Value Added Product Mix Shift
Expected: CurrentHIGH confidence
What: Non-MF Revenue Share: 14.5%
“Non-MF revenue contribution increased to 14.5% in Q3 FY’26, underscoring sustained revenue diversification.”
Computer Age Management Services Ltd: Why Is It Outperforming Nifty 500?
ActiveRS +17.1%Weak4w Streak
In , Computer Age Management Services Ltd (Finance - Capital Markets - RTA) is outperforming Nifty 500 with +17.1% relative strength. Fundamentals: Weak. On a 4-week streak.
Computer Age Management Services Ltd Key Facts
- PE Ratio
- 43.6x
- Market Cap
- ₹20,739 Cr
- PAT Growth YoY
- +11%
- Revenue Growth YoY
- +11%
- RS vs Nifty 500
- +17.1%
PB: Cycle BottomStrong Opportunity
What's Happening
💎PB falling while earnings hold — value emerging
🌐FII stake decreased 9.6% this quarter
🏛️DII accumulation — stake up 2.1%
💰Trading 77% above estimated fair value — significant premium
Earnings Acceleration Triggers
1. Value Added Product Mix Shift
CurrentHIGH
2. Regulatory Approval Or License Win
CompletedMEDIUM
3. New Product Or Brand Launch
Q3 FY26MEDIUM
Key Risks
1. Cost impact from the implementation of the new labour code
MEDIUM2. One-time price reset in the Mutual Fund business impacting yields
MEDIUM3. Potential for data breaches or IT outages as the company scales its digital plat
LOWSector-Specific Signals
Total AuM Serviced₹55 Lakh Crore+18%
Equity AuM₹30.4 Lakh Crore+19%
Overall Market Share68%
SIP Collections₹55,964 Crore+20%
Key Numbers
PAT Growth YoY
+11%
Stable
Revenue YoY
+11%
Stable
Price to Book
15.7
Current Price
₹836
Dividend Yield
1.48%
Fundamental Score
30/100
Weak
3Y PAT CAGR
+18%
Market Cap
20.7K Cr
Valuation
Significantly Overvalued12-Week Performance
Weekly presence in the outperformers list. Green = beating Nifty 500 by 10%+ that week.
12 weeks agoThis week
Why Are Computer Age Management Services Ltd's Earnings Accelerating?
Based on Q3 FY26 earnings • Updated Apr 19, 2026
Regulatory Approval Or License Win
Expected: CompletedMEDIUM confidence
What: NSE KRA Migration: 2.15 Crore+ users
“The KRA business of NSE (NSEDAL) was successfully transferred to CAMS KRA, reinforcing its position as India’s second-largest KRA.”
New Product Or Brand Launch
Expected: Q3 FY26MEDIUM confidence
What: ConsenPro: New Launch
“Think360 launched ConsenPro, an end-to-end discovery and consent lifecycle management solution for DPDPA compliance.”
Geographical Expansion
Expected: OngoingLOW confidence
What: GIFT City Funds: 38 funds
“Strengthened GIFT City footprint with 38 funds outsourcing services. Launched digital onboarding for GIFT City funds.”
Operating Leverage Inflection
Expected: CurrentLOW confidence
What: EBITDA Margin: 46%
“Enterprise EBITDA margins remained resilient at 46%, translating into record absolute EBITDA despite market volatility and labor code headwinds.”
Non-MF Revenue growth of 24.3% Y-o-Y
HIGH confidence
What: Non-MF Revenue growth of 24.3% Y-o-Y
“non-MF revenue surged 24.3% Y-o-Y (up 4.8% Q-o-Q)... fuelled by strong performance across both MF and non-MF businesses.”
Non-MF Revenue Target guidance raised
HIGH confidence
What: Not Given → ₹400 Crore by FY29
“Target Rs.400 Cr revenue by FY’29 from non-MF Businesses.”
What Are the Key Risks for Computer Age Management Services Ltd?
Earnings deceleration risks from management commentary
Cost impact from the implementation of the new labour code
MEDIUMTrigger: Implementation of new labour code regulations.
Management view: Managed through cost optimization and productivity improvements.
Monitor: labor
One-time price reset in the Mutual Fund business impacting yields
MEDIUMTrigger: Contractual price realignment with AMC clients.
Management view: Scaling to peak revenue and EBITDA within a year despite price realignment.
Monitor: regulatory
Potential for data breaches or IT outages as the company scales its digital plat
LOWTrigger: Increased digital adoption and platform complexity.
