Canara Robeco Asset Management Company Limited Q2 FY26 earnings call summary

Earnings call of 31 Oct 2025, summarised by AI from the filing.

Canara Robeco reports H1 FY26 revenue ₹229.3 cr (+11% YoY) and PAT ₹109.7 cr (+9% YoY), with 20% growth aspiration.

Key takeaways

1. Growth guidance Management aspires to grow upwards of 20% going forward, subject to markets performing.
2. Yield focus Management comfortable with 30-40 bps margin range, prioritizing business over yield.
3. Product pipeline Two NFOs planned: Banking and Financial Services Fund and Innovation Fund, subject to approvals.
4. Regulatory risk SEBI consultation paper on 5 bps removal for AMCs; impact uncertain until final guidelines.

Original filing on BSE

Canara Robeco Asset Management Company Limited Q2 FY27 results

As filed: Revenue ₹122 cr (+6% year on year), EBITDA ₹76.2 cr (+2% year on year), PAT ₹59.2 cr (+8% year on year), EBITDA margin 62.6% (−244 bps).

The Q2 FY27 score, against the company's own trend, is for premium members.

Earlier results and the share price after them

• Q1 FY27: Revenue ₹116 cr (+1% year on year), EBITDA ₹72.8 cr (−2% year on year), PAT ₹75.6 cr (+37% year on year), EBITDA margin 62.7% (−241 bps). Score 31 of 100, Below trend. EBITDA margin fell 241 bps year on year. Other income 30% of PBT. Year-ago figures are half of the company's half-year result (it reported half-yearly then). Not enough history for a trend yet: scored on growth alone. Share price after the results: +4.8% in 30 days (Nifty 500: +0.7%).
• Q4 FY26: Revenue ₹114 cr, EBITDA ₹71.0 cr, PAT ₹41.4 cr, EBITDA margin 62.2%. Not scored. No result for the same quarter last year. Share price after the results: −12.1% in 30 days (Nifty 500: +0.6%).
• Q3 FY26: Revenue ₹110 cr, EBITDA ₹61.3 cr, PAT ₹52.8 cr, EBITDA margin 55.8%. Not scored. No result for the same quarter last year. Share price after the results: −8.1% in 30 days (Nifty 500: +1.5%).
• H1 FY26: Revenue ₹229 cr, EBITDA ₹149 cr, PAT ₹110 cr, EBITDA margin 65.1%. Not scored. No result for the same half-year last year. Share price after the results: −14.3% in 30 days (Nifty 500: +0.5%).

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

Canara Robeco Asset Management Company Limited earnings call, investor presentation and press release summaries

• Q1 FY27: Earnings call (22 Jul 2026), Results deck (21 Jul 2026), Results press release (21 Jul 2026)
• Q4 FY26: Earnings call (28 Apr 2026), Results deck (28 Apr 2026), Results press release (28 Apr 2026)
• Q3 FY26: Earnings call (27 Jan 2026), Results deck (20 Jan 2026), Results deck (24 Jan 2026), Results press release (21 Jan 2026)
• Q2 FY26: Earnings call (31 Oct 2025), Results deck (30 Oct 2025), Results deck (31 Oct 2025)