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Informist, Saturday, Aug 1, 2026

By Vidhi Thacker

MUMBAI – Computer Age Management Services Ltd. is expected to report a robust on-year growth in its net profit and revenue for the June quarter, driven by sequential growth in assets under management due to steady equity inflows and favourable market movement, according to brokerages tracking the company.

The registrar and transfer agent is likely to report a standalone net profit of INR 1.27 billion for the June quarter, up nearly 21% on year and up 28% on quarter, according to the average of estimates from seven brokerages. The highest estimate for net profit is INR 1.30 billion from YES Securities (India) Ltd. and the lowest is INR 1.23 billion from Kotak Securities Ltd.

The company's revenue is expected to be around INR 4.1 billion for the June quarter, up nearly 22% on year and 14% sequentially, according to the estimates. The highest estimate for the revenue is INR 4.20 billion from YES Securities and the lowest is INR 3.98 billion from 360 ONE Capital Market Pvt. Ltd.

Computer Age's revenue from the mutual fund segment is expected to grow 2.2% sequentially due to strong equity flows, mark to market gains, and growth in assets under management, Nuvama Wealth Management Ltd. said. The growth in the assets under management was supported by sustained inflows from systematic investment plans and a recovery of more than 7% in the Nifty 50 index sequentially, Motilal Oswal said.

The mutual fund industry's assets under management are expected to grow 3% sequentially, Emkay said. The industry saw sustained net inflows from systematic investment plans, despite volatility in the equity market. Net inflows reached an all-time high of INR 317.81 billion in June, according to data from Association of Mutual Funds in India.

The company's earnings before interest, tax, depreciation, and amortisation are expected in the range of INR 1.90 billion from Motilal Oswal to INR 1.83 billion from Emkay. At the lower end of the band, the EBITDA will be 18% higher on year and at the upper end of the band it will be 22% higher from INR 1.55 billion in the year-ago quarter. The EBITDA margin is expected to grow 200 basis points on year to 45.5%, Emkay said.

The company's non-mutual fund segment is expected to report strong revenue growth due to a low base effect and growth across payments, alternative investment funds, and the insurance business, Motilal Oswal said. The company's cost to income ratio is expected to remain stable sequentially for the June quarter, Motilal Oswal said.

The company will detail its June quarter earnings Monday. Investors will monitor the company's non-mutual fund business growth and mutual fund business yields. Computer Age Management Services is a registrar and transfer agent and is a large provider of these services to the mutual fund industry.

Friday, shares of Computer Age ended at INR 796.15 on the National Stock Exchange, up slightly. The stock is around the same level it was when the company reported its March quarter earnings on May 4. All the eight brokerage reports on the company available with Informist, have a "buy" recommendation on the stock. The average target price for the "buy" recommendations is INR 891, which is nearly 12% higher than the closing price Friday.

Following are the Apr-Jun earnings estimate for Computer Age from seven brokerage firms in a descending order by estimate of net profit, in INR billion:

End

IST, or Indian Standard Time, is five-and-a-half hours ahead of GMT

Edited by Pankaj Aher

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