360ONENSE360 ONE WAM LIMITEDMediumNeutral
Announced Mon, 27 Apr · 20:32 IST

360 ONE WAM LIMITED has informed the Exchange about Transcript of Earnings call held on April 21, 2026.

Mgmt Guided Margin ImprovementAnalyst Day Multiyear TargetsInvestor Communications View source PDF

360ONE · price

Loading chart…

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

Price reaction · full curve 14 horizons · vs prior close
+0.1%1-day move
₹1041.75
prior close
₹1041.00
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
-0.3-0.2-0.7-0.7+0.1-0.2+2.6+2.7+4.1+7.0+6.5+6.0+4.6
Up moveDown movePending
AI summary

360 ONE WAM reported a strong FY26 with consolidated PAT of Rs. 1,225 crores, up 20.7% YoY, and total revenue of Rs. 3,144 crores, up 18.6%. Total ARR AUM rose 26% YoY to Rs. 3.12 lakh crores, supported by organic net flows of Rs. 35,199 crores (up 36%); ARR revenue grew 34.5% to Rs. 2,289 crores. Management guided for 20-25% AUM growth, 15-25% profit growth, and a cost-to-income ratio improving from ~50% to 45-47% over the next 2-3 years, while revising the quarterly TBR run-rate upward to Rs. 175-180 crores (from Rs. 125-130 earlier). The company also flagged a Rs. 336 crore tax demand it will appeal, asserting no material financial impact, and declared a first interim dividend of Rs. 6 per share. Integration of B&K Securities (now 360 ONE Capital) and the ET Money acquisition are complete, with the Banking vertical team build-out underway (4 of 12 hires in place).

Likely market impact

The upbeat multi-year guidance on AUM growth, profit expansion, and margin improvement is positive for the stock, while the Rs. 336 crore tax order is a near-term overhang that the company believes is contestable. The Rs. 6 dividend and continued capital discipline should support shareholder returns.