Computer Age Management Services (CAMS), a leading registrar and transfer agency service provider, has announced significant corporate decisions that may interest investors and market watchers.

Business Restructuring

The company's Board of Directors has approved the transfer of its payment aggregator business to CAMS Payment Services Private Limited, a wholly-owned subsidiary. This strategic move is subject to receiving the Certificate of Authorisation (CoA) from the Reserve Bank of India (RBI). The execution of the business transfer agreement and finalization of contractual agreements with customers and vendors will occur after obtaining the CoA.

Interim Dividend Declaration

CAMS has declared an interim dividend of ₹14.00 per equity share. The record date for determining eligible shareholders has been set as November 7, 2025, with the dividend expected to be disbursed on or before November 26, 2025.

Financial Performance

The company has also released its unaudited financial results for the quarter and half-year ended September 30, 2025. Here are the key highlights from the consolidated results:

The company has shown a year-on-year growth in revenue for both the quarter and half-year periods. However, there's a slight decrease in profit, which could be attributed to increased expenses, particularly in employee benefits and depreciation.

Other Key Developments

• The company's Board has approved unaudited financial results for Q2 and H1 FY2026.
• CAMS allotted 21,618 equity shares to employees under its Employee Stock Options Scheme 2019 during the quarter.
• The Board is considering a sub-division of the existing equity shares, subject to shareholder approval. The proposal is to split each share with a face value of ₹10.00 into five shares with a face value of ₹2.00 each.

These developments indicate CAMS's focus on business restructuring, shareholder returns, and potential efforts to improve stock liquidity through the proposed stock split. Investors and market participants may keep a close eye on the implementation of these decisions and their impact on the company's future performance.

Computer Age Management Services (CAMS), a leading registrar and transfer agency for mutual funds in India, has reported strong financial growth for the second quarter of the fiscal year 2025-26. The company's performance shows improvements across key financial metrics, indicating a positive trend in its core business operations.

Revenue and Profit Growth

CAMS reported a consolidated revenue from operations of ₹3,767.38 crore for Q2 FY2025-26, marking a significant increase from ₹3,541.52 crore in the previous quarter. This represents a quarter-on-quarter growth of approximately 6.38%.

The company's profitability also saw a notable improvement:

The EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortization) increased to ₹1,700.00 crore from ₹1,540.00 crore in the previous quarter, reflecting an improvement in operational efficiency. The EBITDA margin also expanded by 93 basis points to 44.49%, indicating enhanced profitability.

Dividend Declaration

The Board of Directors has declared an interim dividend of ₹14.00 per equity share. The record date for determining eligible shareholders has been set as November 7, 2025, with the dividend expected to be disbursed on or before November 26, 2025.

Business Transfer Approval

The Board has also approved the transfer of the payment aggregator business to CAMS Payment Services Private Limited, a wholly-owned subsidiary of the company. This transfer is subject to receiving the Certificate of Authorization (CoA) from the Reserve Bank of India. The effective date of the transfer will depend on regulatory authorization, with complete details to be furnished in due course.

Market Position and Outlook

CAMS continues to maintain its strong position in the mutual fund services industry. The company's consistent financial performance and strategic moves, such as the planned business transfer, suggest a focus on core competencies and potential expansion into related financial services.

As the Indian mutual fund industry continues to grow, CAMS appears well-positioned to benefit from the increasing demand for registrar and transfer agency services. However, investors should note that future performance may be subject to regulatory changes and overall market conditions in the financial services sector.

The company's ability to maintain its growth trajectory and profitability in the coming quarters will be crucial for sustaining investor confidence and market performance.