India · Delayed Price · Currency is INR Aditya Birla Sun Life AMC Earnings Call Transcripts
Fiscal Year 2026
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Q4 FY 2026 delivered resilient growth with AUM up 17% year-over-year and strong SIP momentum, despite global volatility. Profit after tax for the quarter was INR 187 crore, with a proposed 25.5% dividend per share.
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Revenue and profit grew 7% and 19% year-on-year in Q3 FY26, with AUM reaching record highs and strong growth in alternates and passive segments. Expense growth is expected to track inflation, with ESOP costs impacting future quarters.
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Achieved strong AUM and profit growth in Q2 and H1 FY26, with robust expansion in alternates, real estate, and passive funds. SIP market share declined but new registrations and product launches are expected to drive future growth.
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Q1 FY2026 saw robust growth with AUM surpassing INR 4 trillion, revenue up 16% year-on-year, and profit after tax rising 18%. Strong SIP inflows, alternate asset expansion, and stable market share highlight positive business momentum.
Fiscal Year 2025
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FY2025 saw 19% PAT growth and 28% operating revenue growth, with AUM up 17% year-on-year. Alternate and offshore assets expanded strongly, and net sales turned positive in Q4, supported by improved fund performance and new mandates.
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Revenue and operating profit grew 30% and 42% year-over-year, respectively, with strong AUM growth across mutual funds, PMS, AIF, and offshore segments. Improved yields were driven by TER increases and expense realignment, while SIP growth and new fund launches supported expansion.
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AUM reached ₹4 lakh crore, up 20% YoY, with strong growth in equity, alternates, and SIPs. Q2 FY25 revenue rose 33% and PAT 36% YoY. New fund launches, digital initiatives, and leadership hires support future growth.
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Achieved record quarterly profit and 24% revenue growth, driven by improved asset mix and strong SIP inflows. Thematic and alternative segments saw robust growth, while new fund launches and digital expansion remain key priorities.