CAMS Delivers Record Q4 FY26 Revenue With 11% YoY Growth and 46.5% EBITDA Margin

Computer Age Management Services Limited (CAMS), India's largest registrar and transfer agent for mutual funds and a SEBI-regulated entity, has announced its audited standalone and consolidated financial results for the quarter and year ended March 31, 2026. The company reported its highest-ever quarterly revenue in Q4 FY26, driven by strong performance across both its core mutual fund business and its expanding non-MF portfolio. Alongside the results, CAMS has recommended a final dividend of ₹4 per equity share, reinforcing its commitment to shareholder returns.

Q4 FY26 Financial Performance

CAMS delivered robust consolidated financials in Q4 FY26, with revenue growing 11.0% year-on-year and 1.3% sequentially. Profit After Tax (PAT) attributable to owners rose 10.9% year-on-year, while PAT margins remained healthy at 31.0%. EBITDA reached an all-time high of ₹183.66 Cr., with an EBITDA margin of 46.5%. The table below presents the consolidated quarterly financial highlights:

Particulars (₹ Cr.): Q4 FY26 Q4 FY25 Y-o-Y Q3 FY26 Q-o-Q Revenue: 395.22 356.17 11.0% 390.14 1.3% Profit Before Tax (PBT)*: 167.07 149.26 11.9% 165.65 0.9% Profit After Tax (PAT): 125.44 112.80 11.2% 124.60 0.7% Non-controlling Interest: (0.99) (1.22) — (0.94) — Profit Attributable to Owners: 126.43 114.02 10.9% 125.54 0.7% PAT Margins (%): 31.0% 30.9% — 31.1% —

After eliminating Non-Controlling Interest in subsidiaries and including loss in JV.

Basic EPS for Q4 FY26 stands at ₹5.10 (not annualised).

Full Year FY26 Performance

For the full year ended March 31, 2026, CAMS reported consolidated revenue of ₹1,516.25 Cr., reflecting a 6.6% year-on-year increase. PAT attributable to owners stood at ₹476.01 Cr., up 1.2% year-on-year, with PAT margins at 30.4%. The annual financial highlights are summarised below:

Particulars (₹ Cr.): FY26 YoY Growth Revenue: 1,516.25 +6.6% Profit Before Tax (PBT)*: 632.53 +1.3% Profit After Tax (PAT)*: 476.01 +1.2% PAT Margins (%): 30.4% — Basic EPS (annualised): ₹19.23 —

After eliminating Non-Controlling Interest in subsidiaries and including loss in JV.

Mutual Fund Business Highlights

CAMS retained its market leadership in the mutual fund segment with approximately 68% market share. CAMS AuM stood at ₹55.1 lakh Cr. in Q4 FY26, reflecting 21% year-on-year growth in line with the industry. Equity assets surged to an all-time high of ₹30.5 lakh Cr., improving their share to a record 67.0%, up 90 bps year-on-year. Equity net sales stood at ₹1,01,294 Cr., driving CAMS's share in this segment to 76.3% from 71% in the previous quarter.

New SIP registrations reached 1.26 Cr. in Q4 FY26, reflecting 46% year-on-year growth and outpacing the industry growth of 37%. Annual SIP registrations in FY26 hit 4.7 Cr., up 17% over FY25 — nearly double the industry growth of 9%. SIP collections crossed the ₹20,000 Cr. milestone in March, reaching ₹58,889 Cr. for Q4 FY26, a 24% year-on-year increase. Live SIPs expanded 17% year-on-year compared with 4% for the industry, resulting in CAMS's share increasing to 64.1% from 57.0% in the previous year. The unique investor base crossed 4.76 Cr., registering 18% year-on-year growth and outpacing industry growth of 13%. Transaction volumes for FY26 reached 107 Cr., up 20% year-on-year.

During the quarter, CAMS added Oaklane Capital LLP and Neo Investments Value Advisors Pvt. Ltd. as MF RTA clients, taking the total number of MF RTA clients to 31. Additionally, 4 Specialised Investment Funds (SIFs) launched their maiden funds during the quarter, taking the total number of SIFs serviced to 6, with 8 additional SIF launches expected in the coming months. CAMS-serviced GIFT City Retail Fund AuM now stands at US $35.3 Mn.

