External broker reports(aggregated public sources), HDFC Securities

HDFC Securities

External broker reports(aggregated public sources)

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Equity Bottom-Up

Cholamandalam Investment and Finance / Equity Bottom-Up

Cholamandalam Investment and Finance (CIFC IN)

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<li>Steady P&amp;L outcomes, increasing opex intensity: Chola reported stable NII growth (+10% YoY), in line with AUM growth, as NIMs remained steady at 8.1%.</li>
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<li>Receding stress pool; normalised credit costs: The aggregate stress pool has nearly halved to 12%, from the Q1FY22 peak of 21%, driven largely by strong collections and recoveries.</li>
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<li>New businesses to augment growth; build-out key monitorable</li>
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<p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>





Steady P&amp;L outcomes, increasing opex intensity: Chola reported stable NII growth (+10% YoY), in line with AUM growth, as NIMs remained steady at 8.1%.





Receding stress pool; normalised credit costs: The aggregate stress pool has nearly halved to 12%, from the Q1FY22 peak of 21%, driven largely by strong collections and recoveries.





New businesses to augment growth; build-out key monitorable










Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

HSIE Results Daily: Cholamandalam Investment and Finance Company

External broker reports(aggregated public sources), ICICI Securities Ltd

ICICI Securities Limited

Computer Age Management Services / Equity Bottom-Up

Computer Age Management Services (CAMS IN)

<p>About the stock: CAMS is a mutual fund transfer agency. It provides technology driven financial infrastructure &amp; services to MFs and other financial institutions.</p><ul><li>Largest registrar and transfer agent (RTA) of MFs with ~70% market share</li><li>It has consistently operated with high (&gt;30%) margins and return ratios</li></ul><div class="content-highlight"><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></div>

About the stock: CAMS is a mutual fund transfer agency. It provides technology driven financial infrastructure &amp; services to MFs and other financial institutions.Largest registrar and transfer agent (RTA) of MFs with ~70% market shareIt has consistently operated with high (&gt;30%) margins and return ratiosContent is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Computer Age Management Services: Traction in MF AUM, Non-MF Products to Aid Revenue

India

Computer Age Management Services (CAMS) is a technology-driven financial infrastructure and services provider, primarily serving as a Registrar and Transfer Agent (RTA) for the Indian Mutual Fund industry. It offers a comprehensive interface for asset management companies, distributors, and investors, managing critical functions like transaction processing, investor record-keeping, and compliance. CAMS also provides services to insurance companies, banks, NBFCs, and Alternate Investment Funds. The company was founded in 1988 and is headquartered in Chennai, Tamil Nadu, India.

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Computer Age Management Services (CAMS IN)

HSIE Results Daily: Cholamandalam Investment and Finance Company

Back-book near normal; poised for strong growth; Chola’s Q4FY22 earnings were 18% ahead of our estimates, largely on the back of reversal of COVID...

HDFC Securities

Computer Age Management Services: Traction in MF AUM, Non-MF Products to Aid Revenue

CAMS is a mutual fund transfer agency. It provides technologydriven financial infrastructure & services to MFs and other financial institutions.

ICICI Securities Limited

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