CAMS reported record Q4 FY26 revenue & profit!

1. **Business Performance:** Saw highest-ever quarterly revenue, fueled by 24.5% YoY growth in non-MF segments.

Enterprise revenue climbed 11% YoY, while core MF business remained resilient.

EBITDA hit ₹183.66 Cr with a strong 46.5% margin.

CAMS retained ~68% MF market share with AuM at ₹55.1 lakh Cr.

Equity assets surged to ₹30.5 lakh Cr.

2. **Growth Drivers/Strategy:** Diversification into non-MF businesses is a key driver.

Operational efficiency improved with automation.

Multi-year platform re-architecture and AI-led digitization are boosting efficiency and customer service.

3. **Recent Developments:** Added two new MF RTA clients, expanding to 31. Six SIFs are now live, with 8 more in the pipeline.

Non-MF revenue now contributes 15.3% of the total.

CAMSPay, CAMS Alternatives, KRA, and CAMSRep showed robust growth and client wins.

4. **Key Financial Metrics:** Revenue for Q4 FY26: ₹395.22 Cr (+11.0% YoY). Profit After Tax: ₹125.44 Cr (+11.2% YoY). PAT margin stood at 31.0%. The Board proposes a final dividend of ₹4/- per share.

5. **Management Outlook:** Strong Q4 performance validates operating discipline and diversification success.

Non-MF businesses are vital for long-term growth.

Future focus remains on platform leadership, scaling growth engines, and profitable expansion.