Computer Age Management Services Limited Earnings Summary — Q4 FY2026

# “Computer Age Management Services Limited Q4 and FY '26 Earnings Conference Call”

# May 05, 2026

## MANAGEMENT: MR. ANUJ KUMAR – MANAGING DIRECTOR AND CHIEF EXECUTIVE OFFICER – COMPUTER AGE

## MANAGEMENT SERVICES LIMITED MR. RAM CHARAN – CHIEF FINANCIAL OFFICER –

## COMPUTER AGE MANAGEMENT SERVICES LIMITED MR. ANISH SAWLANI – HEAD, INVESTOR RELATIONS –

## COMPUTER AGE MANAGEMENT SERVICES LIMITED

## MODERATOR: MR. NIKUNJ SETH – MUFG

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Moderator:

Ladies and gentlemen, good day, and welcome to the Computer Age Management Services Q4
and FY '26 Earnings Conference Call. As a reminder, all participants will be in the listen-only
mode and there will be an opportunity for you to ask questions after the presentation concludes.
Should you need assistance during the conference call, please signal an operator by pressing star
then zero on your touchtone phone. Please note that this conference is being recorded.

I now hand the conference over to Mr. Nikunj Seth from MUFG. Thank you, and over to you,
sir.

Nikunj Seth:

Thank you, Danish. Good morning, everyone. Welcome to Q4 and FY '26 Earnings Conference
Call of Computer Age Management Services Limited. From the management, we have with us
Mr. Anuj Kumar, MD and CEO; Mr. Ram Charan, CFO; and Mr. Anish Sawlani, Head, Investor
Relations.

Before we proceed to the opening remarks, I would like to give a small disclaimer that this
conference may contain certain 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. A detailed disclaimer has
been published in the investor presentation.

Anuj Kumar:

Now I would like to hand over the conference to Mr. Anuj Kumar for his opening remarks.
Thank you.

Nikunj bhai, thank you very much. Good morning to everyone. I appreciate all of you taking the
time out to join our earnings call. As you would have seen in the results that we published
yesterday, it's been a pretty solid quarter for CAMS in 4Q of FY '26. You know that the external
environment has not exactly been friendly.

But successively over the last 3 years, we've been able to beat that, and we expect that we have
the mix of products and go-to-market strategy to continue doing this. Enterprise revenue for the
quarter went up 11% for the , I mean, quarter-on-quarter, it was 1.3%, the reasons. Annually, it
went up 11% year-on-year.

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_Computer Age Management Services Limited_ _May 05, 2026_

The MF business revenue was almost flat. It just grew about 0.5%. Given the circumstances, it wasn't bad at all. MF yields held quite well. And with all the operational efficiency, automation, the new platform program, what we call the architecture program, everything contributed their bit. And obviously, you know that there is a significant degree of fiscal discipline in the company. Absolute EBITDA scaled back to the highest ever.

Now you will -- I will take you back to 4Q last year, Jan, Feb, when you know that we had done price adjustment, etc. That is almost an event which is completely behind us because from a peak of about INR173 crores, INR174 crores of absolute EBITDA, we went up to about INR177 crores last quarter. We've climbed up to about INR183 crores now.

And I expect that this is kind of a baseline number, which will stick. Percentage EBITDA climbed back to just in excess of 46%, about 46.5%. And as a collectivity, I think that's a great set of metrics to have on our side. From a mutual fund business perspective, AUM at INR55.1 lakh crores is obviously significantly lower than the INR58.5 lakh crores that we achieved at some time in 4Q, but because of the impact of what's happening in the Middle East, it came down.

However, this represents a 21% year-on-year growth and holding 68% overall share. Share is a great story on equity assets. I think overall, we are holding 68%. We grew AUM in

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