CAMS shares fall 7% as Q2 profit dips 6% YoY despite record revenue – News Air Insight

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Shares of Computer Age Management Services (CAMS) fell as much as 6.6% to an intraday low of Rs 3,718.40 on BSE on Wednesday after the company reported a 5.7% year-on-year (YoY) decline in its consolidated profit after tax (PAT) for the July-September quarter of FY26.

PAT for Q2 FY26 stood at Rs 113.94 crore, down from Rs 120.83 crore in the same period last year. The profit attributable to owners declined 6.1% YoY to Rs 114.94 crore. Sequentially, however, PAT rose 5.5% from Rs 108.04 crore in Q1.

Despite the decline in PAT, CAMS reported its highest-ever quarterly revenue of Rs 376.74 crore, up 3.2% year-on-year (YoY) and 6.4% quarter-on-quarter (QoQ), driven by strong performance across both mutual fund (MF) and non-mutual fund (non-MF) segments.

Notably, MF revenue rose 6.4% QoQ and 3.2% YoY, while non-MF revenue surged 17.9% QoQ and 15% YoY.

In its mutual fund servicing vertical, CAMS crossed an assets under management (AUM) milestone of Rs 52 lakh crore in September 2025, maintaining a 68% market share. Equity net sales reached a record Rs 1.02 lakh crore, while its net sales market share improved to 69%, up from 65% in the previous quarter. Equity assets stood at Rs 28.7 lakh crore.


SIP collections grew 21% YoY to Rs 17,555 crore, with CAMS’ live SIP market share rising to 63.4% and new SIP registrations reaching 1.14 crore. The company also led NFO collections, capturing an 80% market share (Rs 28,150 crore) across 33 new schemes.Beyond mutual funds, several other verticals also performed well. CAMSPay posted a 26% QoQ revenue increase with 25 new deals, while CAMS Alternatives achieved its highest-ever quarterly revenue, managing Rs 2.8 lakh crore in AUA with 44 new mandates.CAMSRep’s Bima Central won two international awards and added Tata AIA as its fourth integrated insurer, taking its unique user base past 12 lakh.

Meanwhile, CAMS KRA recorded a 45% QoQ revenue surge, onboarding 38 financial institutions. In its international business, Think360 added two new US clients, including a decacorn.

Also read: Rekha Jhunjhunwala purchased 2.3 crore shares in this multibagger midcap bank before Blackstone’s entry

(Disclaimer: Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of The Economic Times)



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