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

Comments

Be the first to share your thoughts.

Like this prediction?

Join to make your opinion count.