CAMS Q2 FY27 Profit Up 14.4% to ₹131.49 Cr, Interim Dividend of ₹3.25 Declared
CAMS reported Q2 FY27 consolidated PAT of ₹131.49 crore, up 14.4% YoY on revenue of ₹414.47 crore (up 10.0% YoY). EBITDA grew 13.5% to ₹190.86 crore. Non-mutual fund revenues neared 16% of total revenues. The company declared an interim dividend of ₹3.25 per share.
The results demonstrate robust financial performance and strategic progress across core and diversified businesses. The declaration of an interim dividend also directly benefits shareholders. These factors are likely to have a significant positive impact on investor sentiment and the company's stock.
The company reported strong year-on-year growth in revenue, profit, and EBITDA, along with an expanding profit margin. Diversification into non-mutual fund businesses is showing significant traction, and technological advancements are on track, all of which are positive indicators.
Computer Age Management Services Limited (CAMS) announced its unaudited standalone and consolidated financial results for the quarter and half-year ended September 30, 2026. The company reported a consolidated profit after tax (PAT) of ₹131.49 crore for the quarter, marking a 14.4% year-on-year growth. This was achieved on an operating revenue of ₹414.47 crore, up 10.0% year-on-year. EBITDA increased by 13.5% year-on-year to ₹190.86 crore, with EBITDA margins expanding by 140 basis points to 46.0%. The PAT margin stood at a healthy 30.7%.
The company's diversification strategy showed accelerated momentum, with non-mutual fund businesses growing by 21.7% year-on-year. CAMSPay crossed the 6% revenue contribution milestone. In the mutual fund segment, CAMS MF's Assets Under Management (AuM) grew 12.1% year-on-year to a record ₹58.4 lakh crore, maintaining a 67% market share. Equity MF AuM increased 15.5% year-on-year to ₹33.2 lakh crore. SIP collections grew 16.5% year-on-year to ₹61,369 crore, with live SIP accounts reaching 6.96 crore.
Beyond mutual funds, non-mutual fund revenue contribution increased to 15.9% of total revenues. CAMSPay revenue grew 52.2% year-on-year, CAMS Alternatives reported 22% year-on-year revenue growth with AuM exceeding ₹3.3 lakh crore, and CAMS KRA delivered 51% quarter-on-quarter revenue growth. CAMSRep crossed 15 million demat policies, and the Account Aggregator business grew 19% year-on-year.
Technologically, CAMS is progressing with its platform modernization and AI-led transformation initiatives. FundsNet 2.0 has gone live, with full migration targeted by Q4 FY'27. AI-led transformation initiatives are scaling, and enterprise-wide data modernization is expected to yield operational efficiencies from Q4 FY'27. The company also announced an interim dividend of ₹3.25 per share.
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