Birthday Special Stocks | CA Rachana Ranade

"And non-mutual funds so basically now they are tapping into something like AIFS alternate investment funds they are also now going to do all the records online and CAMS can be a service provider. One more example can be like LIC of India now they have signed up for repository services basically now you will have e policies e insurance policies and CAMS has currently a market share of more than 40%."

"And they intend to take it to at least 20%, they want to diversify it. Okay. Also, look at the crazy growth. Everyone knows mutual funds are hitting all-time highs. Number of investors are growing, number of SIPs are growing. Every month we get to see a new record. uh the SIP amounts are also increasing like anything. So you can see here new highs in transaction volume 49% growth in transaction volume uh 29% growth in equity AUM unique investor growth is like 26% for the company versus 22% for the industry."

"Market share almost how much? Almost 68%. Fantastic. Now we also have to understand what is a management commentary. Okay, currently IDIDA margin is around 46%. But management is saying it could drop to 44%. So 2% 2%age drop in the IBIDA. Uh of course not a good sign but still 44% is not bad."

"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"

"Look at the monthly mutual fund SIP data. Okay. I'm going to paste all these links that I'm showing you right now in the pin comment description box. Don't worry. See if you see here when the market had hit all-time high 24,59 cr rupees SIP contribution monthly contribution okay 24,000 cr 25 2,000 cr it has been increasing 26,000 crores this was fin this was the previous year now let's check from current financial year 26,000 cr 26,000 crores I feel this number is just going to go up bigger this number better it is for a company like cams."

"Now ideally uh Nifty should go stronger by the day. Whatever were the obstacles be it uh geopolitical tensions, be it crude, be it the weakening rupee, be it uh any other sort of geopolitical tensions all are now almost ticked off and now we can focus on our fundamentals. So now uh the Q1 results will start coming up next month. That should be the next big trigger for the market. Um and if these results start coming up nicely, then we may hit all-time highs soon."