ABCAPITALNSEAditya Birla Capital LimitedMediumNeutral
Announced Mon, 4 May · 14:48 IST

Aditya Birla Capital Limited has informed the Exchange about Investor Presentation

Investor Communications View source PDF

ABCAPITAL · price

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Price reaction · full curve 14 horizons · vs prior close
+4.3%1-day move
₹345.75
prior close
₹358.50
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AI summary

Aditya Birla Capital reported strong FY26 results with consolidated revenue of ₹53,871 crore (up 14% y-o-y) and profit after tax of ₹3,797 crore (up 21% y-o-y). The NBFC segment delivered PAT of ₹3,001 crore with 27% y-o-y AUM growth to ₹1,59,916 crore, while the Housing Finance business grew PAT by 53% to ₹647 crore. The Asset Management arm reported PAT of ₹975 crore with mutual fund QAAUM at ₹4,35,866 crore. Life Insurance saw 15% growth in individual FYP to ₹4,725 crore with VNB margin expanding to 20.6%, and Health Insurance grew gross written premium by 39% to ₹6,855 crore with combined ratio improving to 103%. Total lending portfolio stood at ₹2,07,368 crore (up 32% y-o-y) and total AUM at ₹5,91,343 crore (up 16% y-o-y). Post quarter, Aditya Birla Housing Finance allotted shares to Advent International, reducing ABCL's stake to ~86%.

Likely market impact

The diversified financial services conglomerate delivered broad-based growth across all business segments with improving profitability metrics. The stake dilution in housing finance subsidiary and strong capital ratios indicate strategic flexibility for growth. Overall, results suggest continued execution capability across NBFC, housing finance, AMC, life, and health insurance businesses.