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#CAMS #ComputerAgeManagementServicesLtd #Concall #Insights #Q2FY25 #AISummary **Growth & Revenue** - Overall revenue grew 32.7% with MF revenue slightly ahead of non-MF. - MF revenue grew 32.9% and non-MF revenue grew just short of 32%. - Fastest quarterly AUM growth with an addition of almost INR 5 lakh crores in a quarter, reaching close to INR 45 lakh crores. - Active equity asset growth of nearly 59.4%, exceeding the industry growth of 53.5%. - Achieved 66% of industry net sales, amounting to over INR 1 lakh crore. **PAT, EBITDA & Margins** - Absolute EBITDA grew by almost 40%. - EBITDA margin increased by 240 basis points year-on-year to nearly 47%. - PAT grew by 44.9% and PAT margin increased by 270 basis points. - Board approved an interim dividend of INR 25 per share (INR 14.5 as per the 65% payout policy and INR 10.5 as a special interim dividend). **Alternatives Business** - 21% year-on-year revenue growth in alternatives business. - Highest number of quarterly wins with 57 new mandates. - Opened a second office in GIFT City. **KRA Business** - 56% year-on-year revenue growth in KRA business. - Added 26 new fintechs, platforms, and similar companies to the client roster. - Launched Nexus, a KRA dashboard, and WhatsApp KYC. **Insurance Business (Wrap)** - Added SBI General and ICICI Prudential as integrated insurers on Bima Central. - Processed 1 lakh service transactions on Bima Central. - Doubled e-insurance policy conversions to nearly 10 lakhs in Q2 from 5 lakhs per quarter in FY24. **CAMSPay** - 69% year-on-year revenue growth in CAMSPay. - Significant product enhancements and 23 new logos added in Q2. - LIC empaneled CAMSPay for payment gateway services. **FinServ** - Maintained 16.5% market share. - Achieved around 170% year-on-year revenue growth (on a small base). - Crossed 1 lakh touch points per month on the Amaze platform. **Think Business** - Algo360 secured mandates from LTFS and Stable Money, with go-live expected by December-January. - Experiencing some cannibalization from account aggregator impacting Algo360 revenue. - Some US analytics contracts ended, contributing to revenue decline in Think360. **NPS** - Crossed 1 lakh CRA accounts, primarily from retail and private sector employers. - Onboarded Indian Bank as a POP. - Continue to focus on scaling the NPS business. **Costs and Margins Outlook** - Employee costs grew by around 20% year-on-year. - Expecting operating expenses to be around 8% to 8.5% of overall revenue. - Other expenses are stabilizing around INR 25 crores to INR 30 crores per quarter. - Aiming for an EBITDA margin of around 47.5% by the end of the year. **Key Risks/Challenges** - Competition in the AIF/PMS segment leading to price pressure. - Potential impact of RBI's unified lending interface on the account aggregator business. - Dependence on the capital markets cycle, particularly for MF-related revenue. - Need to scale insurance business to become a meaningful revenue contributor. - Cannibalization of Algo360 revenue by account aggregator. Join the waitlist at compoundingai.in

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#CAMS #Charts Check Latest #Chartpatterns on my.soctr.in/x & "follow" @MySoctr #Nifty #Nifty50 #Investing #Breakoutstocks #StocksInFocus #StocksToWatch #Stocks #StocksToBuy #StocksToTrade #Breakoutstock #Stockmarketindia #StockMarket #Trading #StockMarkets #Breakout #Nse #Stockideas #BO #Sensex #Resistance #Volume #Trendline #Support #TrendlineResistance #TrendlineSupport #HorizontolResistance #chart #HnS #Triangle #CnH #Profit #Gain #return #ComputerAgeManagementServicesLtd #CAMSLtd #CAMSlimited #computeragemanagementserviceslimited #Pennantpattern