News ArticleCAMS Posts 10% Revenue Growth and 14.4% PAT Rise in Q2 FY27 with Mutual Fund AUM Reaching ₹58.4 Lakh Crore
Non-mutual fund revenue grows 21.7% YoY while EBITDA margin expands to 46.0% due to operating leverage and cost management
Computer Age Management Services Limited (CAMS) announced its unaudited standalone and consolidated financial results for Q2 and half year ended September 30, 2026, reporting a 10% year-on-year revenue increase to ₹414.47 crore and a 14.4% rise in PAT to ₹131.49 crore. The company highlighted strong growth in non-mutual fund businesses and record mutual fund assets under management, underpinning continued operational strength and diversified revenue streams.
Computer Age Management Services Limited
Investor Presentation
Computer Age Management Services Limited (CAMS) reported a 10% year-on-year increase in operating revenue to ₹414.47 crore for Q2 FY27, along with a 14.4% rise in profit after tax (PAT) to ₹131.49 crore. The standalone and consolidated financial results for the quarter and half year ended September 30, 2026, highlight strong mutual fund operational growth and significant expansion in non-mutual fund businesses.
CAMS's EBITDA increased 13.5% year-on-year to ₹190.86 crore, expanding the EBITDA margin by 140 basis points to 46.0%, driven by operating leverage and disciplined cost management. Mutual fund assets under management (MFAuM) grew 12.1% YoY to a record ₹58.4 lakh crore, maintaining CAMS’s dominant 67% market share.
Live systematic investment plan (SIP) accounts rose 12.9% YoY to 6.96 crore, outperforming industry growth, driving SIP collections up by 16.5% YoY to ₹61,369 crore. The company's unique investor base expanded by 15.1% YoY to over 4.98 crore investors, surpassing industry expansion.
Non-mutual fund business revenue grew 21.7% YoY, with CAMSPay contributing over 6% of total revenue for the first time and showing revenue growth of 52.2% YoY. CAMS KRA and CAMSRep segments also recorded strong operational momentum with significant quarterly revenue growth and market traction.
CAMS Alternatives grew revenue by 22% YoY with assets under management exceeding ₹3.3 lakh crore and securing 54 new mandates. The company is progressing with platform modernization initiatives including FundsNet 2.0 and AI-led transformation efforts aimed at improving operational efficiencies.
Highlights
- Operating revenue for Q2 FY27: ₹414.47 crore, up 10.0% YoY
- PAT for Q2 FY27: ₹131.49 crore, up 14.4% YoY; PAT margin 30.7%
- EBITDA rose 13.5% YoY to ₹190.86 crore; EBITDA margin at 46.0%
- Mutual Fund AUM reached ₹58.4 lakh crore, a 12.1% increase YoY
- Live SIP accounts increased 12.9% YoY to 6.96 crore, SIP collections up 16.5% YoY to ₹61,369 crore
- Non-mutual fund businesses grew 21.7% YoY; CAMSPay revenue up 52.2% YoY, crossing 6% revenue contribution milestone for the first time
Key Data Snapshot
What happened
- CAMS announced its unaudited standalone and consolidated Q2 and half year financial results for the period ended September 30, 2026.
- The company reported a 10% year-on-year increase in operating revenue and a 14.4% rise in profit after tax for Q2 FY27.
- EBITDA margin expanded to 46.0%, driven by operating leverage and cost discipline.
- Mutual Fund business showed strong growth with record assets under management and SIP accounts.
- Non-mutual fund businesses recorded significant revenue growth, led by CAMSPay and CAMS Alternatives.
Key details
- Operating revenue for Q2 FY27 was ₹414.47 crore, a 10% increase compared to the previous year.
- Profit after tax totaled ₹131.49 crore, delivering a PAT margin of 30.7%.
- Mutual Fund Assets Under Management reached a record ₹58.4 lakh crore with a 67% market share.
- Live SIP accounts increased 12.9% year-on-year to 6.96 crore.
- Non-mutual fund business revenues grew 21.7% year-on-year and contributed 15.9% to total revenue.
- CAMSPay revenue rose 52.2% year-on-year and crossed the 6% revenue contribution milestone.
- Strategic platform modernization including FundNet 2.0 and AI-led initiatives are underway targeting enhanced efficiencies.
Financial performance
- EBITDA increased 13.5% year-on-year to ₹190.86 crore for Q2 FY27.
- EBITDA margin improved by 140 basis points to reach 46.0%.
- Profit after tax grew 14.4% year-on-year to ₹131.49 crore.
- SIP collections surged 16.5% year-on-year to ₹61,369 crore.
- Strong operational leverage contributed to margin expansion in a dynamic market environment.
Operational performance
- CAMS maintains leadership in mutual fund services with 67% market share by assets under management.
- CAMS outperformed the industry with SIP collection and investor base growth rates exceeding industry averages.
- Non-mutual fund businesses like CAMS KRA, CAMSRep and CAMS Alternatives showed strong quarters with new mandates and client additions.
- AI-powered tools and platform upgrades are improving operational productivity and customer onboarding experience.
- New launches such as KYCHUB and retail investor portals for GIFT City are contributing to ecosystem growth.
Next milestones
- Completion of transaction origination migration to FundsNet 2.0 platform targeted by Q4 FY27.
- New funds from Oaklane AMC and Neo AMC expected to go live in the upcoming quarter.
- Rollout of new Account Aggregator pricing model anticipated from Q4 FY27.
- Continued expansion of non-mutual fund businesses and further diversification of revenue streams.
Highlights
- Operating revenue for Q2 FY27: ₹414.47 crore, up 10.0% YoY
- PAT for Q2 FY27: ₹131.49 crore, up 14.4% YoY; PAT margin 30.7%
- EBITDA rose 13.5% YoY to ₹190.86 crore; EBITDA margin at 46.0%
- Mutual Fund AUM reached ₹58.4 lakh crore, a 12.1% increase YoY
- Live SIP accounts increased 12.9% YoY to 6.96 crore, SIP collections up 16.5% YoY to ₹61,369 crore
- Non-mutual fund businesses grew 21.7% YoY; CAMSPay revenue up 52.2% YoY, crossing 6% revenue contribution milestone for the first time
Disclosures
- Regulation and disclosure requirements of BSE and NSE as applicable
More News on Investor Presentation
View allLatest corporate announcements and market updates in Investor Presentation.
MTAR Technologies Secures Rs.504 Crore Order for Kaiga 5&6 Nuclear Projects, Expands in Aerospace and Clean Energy
MTAR Technologies Limited announced a significant Rs.504 crore order inflow for Kaiga 5&6 civil nuclear power projects, underscoring strong order visibility in the sector, alongside new product developments and capacity enhancements in aerospace, defence, and clean energy sectors.
Read Full Story
V-Guard Industries Posts 38.2% Revenue Growth and 71% Profit Increase in Q2 FY27
V-Guard Industries Limited announced a 38.2% year-on-year increase in consolidated net revenue to ₹1,852.89 crore and a 71% rise in profit after tax to ₹111.67 crore for the quarter ended September 30, 2026 (Q2 FY27).
Read Full Story
Strides Pharma Posts 17% Revenue Growth to ₹14,297 Crore in Q2 FY27, Ex-US Markets Surpass US Revenues
Strides Pharma Science Limited reported a 17.1% year-on-year revenue growth to ₹14,297 crore for the quarter ended September 30, 2026, with Ex-US markets expanding by 31%, exceeding US revenues for the first time. The company's EBITDA reached ₹2,509 crore, and Operational PAT grew 11.5% to ₹1,358 crore despite challenges from higher raw material and freight costs.
Read Full Story
