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Earnings Call Transcript

Edelweiss Financial Services Earnings Call Transcript: Key Takeaways

Edelweiss reported Q1FY27 consolidated PAT of INR122 Cr, up 83% YoY. Strategy focuses on listing key subsidiaries, starting with the Alternative Asset business (EAAA) in Q3FY27.

Highlights
MarginsEAAA PAT margin at 24% and 29% ROE.
Demand visibilityStrong growth in alternative assets and insurance segments.
Management confidenceHigh

Growth

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.

Outlook

Insurance businesses targeted to breakeven in FY27. Corporate debt reduction target of sub-INR4,000 Cr following Nido/EAAA transactions.

Risks

Co-lending regulatory changes impacted housing finance; global volatility and geopolitical risks noted as external headwinds.

Source

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

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Edelweiss Financial Services Ltd: key numbers

Share price
₹136.83
Market cap
₹12,952 Cr
Revenue (annual)
₹10,417 Cr
Net profit (annual)
₹546.6 Cr
P/E (TTM)
21.5×Sector 22.0×
Promoter holding
32.26%+0.00% QoQ
FII holding
19.47%Current quarter

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

More from Edelweiss Financial Services Ltd

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17:17 IST BSE
Merger & Restructuring

Edelweiss Financial Services Merger & Restructuring Worth ₹2,027 Cr

Edelweiss Financial Services completed the sale of a 45% stake in its subsidiary, Nido Home Finance, to CA Sardo Investments and Salisbury Investments for Rs. 2,027.27 Crore.

Value
₹2,027 Cr
15:55 IST BSE
Debt & Borrowing

Edelweiss Financial Services Debt & Borrowing: ₹0.15 Cr

Edelweiss Financial Services has paid a monthly interest of ₹0.15 Crore on its secured non-convertible debentures. The payment corresponds to ISIN INE532F07CA6 with a 9.3% interest rate.

Value
₹0.15 Cr
10:16 IST BSE
Debt & Borrowing

Edelweiss Financial Services Debt & Borrowing: ₹300 Cr

Edelweiss Financial Services announces a ₹300 Crore public issue of secured redeemable NCDs rated Crisil A+/Stable. Proceeds will repay existing borrowings and fund general corporate purposes.

Value
₹300.0 Cr
22:29 IST BSE
Legal & Regulatory

Edelweiss Financial Services Legal & Regulatory

SEBI settled proceedings against Edelweiss subsidiary Comtrade Commodities under the NSEL Settlement Scheme 2025. The settlement has no material financial impact on company operations.

22:43 IST BSE
Debt & Borrowing

Edelweiss Financial Services Debt & Borrowing: ₹300 Cr

Edelweiss Financial Services Limited announced a public issue of secured, redeemable, non-convertible debentures aggregating up to ₹300 Crore, including a green shoe option.

Value
₹300.0 Cr
17:03 IST BSE
Debt & Borrowing

Edelweiss Financial Services Debt & Borrowing: ₹140.6 Cr

Edelweiss Financial Services has completed the full redemption of three series of Secured, Redeemable Non-Convertible Debentures, totaling ₹14.06 Crore, upon their maturity.

Value
₹140.6 Cr