CAMS

What Computer Age Management Services promised, and what happened

Every commitment management made on a call, tracked from the quarter it was made — reaffirmed, revised, diluted or quietly dropped.

Guidance record · Q1 FY27

what the last two calls moved 25 tracked 4 delivered 5 missed 16 open
  • Yield Compression delivered said Q3 FY25 Promised: >3.5% for FY26 Q1 FY27: FY26 target, previously achieved. No new update.
  • Non-MF EBITDA Margin at risk said Q1 FY26 Promised: 25% within the next couple of years Q1 FY27: Margin fell to 13% due to KRA pricing. Management revised the interim FY27 target down from 20% to 17%, putting the original 25% target for FY28 at risk.
  • Non-MF Revenue Share on track said Q3 FY25 Promised: 20% in next 2-3 years Q1 FY27: Non-MF revenue grew 28% YoY while MF revenue grew under 10%, implying a further increase in revenue share. The company guided for 20-23% non-MF growth for FY27, keeping the promise on track.

The rest of the ledger

Above is what the last two calls moved. Pro opens all 25 tracked commitments for Computer Age Management Services — every quarter's revision, the source quote behind each one, and the topics management has stopped answering.

See what Pro opens