CAMS May Returns: Q4 & FY26 Results Call on May 5, 2026

Computer Age Management Services (CAMS) heads into May with a seasonal datapoint investors often track: the stock has delivered positive returns in May in four out of the last five years, based on the provided article data. The immediate focus, however, is fundamental, as the company has scheduled its next earnings discussion for early May.

CAMS has announced that its Q4 and full-year FY25-26 earnings call is set for Tuesday, May 5, 2026 at 11:00 AM IST, to discuss results for the period ended March 31, 2026. While the FY25-26 numbers are not included in the provided text, the dataset includes detailed Q4 FY25 and FY25 performance metrics that frame the base from which investors will compare the upcoming commentary.

Earnings call: date, time, and agenda

The company’s scheduled call is positioned as the formal forum to discuss quarterly and annual performance for FY25-26, including operational drivers and segment trends. Earnings calls also tend to clarify one-off items, pricing changes, and margin movements that may not be fully visible in headline results.

Key event details

A quick look at CAMS seasonality in May

The provided note states that CAMS has posted positive returns in May in 4 of the last 5 years. This is not a forecast, but it is a historical tendency some market participants watch alongside upcoming events such as results, management commentary, and dividend announcements.

With the FY25-26 earnings call scheduled within the first week of May, the seasonal pattern and the event timing coincide, potentially increasing attention from short-term traders and long-term investors monitoring updates.

Q4 FY25: what the latest disclosed quarter showed

For Q4 FY25, CAMS reported:

• Revenue from operations of ₹356.2 crore, up 14.7% YoY from ₹310.5 crore in the comparable quarter.
• Total income of ₹369.6 crore in Q4 FY25 versus ₹321.9 crore in Q4 FY24, a 14.8% YoY increase.
• Consolidated net profit of ₹114 crore, up 10% YoY from ₹103 crore.
• Diluted EPS of ₹23 in Q4 FY25 versus ₹21 in Q4 FY24.

The same dataset also highlights operating profitability indicators for the quarter:

• EBITDA margin at 46.1%.
• Net profit margin at 30.9%.
• EBITDA growth of 11.6% YoY.

The quarterly comparison in the provided table also shows Q4 FY25 total income of ₹369.6 crore versus ₹384.7 crore in Q3 FY25, implying -3.9% QoQ change, while Q4 FY25 net profit of ₹114 crore compares with ₹124.1 crore in Q3 FY25 (shown as -9% QoQ in the same table).

FY25 vs FY24: annual base investors will benchmark

The provided annual comparison table shows:

• FY25 total income: ₹1,475.1 crore
• FY24 total income: ₹1,177.2 crore
• FY25 net profit: ₹464.7 crore
• FY24 net profit: ₹351 crore
• FY25 EPS: ₹95
• FY24 EPS: ₹71.7

This FY25 performance forms the immediate reference point for how investors frame FY25-26 commentary, particularly on growth sustainability and margin trajectory.

Segment mix: mutual fund and non-mutual fund contribution

The Q4 FY25 update in the provided text states:

• Mutual Fund (MF) revenue rose 14.5% YoY.
• Non-MF revenue rose 15.8% YoY.
• Non-MF revenue contribution was 13.7% of total revenue.

Separately, management commentary included in the text also references non-MF revenue share at 13% for the year in that discussion, alongside an expectation of maintaining a growth differential between non-MF and MF businesses.

What management highlighted in the earlier call summary

The included “AI Summary” of an earlier earnings call (dated Jan 23, 2026) points to:

• Quarterly revenue up 3.6% QoQ and 5.5% YoY in that quarter.
• EBITDA margin at 46%, up 140 bps QoQ.
• Absolute EBITDA at ₹179 crore.
• A stated dividend payout ratio of 65% of profits.
• ROCE described as close to 40%.

The same narrative also mentions the company absorbing a one-time labour code adjustment cost while maintaining the reported margin performance.

Dividend snapshot mentioned in the dataset

The provided text includes:

• Current dividend yield: 1.96%.
• An illustration that ₹1,000 invested in the stock is expected to generate ₹19.57 in dividend every year (based on that yield figure).

It also notes that for Q4 FY25, the board recommended a final dividend of ₹19 per equity share, subject to shareholder approval at the upcoming AGM.

Financial snapshot table: key reported numbers

Why the May 5 call matters for investors

The May 5, 2026 call is the first scheduled opportunity in this dataset where management will discuss the Q4 and full-year FY25-26 outcome and the drivers behind it. Based on the FY25 and Q4 FY25 numbers available here, investors typically use such calls to assess three practical items: whether growth in core revenue lines is holding, whether margins remain near the mid-40s EBITDA range referenced in the text, and whether the non-MF contribution continues to expand from the low-teens share cited.

Given the historical note on May returns (4 of 5 years positive) and the earnings-event timing, the stock may see heightened attention. But any market reaction will depend on the actual FY25-26 results and forward commentary, which are not included in the provided data.

Conclusion

CAMS has scheduled its Q4 and FY25-26 earnings call for May 5, 2026 at 11:00 AM IST, covering the period ended March 31, 2026. The most recent detailed base in the provided text shows Q4 FY25 total income of ₹369.6 crore and net profit of ₹114 crore, alongside FY25 total income of ₹1,475.1 crore and net profit of ₹464.7 crore. The next confirmed milestone is the May 5 call, where investors will look for an updated financial and segment-level narrative for FY25-26.