Canara Robeco Asset Management Company Limited has informed the Exchange about Transcript of Earnings call for the quarter and year ended March 31, 2026 conducted on Tuesday, April 28, 2026.
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Canara Robeco reported FY26 revenue of INR424.9 crores (up 17% YoY) and PAT of INR203.8 crores (up 7% YoY). The company's closing AUM stands at INR1.07 lakh crores with quarterly average AUM of INR1.17 lakh crores, up 14% YoY. Management noted that despite market volatility with NIFTY correcting 15% during Q4, the mutual fund industry showed resilience with SIP inflows hitting an all-time high of INR32,000+ crores monthly. Revenue yields improved to 39 basis points from 35.5 basis points previously. The company is equity-focused (91% equity, 9% debt) and plans to launch one more NFO in the next 4-5 months. Management is setting up dedicated SIP sales teams across five locations to address declining SIP flows and recently launched a campaign to reactivate paused SIPs.
The stock is positioned as an equity-heavy AMC that will underperform industry growth during bear markets but outperform during bull markets. SIP flow pressures and ELSS tax changes are near-term concerns, while the company maintains its focus on active fund management and consistent performance as its key differentiator.