Latest news with #CAMSPay
Mint
16-07-2025
- Business
- Mint
Mutual funds, retail investors raise stake in this mid-cap multibagger stock in Q1. Do you own it?
Mutual funds have increased their stake in Computer Age Management Services (CAMS)—India's largest registrar and transfer agent for mutual funds—during the first quarter of the current fiscal year (Q1FY26). As of the end of June 2025, 33 mutual funds collectively held an 11.4% stake in CAMS, equivalent to 56 lakh shares. This marks a notable increase from the 10.69% stake held at the end of the March quarter, according to shareholding data from Trendlyne. Meanwhile, Life Insurance Corporation of India (LIC) also held a 2.85% stake in the company. Key mutual funds currently invested in the stock include Canara Robeco Small Cap Fund, UTI Mid Cap Fund, Axis Small Cap Fund, and ICICI Prudential Innovation Fund. Retail investors, similar to mutual funds, also increased their stake in the company to 30.7%, up from 28.3% in the March quarter. Foreign investors, on the other hand, trimmed their stake to 52% from 55% in Q1FY25. CAMS holds a 68% market share among registrars and transfer agents in the mutual fund industry, based on mutual fund average assets under management (AAUM). It services 26 out of 50 fund houses, including 10 of the top 15 mutual funds. In FY25, CAMS managed about 132 new fund offers, mobilizing a cumulative amount of ₹ 73,400 crore. The growth in mutual fund AUM has gained momentum, supported by consistent SIP inflows and mark-to-market (MTM) gains. Domestic brokerage firm Motilal Oswal expects this trend to continue, driven by the increasing adoption of mutual funds as a preferred savings product. Direct investing through discount brokers has also grown in popularity, and with mutual fund penetration still at just 4%, the brokerage expects this growth trajectory to be sustained. CAMS Pay recorded significant growth in UPI-based mandate registrations, rising 25% quarter-on-quarter in Q4FY25. As UPI AutoPay becomes the preferred method for SIPs and recurring purchases, CAMS is well-positioned as a key infrastructure partner for AMCs and distributors. With strong backend integration, CAMS Pay is emerging as a critical component of the recurring digital payments infrastructure for the financial services sector. Despite several tailwinds for the company, the brokerage has largely maintained its earnings estimates for FY26 and FY27. It believes that healthy AUM growth and increasing traction in non-mutual fund segments will offset the decline in yields, as indicated by the management. The brokerage expects CAMS' revenue and PAT to grow at a CAGR of 11% and 12%, respectively, over FY25–FY27E. It has retained a BUY rating on the stock with a one-year target price of ₹ 5,000, based on a P/E multiple of 42x on FY27E earnings. The company's shares made a strong comeback in March 2025 after witnessing severe selling pressure in the preceding two months. From the February low of ₹ 3,126, the stock has gained 64%, ending the last four months in the green. Over the past three years, the shares have more than doubled. In December, the stock crossed the ₹ 5,000 mark for the first time, hitting a fresh all-time high of ₹ 5,367 apiece. Disclaimer: The views and recommendations given in this article are those of individual analysts. These do not represent the views of Mint. We advise investors to check with certified experts before taking any investment decisions.
