CAMS Share Price Falls 3% as Q2 FY26 Profit Declines 6% YoY Despite Record Revenue

Computer Age Management Services (CAMS) share price fell 3.36% to ₹3,849.40 after reporting a 6.1% year-on-year (YoY) decline in net profit to ₹11.94 crore for the September quarter (Q2 FY26). This came even as the company’s net sales rose 3.2% YoY to ₹376.74 crore. Profit before tax also slipped 5.5% to ₹153.37 crore compared to the same period last year.

Strong Growth in Mutual Fund Segment

In the mutual fund segment, CAMS’ assets under management (AuM) grew 16% YoY to ₹52 lakh crore as of September 2025, maintaining a 68% market share. SIP collections rose 21% YoY to ₹17,555 crore, reflecting healthy investor participation. The company also won 2 new RTA mandates, ASK Asset Managers and Alphagrep Asset Managers, taking its total mutual fund RTA clients to 28.

Expansion in Non-Mutual Fund Businesses

CAMS’ non-mutual fund business contributed 14.4% of revenue this quarter. CAMSPay recorded a 38% YoY growth, driven by a strong performance in its payment gateway segment. CAMS Alternatives achieved its best-ever quarterly revenue and expanded its presence in GIFT City with the launch of DSP Global Equity Fund, India’s first outbound retail fund from the region. CAMSRep grew 18% YoY, while Bima Central and KRA operations also posted solid gains.

Read More: Best Artificial Intelligence Stocks for November 2025: Persistent, Saksoft, and More Based on 5-Year CAGR.

Dividend Announcement

The company’s board declared a dividend of ₹14 per share, with the record date set for November 7, 2025, and the payout expected by November 26, 2025.

Conclusion

Despite a dip in quarterly profit, CAMS achieved its highest-ever quarterly revenue, driven by robust growth in both mutual fund and non-mutual fund operations. With strong AuM growth, expanding services, and a consistent market share, the company continues to hold a dominant position in India’s asset management services industry.

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