Aditya Birla Sun Life AMC Limited – Investor Presentation Summary

Key Operational Highlights

  • Total Assets Under Management (AUM) including alternate assets: ₹11,056 billion (Quarterly Average AUM as of Sep 30, 2026)
  • Mutual Fund Quarterly Average AUM: ₹4,418 billion, up 4% Year-over-Year
  • Equity Mutual Fund AUM: ₹2,092 billion, up 9% Year-over-Year with market share of 3.92%
  • Individual Monthly Average AUM: ₹2,177 billion (as of Sep 2026)
  • Passive AUM: ₹399 billion (Quarterly Average AUM)
  • PMS/AIF AUM including mandate: ₹6,576 billion Quarterly Average AUM
  • Real Estate AUM: ₹9 billion
  • Offshore AUM: ₹51 billion
  • Investor folios: 11.4 million as of Sep 30, 2026
  • MF Distributors: 96,000+
  • Locations: 310+
  • Digital Partners: 130+
  • SIP contribution: ₹10.94 billion for September 2026 with 4.17 million contributing accounts
  • Registered 705,000 new SIPs (including STP) for Q2 FY27
  • Empaneled 3,800+ new MFDs in H1 FY27

Key drivers of operational performance: Strong growth in alternate assets business, expansion of distribution network, and consistent SIP inflows.

Financial Highlights

Revenue: ₹5.3 billion (Q2 FY27 Total Revenue including other income)

EBITDA: Not explicitly disclosed in presentation

PAT: ₹2.2 billion (Q2 FY27)

EPS: Not explicitly disclosed for quarter (Annualized EPS approximately ₹34.13 based on presentation data)

Margins: Operating profit margin before tax of 52.4% on revenue from operations in Q2 FY27

YoY/QoQ comparison: Q2 FY27 PAT decreased 8% YoY (from ₹2.4 billion in Q2 FY26) and decreased 29% QoQ (from ₹3.1 billion in Q1 FY27). Revenue from operations increased 5% YoY to ₹4.8 billion in Q2 FY27.

Drivers of financial performance: 5% growth in revenue from operations offset by 21% increase in total expenses, primarily due to 33% increase in employee benefits expense. Other income declined 74% QoQ to ₹424 million in Q2 FY27.

Comparison to market estimates: Not specified

Key Risks: Not explicitly disclosed in presentation

Geographical Revenue Split

Domestic vs Export/Regional Revenue: Not specified

Balance Sheet Snapshot

Net Debt/Equity: Not explicitly disclosed

Reserves: Other equity of ₹37,369 million as of Sept 30, 2026

Current Assets/Liabilities: Other financial assets ₹1,947 million; Financial liabilities ₹1,931 million as of Sept 30, 2026

Working Capital/Leverage Metrics: Not explicitly disclosed

Financial Health Insights: Strong equity base of ₹38,816 million with investments of ₹38,120 million as of Sept 30, 2026

Capex & Cash Flow Health

Capital Expenditure: Not specified

Free Cash Flow: Not specified

Operating Cash Flow: Not specified

Net Debt Movement: Not specified

Investment Rationale: Not explicitly stated

Strategic & R&D Initiatives

Investments in Innovation: Building passives business with ₹399 billion AUM; Digital ecosystem development; Real estate fund raising underway for ABSL Real Estate Credit Opportunities Fund Series II

Expected impact on growth: Not quantified

Strategic Rationale: Multi-channel distribution strategy; Expanding distributor base; Investor education through 13,506+ awareness sessions reaching 1,109,450+ people

Industry Trends & Business Environment

Macro/Industry Trends: Not explicitly discussed beyond industry flow data

Impact on Company: Not explicitly discussed

Management Commentary & Growth Outlook

Strategic Outlook: "Staying focused on building scalable business driven by a strong and robust risk management and governance framework"

FY Guidance: Not explicitly provided

Market Share Targets: Equity market share of 3.92% mentioned

Risks and Opportunities: Not explicitly highlighted

Additional Information: Company paid final dividend of ₹25.50 per equity share (face value ₹5 each) for FY2026; Implemented new Labour Codes with incremental charge of ₹2.82 crores recognized in FY2026