Q1 2025 Computer Age Management Services Ltd Earnings Call Transcript
Key Points
- Revenue grew by 27% year-on-year, driven by both mutual fund (MF) and non-MF segments.
- EBITDA increased by 36.6%, showcasing strong operational efficiency.
- PAT (Profit After Tax) surged by nearly 42%, reflecting robust profitability.
- Non-MF revenue grew by 31%, indicating successful diversification efforts.
- Strategic partnership with Google Cloud to rebuild the RTA platform, promising future efficiency and scalability.
- Employee costs increased significantly due to annual appraisals and new talent acquisition.
- Operating expenses have risen, partly due to variable costs associated with cloud-based services.
- The alternatives segment showed subdued growth, with only mid-teens percentage increase.
- Account aggregator market faces pricing pressure, with prices dropping significantly.
- Think360 segment experienced a decline in revenue, impacted by market preference shifts and reduced focus on US sales.
Ladies and gentlemen, good day, and welcome to the Q1 FY '25 Earnings Conference Call of Computer Age Management Services Limited hosted by Orient Capital. (Operator Instructions) Please note that this conference is being recorded.
I now hand the conference over to Ms. Shivani Karwat from Orient Capital. Thank you, and over to you, Ms. Karwat.
Hi. Good morning, everyone. Welcome to the Q1 FY '25 Earnings Conference Call for Computer Age Management Services Limited. As mentioned today, from the management we have with us: Mr. Anuj Kumar, Managing Director; Mr. Ram Charan SR, CFO; and Mr. Anish Sawlani, Head of Investor Relations.
Before we proceed to start the call, I would like to give a small disclaimer that this conference call may contain forward-looking statements about the company, which are based on beliefs, opinions and expectations of the company as on date.
These statements are not guarantees of future performance and involve risks and uncertainties which are difficult to predict. A
| Access to All Earning Calls and Stock Analysis | |
| 30-Year Financial on one screen | |
| All-in-one Stock Screener with unlimited filters | |
| Customizable Stock Dashboard | |
| Real Time Insider Trading Transactions | |
| 8,000+ Institutional investors’ 13F holdings | |
| Powerful Excel Add-in and Google sheets Add-on | |
| All data downloadable | |
| Quick customer support | |
| And much more... |
Trustpilot
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
