Chennai, October 29, 2026: Computer Age Management Services (CAMS) reported a 14.4% year-on-year increase in consolidated profit after tax (PAT) to Rs 131.49 crore for the quarter ended September 2026 (Q2 FY27), and declared an interim dividend of Rs 3.25 per share.
Operating revenue for the quarter rose 10% year-on-year to Rs 414.47 crore, with EBITDA up 13.5% at Rs 190.86 crore. The company’s EBITDA margin expanded by 140 basis points to 46%, while PAT margin stood at 30.7%. CAMS attributed the growth to sustained business momentum, operating leverage, and disciplined cost management.
Mutual fund business performance
CAMS’s mutual fund assets under management (AUM) grew 12.1% year-on-year to a record Rs 58.4 lakh crore in Q2 FY27, maintaining a 67% market share. Equity mutual fund AUM increased 15.5% to Rs 33.2 lakh crore, outpacing the industry’s 15.2% growth. The company captured 70% of the industry’s equity net sales over the last 12 months, while SIP collections rose 16.5% to Rs 61,369 crore, surpassing the industry’s 12.4% growth.
Live SIP accounts reached 6.96 crore, up 12.9% year-on-year, strengthening CAMS’s market share to 63.9% from 63.4%. The unique investor base expanded 15.1% to over 4.98 crore investors, exceeding industry growth of 11.1%. Specialized Investment Funds (SIFs) saw 12 launches in the quarter, with cumulative AUM above Rs 20,000 crore, and participation from over 10,200 distributors and 85,000 investors. GIFT City retail funds scaled up to five live funds with AUM crossing Rs 1,500 crore, and two more funds are planned for launch in the next quarter.
Growth in non-mutual fund businesses
Non-mutual fund revenue contribution increased to 15.9%, up 150 basis points year-on-year. CAMSPay revenue grew 52.2% year-on-year and 13.1% sequentially, with 21 new clients added in Q2 FY27. CAMS Alternatives reported 22% year-on-year revenue growth, with AUM exceeding Rs 3.3 lakh crore and 54 new mandates, including 15 marquee client relationships.
CAMS KRA delivered 51% quarter-on-quarter revenue growth, with five of the top ten brokerage houses as clients. CAMSRep crossed 15 million demat policies and began business with two insurance brokers, achieving 9% year-on-year revenue growth. The Account Aggregator business grew 19% year-on-year, and ConsenPro, a DPDP implementation platform, is under implementation with 20 clients in the BFSI segment.
Technology and AI initiatives
FundsNet 2.0, CAMS’s modernized mutual fund transaction platform, went live, with full migration from the legacy platform targeted by Q4 FY27. Six of eight AI extraction use cases have been deployed, enhancing employee productivity. CAMS Lens was selected by NISM as an AI-powered training partner for Compliance and RegTech initiatives. The company also launched a DIY portal for GIFT City retail investors and introduced KYCHUB, a new e-KYC platform, with multiple fintech integrations.
Quarterly and half-yearly financials
For Q2 FY27, revenue was Rs 414.47 crore, up 4.9% sequentially and 10% year-on-year. Profit before tax (PBT) stood at Rs 175.09 crore, up 0.6% quarter-on-quarter and 13.4% year-on-year. PAT was Rs 131.49 crore, up 2.7% sequentially and 14.4% year-on-year. Basic EPS for the quarter was Rs 5.30 (not annualised).
For the half-year ended September 2026, consolidated revenue was Rs 809.50 crore, up 10.8% year-on-year. PBT was Rs 349.05 crore, up 16.4%, and PAT was Rs 259.51 crore, up 15.8%, with a PAT margin of 30.9%. Basic EPS for H1 FY27 stood at Rs 10.46 (not annualised).
Managing Director Anuj Kumar said the quarter underscored the strength of CAMS’s platform-led business model and diversification strategy, highlighting double-digit revenue growth, expanded margins, and healthy profit growth despite a volatile environment. He noted that non-mutual fund businesses now contribute nearly 16% of total revenues, with CAMSPay crossing the 6% revenue contribution milestone.
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