Here's a concise, retail-friendly summary: 1. **Business Performance:** CAMS hit record revenue in Q3 FY26, up 5.5% YoY to ₹390.14 Cr, driven by strong Mutual Fund (MF) and non-MF growth.
MF AuM topped ₹55 lakh Cr (up 18% YoY), retaining ~68% market share.
Equity assets rose to ₹30.4 lakh Cr.
Non-MF revenue jumped 24.3% YoY, now 14.5% of total.
EBITDA reached a record ₹179 Cr with 46% margins.
PAT stood at ₹125.54 Cr.
2. **Growth Drivers & Strategy:** Strategy focuses on MF leadership by boosting equity assets and investor base, while diversifying into high-growth non-MF areas.
Digital transformation, new client wins, and innovative product development across all segments are key.
3. **Recent Developments:** CAMS secured a new MF client, Carnelian AM.
Successfully integrated NSE's KRA business, strengthening CAMS KRA to #2. CAMSPay signed 22 new deals.
CAMS Alternatives secured 30 mandates, with AuM over ₹3 Lakh Crore.
CAMSRep grew to 13 million policies.
Think360 launched ConsenPro for data privacy compliance.
4. **Key Financial Metrics:** For Q3 FY26, revenue was ₹390.14 Cr (+5.5% YoY), PAT ₹125.54 Cr, and basic EPS ₹5.07. EBITDA hit a record ₹179 Cr with 46% margin.
5. **Management Outlook:** Performance demonstrates resilience and successful diversification.
Management's continued focus on business expansion, digital solutions, and innovation in non-MF segments indicates a positive future trajectory.
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