360ONENSE360 ONE WAM LIMITEDLowNeutral
Announced Thu, 17 Jul · 16:55 IST

360 ONE WAM LIMITED has informed the Exchange regarding Amendment to the Code of Practices and Procedures for Fair Disclosure of Unpublished Price Sensitive Information.'.

360ONE · price

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

360 ONE WAM reported Q1 FY26 consolidated PAT of Rs 287 crore, up 18% YoY, on total revenue of Rs 725 crore (+4% YoY). Overall AUM stood at Rs 6,63,924 crore, with Annual Recurring Revenue AUM at Rs 2,87,317 crore (+29.8% YoY); Tangible RoE was 19.6%. The Board approved appointment of Mr. Saahil Murarka as an Additional Non-Executive Director and inclusion of Mr. Pankaj Fitkariwala in senior management, along with a new '360 ONE ESOS 2025' stock option scheme subject to shareholder approval. The Board also committed to no corporate action reducing equity share capital for the next 2 years. The B&K Securities acquisition was completed in May 2025 for Rs 1,973.66 crore, and warrants to UBS AG are pending allotment. An income tax search from Q4 FY25 remains unresolved with no adjustments made so far.

Likely market impact

Steady earnings growth and strong ARR AUM expansion point to healthy business momentum, likely positive for the stock. However, the 2-year commitment against equity capital reduction removes the near-term possibility of buybacks, and the pending income tax search remains an overhang investors should watch.