Computer Age Management Services Limited reported a consolidated profit after tax (PAT) attributable to owners of ₹128.02 crore for the quarter ended June 30, 2026, marking a 17.3% year-on-year increase from ₹109.09 crore in the same period last year. The growth was primarily driven by an 18.3% rise in EBITDA to ₹183 crore and significant margin expansion, signaling robust operational leverage despite challenging market conditions. This performance underscores the company’s ability to scale profits faster than revenue through cost discipline and diversification into non-mutual fund segments.

The results were announced on August 3, 2026, by Computer Age Management Services Limited, India’s largest registrar and transfer agent for mutual funds. Consolidated revenue from operations grew 11.5% year-on-year to ₹395.03 crore. Profit before tax (PBT), after eliminating non-controlling interest, rose 19.6% to ₹173.97 crore. Basic EPS for the quarter stood at ₹5.16. The company also recommended an interim dividend of ₹2.50 per share.

Financial Performance

The company demonstrated significant margin expansion during the quarter. EBITDA margins widened by 270 basis points to 46.4%, up from 43.7% in the corresponding quarter of the previous fiscal year. PAT margins improved to 31.1% from 29.7% year-ago. Non-mutual fund businesses contributed significantly to this performance, with revenue growing 28.4% year-on-year to account for 14.9% of total revenue.

*EBITDA figure derived from reported growth rate and current value.

Mutual Fund Business Growth

CAMS’ assets under management (AuM) grew 14.8% year-on-year to a record ₹56 lakh crore, maintaining a dominant market share of 67.2%. Equity AuM expanded by 17.6% to ₹31.4 lakh crore, outperforming the industry growth rate of 16.4%. Equity net sales surged 43% to ₹86,026 crore, ahead of the industry average of 39%.

Systematic Investment Plan (SIP) metrics also showed strong momentum. Live SIP accounts grew 18.8% to 6.72 crore, increasing market share to 63.9% from 61.5% a year ago. SIP collections rose 20.7% to ₹59,681 crore. The unique investor base expanded 16.8% to over 4.85 crore investors.

Diversification and New Initiatives

Beyond core mutual fund services, CAMS saw strong growth in its alternative segments. CAMSPay revenue jumped 69.1% year-on-year, supported by 17 new client deals. CAMS Alternatives revenue increased 25.6%, with AuM crossing ₹3.2 lakh crore and securing 50 new mandates, including 23 marquee logos.

The Specialized Investment Fund (SIF) segment gained traction, with 11 live SIFs collectively crossing ₹10,000 crore in AuM. GIFT City Retail Funds crossed 10,000 investors, reporting monthly gross sales of ₹200 crore and AuM of ₹750 crore. CAMS KRA received in-principle approval as an IFSCA-authorised KRA in GIFT City on July 1, 2026.

What the Numbers Show

The divergence between revenue growth (11.5%) and EBITDA growth (18.3%) highlights significant operating leverage within CAMS’ business model. While top-line expansion was steady, cost discipline allowed margins to expand by 270 basis points. Furthermore, the rapid growth in non-MF revenue (28.4%) compared to overall revenue growth suggests that diversification is becoming a primary driver of value creation, reducing reliance on the cyclical nature of mutual fund flows.

Computer Age Management Services Limited has accepted the resignation of Kaushik Narayan Badri as Chief Executive Officer and Whole-Time Director of Fintuple Technologies Private Limited, effective July 20, 2026. The departure follows Computer Age Management Services Limited’s acquisition of shares held by Fintuple’s founders, converting the digital lending platform into a wholly-owned subsidiary. This structural consolidation renders Badri’s role redundant, marking his exit from Senior Management Personnel (SMP) status within the group. The company confirmed that the resignation is solely consequent to the sale of his shares as a founder, with no other material reasons cited for the departure.

The transition was formalized through a communication dated July 20, 2026, wherein Computer Age Management Services Limited informed stakeholders of the share acquisition in accordance with the Shareholders Agreement. With Fintuple now fully integrated into the Computer Age Management Services Limited structure, Badri’s leadership role concluded. The filing specifically addresses changes in Senior Management Personnel under Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015.

Regulatory Disclosures

Computer Age Management Services Limited filed the disclosure under Regulation 30(6), Schedule III, Para A(7) of SEBI LODR. In compliance with SEBI Circular No. SEBI/HO/CFD/PoD2/CIR/P/0155 dated November 14, 2024, the company submitted details regarding the cessation of Badri’s services. The disclosure includes a copy of the resignation letter submitted by Badri to the Board of Directors of Fintuple Technologies Private Limited. In the letter, Badri cited "other preoccupations" as the reason for resigning from his positions as CEO and Whole-Time Director. He requested an acknowledgement of receipt and confirmation of the e-Form DIR-12 filing with the Registrar of Companies.

Key Details of Resignation

Strategic Context

The acquisition of Fintuple Technologies Private Limited represents a strategic consolidation for Computer Age Management Services Limited, bringing the digital lending platform entirely under its ownership. The departure of the founding CEO is a standard procedural outcome following such buyouts, where leadership transitions often accompany full integration. Computer Age Management Services Limited has uploaded the intimation on its website, ensuring transparency for investors and regulators regarding the change in key management personnel.