CAMS NSE filing

CAMS Reports All-Time High Quarterly Revenue for Q2 FY26, Driven by Strong MF and Non-MF Growth

The RealCase readHigh impact Positive

CAMS reported record Q2 FY26 revenue, driven by strong growth in both MF and non-MF segments. AuM crossed ₹52 lakh crore, and equity net sales hit an all-time high.

Why it matters

The strong financial results, including record revenue and healthy growth across key segments, coupled with an interim dividend declaration, are likely to have a high positive impact on investor confidence and the company's stock performance. The consistent expansion in market share and diversified business growth further reinforce this impact.

The market read

The announcement highlights all-time high quarterly revenue, significant growth in both MF and non-MF segments, increased market shares, and strong operational metrics across various business lines, indicating robust performance and positive business momentum.

* 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. * Mutual Fund (MF) revenue grew 6.4% quarter-on-quarter (Q-o-Q) and 3.2% year-on-year (Y-o-Y). * Non-MF revenue significantly grew by 17.9% Q-o-Q and 15% Y-o-Y, with its share improving to 14.4% in Q2 FY26. * CAMS's Assets Under Management (AuM) crossed ₹52 lakh crore in September 2025, maintaining a market leadership of ~68% share by AuM, mirroring the industry's 16% Y-o-Y AuM growth. * Equity net sales reached an all-time high of over ₹1.02 lakh crore, with CAMS's market share growing to 69% in Q2 from 65% in Q1. Equity assets stood at ₹28.7 lakh crore. * SIP collections for CAMS-serviced funds grew 21% Y-o-Y to ₹17,555 crore average gross sales, with live SIPs market share improving to 63.4%. * New Fund Offer (NFO) sales showed good momentum, with CAMS registering an 80% share of NFO collections in Q2 FY26, amounting to approximately ₹28,150 crore. * CAMS Unique investor base crossed 4.3 crore, growing 17% Y-o-Y. * In the non-MF segment, CAMSPay's revenue grew 26% Q-o-Q, CAMS Alternatives delivered its highest-ever quarterly revenue with Assets Under Service (AUA) over ₹2.8 lakh crore, and CAMSRep – Bima Central won two international awards. * CAMSKRA's Q-o-Q revenue grew 45%, indicating a strong recovery in capital markets account opening. * The company declared an interim dividend of ₹14 per share.

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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