Computer Age Management Services (CAMS), India's largest registrar and transfer agent of mutual funds, has reported significant growth in its assets under management (AUM) and investor base, solidifying its market leadership position. The company aims to consolidate its 68% mutual fund market share while scaling its non-mutual fund revenue.

Record-Breaking AUM

CAMS achieved a new milestone by crossing ₹52 lakh crore in AUM, maintaining approximately 68% market share. The company's AUM increased by over 16% year-over-year, mirroring the industry's growth rate.

Expanding Investor Base

The unique investor base serviced by CAMS reached 4.3 crore, representing a robust 17% year-over-year growth. This growth outpaced the industry average of 14%, indicating CAMS's strong performance in attracting and retaining investors.

Financial Performance

CAMS reported the following financial results:

The company achieved its all-time high quarterly revenue, driven by strong performance in both mutual fund (MF) and non-MF segments.

Equity and SIP Performance

Equity net sales reached an all-time high of over ₹1.02 lakh crore, with net sales market share growing to 69% in Q2 from 65% in Q1. Equity assets stood at ₹28.7 lakh crore, showing sustained inflows despite market volatility.

SIP collections scaled up impressively, with CAMS-serviced funds growing 21% year-over-year to clock ₹17,555 crore average gross sales for the quarter. The company's market share in live SIPs improved to 63.4% from 61.5% in the previous quarter.

New Fund Offers and Client Acquisitions

CAMS registered an 80% share of NFO collections in Q2 FY'26, amounting to approximately ₹28,150 crore. The company won two new RTA mandates during the quarter – ASK Asset Managers and Alphagrep Asset Managers – bringing its mutual fund RTA client count to 28.

Non-Mutual Fund Business Growth

CAMS's non-MF revenue share improved to 14.4% in Q2 FY'26. Notable performances include:

• CAMSPay's revenue grew 26% quarter-on-quarter
• CAMS Alternatives delivered its highest-ever quarterly revenue
• CAMS KRA (Know Your Customer Registration Agency) revenue grew 45% quarter-on-quarter

Future Growth Initiatives

CAMS aims to scale its non-mutual fund revenue to over 15% through multiple initiatives. The company plans to expand through CAMSRep, Bima Central, GIFT City Funds, and digital payments platforms. CAMS is targeting high-teens revenue growth and focusing on expanding its technology-driven platforms.

Dividend Declaration

The board of directors has declared an interim dividend of ₹14 per equity share for the financial year 2025-26.

Anuj Kumar, Managing Director of CAMS, commented on the performance: "It is heartening to share that CAMS has delivered a strong performance this quarter, reflecting our continued focus on consistency and value creation across our business lines. We recorded our highest-ever quarterly revenue, supported by sustained growth in both mutual fund and non-mutual fund segments."

As CAMS continues to strengthen its position in the financial infrastructure services sector, its robust growth in AUM and investor base, coupled with strong financial performance and strategic growth initiatives, underscores the company's pivotal role in India's mutual fund industry.

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.