Computer Age Management Services Reports Robust Q2 Financial Growth

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:

Metric	Q2 FY2025-26 (₹ crore)	Q1 FY2025-26 (₹ crore)	QoQ Growth
EBITDA	1,700.00	1,540.00	10.39%
EBITDA Margin	44.49%	43.56%	0.93% points
Consolidated Net Profit	1,150.00	1,100.00	4.55%

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.

1 Day	5 Days	1 Month	6 Months	1 Year	5 Years
+0.50%	+3.84%	+5.28%	+1.04%	-6.81%	+202.37%

Computer Age Management Services Limited (CAMS), a leading technology-driven financial infrastructure and services provider, has announced a proposal for a 1:5 stock split, subject to shareholder approval. The company aims to enhance stock liquidity and make its shares more accessible to a broader range of investors.

Key Details of the Proposed Stock Split

CAMS has issued a postal ballot notice seeking shareholder approval for the following:

Subdivision of equity shares
Amendment of the Memorandum of Association

The proposed stock split would divide each existing equity share of Rs. 10 face value into five shares of Rs. 2 face value each. This move is designed to make the stock more affordable and potentially increase its trading volume.

Current Stock Performance and Rationale

CAMS has seen significant growth since its initial public offering in October 2020:

Metric	Value
IPO Listing Price	Rs. 1,230.00
All-Time High (Dec 2024)	Rs. 5,367.50
Current Trading Range	Rs. 3,800.00 - 4,000.00
Gain from IPO Price	336% (at all-time high)

The company's management noted repeated requests from shareholders for a stock split, considering the current share price as a "big-ticket size" for Indian equity markets.

Proposed Changes to Share Structure

If approved, the stock split will affect the company's share structure as follows:

Particulars	Pre-Split	Post-Split
Authorized Shares	5,12,50,000	25,62,50,000
Face Value per Share	Rs. 10.00	Rs. 2.00
Total Authorized Capital	Rs. 51,25,00,000.00	Rs. 51,25,00,000.00
Subscribed Shares	4,95,30,127	24,76,50,635
Total Paid-up Capital	Rs. 49,53,01,270.00	Rs. 49,53,01,270.00

Voting Process and Timeline

CAMS has outlined the following schedule for the postal ballot:

E-voting Period: October 16 to November 15, 2025
Cut-off Date for Voting Eligibility: October 10, 2025
Results Announcement: November 17, 2025

Shareholders can cast their votes electronically through the provided e-voting platform.

Impact on Employee Stock Options

The Board has authorized appropriate adjustments to the stock options granted under the Company's Employees' Stock Option Schemes of 2019 and 2024, ensuring fairness to option holders following the stock split.

This corporate action, if approved, could potentially increase the stock's accessibility and liquidity in the market. Shareholders are advised to review the complete postal ballot notice for detailed information before casting their votes.