CAMS NSE filing

CAMS reports all-time high Q2 FY26 revenue, driven by strong MF and non-MF segment growth

The RealCase readHigh impact Positive

CAMS reported record Q2 FY26 revenue driven by strong growth in both mutual fund and non-mutual fund segments. AuM crossed ₹52 lakh crore, and new mandates were secured.

Why it matters

The announcement details the company's financial performance, which includes record revenues and significant business growth, directly impacting investor perception and stock valuation. The positive outlook from management further contributes to a high impact.

The market read

The company reported all-time high quarterly revenue, significant growth in MF and non-MF segments, increased AuM and SIP collections, and secured new mandates, all indicating strong business performance.

* Computer Age Management Services Limited (CAMS) announced its unaudited standalone and consolidated financial results for the quarter and half-year ended September 30, 2025. * The company achieved its all-time high quarterly revenue in Q2 FY26, with MF revenue growing 6.4% Q-o-Q (3.2% Y-o-Y) and non-MF revenue growing 17.9% Q-o-Q (15% Y-o-Y). * CAMS' Mutual Fund Assets under Management (AuM) crossed ₹52 lakh crore in September 2025, retaining a market leadership of approximately 68% market share. * Equity net sales reached an all-time high of over ₹1.02 lakh crore, with a net sales market share growing to 69% in Q2 from 65% in Q1. * SIP collections grew 21% Y-o-Y to ₹17,555 crore, and new SIP registrations were healthy at 1.14 crore in Q2 FY26. * CAMS secured two new RTA mandates (ASK Asset Managers and Alphagrep Asset managers), increasing its MF RTA client count to 28. * Non-MF revenue share improved to 14.4% in Q2 FY26, with CAMSPay's revenue growing 26% Q-o-Q and CAMS Alternatives achieving its highest ever quarterly revenue with over ₹2.8 lakh crore AUA. * CAMSRep's Bima Central won two Global (International) Awards and added TATA AIA as its 4th integrated insurer. * CAMS KRA Q-o-Q revenue grew 45%, with NSE KRA's integration with CAMS KRA on track and revenue expected from Q4 FY26. * Consolidated Financial Highlights for Q2 FY26: * Revenue: ₹376.74 crore (up 6.4% Q-o-Q; 3.2% Y-o-Y) * Profit Before Tax (PBT): ₹154.37 crore (up 6.1% Q-o-Q; down 5.8% Y-o-Y) * Profit After Tax (PAT): ₹114.94 crore (up 5.4% Q-o-Q; down 6.1% Y-o-Y) * Mr. Anuj Kumar, Managing Director, stated that CAMS delivered a strong performance, reflecting continued focus on consistency and value creation across business lines. He highlighted sustained growth in both mutual fund and non-mutual fund segments, new RTA mandates, and the strengthening position in the asset management industry. He also noted the healthy growth in non-MF businesses and the expected completion of NSE KRA integration by December 2025.

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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