CAMS Q2 FY'26 Earnings Call: Highest Ever Quarterly Revenue
CAMS announces record Q2 FY26 revenue, driven by strong MF and non-MF performance. AUM crosses ₹55 lakh crore. Declares ₹14 dividend. On track to acquire NSE KRA business.
The record revenue and strong growth across multiple segments suggest a positive outlook for the company. The dividend declaration is likely to be well-received by investors.
The announcement highlights record revenue, growth in key business segments, and a dividend declaration, indicating positive financial performance and shareholder returns.
* CAMS achieved its highest-ever quarterly revenue in Q2 FY'26, driven by strong performance across MF and non-MF segments. * MF revenue grew 6.4% QoQ, and non-MF revenue grew 17.9% QoQ. * Crossed ₹52 lakh crore AUM in September and touched ₹55 lakh crore in October. * Equity net sales crossed ₹1 lakh crore in the quarter, with a net sales market share of 69%. * SIP collections grew 21% year-on-year, with a live SIP market share of 63.4%. * Launched the first SIF product with SBI, garnering ₹1,000 crore. * Onboarded six new AMCs, including Angel One, Unify, Jio BlackRock, Seabank Sri Lanka, Taurus, and Choice. * Non-MF revenue share improved to 14.4%. * CAMS Pay grew 26% quarter-on-quarter. * KRA revenue rebounded with 45% growth in the quarter and added 38 new clients; NSE KRA business acquisition is on track for December. * Declared an interim dividend of ₹14 per share. * Expect MF to scale back to its peak revenue in Q3. * CFO mentioned that the board was pleased to declare an interim dividend of ₹14 per share from the reserves of the company.
What to do with a filing like this
Computer Age Management Services Limited filed this with the NSE as a statutory disclosure, categorised under quarterly results. 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.