Please find attached Unaudited Financial Results along with Limited Review Report for the quarter ended June 30, 2025 as approved by Board of Directors at its meeting held today.
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Shriram AMC posted Q1 FY26 unaudited results with total income of ₹361.97 lakhs (up ~60% YoY from ₹225.74 lakhs), driven by a sharp rise in asset management fees (₹71.72L vs ₹42.77L, +68%) and higher fair value gains (₹210.13L vs ₹84.71L). Despite revenue growth, employee costs jumped to ₹394.75L (from ₹279.41L), pushing the company to a wider loss after tax of ₹275.76 lakhs (vs ₹252.01L loss YoY). EPS stood at ₹(1.73). G D Apte & Co gave a clean limited review report. Separately, the board approved execution of a Shareholders' Agreement between promoters SCCL and Sanlam Emerging Markets (Mauritius) Ltd (SEMML, which now holds 23% stake via a ₹105 crore preferential allotment), giving SEMML co-promoter status with reserved matter rights. Several director changes, including the re-appointment of MD & CEO Kartik Jain (Jan 2026–Jan 2029), three new directors, three resignations, and a new Chairman were also approved.
Mixed near-term signal: strong topline momentum and a credible global partner (Sanlam) coming in as co-promoter with board-level influence is positive for long-term growth, but continued quarterly losses and rising employee costs suggest profitability remains distant. Existing minority shareholders should note that SEMML now has meaningful veto rights over key decisions (budget, share issuance, board composition, KMP appointments), which limits unilateral control by existing promoters.