Business Upturn
08-07-2025
- Business
- Business Upturn
CAMS launches CAMSPay's new payment gateway to tackle modern digital transaction challenges
By Aditya Bhagchandani Published on July 8, 2025, 16:09 IST Computer Age Management Services (CAMS) has unveiled CAMSPay's New Payment Gateway, a next-generation platform designed to address the evolving demands of India's fast-growing digital payments ecosystem. Announced on July 8, 2025, the gateway aims to deliver secure, scalable, and regulation-ready payment processing tailored to the needs of enterprises, fintechs, and digital platforms. Addressing India's payment challenges As businesses face rising transaction volumes, tighter regulatory requirements, and increasing cybersecurity threats, CAMSPay's solution is designed to meet these challenges head-on. The gateway offers: Support for over 5,000 transactions per second , ensuring reliability during peak loads. Compliance with RBI guidelines, PCI DSS, tokenization, and data localization norms . Multi-layer security with encryption, fraud screening, and real-time settlement. Developer-friendly open APIs for easy integration. Real-time analytics to help businesses gain insights into payment trends and operational bottlenecks. 'This is not just another gateway – it is a strategic platform built to meet regulatory requirements while delivering real-time capabilities,' said Vasanth Jeyapaul, CEO of CAMSPay. Why it matters India's digital payments market is projected to reach $10 trillion by 2030, driven by e-commerce and fintech adoption. With over 5 billion transactions processed monthly and surges of 30% at peak times, businesses need robust platforms that offer low latency, high uptime, and actionable insights. CAMSPay's gateway addresses key pain points such as transaction slowdowns, reconciliation issues, and audit-readiness gaps — offering businesses a future-proof alternative to legacy systems. Strategic partnerships The gateway is developed in association with Mylapay (payment switch partner) and supported by RBL Bank for BIN sponsorship. It is certified for Mastercard, VISA, and RuPay, ensuring global-standard security and seamless operations. About CAMS and CAMSPay CAMS is India's largest registrar and transfer agent for mutual funds, serving approximately 68% of the market. Its fintech arm CAMSPay extends the company's expertise into digital transaction technology, working with sectors like BFSI, NBFCs, education, and capital markets. The new payment gateway is now open for onboarding enterprises, startups, financial institutions, and digital platforms looking to upgrade their payment infrastructure Ahmedabad Plane Crash Aditya Bhagchandani serves as the Senior Editor and Writer at Business Upturn, where he leads coverage across the Business, Finance, Corporate, and Stock Market segments. With a keen eye for detail and a commitment to journalistic integrity, he not only contributes insightful articles but also oversees editorial direction for the reporting team.
Mint
30-05-2025
- Business
- Mint
Stocks to trade today: Trade Brains Portal recommends two stocks for 30 May
Indian equity markets recovered on Thursday after falling for two consecutive sessions. The BSE Sensex rose by 320.70 points (+0.39%) to close at 81,633.02, while the Nifty 50 gained 81.15 points (+0.33%) to settle at 24,833.60. Today's uptrend was broad-based but more focused on sectors that were affected by Trump tariffs, with the Nifty Metal index leading the sectoral increase, increasing by 1.21%. Stocks to trade today as recommended by Trade Brains Portal Computer Age Management Services Ltd (Current price: ₹ 3,987) In FY25, their mutual fund revenue grew by 25%, and transaction volume grew 49% to 89.2 crore from 59.8 crore, and new SIP registrations surged 51% to 400 lakh, and the SIP book growth stood at 5.7 crore, an 18% growth YoY. Unique investors rose to 4.04 crore, up 26%, and live investor folios stood at 9.4 crore, a 30% growth YoY. Further, the equity AUM grew by 29% YoY to ₹24.8 trillion, with a 66.1% market share and 86% growth in equity sales to ₹3.6 trillion YoY. Furthermore, the systematic transactions processed grew by 43% to 72.3 crore. Their non-mutual fund assets revenue grew 25% YoY, and non-MF includes a variety of services such as CAMS Pay, CAMS Alternatives, CAMS Repositories, CAMS KRA, CAMS Finserv, Think360, and CAMS NPS. In FY25, the non-mutual fund business saw strong growth in revenue YoY. For FY25, the total revenue grew by 25% YoY to ₹1,475 crore from ₹1,177 crore in FY24, operating EBITDA stood at ₹656 crore, a 46% jump YoY, and PAT jumped by 33% YoY to ₹465 crore from ₹351 crore in FY24. In addition, the company focuses on cost and expects less than 10% for FY26. EBITDA margins for FY26 would be around 20% for non-MF and 44% for the