ALFA Finder
The call ran from 3:31 PM to 4:33 PM IST (1 h 3 min).
Key takeaways
Consolidated PAT after minority up 50% YoY to ₹193 Cr; Zuno turned profitable and EAA listed. Narrative is heavy, while hard numbers on revenue, margins and debt are thin.
| Margins | Zuno EOM fell to 31.6% from 34.1% year-ago; down from 46% four years ago. |
|---|---|
| Demand visibility | Industry GI penetration headroom large; ARC acquisitions expected up 40-50% this year. |
| Management confidence | Upbeat, confident; heavy on narrative, light on guidance numbers. |
Growth
PAT after minority +50% YoY to ₹193 Cr; Zuno GDPI +51%, GWP +49%, motor +69%; no revenue figure given.
Outlook
Nido equity to ~₹2,400 Cr in 18 months; EAA fund raise target ~₹17–18k Cr this year.
Risks
Corporate debt ~₹4,000 Cr; holding-company discount and demerger questions deflected; insurance distribution reform transition risk.
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
Edelweiss Financial Services Q2 FY27 Results: Net Profit ₹207.3 Cr, Up 18.2% YoY
Edelweiss Financial Services Ltd reported revenue from operations of ₹2,199 Cr (+18.4% YoY) and net profit of ₹207.3 Cr (+18.2% YoY) for Q2 FY27.
- Key figure
- Net profit ₹207.3 Cr · +18.2% YoY
What management said last time
Full summary →From the call summary published .
Outlook they gave
Insurance businesses targeted to breakeven in FY27. Corporate debt reduction target of sub-INR4,000 Cr following Nido/EAAA transactions.
Growth they described
EAAA fee-paying AUM grew 27% to INR48,623 Cr; PAT grew 45% to INR81 Cr. Mutual fund equity AUM rose 32% to INR96,000 Cr.
Call details
| Company | Edelweiss Financial Services Ltd |
|---|---|
| NSE symbol | EDELWEISS |
| ISIN | INE532F01054 |
| Call | Q2 FY27 earnings call |
| Date | Friday, 13 November 2026 |
| Time | 3:30 PM IST |
| Length | 1 h 3 min |
| Audio | Our stream on YouTube ↗ |
Edelweiss Financial Services Ltd: key numbers
- Share price
- ₹129.42
- Market cap
- ₹12,250 Cr
- Revenue (annual)
- ₹10,417 Cr
- Net profit (annual)
- ₹546.6 Cr
- P/E (TTM)
- 20.4×Sector 21.2×
- Promoter holding
- 31.54%-0.72% QoQ
- FII holding
- 18.74%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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