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Aditya Birla Sun Life AMC Limited Q4 FY26 earnings call summary

NSE: ABSLAMC · BSE: 543374

Earnings call of 23 Apr 2026, summarised by AI from the filing.

Q4 FY26 PAT ₹187 cr (Q4 FY25: ₹228 cr) on mark-to-market reduction in other income; FY26 PAT ₹975 cr (FY25: ₹931 cr).

Key takeaways

  1. Q4 FY26 PAT ₹187 cr (Q4 FY25: ₹228 cr), lower on mark-to-market reduction in other income.
  2. ESOP guidance ₹8-10 cr per quarter employee cost impact expected next year from ESOP scheme.
  3. SIP momentum SIP contribution ₹1,204 cr in March 2026, up 11% quarter-on-quarter from ₹1,080 cr.
  4. PMS and AIF AUM grew to ₹32,570 cr in Q4 FY26 from ₹11,300 cr in Q4 FY25, about three times growth.
  5. TER impact Regulatory changes expected to have 3-4 bps impact, but management expects neutral to positive for AMC profitability.

Original filing on BSE

Aditya Birla Sun Life AMC Limited Q1 FY27 results

As filed: Revenue ₹463 cr (+4% year on year), EBITDA ₹258 cr (−3% year on year), PAT ₹309 cr (+12% year on year), EBITDA margin 55.7% (−364 bps).

The Q1 FY27 score, against the company's own trend, is for premium members.

Earlier results and the share price after them

  • Q4 FY26: Revenue ₹458 cr (+7% year on year), EBITDA ₹266 cr (+9% year on year), PAT ₹187 cr (−18% year on year), EBITDA margin 58.1% (+126 bps). Score 21 of 100, Below trend. Revenue, EBITDA and profit growth were well below the company's own trend. EBITDA margin rose 126 bps year on year. Tax rate 15%. Revenue fell 4% from last quarter. Revenue rose ₹29.2 cr on a year ago, against ₹63.0 cr the year before. Share price after the results: −0.8% in 29 days (Nifty 500: −1.5%).
  • Q3 FY26: Revenue ₹478 cr (+7% year on year), EBITDA ₹290 cr (+5% year on year), PAT ₹270 cr (+20% year on year), EBITDA margin 60.6% (−120 bps). Score 26 of 100, Below trend. Revenue and EBITDA growth were well below the company's own trend; profit growth was in line with it. EBITDA margin fell 120 bps year on year. Revenue rose ₹33.1 cr on a year ago, against ₹104 cr the year before. Share price after the results: +17.4% in 29 days (Nifty 500: +2.5%).
  • Q2 FY26: Revenue ₹461 cr (+9% year on year), EBITDA ₹283 cr (+13% year on year), PAT ₹241 cr (0% year on year), EBITDA margin 61.4% (+243 bps). Score 28 of 100, Below trend. Revenue, EBITDA and profit growth were well below the company's own trend. EBITDA margin rose 243 bps year on year. Profit fell 13% from last quarter. Revenue rose ₹37.0 cr on a year ago, against ₹89.0 cr the year before. Share price after the results: −13.8% in 28 days (Nifty 500: +0.1%).
  • Q1 FY26: Revenue ₹447 cr (+16% year on year), EBITDA ₹265 cr (+20% year on year), PAT ₹277 cr (+17% year on year), EBITDA margin 59.3% (+244 bps). Score 36 of 100, Below trend. Revenue, EBITDA and profit growth were below the company's own trend. EBITDA margin rose 244 bps year on year. Other income 32% of PBT. Revenue rose ₹60.0 cr on a year ago, against ₹76.0 cr the year before. Share price after the results: +0.4% in 29 days (Nifty 500: −1.9%).
  • Q4 FY25: Revenue ₹429 cr (+17% year on year), EBITDA ₹244 cr (+18% year on year), PAT ₹228 cr (+10% year on year), EBITDA margin 56.9% (+59 bps). Score 37 of 100, Below trend. Revenue and EBITDA growth were below the company's own trend; profit growth was well below it. EBITDA margin rose 59 bps year on year. Revenue fell 4% from last quarter. Revenue rose ₹63.0 cr on a year ago, against ₹69.0 cr the year before. Share price after the results: +14.6% in 30 days (Nifty 500: +4.3%).
  • Q3 FY25: Revenue ₹445 cr (+31% year on year), EBITDA ₹275 cr (+42% year on year), PAT ₹224 cr (+7% year on year), EBITDA margin 61.8% (+491 bps). Score 65 of 100, Above trend. Revenue and EBITDA growth were well above the company's own trend; profit growth was well below it. EBITDA margin rose 491 bps year on year. Profit fell 7% from last quarter. Profit rose ₹15.0 cr on a year ago, against ₹43.0 cr the year before.
  • Q2 FY25: Revenue ₹424 cr (+27% year on year), EBITDA ₹250 cr (+30% year on year), PAT ₹242 cr (+36% year on year), EBITDA margin 59.0% (+165 bps). Score 71 of 100, Above trend. EBITDA margin rose 165 bps year on year. Other income 29% of PBT. Not enough history for a trend yet: scored on growth alone.

Past price moves after results do not indicate future moves. Not a recommendation.

Aditya Birla Sun Life AMC Limited earnings call, investor presentation and press release summaries

Figures from the company's filings with NSE and BSE. Not investment advice.