Management view: Focus on 'Framework of Trust' and technology re-architecture.
Monitor: cyber
What Is Computer Age Management Services Ltd's Management Saying?
Key quotes from recent conference calls
“Our Non-MF business Driving sustained Non-MF momentum with innovative products, platform leadership and a focused roadmap to 20%+ CAGR Revenue Growth. [Previous Non-MF Revenue Growth guidance]”
“3 PILLARS OF RE-ARCHITECHTURE: EFFICIENCY, SCALE, AI@ITS CORE... Self remediating workflows, Error reduction. [Initiative: Re-Architecture Program]”
“Strengthened GIFT City footprint with 38 funds outsourcing services. Launched digital onboarding for GIFT City funds. [Initiative: GIFT City Expansion]”
“Think360 launched ConsenPro, an end-to-end discovery and consent lifecycle management solution for DPDPA compliance. [Initiative: ConsenPro Launch]”
What Did Computer Age Management Services Ltd Report This Quarter?
Headline numbers from the latest earnings call
Revenue
₹39,013.90 Lakh
YoY +5.5%QoQ +3.6%
Why: Revenue growth was fuelled by strong performance across both Mutual Fund and non-MF businesses, with non-MF revenue surging 24.3% Y-o-Y.
This represents the highest quarterly revenue in the company's history.
EBITDA
₹17,936 Lakh
YoY +3.2%Margin 46%
Why: Margins remained resilient despite market volatility and the cost impact of new labour code implementation.
Operating EBITDA reached an all-time high in absolute terms.
PAT
₹12,554 Lakh
YoY +0.1%QoQ +9.2%
Why: Profit numbers were impacted by non-cash ESOP charges amounting to ₹2.4 Crore in the current quarter.
PAT remained flat Y-o-Y but showed strong sequential recovery.
Other Highlights
• CAMS AuM crossed ₹55 lakh Crore milestone in Dec’25, retaining ~68% market share.
• Non-MF revenue contribution increased to 14.5% in Q3 FY’26, up from 12.3% Y-o-Y.
• Interim Dividend of ₹3.5 Per share announced following the share split.
What Sector Metrics Matter for Computer Age Management Services Ltd?
Sub-sector-specific signals from the latest concall — each with management's stated reason for the change
Total AuM Serviced
₹55 Lakh Crore
YoY +18%
Why: Retaining market leadership and delivering growth in line with the industry.
Equity AuM
₹30.4 Lakh Crore
YoY +19%QoQ +5.7%
Why: Equity assets surged to an all-time high with market share rising to a record 66.4%.
Overall Market Share
68%
Why: Maintained dominant position in the Indian Mutual Fund industry.
SIP Collections
₹55,964 Crore
YoY +20%
Why: Strong scaling of CAMS-serviced funds.
Unique Investors Serviced
44.6 Mn
YoY +14%QoQ +3%
Why: Outpacing industry growth of 11%.
Non-MF Revenue Share
14.5%
YoY +220 bpsQoQ +10 bps
Why: Underscoring sustained revenue diversification.
Alternatives AuM
₹3 Lakh Crore
Why: Representing over 50% of the outsourced market.
Operating EBITDA Margin
46.0%
YoY -100 bpsQoQ +140 bps
Why: Resilient performance despite labor code headwinds.
What Is Computer Age Management Services Ltd's Management Guidance?
Forward-looking targets from management for FY29
Revenue Outlook
₹400 Crore
Volume
Targeting 20%+ CAGR over the next 3 years for non-MF businesses.
Management Tone: BULLISH
Guidance Changes
RAISED
Non-MF Revenue Target: Not Given → ₹400 Crore by FY29
How Fast Is Computer Age Management Services Ltd Growing?
Revenue, profit and margin growth rates
| Metric | YoY | 3Y CAGR | Trend |
|---|---|---|---|
| Revenue | +11% | +16% | Stable |
| PAT (Net Profit) | +11% | +18% | Stable |
The above analysis is parsed from publicly available earnings call transcripts. This is educational research only — not investment advice. Last updated Apr 19, 2026.
Frequently Asked Questions: Computer Age Management Services Ltd
Based on publicly available financial data. This is educational research, not investment advice.
What were Computer Age Management Services Ltd's latest quarterly results?
Computer Age Management Services Ltd's latest quarterly results (Mar 2026) show
- PAT Growth YoY: +10.6% (stable)
- Revenue Growth YoY: +11.0%
- Operating Margin: 46.0%
Is Computer Age Management Services Ltd's profit growing or declining?
