order book, from every earnings call in India.

See rankings →

Arthneeti Pro · Annual

Cams Services and 15K+ more earnings calls,
for less than your morning chai

a day

Every earnings call, ranking and concall Q&A across all four results seasons.

Secure Razorpay payment · instant access

Frequently Asked Questions

What were Cams Services Q4 FY25 results?

FY '26 overall revenue growth is expected to be in the low double digits but likely not reaching mid-teens due to moderate AUM growth forecasted around 11-12%, compared to historical 20% CAGR. FY '26 revenue growth is expected to be moderate, with AUM growth anticipated around 11-12%, leading to overall revenue growth of 8-9%.

What is Cams Services share price analysis?

Cams Services currently shows a neutral. The stock trades at a P/E of 41.2 with a market cap of ₹18,697 Cr. Investors should review the full earnings analysis for detailed insights.

Is Cams Services planning capital expenditure?

FY '25 capex includes around INR100 crores for the re-architecture project and another INR70 crores for other capex, causing cash outflow.

Keep Cams Services on your radar — track it to get its next earnings analysis in your feed.

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.