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Computer Age Management Services Q2 FY27 Share Price & Earnings Call Analysis

₹696.95+2.89% today
Market cap
₹17,321 Cr
P/E
38.19
ROE
36.96%
PEG
2.36
Price to sales
12.11
Debt to equity
0.04
52W high / low
₹4,014 / ₹622
Sales growth (5Y)
15.95%
EBITDA margin
45.89%
Net profit margin
29.37%
Sales (last year)
₹1,431 Cr

The company is a mutual funds transfer agency. It provides investor services, distributor services and asset management companies (AMC) services.

Guidance scorecard · Q2 FY27 call

What Computer Age Management Services Ltd's management guided
and where it ranks in Capital Markets

#12of 22 in
Capital Markets
Revenue10–20%MarginsUp 0–2%CapexPlannedFundraisingWhat management saidOrder bookWhat management said

RevenueQ1 FY27 call

10–20%
  • Expect blended top-line growth around 13% (Q&A on page 8).
  • Asset under Management (AUM) growth anticipated to return strongly.
  • Non-mutual fund revenue growing, targeting around 16% growth by year-end.
  • KRA business recovery expected post 1Q impacted by price reset; outlook positive for subsequent quarters.
  • Payment segment growing, driven by credit card transactions, though low margin and growth will be gradual.
  • Alternatives segment showing mid-20% AUM growth, with new mandates and logos contributing.
  • New AMC clients (ASK, Carnelian, Oaklane, Neo) expected to go live before December, adding to revenue.

2 more points from Computer Age Management Services Ltd's call on revenue

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Full Q1 FY27 analysis

MarginsQ1 FY27 call

Up 0–2%

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

Full Q1 FY27 analysis

CapexQ1 FY27 call

Planned
  • Current year on-premises capex (tools, servers, storage, premises) expected around INR 75 crores; will progressively decrease with cloud migration.
  • Re-architecture project total cost approx. INR 500 crores; INR 123 crores spent so far (mix of capex and opex).
  • Of total re-arch cost, INR 290 crores expected as capex.
  • INR 40 crores capitalized in current quarter; another INR 80 crores expected to be capitalized in the rest of the year.
  • Similar capitalization expected in the following years.
  • Depreciation to increase due to re-arch capitalization, with 10-year amortization.

2 more points from Computer Age Management Services Ltd's call on capex

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Full Q1 FY27 analysis

FundraisingQ1 FY27 call

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

Full Q1 FY27 analysis

Order bookQ1 FY27 call

  • On Page 6, it mentions that CAMS "will have our first signed contracts shortly" for a new platform and has started work with 7 or 8 clients in capital markets and other sectors.
  • Early wins have been achieved, but it's too early to project revenue numbers from these contracts.
  • The new AI-based transaction acceptance platform is rolling out gradually with 4 out of 8 transaction types live as of August-September 2026, aiming for full deployment by fiscal year-end.
  • The company is optimistic about growth across multiple segments (MF, non-MF, payments, KRA).
Full Q1 FY27 analysis
Full Capital Markets ranking

Ranges are what management guided for revenue growth and margins on the latest earnings call. Not investment advice, and not a forecast of returns.

Potential multibaggers · Q2 FY27

Potential multibaggers in Capital Markets
on management's own guidance

  1. Nippon Life Ind.Good growth
    2
  2. BSEGood growth
    1
  3. Motil.Oswal.Fin.Good growth
    3
See all potential multibaggersWhere does Computer Age Management Services Ltd rank?

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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.

Peers

Capital Markets companies ranked on guidance

#CompanyRevenue guidedMargin guidedMarket capP/E
1BSE20–40%Flat₹1.37L Cr48.4
2Nippon Life Ind.20–40%Flat₹68,184 Cr41.6
3Motil.Oswal.Fin.20–40%Flat₹63,771 Cr32.2
420–40%Flat₹31,481 Cr29.1
520–40%Flat₹15,334 Cr43.8
620–40%Flat₹12,638 Cr51.6

Sign up free to see every company in the sector ranking and track Computer Age Management Services Ltd.

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Financials of Computer Age Management Services Ltd

Quarterly Results, Profit & Loss, Balance Sheet, Cash Flows, and Ratios are shown below as separate sections.

Shareholder Pattern

Computer Age Management Services Ltd

Shareholding breakup across reporting periods.

Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026Sep 2026
FIIs +47.69%53.78%56.51%56.53%57.63%55.00%52.00%46.90%44.65%44.44%44.88%45.58%
DIIs +23.07%19.91%19.42%18.64%17.34%16.70%17.31%20.76%22.00%22.06%23.54%21.79%
Government +0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.01%0.01%0.00%
Public +29.26%26.32%24.07%24.83%25.02%28.30%30.70%32.35%33.35%33.50%31.56%32.64%
No. of Shareholders4,46,8884,13,3433,75,6963,99,2934,08,9504,59,6624,73,0854,81,8835,14,5025,42,1245,26,0295,38,523

Financials of Computer Age Management Services Ltd

Quarterly Results

Quarter-by-quarter operating performance

Jun 2023Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026
Sales +244255269287308342348336334354367357353
Expenses +138138146152166181184185185193194206182
Operating Profit106117123135142160163152149161173151171
OPM %43%46%46%47%46%47%47%45%45%46%47%42%49%
Other Income +888991012101110111115
Interest2222222222111
Depreciation14141515141516201822222522
Profit before tax98109114127135153157141140148160136163
Tax %25%25%25%24%25%25%25%25%25%25%24%27%25%
Net Profit +7381869710211511810610511112299122
EPS in Rs2.993.313.483.954.144.684.774.294.254.484.933.994.91

Financials of Computer Age Management Services Ltd

Profit & Loss

Annual income statement trend

Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026TTM
Sales +3724424646066516616748649291,0541,3341,4121,431
Expenses +245300289402459402405474523573717778774
Operating Profit127142175204192260269390405481617634657
OPM %34%32%38%34%30%39%40%45%44%46%46%45%46%
Other Income +01950111958402132414246
Interest0100087777766
Depreciation23171621274639475458658790
Profit before tax104125168233176225280376366448586584607
Tax %33%35%36%31%36%27%22%23%25%25%25%25%
Net Profit +7081108160112164219289275337441437454
EPS in Rs2.863.344.416.564.606.738.9711.8411.2113.7217.8517.6318.31
Dividend Payout %62%65%56%68%118%36%140%65%67%68%81%71%

Financials of Computer Age Management Services Ltd

Balance Sheet

Capital structure and asset base

Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Equity Capital494949494949494949494950
Reserves2322503133643434404215566798359861,159
Borrowings +000000737376827354
Other Liabilities +799491128170226235217207334348283
Total Liabilities3603934535405637157788941,0101,3001,4571,546
Fixed Assets +6356628087158144169165163194204
CWIP000000008104489
Investments232275306332323397362455479598578571
Other Assets +656285129153161272270358529641682
Total Assets3603934535405637157788941,0101,3001,4571,546

Financials of Computer Age Management Services Ltd

Cash Flows

Operating, investing and financing cash movement

Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Cash from Operating Activity +84102188144180239306317388442578
Cash from Investing Activity +-47-30-74-15-7223-117-105-181-102-271
Cash from Financing Activity +-41-72-109-132-91-268-200-201-219-334-310
Net Cash Flow-4-05-317-6-1111-127-3
Free Cash Flow7580188110166213246281357328447
CFO/EBITDA Share of operating profit converting into cash: CFO (before tax) / Operating Profit92%58%129%109%97%111%103%99%98%93%115%

Financials of Computer Age Management Services Ltd

Ratios

Working capital efficiency and return ratios

Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Debtor Days1679101413910172810
Inventory Days
Days Payable
Cash Conversion Cycle1679101413910172810
Working Capital Days-3-1896-56-30-122617259
ROCE %38%43%51%59%41%51%53%61%48%50%55%48%

Guidance history

How Computer Age Management Services Ltd's guidance has moved, call by call

CallRevenueMarginsCapexFundraisingOrder book
Q1 FY27 call →10–20%Up 0–2%Planned——
Q4 FY26 call →20–40%FlatPlanned——
Q3 FY26 call →10–20%Up 0–2%Planned——
Q2 FY26 call →10–20%FlatPlanned——

What management guided on each call, newest first. Not investment advice, and not a forecast of returns.

23out of 100

Momentum score · price trend

23 out of 100 — Cooling

Over the past year its share price has done worse than most of the stocks we track.

PeriodShare price changeBetter than … of 1,910 stocks
Last 12 months−8.6%51%
Last 6 months−6.7%42%
Last 3 months−6.8%49%

The price is 32.5% below its all-time high of ₹1,037.64 (13 Dec 2024). Stocks more than 20% below their peak have their score halved, so 47 became 23.

How we calculate it

“Better than 30%” means that over that period the share price did better than 30 out of every 100 stocks we track (1,910 Indian companies worth ₹500 Cr or more, with at least a year of prices).

The score weighs the longer periods more: 40% × 12-month + 40% × 6-month + 20% × 3-month. For Computer Age Management Services Ltd: 0.4 × 51 + 0.4 × 42 + 0.2 × 49 = 47, halved to 23 because the price is more than 20% below its all-time high.

Strengthening is 70 and above, Steady 40 to 70, Cooling below 40. Scores are recalculated every night after the market closes.

Full methodology →

This describes only how the share price has moved up to 16 Oct 2026, compared with other stocks. It says nothing about the business, and it is not a prediction, a price target or a recommendation to buy or sell.

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