mutual fund segment. On the capex side, the company expects ₹100 crore on re-architecture and ₹70 crore on BAU capex, including regulatory air gap data centers and tech upgrades. Additionally, with the mutual fund industry's net inflows and market gains of ₹8.15 lakh crore, the mutual fund sector in India achieved a 23.11% increase in AUM, reaching ₹65.74 lakh crore by March 2025. At the end of April 2025, the AUM stood at ₹69.99 lakh crore. It has grown about six and a half-fold in a span of 10 years. Further, debt funds had a resurgence, while equity-oriented schemes witnessed the largest inflows of ₹4.17 lakh crore. Folios increased 32% year over year to reach 23.45 crore, indicating an increase in investor involvement in all categories. Also Read: The temperament trap: Why your personality might be your portfolio's biggest enemy Sun Pharmaceutical Industries Ltd (Current price: ₹ 1,699) Sun Pharma is spread over 100 countries. In FY25, the gross sales stood at ₹52,041.2 crore, a 9% growth YoY. EBITDA stood at ₹15,271.7 crore, up 17.3%, and adjusted net profit for FY25 was ₹11,984.4 crore, a 14% growth YoY. The company's total dividend for FY25 was ₹16 per share, and it announced a final dividend of ₹5.5 per share. In India, formulation sales stood at ₹16,923 crore, a 14% rise YoY. US formulation sales stood at US$ 1,921 million, up 3.6%, and global specialty sales were at US$ 1,216 million, up 17%. In emerging markets, formulation sales were at US$ 1,114 million, up 7%, and the rest of the world's formulation sales grew 4.5% to US$ 847 million. Further, the company has increased its API by 11% to ₹2,129.2 crore, and external sales were at ₹533 crore for Q4 FY25, up 28%. On R&D, the company has invested ₹3,248.4 crore for FY25, or 6.2% of sales, and its specialty R&D pipeline includes 8 novel entities in the clinical stage. The company received approval for 542 ANDAs in the US, and 117 filings for ANDAs await approval from the US. This includes 33 tentative approvals. Additionally, the portfolio includes 57 approved NDAs, while 13 NDAs await US FDA approval. For the quarter, 9 ANDAs were filed, and 1 ANDA approval was received. Global specialty pipeline, Ilumya, for psoriatic arthritis, is in Phase 3, with the next milestone by H2CY25. Fibromun for soft tissue sarcoma and glioblastoma is in Phase 3 & 2, and SCD-044 for atopic dermatitis and psoriasis is currently in Phase 2 and will be achieved during H1CY25. GL0034 for type 2 diabetes, completed starts during H2CY25, and MM-II for pain in osteoarthritis is completed, and planning to enter a partnership for commercialization. Also Read: Sun Pharma to ramp up growth-boosting specialty portfolio in FY26 Market Recap On Thursday, 29 May 2025, Indian equity markets recovered after falling for two consecutive sessions. The BSE Sensex rose by 320.70 points (+0.39%) to close at 81,633.02, while the Nifty 50 gained by 81.15 points (+0.33%) to settle at 24,833.60. Today's uptrend was broad-based but more focused on sectors that were affected by Trump tariffs, with the Nifty Metal index leading the sectoral increase, increasing by 1.21 percent. Welspun Corp increased by 10 percent following its robust Q4 results. Other metal stocks, such as Tata Steel, NMDC, and Hindustan Zinc, also saw an uptick. The Nifty IT index also saw an uptick of 0.76 percent. In contrast, the Nifty PSU Bank fell by 0.24 percent, and the Defensive FMCG index fell by 0.13 percent Global markets were in tune with the Indian markets on May 29, 2025. Japan's Nikkei 225 closed up 1.88 percent, as Trump tariff fears eased after the US court halted the tariffs. Hong Kong's Hang Seng Index increased by 1.35 percent, and China's Shanghai Composite also closed up 0.70 percent, both following the tariff's suspension by the US Court. The Indian market initially fell after opening but later closed at the day's high following the global trend, which was set by the tariff suspension by the courts. Nifty 50 has been trying to break the 25,000 level since May 12th. However, because of global uncertainty, the index is yet to give a decisive breakout above the 25,000 level. Also read | Four fast-growing space stocks to add to your watchlist Trade Brains Portal is a stock analysis platform. Its trade name is Dailyraven Technologies Pvt. Ltd, and its Sebi-registered research analyst registration number is INH000015729. Investments in securities are subject to market risks. Read all the related documents carefully before investing. Registration granted by Sebi and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. Disclaimer: The views and recommendations given in this article are those of individual analysts. These do not represent the views of Mint. We advise investors to check with certified experts before making any investment decisions.
