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Investor Presentation

Aditya Birla Sun Life AMC Investor Presentation: Key Takeaways

Aditya Birla Sun Life AMC reported Q1 FY27 results with 11% YoY revenue growth and 12% PAT growth, crossing the ₹10 lakh crore closing AUM milestone driven by new EPFO mandates.

Highlights
Revenue growth11% YoY growth in total revenue to ₹625 crore.
MarginsYields: Equity 63-64 bps, Debt 24-25 bps, ETF 8 bps.
Order bookEPFO mandate added approximately ₹6.08 lakh crore to AUM.
Demand visibilityStrong institutional flows (EPFO/ESIC) and recovering retail SIP interest.
Management confidenceHigh; citing improved fund performance and new banking channel inclusions.

Growth

Revenue rose 11% YoY to ₹625 crore. Profit after tax increased 12% YoY to ₹309 crore. Total average AUM grew 42% YoY to ₹6.28 lakh crore.

Outlook

Targeting PMS AIF assets of ₹20,000-21,000 crore in 3 years; launching new SIF and GIFT City products; driving SIP growth via banking channels.

Risks

Below-normal monsoon (El Niño), geopolitical volatility, and potential yield dilution from AUM-based telescoping pricing and passive product mix shift.

Last quarter's promises, checked

Delivered

  • Guided launch of SIF vertical → Delivered APEX SIF Hybrid Long-Short (= BEAT)
  • Targeted new investor/partner apps → Launched both in Q4 (= BEAT)
  • Guided EPFO mandate readiness → Signed agreements and operationally ready (= BEAT)

Partly delivered

  • Targeted PMS/AIF growth → Grew 3x to ₹32,570cr but heavily ESIC-mandate dependent (= PARTIAL)
Source

Investor Presentation filed with BSE, NSE: ABSLAMC. Summary written with AI assistance from the document.

Read the document ↗

Aditya Birla Sun Life AMC Ltd: key numbers

Share price
₹1,014.50
Market cap
₹29,346 Cr
Revenue (annual)
₹1,845 Cr
Net profit (annual)
₹975.1 Cr
P/E (TTM)
29.1×Sector 22.0×
Promoter holding
74.71%-0.11% QoQ
FII holding
4.41%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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