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Earnings Call Transcript

Canara Robeco Asset Management Company Earnings Call Transcript: Key Takeaways

Canara Robeco reported strong Q1 FY27 growth with PAT up 24% YoY, driven by significant mark-to-market gains and yield expansion despite volatile market conditions.

Highlights
Revenue growth20% YoY growth in revenue from operations to ₹116.20 crore.
MarginsYields improved to 37-38 bps; cost-to-income ratio maintained below 40%.
Demand visibilityStrong retail participation and geographical penetration driving industry AUM.
Management confidenceConfident, emphasizing equity focus and structural industry tailwinds.

Growth

Operational revenue grew 20% YoY; equity-heavy asset mix (91%) fueled profitability through yield improvement.

Outlook

Management targets two NFOs in FY27 and expansion into passive and SIS categories.

Risks

Rising compliance costs and declining active SIP accounts pose structural retention risks.

Source

Earnings Call Transcript filed with BSE, NSE: CRAMC. Summary written with AI assistance from the document.

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Canara Robeco Asset Management Company Ltd: key numbers

Share price
₹230.45
Market cap
₹4,596 Cr
Revenue (annual)
₹424.9 Cr
Net profit (annual)
₹203.8 Cr
P/E (TTM)
21.0×Sector 22.0×
Promoter holding
75.00%+0.00% QoQ
FII holding
1.28%Current quarter

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

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Board Meeting Date

Canara Robeco Asset Management Company Board Meeting Date

Canara Robeco Asset Management Company will hold a board meeting on October 9, 2026, to approve its financial results for the quarter ended September 30, 2026.