CAMS Q2 Result,
YoY:
- Revenue at Rs. 275.08 crores, 13.5% on y-o-y basis
- PBT* at Rs. 113.28 crores, 16.8% on y-o-y basis
- PAT* at Rs. 84.51 crores, 17.1% on y-o-y basis, PAT margins @ 29.7%
QoQ
- Net profit up 11% at ₹84 cr vs ₹76 cr
- Revenue up 5% at ₹275 cr vs ₹261 cr
- EBITDA up 11% at ₹122 cr vs ₹110 cr
- Margin at 44.4% vs 42.1 %
My Take
Growth is muted, as compared to CDSL. Would expect better Q3 results on account of:
- Zerodha AMC and 3 other Mutual Funds wins
- CAMSPay UPI and KRA
- Think360AI (Generative AI Play)
Disclaimer: Invested 5%
https://www.bseindia.com/xml-data/corpfiling/AttachLive/d3dc33ac-36e7-4cf2-8e87-79df765c9447.pdf
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