Computer Age Management Services Ltd's profit is growing with an stable trend.
- PAT Growth YoY: +10.6% (latest quarter)
- PAT Growth QoQ: 0.0% (sequential)
- 3-Year PAT CAGR: +18.3%
- Trend: Stable — consistent growth pattern
What is Computer Age Management Services Ltd's revenue growth trend?
Computer Age Management Services Ltd's revenue growth trend is stable.
- Revenue Growth YoY: +11.0%
- Revenue Growth QoQ: +1.3% (sequential)
- 3-Year Revenue CAGR: +16.0%
What is Computer Age Management Services Ltd's asset quality trend?
Computer Age Management Services Ltd's asset quality trend is insufficient_data.
What is Computer Age Management Services Ltd's 3-year profit and revenue CAGR?
Computer Age Management Services Ltd's long-term compounding rates
- 3-Year Profit CAGR: +18.3%
- 3-Year Revenue CAGR: +16.0%
Is Computer Age Management Services Ltd's growth accelerating or decelerating?
Computer Age Management Services Ltd's earnings growth is stable with mixed signals on a sequential basis.
- YoY Acceleration: +9.8% bps
- Sequential Acceleration: -9.6% bps
What is Computer Age Management Services Ltd's trailing twelve month (TTM) performance?
Computer Age Management Services Ltd's trailing twelve month (TTM) performance
- TTM PAT: ₹472 Cr
- TTM PAT Growth: +1.5% YoY
- TTM Revenue: ₹2,000 Cr
- TTM Revenue Growth: +6.6% YoY
Is Computer Age Management Services Ltd overvalued or undervalued?
Computer Age Management Services Ltd appears significantly overvalued based on our fair value analysis.
- Valuation Signal: Significantly Overvalued
- Current PE: 43.6x
- Price-to-Book: 15.7x
What is Computer Age Management Services Ltd's current PE ratio?
Computer Age Management Services Ltd's current PE ratio is 43.6x.
- Current PE: 43.6x
- Market Cap: 20.7K Cr
- Dividend Yield: 1.48%
How does Computer Age Management Services Ltd's valuation compare to its history?
Computer Age Management Services Ltd's current PE is 43.6x.
- Current PE: 43.6x
- Valuation Assessment: Significantly Overvalued
What is Computer Age Management Services Ltd's price-to-book ratio?
Computer Age Management Services Ltd's price-to-book ratio is 15.7x.
- Price-to-Book (P/B): 15.7x
- Book Value per Share: ₹53
- Current Price: ₹836
Is Computer Age Management Services Ltd a fundamentally strong company?
Computer Age Management Services Ltd is rated Weak with a fundamental score of 29.77/100. This score is calculated from objective financial metrics
- PAT Growth YoY: +10.6% (20% weight)
- PAT Growth QoQ: 0.0% (15% weight)
- Earnings trend: stable (5% weight)
Is Computer Age Management Services Ltd debt free?
Computer Age Management Services Ltd has a debt-to-equity ratio of N/A.
- Total Debt: ₹64 Cr
What is Computer Age Management Services Ltd's return on equity (ROE) and ROCE?
Computer Age Management Services Ltd's return ratios over recent years
- FY2024: ROCE 48.0%
- FY2025: ROCE 54.0%
- FY2026: ROCE 49.0%
Is Computer Age Management Services Ltd's cash flow positive?
Computer Age Management Services Ltd's operating cash flow is positive (FY2026).
- Cash from Operations (CFO): ₹584 Cr
- Free Cash Flow (FCF): ₹314 Cr
- CFO/PAT Ratio: 124% (strong cash conversion)
What is Computer Age Management Services Ltd's dividend yield?
Computer Age Management Services Ltd's current dividend yield is 1.48%.
- Dividend Yield: 1.48%
- Current Price: ₹836
Who holds Computer Age Management Services Ltd shares — promoters, FII, DII?
Computer Age Management Services Ltd's shareholding pattern (Mar 2026)
- Promoters: 0.0%
- FII (Foreign): 44.4%
- DII (Domestic): 22.1%
- Public: 33.5%
Is promoter holding increasing or decreasing in Computer Age Management Services Ltd?
Computer Age Management Services Ltd's promoter holding has remained stable recently.
- Current Promoter Holding: 0.0% (Mar 2026)
- Previous Quarter: 0.0% (Dec 2025)
- Change: 0.00% (stable)
How long has Computer Age Management Services Ltd been outperforming Nifty 500?
