CAMS NSE filing

CAMS Q3 FY26 Revenue Hits Record ₹390 Crore; Interim Dividend Declared

The RealCase readHigh impact Positive

CAMS reported its highest-ever quarterly revenue of ₹390.14 Crore for Q3 FY26, a 5.5% Y-o-Y increase. EBITDA margins were strong at 46%, with absolute EBITDA at ₹179 Crore. The company's MF AuM crossed ₹55 Lakh Crore. CAMS recommended an interim dividend of ₹3.5 per share.

Why it matters

The announcement includes record financial performance, significant business growth metrics, and a dividend payout, all of which are material to investors and the company's valuation.

The market read

The company reported record quarterly revenue, strong growth across its businesses, and achieved key milestones like crossing ₹55 Lakh Crore in MF AuM. The declaration of an interim dividend further contributes to the positive sentiment.

Computer Age Management Services Limited (CAMS) announced its unaudited standalone and consolidated financial results for the quarter ended December 31, 2025. The company achieved its highest-ever quarterly revenue of ₹390.14 Crore, marking a 5.5% year-on-year (Y-o-Y) and 3.6% quarter-on-quarter (Q-o-Q) increase.

Financial highlights for Q3 FY26 include robust EBITDA margins of 46%, with absolute EBITDA reaching ₹179 Crore. The company's Mutual Fund (MF) business saw Assets Under Management (AuM) cross the ₹55 Lakh Crore milestone, retaining a market leadership of approximately 68% and delivering 18% Y-o-Y growth. Equity assets surged to an all-time high of ₹30.4 Lakh Crore, with market share rising to 66.4%. New SIP registrations stood at 1.16 Crore, growing 18% Y-o-Y, and SIP collections increased by 20% Y-o-Y to ₹55,964 Crore. The unique investor base expanded by 14% Y-o-Y to over 4.4 Crore.

In its non-MF businesses, revenue contribution increased to 14.5%. The KRA business of NSE was successfully transferred to CAMS KRA, reinforcing its position as India's second-largest KRA. CAMSPay posted strong momentum with 59% Y-o-Y revenue growth, signing 22 new deals. CAMS Alternatives reported its highest-ever quarterly revenue with 16% Y-o-Y growth, and AuM exceeding ₹3 Lakh Crore. CAMS Rep revenue grew 15% Y-o-Y, scaling to 13 Million policies and 10 million eIAs. Bima Central won the Best Insurance Tech Solution award, and Think360.ai received the RegTech Innovation Excellence Award.

Consolidated Profit Before Tax (PBT) for the quarter was ₹165.65 Crore, and Profit After Tax (PAT) was ₹125.54 Crore, with PAT margins at 31.1%. Basic EPS for Q3 FY26 stands at ₹5.07. For the nine months ended FY26, consolidated revenue was ₹1,121.03 Crore, PBT was ₹465.46 Crore, and PAT was ₹349.57 Crore, with PAT margins at 30.2%. Basic EPS for 9M FY26 stands at ₹14.13.

Mr. Anuj Kumar, Managing Director, commented that Q3 FY'26 marked CAMS's strongest quarter to date, with record revenues delivered in a challenging operating environment. He highlighted the robust EBITDA margins, broad-based growth across MF and non-MF businesses, and the company's strong positioning for long-term value creation. He also emphasized the trust reposed in CAMS by asset managers and investors, the outperformance versus industry growth, and the progress in building new growth engines through non-MF businesses.

Additionally, the company recommended an interim dividend of ₹3.5 per share (post share split).

Filing to action

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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Primary source

A plain-language summary of a public exchange filing by Computer Age Management Services Limited. Read the original for the full detail.

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