Mumbai, Jan 23, 2026, 15:40 IST
- CAMS shares climbed up to 6% following the mutual fund registrar’s record-breaking quarterly revenue
- Profit attributable to owners for Oct-Dec held steady year-on-year at ₹125.54 crore
- The company reported that non-mutual fund revenue grew at a faster pace, accounting for 14.5% of its quarterly revenue.
Shares of Computer Age Management Services (CAMS) jumped up to 6% on Thursday following the mutual fund registrar’s announcement of record quarterly revenue and an interim dividend.
The significance lies in CAMS’s role as a backbone of India’s mutual fund industry. It generates revenue based on transaction volumes and assets under management — the funds investors have placed in various vehicles. Investors are now focused on how much expansion CAMS can achieve in newer areas beyond traditional mutual funds.
This quarter’s results highlighted that trend. CAMS reported a 24.3% year-on-year rise in non-mutual fund revenue, boosting its share to 14.5% of total revenue. Investors have been urging this shift amid stiff competition, including from listed rival KFin Technologies.
For the October-December quarter, consolidated revenue climbed 5.5% year-on-year to 390.14 crore rupees, the company said. Profit attributable to owners held steady at 125.54 crore. CAMS reported EBITDA of 179 crore rupees, translating to a 46% margin.
The board proposed an interim dividend of 3.50 rupees per share (post share split), setting Jan. 30 as the record date, with payments scheduled on or before Feb. 20, the company informed exchanges.
CAMS reported that the mutual fund assets under its service topped ₹55 lakh crore in December, with equity assets reaching a record ₹30.4 lakh crore. SIP registrations, reflecting regular monthly investments, climbed 18% year-on-year to 1.16 crore during the quarter.
In its latest investor presentation, CAMS reported a 14% jump in transaction volume year-on-year, reaching 272.8 million for the quarter. The count of unique investors serviced hit 44.6 million as of Dec. 31. Investor presentation (company filing)
Besides mutual funds, CAMS announced it has finalized the transfer of NSE Data & Analytics’ KYC Registration Agency (KRA) business to its CAMS KRA division, boosting its unique user base to over 2.15 crore. CAMSPay revenue jumped 59% year-on-year, with the company securing 22 new deals during the quarter, it added.
“Q3 FY’26 was CAMS’s best quarter ever, posting record revenues despite tough market conditions,” said Managing Director Anuj Kumar. Press release (company filing)
The company announced it secured a new mutual fund registrar mandate from Carnelian Asset Management, bringing its total mutual fund RTA clients to 29 asset managers. It also highlighted cost pressures stemming from India’s new labour code but noted that tech-driven productivity improvements helped offset the impact.
Still, the business depends heavily on the market cycle. A sudden drop or slower inflows can shrink assets and dampen investor activity, which dents fee income. On top of that, integration efforts in newer areas often drag on and run up higher initial costs than expected.
The stock surged following a rebound in Indian benchmarks, which snapped a three-day losing streak. The Sensex and Nifty both closed higher on Thursday, according to Equitymaster.
Moneycontrol’s earnings note reported consolidated net sales of ₹390.14 crore and a quarterly net profit of ₹125.54 crore for the December quarter. Moneycontrol
