HDFC Asset Management Company Limited has informed the Exchange about Transcript
HDFCAMC · price
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HDFC AMC reported strong growth with QAAUM up 20% YoY to INR 9.3 trillion and profit after tax of INR 28.6 billion (16% YoY growth). The company added 3.5 million new unique investors, taking the total to 16.7 million, while SIP flows grew 33% YoY. Industry flows remained robust despite market volatility, with monthly SIP collections hitting an all-time high of INR 321 billion. Management discussed the impact of new TER/BER regulations, estimating a gross impact of 3-4 basis points on the existing book and removal of 5 basis points on new flows, which they plan to offset through commission optimization. The company highlighted its digital-first strategy, AI integration plans, and expansion into alternatives, PMS, and international business through GIFT City.
Strong operational performance with margin pressure from new regulations being managed through cost optimization. The company remains focused on distribution expansion and digital growth while navigating regulatory changes.