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Investor Presentation

UTI Asset Management Company Investor Presentation: Key Takeaways

UTI AMC reported Q1 FY27 consolidated core revenue of ₹379 crore and PAT of ₹129 crore (up 6% YoY). Focus remains on Mission 2031 to double AUM via SIP growth and digital expansion.

Highlights
Revenue growthConsolidated core revenue stable YoY, up 1% QoQ.
MarginsYields: Equity/Hybrid ~72-73 bps, ETF/Index ~8 bps, Fixed Income ~20 bps.
Demand visibilityStrong retail participation; industry folio base expanding to 28 crores.
Management confidenceHigh; confident in long-term structural resilience and India's growth story.

Growth

Standalone core EBITDA reached ₹171 crore, up 1% YoY; consolidated core PAT grew 6% YoY. Total group AUM crossed ₹20 lakh crore.

Outlook

Mission 2031 targets 2x current AUM. Management guides standalone employee cost at ₹95 crore and consolidated at ₹130 crore per quarter.

Risks

Redemption pressure in flexi-cap category and negative sentiment/cyclical issues impacting international business flows over the last two years.

Last quarter's promises, checked

Delivered

  • Guided standalone employee cost ₹90-95cr → delivered ₹95cr (= BEAT)
  • Guided consolidated employee cost ₹125-130cr → delivered ₹130cr (= BEAT)
  • Guided TER impact to be passed to intermediaries → delivered no margin dilution (= BEAT)

Partly delivered

  • Guided growth in SIP book → delivered 8.05% YoY growth but overall core revenue stable (= PARTIAL)

Missed

  • Guided 7.16 lakh new PAN additions (FY26) → delivered 2.51 lakh Q1 FY27 (= MISS)
Source

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

Read the document ↗

UTI Asset Management Company Ltd: key numbers

Share price
₹850.85
Market cap
₹10,937 Cr
Revenue (annual)
₹1,698 Cr
Net profit (annual)
₹404.1 Cr
P/E (TTM)
22.8×Sector 20.8×
Promoter holding
0.00%+0.00% QoQ
FII holding
6.71%Current quarter

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

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