CAMS Q1 FY26 Results: Revenue ₹354 Cr, PAT ₹109 Cr

Key takeaway from CAMS’ Q1 FY26 update

Computer Age Management Services Ltd. (CAMS) reported its Q1 FY26 results for the quarter ended June 2025, showing steady year-on-year growth in revenue and a modest increase in profit. Consolidated revenue came in at ₹354.15 crore, up 6.9% from the year-ago quarter. EBITDA rose 2.8% year-on-year to ₹154.82 crore, with an EBITDA margin of 43.7%. Profit after tax (PAT) increased 0.8% year-on-year to ₹109.09 crore, and the company reported a PAT margin of 29.7%.

The quarter also included a shareholder return announcement, with the board approving an interim dividend of ₹11 per equity share. CAMS also reiterated operational indicators around its mutual fund servicing franchise, including its market share and assets under management (AUM) handled.

Q1 FY26 headline numbers

CAMS’ Q1 FY26 performance combined mid-single-digit revenue growth with relatively flat profit growth. The results shared include a detailed cost and profitability view, with operating income and expenses, depreciation, and earnings per share (EPS) also disclosed. Total operating expense for the quarter was reported at ₹220.72 crore, while operating income stood at ₹133.44 crore.

On a year-on-year basis, depreciation and amortisation increased to ₹20.84 crore from ₹16.98 crore. Net income for the quarter was ₹109.09 crore, compared with ₹108.21 crore in the year-ago period. Diluted normalised EPS was reported at ₹4.39 for Q1 FY26.

Revenue, EBITDA and margins: what stood out

Revenue growth of 6.9% year-on-year to ₹354.15 crore indicates continued scaling in CAMS’ operating base for the quarter. EBITDA of ₹154.82 crore translates into a 43.7% margin, a key profitability indicator that the company reports alongside revenue. The company also disclosed profit before tax (PBT) at ₹145.43 crore for the quarter, reflecting a 1.2% year-on-year change.

PAT at ₹109.09 crore was accompanied by a PAT margin of 29.7%. The numbers point to profitability holding up even as expenses increased. Other operating expenses total were reported at ₹77.43 crore, and selling, general and administrative expenses total were ₹122.44 crore for the quarter.

Cost line items and operating profitability

The quarterly table shared for the June 2025 period lists total operating expense at ₹220.72 crore and depreciation/amortisation at ₹20.84 crore. Operating income was reported at ₹133.44 crore and net income before taxes at ₹144.39 crore.

Separately, a consolidated-style operating snapshot for the same quarter also shows total income of ₹344.97 crore and reported PAT of ₹105.19 crore, along with EBITDA of ₹159.75 crore and EBIT of ₹141.79 crore. These presented line items provide an additional view of operating profit and tax outgo for the quarter, with taxes shown at ₹34.97 crore in that snapshot.

Dividend announcements and key dates

CAMS’ board approved an interim dividend of ₹11 per equity share. The record date for determining eligible shareholders was set as August 8, and the dividend was expected to be disbursed on or before August 29.

The broader FY26 distribution picture in the shared notes also references a final dividend of ₹4 per share for FY26, subject to shareholder approval. In addition, CAMS is stated to have declared a dividend of ₹3.50 on January 30, 2026. These disclosures are relevant for investors tracking the company’s payout history alongside earnings.

Market position: mutual fund share and serviced AUM

CAMS maintained market leadership in mutual funds with an indicated market share of about 68%. The company’s serviced AUM was reported to have crossed ₹50 trillion, a key scale metric for a registrar and transfer agent.

Additional operational detail provided includes serviced AUM crossing ₹52 lakh crore in September 2025 and touching and crossing ₹55 lakh crore on the best day in October 2025. CAMS also reported improvement in equity net sales market share to 69% from 65%.

FY26 and Q4 FY26 context from audited results

For Q4 FY26, CAMS reported consolidated revenue from operations of ₹395.22 crore. The same set of notes also states Q4 FY26 EBITDA of ₹183.66 crore with a margin of 46.5%, and PAT of ₹126.43 crore (₹12,643 lakh), up 10.9% year-on-year.

On a full-year basis, consolidated FY26 revenue was reported at ₹1,516.25 crore (₹1,51,624.90 lakh), compared with ₹1,422.48 crore (₹1,42,248.33 lakh) in FY25. FY26 consolidated net profit was ₹472.02 crore (₹47,201.83 lakh) versus ₹464.70 crore (₹46,469.55 lakh) in FY25, and basic EPS for FY26 was stated at ₹19.23. Return on equity or net worth for FY26 was reported in the 39% to 39.1% range.

Conference call, audit and governance disclosures

CAMS held its Q4 and FY2026 earnings conference call on May 5, 2026. The NSE transcript referenced management participation including Anuj Kumar (Managing Director and CEO), Ram Charan Sesharaman (CFO), and Anish Sawlani (Head Investor Relations).

The audited standalone and consolidated FY2026 results were reviewed by the Audit Committee and approved by the board on May 4, 2026. The audit was conducted by S.R. Batliboi & Associates LLP, and the company disclosed that the FY26 results carried an unmodified audit opinion from statutory auditors.

Snapshot table: Q1 FY26 vs Q1 FY25

Timeline table: dividends and key corporate events

Market context available in the dataset

Alongside results and operational metrics, the dataset also lists market-related indicators for CAMS including a market capitalisation of ₹19,628 crore and a current price of ₹792. It also lists a dividend yield of 1.57% and ROCE of 49.8%.

These numbers provide a quick reference point for investors comparing quarterly fundamentals with broader valuation and return metrics, although no specific stock price reaction around the results is included in the provided information.

Conclusion

CAMS’ Q1 FY26 results showed revenue growth to ₹354.15 crore, EBITDA of ₹154.82 crore at a 43.7% margin, and PAT of ₹109.09 crore with a 29.7% margin. The quarter also included an interim dividend announcement of ₹11 per share, with the record date set as August 8 and payment expected on or before August 29. Separately, the FY26 audited results and Q4 FY26 numbers provide context on scale, profitability, and governance actions, including board approval and an unmodified audit opinion. Investors will typically track subsequent quarterly disclosures and any further corporate action updates as they are announced by the company.