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CAMS Q1FY22 Earning Call Highlights

CAMS Q1FY22 Earning Call Highlights

Published on 13 August 2021 Views 40 Comments 0

Financial Highlights

  • Company reported a revenue of Rs.20,117.6 lakhs, up 35.4% YoY and 0.7% QoQ. It was mainly driven by mutual fund business.
  • Asset-Based Revenue – up 32.7% YoY, 2.3% QoQ
  • Non-Asset Based Revenue – up 60.5% YoY and down 8.5% QoQ
  • Non-MF Revenue – up 29.1% YoY, 1.4% QoQ
  • 90.3% of revenue comes from mutual funds and 9.7% revenue from non-mutual funds.

  • Profit After Tax has increased by 58.9% from Rs.3,980 lakh in Q1 FY21 to Rs.6,324 lakh in Q1 FY22
  • Profit Before Tax has grown by 63.8% from Rs.5,190 lakh to Rs.8,499 lakh in last one year
  • Operating margin has increased from 30.2% in Q1 FY21 to 43.3% in Q1 FY22 while EBIDTA has increased substantially by 93.9% to Rs.8,712 lakh

Business Highlights

  • Average AUM serviced by CAMS stands at Rs.23.1 lakh Cr (trillion), up 32.3% YoY and 3.4% QoQ. It does not include assets of Franklin Mutual Fund as it went live from 17th July 2021
  • Equity Assets have grown by 45.7% YoY and 6.5% QoQ
  • Total transaction volume stands at a historic high of 875 lakh, up 15% YoY and 2% up QoQ
  • SIP book stands at 229 lakh, up 15% YoY and 7% QoQ
  • Company processed 646 lakh systematic transactions, up 10% YoY and 5% QoQ
  • As of 30th Jun 2021, it has 416 lakh live investor folios and 170 lakh unique investors serviced, up 5% & 6% respectively YoY and 3% & 2% QoQ
  • This largest registrar and transfer agent (RTA) of mutual funds has a market share of 69.6% and 38.7% in the insurance repository business
  • Growth in fees has been 70% of growth in AUM
  • It provides services to top 5 mutual fund houses and 10 of the 15 largest fund houses. It has over 18 years of average relationship with 10 largest mutual fund clients
  • Currently, it has 17 mutual fund clients
  • Franklin Templeton Mutual Fund has shifted its inhouse RTA to third party RTA - CAMS and it is the single largest migration ever and first ever people migration to CAMS

 

Ongoing Developments

  • It has received a certificate of registration for Central Recordkeeping Agency (CRA) for NPS from PFRDA It will be rolled out by the end of FY22
  • Unified platform to service mutual fund investors and distributors is under development. It is targeted to go live by 31st Dec 2021
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