Computer Age Management Management Guidance Tracker

Management expects non-MF revenue to grow 20-25% in the near term, with a long-term aspiration of 25%.

Management reiterated margin guidance of 45%+, with potential to reach 46-47% in good quarters.

Management aims to improve non-MF EBITDA margins to 25-30% over the next 2-3 years, from current ~13%.

Management aims to maintain Q4 FY26 EBITDA margin levels in FY27, despite salary increments and investments.

Non-MF segment margin is targeted to improve from current 16.5% to 20% by end of next fiscal year.

Management expects to take 5-6 new AMCs live in FY27, including four carryovers from FY26 and new wins.

Management expects non-MF revenue to grow at least 20% YoY in FY27, driven by payments, AIF, and other segments.

Despite a ~8 Cr price down, K revenue is expected to remain flat due to new logo wins and growth.