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543232: Stock Split And New Digital Platform Will Drive Future Upside

Update shared on 05 Dec 2025

Fair value Decreased 79%
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AnalystConsensusTarget's Fair Value
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1Y
-27.2%
7D
-2.7%

Analysts have raised their price target for Computer Age Management Services from approximately ₹870 to about ₹4,225, citing stronger anticipated revenue growth that more than offsets a modestly lower projected profit margin and valuation multiple.

What's in the News

  • CAMSRep launches Bima Central Administrator, a digital portal giving insurers, distributors and brokers a unified dashboard to manage e-Insurance Account servicing, data reconciliation and customer analytics across 50 plus insurers (Key Developments).
  • The board approves an interim dividend of INR 14 per equity share, with the record date set as November 7, 2025 and the expected payout on or before November 26, 2025 (Key Developments).
  • The company calls a special shareholders meeting on November 15, 2025 to seek approval for a share split and related amendments to the Memorandum of Association (Key Developments).
  • The board approves alteration of the capital clause in the Memorandum of Association to reflect the planned subdivision or split of existing equity shares, subject to shareholder approval via postal ballot (Key Developments).
  • The company announces a 5 to 1 stock split or significant stock dividend effective December 5, 2025, following board consideration of capital structure changes (Key Developments).

Valuation Changes

  • Fair Value: revised sharply higher from about ₹870 to approximately ₹4,225, implying a significant upward reassessment of intrinsic value.
  • Discount Rate: effectively unchanged at around 13.04 percent, indicating a stable view of the company’s risk profile.
  • Revenue Growth: lifted from roughly 11.5 percent to about 14.2 percent, reflecting moderately stronger long term growth expectations.
  • Net Profit Margin: trimmed slightly from around 32.0 percent to about 31.2 percent, suggesting modest pressure on profitability assumptions.
  • Future P/E: lowered marginally from roughly 47.5x to about 46.1x, pointing to a slightly more conservative valuation multiple despite the higher fair value.

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Disclaimer

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