360ONENSE360 ONE WAM LIMITEDMediumNeutral
Announced Thu, 17 Jul · 16:20 IST

360 ONE WAM LIMITED has informed the Exchange about Investor Presentation

Mgmt Guided Margin PressureInvestor Communications View source PDF

360ONE · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

360 ONE WAM reported Q1 FY26 profit after tax of Rs 287 crore, up 18% year-on-year, while total revenue rose 4% YoY to Rs 725 crore. Total assets under management stood at Rs 6.64 lakh crore, with annual recurring revenue (ARR) AUM at Rs 2.87 lakh crore, up 29.8% YoY. The company completed the integration of B&K Securities in Q1 FY26, which contributed Rs 18,228 crore of net flows, and highlighted an exclusive strategic collaboration with UBS AG expected to close in Q2 FY26. Operating profit before tax actually fell 7.3% YoY to Rs 311 crore as total costs surged 32.7% YoY to Rs 351 crore, driven by employee costs (up 31.8% YoY) and higher technology and integration costs. Cost-to-income ratio stood at 48.4% versus 38% a year ago, and the company declared an interim dividend of Rs 6 per share in April 2025.

Likely market impact

Positive for shareholders on strong AUM growth, recurring revenue traction, and a healthy 19.6% tangible return on equity, but margin pressure from acquisition integration costs may keep near-term operating profit growth muted. Watch cost-to-income trends and UBS collaboration closure for the next leg of growth.