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Central Depository Services (India) Ltd (NSE:CDSL) Q2 2025 Earnings Call Highlights: Robust ...

In This Article:

  • Total Income (Consolidated): Increased by 56% to INR 359 crore for the quarter ended September 2024.

  • Net Profit (Consolidated): Increased by 49% to INR 162 crore for the quarter ended September 2024.

  • Total Income (Half Year, Consolidated): Increased to INR 645 crore from INR 404 crore in the previous half year.

  • Net Profit (Half Year, Consolidated): Increased by 62% to INR 296 crore from INR 183 crore in the previous half year.

  • Total Income (Standalone): Increased by 78% to INR 324 crore for the quarter ended September 2024.

  • Net Profit (Standalone): Increased by 95% to INR 171 crore for the quarter ended September 2024.

  • Total Income (Half Year, Standalone): Increased to INR 545 crore from INR 352 crore in the previous half year.

  • Net Profit (Half Year, Standalone): Increased by 53% to INR 276 crore from INR 180 crore in the previous half year.

  • Total Income (CDSL Ventures Ltd): Increased by INR 65.19 crore to INR 144 crore in the first half of FY25.

  • Profit Before Tax (CDSL Ventures Ltd): Increased by 98% to INR 88 crore from INR 44 crore in the same period last year.

  • Profit After Tax (CDSL Ventures Ltd): Increased by 100% to INR 66 crore from INR 32 crore in the same period last year.

Release Date: October 28, 2024

For the complete transcript of the earnings call, please refer to the full earnings call transcript.

Positive Points

  • Central Depository Services (India) Ltd (NSE:CDSL) reported a 56% increase in total income for the quarter ended September 2024, reaching INR 359 crore compared to INR 230 crore in the same period last year.

  • Net profit for the quarter increased by 49% to INR 162 crore, showcasing strong financial performance.

  • The company added about 2 crore DMAT accounts in the first six months of FY24-'25, indicating robust growth in user base.

  • CDSL's focus on digital innovation and technology has enhanced market access and strengthened investor confidence.

  • The company has maintained a strong cash position, which provides flexibility for future investments or shareholder rewards.

Negative Points

  • CDSL does not provide specific revenue or earnings guidance, which may limit investor visibility into future performance.

  • There is an increase in employee expenses due to annual appraisals and recruitment, which could impact profit margins.

  • Technology expenses have been elevated in previous years, and while there is some moderation, future costs remain uncertain.

  • The company faces competition in the insurance repository space, with competitors adding more policies per quarter.

  • There is a significant increase in trade receivables, which could indicate potential collection challenges.