Aditya Birla Sun Life AMC Limited has informed the Exchange about Transcript of Earnings Conference Call on Audited Financial Results for the quarter and financial year ended March 31, 2026
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ABSLAMC reported FY26 revenue from operations of ₹1,845 crores (vs ₹1,845 crores in FY25, the number is ₹1,685 crores prior year); operating profit rose to ₹1,015 crores (vs ₹944 crores) and PAT grew to ₹975 crores (vs ₹931 crores). Q4 FY26 revenue was ₹458 crores (vs ₹429 crores YoY) and operating profit was ~₹252 crores (vs ~₹233 crores), though Q4 PAT fell to ₹187 crores from ₹228 crores due to mark-to-market losses. Overall average AUM grew 17% YoY to ₹4.74 lakh crores; equity AUM rose 17% YoY to ~₹1.97 lakh crores; March SIP inflows touched ₹1,204 crores (+11% QoQ). The Board proposed a dividend of ₹25.5 per share (~75% payout). Management also noted a new wholly-owned subsidiary at GIFT City, launch of the APEX SIF platform, ESIC mandate of ₹28,400 crores, and the EPFO equity mandate is now signed and operational.
The Q4 PAT dip is a temporary mark-to-market drag rather than a business deterioration, and the dividend announcement is a positive return signal for shareholders. However, the TER regulatory cut, ~2-3 bps decline in equity yields, and ₹8-10 cr/quarter additional ESOP cost from FY27 are clearly flagged margin headwinds, while new mandates (EPFO, ESIC) and the SIF/passive expansion provide medium-term growth optionality.