Financial Performance - Q1 FY2027 (Consolidated)

  • Total Revenue from Operations: ₹347.6 crore, up 18.3% YoY from ₹293.8 crore in Q1 FY26
  • Operating Profit: ₹89.1 crore with operating margin of 25.6%
  • Profit Before Tax: ₹100.2 crore, up 44.0% YoY
  • Profit After Tax: ₹74.8 crore, up 44.4% YoY from ₹51.8 crore
  • Earnings Per Share: ₹18.05, up 44.4% YoY from ₹12.50
  • Profit After Tax Margin: 21.5%, improved from 17.6% in Q1 FY26

Revenue Breakdown - Q1 FY2027

  • Mutual Fund Distribution Commission: ₹293.4 crore
  • Insurance Distribution Commission: ₹35.1 crore
  • Stock Broking & Allied Services: ₹5.6 crore
  • Other Financial & Non-Financial Products: ₹10.2 crore
  • Interest Income: ₹2.2 crore
  • Net Gain on Fair Value Changes: ₹1.1 crore

Assets Under Management (AUM)

  • Total AUM: Crossed ₹1,400 billion mark
  • Quarterly Average AUM: ₹133,096 crore, up 20.8% YoY
  • Equity AUM Composition: 96.8% of total mutual fund AUM
  • Equity Net Sales: ₹3,790 crore in Q1 FY27, up 49.9% YoY

SIP Performance

  • SIP Book: ₹1,203 crore as of June 2026
  • Monthly SIP Flow: ₹1,188 crore as of March 2026
  • SIP Contribution to Gross Equity Inflows: 43.2% in FY26

Insurance Business - Q1 FY2027

  • Total Premium: ₹191.3 crore
  • Life Insurance: ₹136.5 crore
  • General Insurance: ₹54.7 crore
  • Fresh Premium: ₹47.5 crore, up 73.4% YoY
  • Life Insurance: ₹30.3 crore
  • General Insurance: ₹17.1 crore
  • Total Commission: ₹35.1 crore
  • Life Insurance: ₹21.1 crore
  • General Insurance: ₹14.0 crore

Operational Metrics

  • Employee Strength: 1,639 employees
  • Channel Partners: 38,225 trained partners
  • Geographic Presence: 156 locations across 21 states
  • MFD Base: 38,225 partners with every fifth MFD in India working with Prudent

Market Position

  • Industry Rank: 4th largest mutual fund distributor in FY25
  • Non-Bank Rank: 2nd largest non-bank mutual fund distributor
  • Market Share: 5.01% of industry commission in FY25
  • Commission Growth: 43.8% YoY in FY25 to ₹105,838 lacs

Strategic Acquisitions

  • Karvy Stock Broking Acquisition (Completed Nov 2021): ₹8,093 crore AUM acquired for ₹151 crore
  • iFast Acquisition: ₹517 crore AUM acquired for ₹2.26 crore
  • Indus Capital Acquisition (Completed Oct 2025): ₹2,104 crore MF AUM + ₹145 crore PMS-AIF AUM for ₹123.75 crore (upfront + deferred payments)

Treasury Position

  • Total Investments: ₹650.8 crores as of 30th June 2026
  • Cash Flow from Operations CAGR: 30.0% FY21-26
  • Treasury Book: ₹585 crore as of March 2026

Leadership Team

  • Sanjay Shah: Chairman & Managing Director, 35 years experience, CA
  • Shirish Patel: CEO & Whole-time Director, 26 years experience, MBA
  • Chirag Shah: Non-Executive Director, 25 years experience, CA
  • Board Includes: Karan Kailash Datta, Shilpi Thapar, and Aniket Talati as Independent Directors

Technology Initiatives

  • Edge+: AI-powered business management tool for MFDs (now live in beta)
  • Fundzbazar Platform: Technology-enabled investment platform
  • Partner Desk: Comprehensive digital platform for channel partners

Historical Performance

  • AUM CAGR: 35% FY21-26
  • Revenue CAGR: 34% FY22-26 (Other Financial Products)
  • PAT CAGR: 37.6% FY21-26
  • Operating Margin Expansion: From 19.9% in FY21 to 23.5% in FY26

Shareholding Pattern

  • Major Institutional Holders: HSBC AMC (1.72%), Kotak Mahindra AMC (5.29%), Nippon Life AMC (2.05%), T Rowe Price (2.04%)
  • Market Capitalization: ₹11,966 crore as on 24.07.26
  • Face Value: ₹5.0