Q2 2025 Computer Age Management Services Ltd Earnings Call Transcript
Key Points
- Computer Age Management Services Ltd (BOM:543232) reported a strong quarter with enterprise-level revenue growth of 32.7%, driven by both mutual fund (MF) and non-MF segments.
- The company's EBITDA grew by almost 40%, with a margin increase of 240 basis points, reaching 46.9%.
- The board approved an interim dividend of INR25 per share, signaling strong earnings performance and a commitment to rewarding shareholders.
- The company achieved a historic high in asset growth, adding INR5 lakh crores in a quarter, which is typically a year's increase.
- Non-MF revenue showed significant growth, with a 56% year-on-year increase in KRA revenue and a 69% increase in CAMSPay revenue.
- The company faces challenges with yield pressure due to telescopic pricing, which could impact future revenue growth.
- There is potential competition from regulatory platforms like the RBI's unified lending interface, which could impact the account aggregator business.
- Operating expenses have increased, partly due to transaction-related costs and cloud expenses, which could affect profitability if not managed.
- The company is subject to intense regulatory scrutiny across multiple businesses, which could lead to compliance costs and operational challenges.
- The growth in mutual fund revenue may not be sustainable at the current high levels, potentially impacting future revenue projections.
Welcome to the Q2 FY25 earning call of Computer Age Management Services Limited. We have Mr. Anuj Kumar, Managing director of CAMS, Mr. Ram Charan Sr CFO, and Mr. Anish Sawlani, Head, Investor Relation.
(Operator Instructions)
I now hand the conference over to Ms. Shivani Karwat from Orient Capital. Thank you and over to you, ma'am.
Good morning, everyone. Welcome to the Q2 and H1 FY25 earnings conference call for Computer Age Management Services Limited.
As mentioned today, from the management we have with us, Mr. Anuj Kumar, Managing director of CAMS, 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 risk and uncertainties which are difficult to predict. A detailed
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