Supratim Duta · Jeff
partialImpact of loss of 5 bps exit load on contracts and margins.
we believe that most of our clientele will not be impacted... the boundaries of the impact could be 20 25 crores overall for camps but we will wait and see.
CAMS / Q3-FY26 / claim-ledger
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Computer Age Management Services · Analyst questions, management answers, and the quality of the response where the ledger is available.
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Questions audited
12
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75%
Numeric claims
6
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contradicted
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Supratim Duta · Jeff
directCurrent margins and operating leverage in non-MF business.
the current quarter they are upwards of 13% ebita as a bucket... it's our attempt to drive this to about 25 to 30% aida.
Supratim Duta · Jeff
partialGrowth drivers for non-MF businesses beyond current 17-18%.
we had two breakaway years when K grew very fast... in the last two years we've seen camps pay grew very fast... we want to have those strategic offerings which will lead to revenue growth
Di Shagarwal · IFL Capital
directMajor AMC renewals in next 18 months.
there are no major AMC's that are coming up for a renewal in the current financial the upcoming financial year... none of them are going to be the uh the bigger AMC's
Di Shagarwal · IFL Capital
directCompetitive intensity for new mandates.
the competitive intensity is still the same... we are selling premium value... you will not find us chasing those deals.
Di Shagarwal · IFL Capital
directTarget number of AMC go-lives this year.
I will not be surprised if we take another five to six live this year
Di Shagarwal · IFL Capital
directMargin drag from new AMC go-lives.
headcount has remained flat in calendar 25... the incremental cost will be mainly the manpower... it's not a significant significant drag on the margins
Deepangan Go · city
evasivePricing regime change in K business.
the topic exists... will this conversation which way this will head we will see and uh we watching it closely.
Deepangan Go · city
evasiveClarification on 22-25 cr impact from TR adjustment.
this math hasn't been done by me. This math has been done by you guys. I've read it uh and I'm not either publicly endorsing it or denying
Abiji · Kotak Securities
directRevenue growth visibility for non-MF business.
to expect in the near term, a 20% uh cumulative growth is I think realistic... on a medium-term basis we are aspiring and we are confident of getting a 25% growth
Sankit · Aendaspa
directDelta improvement in margins driven by MF or non-MF.
the delta actually is do is predominantly because of the mutual fund business only the non-mutual fund increase in margins was was there but it was not significant enough
Prias Jen · Motilos
directCompetitive intensity in acquiring new AMCs.
we are selling value... we don't want to be a competing on price going to the bottom of the barrel... it'll be about five to six go lives which I think is a very good number