Aisa Kya Hua Stock Mein?
Toh hua yeh ki, CAMS ne financial year ke last quarter mein Operating Performance toh zabardast dikhai. EBITDA margins 46.3% tak pahunch gaye, jo pichle saal 44.8% the. Lekin jab share price ki baat aayi, toh stock 0.98% gir kar ₹731.20 par band hua. Yeh sab isliye kyunki investors ab sirf core mutual fund registrar services se aane wali stability se aage dekhna chahte hain. CAMS is segment mein raja hai, 68% AUM handle karta hai, aur yahan se revenue milna pakka rehta hai. Lekin company ke naye businesses, jaise CAMSPay aur CAMS Alternatives, unke profit margins kaafi kam hain, reportedly around 13%. Agar yeh naye areas jaldi scale nahi hue, toh overall profit par pressure aa sakta hai. Analysts abhi bhi 'Strong Buy' ratings de rahe hain aur price targets ₹826-₹845 tak pahunchne ka andaza laga rahe hain, unhe company ke diversification plans se ummeed hai. CAMS ne future infrastructure aur AI mein bhi investment ka plan banaya hai, jaise CAMSLens. Aur haan, ₹4 per share ka final dividend bhi recommend kiya gaya hai.