Computer Age Management Services Ltd has been outperforming Nifty 500 for 4 consecutive weeks, indicating building momentum.
Is Computer Age Management Services Ltd a new momentum entry or an established outperformer?
Computer Age Management Services Ltd is an established outperformer with 4 weeks of consecutive Nifty 500 outperformance.
What are the growth catalysts for Computer Age Management Services Ltd?
Computer Age Management Services Ltd has 7 key growth catalysts identified from recent earnings analysis
- Value Added Product Mix Shift — Non-MF revenue contribution increased to 14.5% in Q3 FY’26, underscoring sustained revenue diversification.
- Regulatory Approval Or License Win — The KRA business of NSE was successfully transferred to CAMS KRA, reinforcing its position as India’s second-largest KRA.
- New Product Or Brand Launch — Launched ConsenPro for DPDPA compliance, an end-to-end discovery and consent lifecycle management solution.
- Geographical Expansion — Strengthened GIFT City footprint with 38 funds outsourcing services.
What are the key risks in Computer Age Management Services Ltd?
Computer Age Management Services Ltd has 3 key risks worth monitoring
- [MEDIUM] Cost impact from the implementation of the new labour code — Implementation of new labour code regulations.
- [MEDIUM] One-time price reset in the Mutual Fund business impacting yields — Contractual price realignment with AMC clients.
- [LOW] Potential for data breaches or IT outages as the company scales its digital plat — Increased digital adoption and platform complexity.
What did Computer Age Management Services Ltd's management say in the latest earnings call?
In Q3 FY26, Computer Age Management Services Ltd's management highlighted
- "Our Non-MF business Driving sustained Non-MF momentum with innovative products, platform leadership and a focused roadmap to 20%+ CAGR Revenue Growth...."
- "3 PILLARS OF RE-ARCHITECHTURE: EFFICIENCY, SCALE, AI@ITS CORE... Self remediating workflows, Error reduction. [Initiative: Re-Architecture Program]"
- "Strengthened GIFT City footprint with 38 funds outsourcing services. Launched digital onboarding for GIFT City funds. [Initiative: GIFT City Expansio..."
What is Computer Age Management Services Ltd's management guidance for growth?
Computer Age Management Services Ltd's management has provided the following forward guidance for FY29
- Revenue outlook: ₹400 Crore
- Margin outlook: Not Given
- Management tone: bullish
- Milestone: [RAISED] Non-MF Revenue Target: Not Given → ₹400 Crore by FY29
What sector-specific metrics matter most for Computer Age Management Services Ltd?
Computer Age Management Services Ltd's most important sub-sector-specific KPIs from the latest concall
- Total AuM Serviced: ₹55 Lakh Crore (YoY +18%) — Retaining market leadership and delivering growth in line with the industry.
- Equity AuM: ₹30.4 Lakh Crore (YoY +19%) (QoQ +5.7%) — Equity assets surged to an all-time high with market share rising to a record 66.4%.
- Overall Market Share: 68% — Maintained dominant position in the Indian Mutual Fund industry.
- SIP Collections: ₹55,964 Crore (YoY +20%) — Strong scaling of CAMS-serviced funds.
- Unique Investors Serviced: 44.6 Mn (YoY +14%) (QoQ +3%) — Outpacing industry growth of 11%.
- Non-MF Revenue Share: 14.5% (YoY +220 bps) (QoQ +10 bps) — Underscoring sustained revenue diversification.
Is Computer Age Management Services Ltd worth studying for long term investment?
Based on quantitative research signals, here is why Computer Age Management Services Ltd may be worth studying
- Earnings growing at +10.6% YoY
- Cash flow is positive — CFO ₹584 Cr
What is the investment thesis for Computer Age Management Services Ltd?
Computer Age Management Services Ltd investment thesis summary:
Research Signals (Bull Case)
- Revenue growing at +11.0% YoY
- Growth catalyst: Value Added Product Mix Shift
Risk Factors (Bear Case)
- Appears significantly overvalued
- Key risk: Cost impact from the implementation of the new labour code
What is the future outlook for Computer Age Management Services Ltd?
Computer Age Management Services Ltd's forward outlook based on current data signals
- Earnings Trend: stable
- Revenue Trend: stable
- Valuation: Significantly Overvalued
- Key Catalyst: Value Added Product Mix Shift
- Key Risk: Cost impact from the implementation of the new labour code
The above FAQs are generated from publicly available earnings data and conference call transcripts. This is educational research only. Sector Alpha is not SEBI registered and does not provide investment advice.