ilmscore | Prediction Details
"And because of which their depreciation will increase and they are saying they can have a bigger impact financial year 26 onwards but of course depreciation is a non-cash item so nothing to worry too much about but their ebita margins could go down from 46% to 44% is what they're saying okay they're saying we'll have seven new AMC's to will to arrive five more in the pipeline including go black rockck fantastic"
By CA Rachana Phadke Ranade | June 26, 2025 | Correct
From video
Birthday Special Stocks | CA Rachana Ranade 00:32:55 - 00:33:16
Interpreted Prediction
Planned capital expenditure for CAMS, including investments in data centers and re-architecture, is expected to increase depreciation and potentially impact EBITDA margins. However, the company has a strong pipeline of new Asset Management Companies (AMCs), including Jio Blackrock.
AI Evaluation Notes
The prediction stated that planned capital expenditure would increase depreciation and potentially impact EBITDA margins, with a decrease from 46% to 44% expected in FY26. Although initial reports indicated a slight decrease in profit, CAMS Q2 FY26 EBITDA margins recovered to over 44%, following a contract reset. Additionally, CAMS onboarded Jio Blackrock, and three out of seven newly acquired AMCs went live in Q1FY26.

Prediction Details

Ticker
CAMS

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