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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Achieved record AUM and strong profit growth, with robust expansion in alternates and passive segments. Outlook remains positive with minimal regulatory impact expected, while new ESOP costs will affect future expenses.
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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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Profit after tax rose 19% year-on-year to INR 931 crore, with AUM and revenues showing double-digit growth. Alternate assets and offshore business expanded significantly, while fund performance and market share improved, supported by new mandates and product launches.
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Revenue and operating profit grew 30% and 42% YoY, respectively, with strong AUM growth across mutual fund, alternate, and passive segments. Yield improvements were driven by higher TERs and expense realignment, while SIP flows and market share trends reflect ongoing market volatility.
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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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Q1 FY25 saw record profits and 24% revenue growth, with strong AUM and SIP inflows. Focus remains on expanding alternative and passive segments, launching new products, and driving retail and digital growth, while maintaining expense discipline.