Beyond Mutual Funds

The non-MF business portfolio recorded 24.5% year-on-year growth, with non-MF revenue contribution to enterprise revenue increasing to 15.3% in Q4 FY26. The key segment performances are highlighted below:

Segment: Q4 FY26 Performance CAMSPay Revenue Growth (YoY): 22.8% CAMS Alternatives Revenue Growth (YoY): 25.4% CAMS Alternatives AUM: 3.1 Lakh Cr. (50%+ outsourced market share) CAMS Alternatives New Mandates: 44 (including 14 new logos) CAMS KRA Revenue Growth (YoY): 28% CAMSRep Revenue Growth (YoY): 6% Bima Central Active Users Added (FY26): 12.6 lakh Bima Central IR Market Share: 40%

CAMSPay onboarded 20+ new clients during the quarter. CAMS KRA added two major broking houses, further strengthening its market positioning. ConsenPro, a consent lifecycle management platform jointly developed by CAMS and Think360, is being shaped to address industry-wide consent management challenges, with early engagement from BFSI and enterprise clients.

ReArch and AI

CAMS's multi-year platform re-architecture programme has begun to deliver meaningful outcomes, driving improved operational efficiency and supporting revenue growth on a near-flat headcount, reflecting the benefits of sustained technology investments. Key capabilities are now beginning to go live on the new platform, led by AI-led form digitisation, which is improving accuracy and strengthening CAMS's position in customer service — as evidenced by a lower percentage of investor complaints on an almost 2X transaction base. The next-generation transaction origination platform and the insights and analytics-driven enterprise data warehouse are slated to go live in H1 FY27.

Management Commentary

Commenting on the performance, Mr. Anuj Kumar, Managing Director, said: "Q4 FY'26 was a defining quarter for CAMS, as we delivered our highest-ever quarterly revenue, with double-digit Y-o-Y growth and best-in-class EBITDA margins of 46.5%. This performance reflects strong operating discipline, sustained scale benefits in our core mutual fund franchise and continued improvement in productivity across the organisation. Businesses across payments, alternatives, KRA and insurance repository continue to gain traction, contributing meaningfully to revenue momentum and long-term growth visibility. Our multi-year platform re-architecture programme is progressing well, with sustained innovation in technology, coupled with revenue growth while maintaining a flat headcount, highlighting the operating efficiency and long-term leverage that our next-generation platform is designed to deliver."

Dividend

CAMS has recommended a final dividend of ₹4 per equity share for the period under review, reflecting the company's commitment to rewarding shareholders alongside its strong financial performance.

Computer Age Management Services Limited has formally notified stock exchanges about its upcoming board meeting scheduled for May 4, 2026, where directors will deliberate on the company's financial performance for the fourth quarter and full financial year ended March 31, 2026. Following the board meeting, the company will host an earnings call on May 5, 2026, to discuss the financial results with investors and analysts.

Board Meeting and Earnings Call Schedule

The company has outlined a comprehensive timeline for result announcement and investor engagement. The board meeting will focus on consideration and approval of audited financial results, while the subsequent earnings call will provide detailed insights to stakeholders.

Event Details: Information Board Meeting Date: May 4, 2026 Earnings Call Date: May 5, 2026 Call Time: 11:00 AM IST Results Period: Quarter and Financial Year ended March 31, 2026 Financial Statements: Standalone and Consolidated

Earnings Call Participation and Access

The Q4 & FY26 earnings call will be hosted by senior management team including key executives who will present the financial performance and address investor queries. Multiple access options have been provided for domestic and international participants.

Participant Details: Information Managing Director: Mr. Anuj Kumar Chief Financial Officer: Mr. Ramcharan SR Head - Investor Relations: Mr. Anish Sawlani Primary Dial-in Numbers: +91 22 6280 1550, +91 22 7115 8378 International Access: USA, UK, Singapore, Hong Kong

Regulatory Compliance Certificate Filing

Computer Age Management Services Limited has filed a compliance certificate with BSE and NSE pursuant to Regulation 74(5) of SEBI (Depositories and Participants) Regulations, 2018 for the quarter ended March 31, 2026. The certificate was received from M/s. MUFG Intime India Private Limited, the company's Registrar and Share Transfer Agent.

Compliance Details: Information Filing Date: April 8, 2026 Regulation: SEBI (Depositories and Participants) Regulations, 2018 Quarter Covered: Q4FY26 ended March 31, 2026 Registrar: MUFG Intime India Private Limited Company Secretary: G Manikandan

Dividend Consideration and Trading Window Closure

Beyond financial results approval, the board will deliberate on dividend distribution to shareholders during the May 4 meeting. The directors will consider and recommend the payment of final dividend, demonstrating the company's commitment to returning value to its investor base.

In adherence to regulatory protocols, Computer Age Management Services Limited has implemented trading restrictions for insider trading prevention. The trading window closure affects connected persons, designated persons, relatives, and insiders from April 1, 2026, until 48 hours after the financial results announcement. The corporate presentation on financial results will be hosted on the company's website and filed with stock exchanges after the conclusion of the board meeting.

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