CAMS Presents Investor Day: 68% MF AuM Share, 20%+ CAGR Target for Non-MF Business
CAMS presented at its Analyst Day on Feb 5, 2026, showcasing 68% MF AuM share (₹55 Trillion). The company targets 20%+ CAGR for its Non-MF business, aiming for ₹400 Crore revenue by FY'29. Projected FY26 revenue is ₹1,515-1,525 Crore, with EBITDA ₹685-695 Crore and PAT ₹476-482 Crore.
The announcement covers comprehensive business updates, detailed financial performance, market share analysis, and strategic growth plans for both core and new business segments, which are highly material for investors and stakeholders.
The announcement highlights strong market leadership in the MF business, significant growth in both MF and Non-MF segments, robust financial performance with increasing revenue and profitability, and clear future growth strategies, all indicating a positive outlook for the company.
Computer Age Management Services Limited (CAMS) hosted its Analysts Day on February 5th, 2026, presenting an investor presentation that highlighted its market leadership and future growth strategies.
The company showcased its strong position in the Mutual Fund (MF) business, managing ₹55 Trillion in Assets Under Management (AuM) as of December 2025, representing approximately 68% of the Indian MF industry's ₹82.0 Trillion AuM. CAMS services 4 out of the Top 5 and 6 of the Top 10 AMCs. The presentation detailed sustained momentum in new AMC mandates, with 6 AMCs going live in CY25 and others in the pipeline. The MF business saw strong performance with a 107.8 Mn. live investor folios (up 18.5% Y-o-Y) and a 44.6 Mn. unique investors serviced (up 14.3% Y-o-Y). Transaction volumes also showed robust growth, with systematic transactions processed at 639.5 Mn. (up 22% Y-o-Y) and overall transaction volume at 777 Mn. (up 19% Y-o-Y).
Operational excellence was emphasized, with complaint-to-transaction percentages at 0.002% and an absolute number of complaints declined by over 20% year-on-year. CAMS aims to unlock new growth pathways with its SIF (Systematic Investment Facility) offerings, targeting Rs. 5 Lakh Crore AuM opportunity in 3-5 years. The company achieved its highest quarterly revenue in Q3 FY'26, with Enterprise EBITDA margins remaining resilient at 46%.
The Non-MF business is a key focus for future growth, with a target of 20%+ CAGR over the next three years and a revenue target of Rs. 400 Crore by FY'29 from these businesses. This segment includes CAMSPay, which saw 41% revenue growth (9M Y-o-Y), and the Payment Gateway business, contributing 19% of revenue (9M FY26). CAMS Alternatives is deepening its footprint in GIFT City, servicing 38 funds and with AuM crossing USD 1.2 Bn. CAMSRep and Bima Central are also scaling, with Bima Central processing approximately 2,000 transactions per day (3x Y-o-Y increase).
Financially, CAMS demonstrated impressive revenue growth over the last five years, with a 5-year revenue CAGR of 15%. The company projects total revenue to reach ₹1,515 - ₹1,525 Crore in FY26, with MF revenue at ₹1,300 - ₹1,305 Crore and Non-MF revenue at ₹215 - ₹225 Crore. EBITDA and PAT have also shown robust growth, with projected FY26 EBITDA at ₹685 - ₹695 Crore and PAT at ₹476 - ₹482 Crore. EBITDA margins have grown from 42% in FY21 to a projected 46% in FY26. CAMS also highlighted its strong performance relative to Nifty 500 companies in terms of EBITDA growth, revenue growth, and EPS growth.
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Computer Age Management Services Limited filed this with the NSE as a statutory disclosure, categorised under investor presentation. It is a primary document, not a recommendation, and the desk marks it high impact, which is the band that most often changes something.
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See the model portfoliosA plain-language summary of a public exchange filing by Computer Age Management Services Limited. Read the original for the full detail.