ALFA Finder
The call ran from 4:01 PM to 4:45 PM IST (45 min).
Key takeaways
Strong H1 FY27: income ₹616 Cr (+35%), PAT ₹169 Cr (+35%), FPAUM ₹49,164 Cr. Infra Fund One exit flatters Q1 earnings, and fee growth trails AUM growth.
| Revenue growth | Total income ₹616 Cr, +35% YoY H1; fees ₹333 Cr, +24%. |
|---|---|
| Margins | Cost-to-income steady at 64-65%; PAT yield ~0.72%, aspires 65-70 bps. |
| Demand visibility | Cites multi-decadal alternatives growth; no quantified sector demand data. |
| Management confidence | Over-optimistic; repeated aspirational targets, evasive on dry powder split. |
Growth
FPAUM +28% YoY, but management fee +24% in H1, lagging AUM. Q1 PAT includes one-off Infra Fund One exit income and distribution cost effects.
Outlook
Aims for 20-30% FPAUM and PAT growth over medium to long term, 30% ROE, and 40-50% payout. No fiscal-year targets given.
Risks
Fee growth lags FPAUM; ₹20-25k Cr dry powder left unquantified; distribution costs weigh on net yields; one-off exit effects flatter PAT.
Summary by ALFA Finder, written with AI assistance from our own recording of the call, published . Open it on ALFA Filings ›
The results behind this call
EAAA India Alternatives Q2 FY27 Results: Net Profit ₹88.1 Cr, Up 26.9% YoY
EAAA India Alternatives Ltd reported revenue from operations of ₹251.5 Cr (+12.9% YoY) and net profit of ₹88.1 Cr (+26.9% YoY) for Q2 FY27.
- Key figure
- Net profit ₹88.1 Cr · +26.9% YoY
Call details
| Company | EAAA India Alternatives Limited |
|---|---|
| NSE symbol | EDELALTS |
| ISIN | INE528L01027 |
| Call | Q2 FY27 earnings call |
| Date | Wednesday, 11 November 2026 |
| Time | 4:00 PM IST |
| Length | 45 min |
| Audio | Our stream on YouTube ↗ |
EAAA India Alternatives Limited: key numbers
- Share price
- ₹1,735.00
- Market cap
- ₹11,218 Cr
- Revenue (annual)
- ₹751.2 Cr
- Net profit (annual)
- ₹432.6 Cr
- Promoter holding
- 83.88%
- FII holding
- 1.25%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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