ICICI Prudential AMC Q4 FY26 earnings call transcript filed

Mgmt Guided Margin ImprovementMgmt Guided Margin PressureInvestor Communications View source PDF

ICICIAMC · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close

+6.3%1-day move

₹3329.90

prior close

₹3338.90

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After-mkt

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5m10m15m30m1D2D3D4D5D7D15D1M2M3M

+1.3+0.8-0.1-0.0+6.3+3.1+0.3-1.2-1.5-0.3-4.8-5.6+2.3-6.3

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AI summary

ICICI Prudential AMC filed Q4 FY26 earnings call transcript. QAAUM grew 25.6% YoY to INR11.05 trn with 13.5% market share. Operating revenue up 19.5% YoY to INR15.17 bn. PAT rose 10.4% YoY to INR7.63 bn (down 16.8% QoQ on MTM loss). FY26 operating margin improved to 37.6 bps from 35.9 bps. ROE 85.8%. Final dividend INR12.4/share. CFO flagged 3-4 bps gross TER impact from Apr 1 regulatory change. ICICI Ventures AIF transfer effective Apr 1, 2026.

Likely market impact

Strong YoY AUM and profit growth; FY26 margin expansion is positive, but near-term 3-4 bps TER headwind and MTM drag on Q4 PAT warrant monitoring.