Announced Tue, 28 Apr · 14:45 IST

UTI Asset Management Company Limited has informed the Exchange about Transcript

Mgmt Guided Margin PressureInvestor Communications View source PDF

UTIAMC · price

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-2.2%1-day move
₹975.00
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₹962.75
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AI summary

UTI AMC shared its Q4 and FY26 earnings call transcript. Consolidated core income rose to Rs 1,539 crores (from Rs 1,445 crores) but normalized PAT fell sharply to Rs 511 crores (from Rs 731 crores) due to a one-off VRS/family pension provision. The board declared a Rs 40 per share dividend for FY26. Group AUM reached Rs 23.42 lakh crores and MF AUM grew to Rs 3.88 lakh crores, with 7.16 lakh new investor PANs added and 14.5 lakh gross SIP registrations (76% via digital). EPFO and CMPFO mandates were renewed for 5-year tenures, and UTI received Retail FME license for GIFT City. Management guided for 1–2 bps yield dilution in FY27 from SEBI TER cuts and asset mix shift, and employee cost run rate of Rs 90–95 cr/quarter (standalone) and Rs 125–130 cr/quarter (consolidated).

Likely market impact

Yield compression and lower employee cost savings cap near-term margin expansion, while the Rs 40 dividend and renewed institutional mandates support stable shareholder returns. Focus on SIP-led growth, digital scale-up, and operating leverage sets the medium-term growth narrative.