Thread by @BullsforBears

#CAMS Concall highlights Q2fy21
CAMS serviced assets now at ~70% industry assets
Key properties - myCAMS,GoCorp,edge360
UPI Autopay mech offered by CAMSPay enabled for SIP investors
2Q industry Aum 27.6 trillion, up 7% you, 12% wow,equity assets were muted
#Nifty #sensex

CAMS serviced funds & assets at 19.4 trillion or 19.4 lakh crore, up 8.6% yoy, up 11% qoq ,share at 70%
Outflow in equity assets,mainly lump category,investors timing the market taking money out
Majority growth non equity,mainly debt,liquid fund flattish,overall equity contractd

Overall transaction volumes 79 mlln plus,5 % up QoQ
SIP book,expanded 5% yoy,1% qoq
Live investors folios up 4% yoy about 40 mlln
Unique serviced investors expanded to 16.2 mn,6% yoy growth
H1fy21 AUM muted at 26.1 trillion, 2% up yoy, equity down 5.2%

CAMS Serviced funds AUM up 4
5% for H1fy21 at 18.4 trillion,equity AUM down 7.7%,1% market share gain
Transaction vols for H1fy21 down 4.2%, SIP book up 5% at 202 mlln

Signed Franklin Templeton as a mutual fund client,migrating their RTA network to CAMS
@FTI_Global
#mutualfund

Franklin temple migration likely to happen by March/April,all their work migrates including workforce,digital platforms,APIs,physical work

Aadhar based eKYC enabled by UIDAI & SEBI to kick off within November

myCAMS transactions vol grew 34% qoq
Edge360 launched Sep,grew 38%qoq

Edge360,essentially distributor portal & offers services to intermediaries to transact

Gocorp industry leading platform for liquid & overnight funds grew share from 19 to 23 % ,1/4th of money coming in,going out

UPI Autopay feature enabled thru CAMSPay for small investors

Loan against mutual funds live with Hdfc & Icici bank,now also leading NBFCs

Revenue for the quarter 171 cr
PBT up 12% & PAT up 15% yoy
Operating Ebidta 40%
RONW for H1fy21 at 38.3%
Operating Ebidta for H1fy21 35%
Dividend 6.75 rupees
65 % of PAT to be paid as dividends

#Nifty #sensex #Stocks #market #cams #mutualfunds

Unroll
@threadreaderapp
Compile
@threader_app

#CAMS
~70% mkt share
2 player RTA mkt
Play on indias growing asset management industry
High entry barriers
Margins will be aided by resurgence in flows,cost control
Insurance,AIF,NBFC future growth drivers
4 of top 5,10 of top 15 with CAMS
Franklin on board
#HDFC #Nifty #stocks

#CAMS
4 back offices
1 BCP site Mumbai
271 customer service centers
4243 permanent resources
SEBI regulated entity
MF infra player
70.3% mkt share
AUM 19.16bn july 20
Record keeping of 71.8 mn accts
266 trillion processed pay in/out
328 mn financial transactions
#stocks