Financial Performance Highlights (Consolidated, ₹ Mn)
Quarterly Comparison
| Particulars | Q1 FY27 | Q4 FY26 | QoQ Change | Q1 FY26 | YoY Change |
| Revenue from Operations | 1,162 | 1,142 | +2% | 971 | +20% |
| Total Expenses | 464 | 456 | +2% | 415 | +12% |
| - Employee Benefit Expenses | 281 | 237 | +19% | 249 | +13% |
| - Other Expenses | 152 | 194 | -22% | 144 | +6% |
| Profit Before Tax | 994 | 582 | +71% | 799 | +24% |
| Profit After Tax | 756 | 414 | +83% | 610 | +24% |
Business Highlights as of June 30, 2026
- Total Assets Under Management (AUM): ₹1,195 billion (up 2% year-over-year)
- Quarterly Average Assets Under Management (QAAUM): ₹1,187 billion (up 7% year-over-year)
- Equity-oriented QAAUM: ₹1,081 billion (up 7% year-over-year)
- Total folio count: 5.05 million
- Geographical presence: 29 branches across India
Company Background Information
- Jointly promoted by Canara Bank and ORIX Corporation Europe N.V.
- Over three decades of experience in mutual fund industry
- Offers investment solutions across equity, debt, and hybrid asset classes
- Distribution network: Over 56,819 distributor partners
- Investor base composition: 86% retail investors, 24% from B30 cities, 28% direct contributions to total monthly average AUM
Additional Information
The document includes a standard cautionary statement regarding forward-looking statements, noting that actual results may differ due to regulatory changes, economic developments, and other risk factors.