360 ONE WAM Q2 FY27: PAT at ₹302 cr, AUM up 31%, cost ratio improves

Management guided margin improvementOrder pipeline disclosedInvestor Communications View source PDF Explain this filing

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Price reactionminutes from the announcement price · days from the prior close

+0.9%Reaction day

₹1038.00

prior close

₹1030.10

announcement price

After-mkt

timing

Nifty Midcap 150market-0.8%+1.7% vs market

Stockbroking & Allied peers, median of 39sector-1.2%+2.1% vs sector

On the reaction day the stock moved 1.7 pts more than Nifty Midcap 150 and 2.1 pts more than its Stockbroking & Allied peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.

Minutes after the announcementfrom the announcement price · no benchmark

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+0.7

Sessions after the filingfrom the prior close

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Reaction day

+0.9-0.8+1.7-1.2+2.1

Next day

-3.9-2.9-1.1-2.5-1.4

-6.1-1.8-4.2-3.1-2.9

-6.3-0.9-5.3-1.4-4.9

-4.2-0.6-3.6-1.2-3.1

-1.5+0.2-1.7-0.9-0.6

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15d

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UpDownMarket · Nifty Midcap 150Sector · Stockbroking & Allied peers, median of 39Pending

Minute windows have no benchmark: there is no intraday index history to compare against.

AI summary

Q2 FY27 earnings call transcript. Total AUM at about ₹9 lakh crores, up 31% year-on-year. ARR AUM at ₹3.53 lakh crores, up 19.7%, with net flows of ₹12,482 crores. Revenue from operations ₹896 crores, up 17.5%. Operating PBT up 19.7% at ₹434 crores. PAT came in at ₹302 crores versus ₹316 crores last year, hit by about ₹110-120 crores of mark-to-market loss on NSE stake. Tangible ROE at 16.9%, second interim dividend of ₹7.5 per share declared. Cost to operating income ratio improved to 51.5% from 54.3% in Q1. Wealth AUM grew 24.3%, UBS collaboration on track for $600-700 million of flows by year end. Board declared dividend.

Likely market impact

Strong flows and improving cost ratio are positives. Lower PAT year-on-year due to one-time NSE mark-to-market loss may weigh on sentiment, though operating performance remains robust.