ALFA Finder| Revenue growth | 14% year-on-year growth. |
|---|---|
| Margins | Operating margin at 35 bps; targeting 33-35 bps corridor. |
| Demand visibility | Strong SIP momentum with industry-leading folio growth of 28%. |
| Management confidence | High; focusing on long-term structural SIP flows and alternatives. |
Growth
Revenue grew 14% YoY to INR 11 billion; Operating Profit increased 10% YoY; PAT rose 12% YoY to INR 8.4 billion.
Outlook
Targeting net operating margins between 33-35 bps of AUM; expanding alternatives platform including private credit and SIF offerings.
Risks
Outflows in debt schemes due to interest rate volatility; market share dips in active equity due to MTM movements.
Last quarter's promises, checked
Delivered
- Guided 3-4 bps TER impact → delivered 35 bps operating margin (= BEAT)
- Commitment to expand physical/digital footprint → added 3.5m unique investors (= BEAT)
- Targeted growth in alternatives/PMS → awarded EPFO/SPFO mandates and IFC private credit close (= BEAT)
Partly delivered
- Aspiration to grow market share → share remained constant at ~13% (= PARTIAL)
Earnings Call filed with BSE, NSE: HDFCAMC. Summary written with AI assistance from the document.
HDFC Asset Management Company Ltd: key numbers
- Share price
- ₹2,732.70
- Market cap
- ₹1,17,258 Cr
- Revenue (annual)
- ₹4,122 Cr
- Net profit (annual)
- ₹2,858 Cr
- P/E (TTM)
- 39.4×Sector 20.8×
- Promoter holding
- 52.29%-0.05% QoQ
- FII holding
- 24.07%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from HDFC Asset Management Company Ltd
All →HDFC Asset Management Company Other Announcement
HDFC Asset Management Company filed its quarterly shareholding pattern as of 30 September 2026. HDFC Bank, the promoter, holds about 52.29 percent.
HDFC Asset Management Company Investor Presentation: Key Takeaways
HDFC AMC reported Q2 FY27 PAT of ₹7,499 mm, up 4% YoY. The company maintains a 11.1% total AUM market share with a focus on equity-oriented assets.
HDFC Asset Management Company Q2 FY27 Results: Net Profit ₹748.7 Cr, Up 4.2% YoY
HDFC Asset Management Company Ltd reported revenue from operations of ₹1,170 Cr (+13.9% YoY) and net profit of ₹748.7 Cr (+4.2% YoY) for Q2 FY27.
- Key figure
- Net profit ₹748.7 Cr · +4.2% YoY
HDFC Asset Management Company Employee Stock Options
HDFC AMC's NRC granted 53,925 ESOPs and 14,925 PSUs (68,850 shares) to employees. Options priced at ₹2,296.90 each under the 2025 ESOP & PSU Scheme.
HDFC Asset Management Company Other Announcement
The company filed its quarterly shareholding pattern for the period ended September 30, 2026, in compliance with SEBI Regulation 31(1)(b).
HDFC Asset Management Company Board Meeting Date
HDFC Asset Management Company will hold a board meeting on October 15, 2026, to consider and approve its unaudited financial results for the quarter ended September 2026.