Q4 2026 360 One Wam Ltd Earnings Call Transcript
Key Points
- 360 One Wam Ltd (BOM:542772) reported a significant increase in total ARR AUM to INR311,940 crores, up 26% year-on-year.
- The company achieved a strong ARR revenue growth of 34.5% year-on-year, reaching INR2,289 crores.
- The integration of B&K Securities into 360 One Capital has been completed, enhancing the company's institutional equities business.
- The company recorded its highest full-year PAT in FY26 of INR1,225 crores, marking a 20.7% increase.
- The Board approved an interim dividend of INR6 per share, reflecting a disciplined capital allocation strategy.
- The company received a tax demand of INR336 crores from tax authorities, which it plans to appeal.
- Cost-to-income ratio increased slightly to 49.9%, indicating higher operational costs.
- The discretionary PMS segment has been experiencing outflows for several quarters.
- There is a noted challenge in maintaining competitive yields amidst market pressures.
- The integration and synergy realization from the UBS collaboration and new business initiatives have been slower than anticipated.
Good evening, ladies and gentlemen, and welcome to 360 One Wam earnings call for Q4 FY26. (Operator Instructions) Please note this conference is being recorded.
On the call today, we have with us Mr. Karan Bhagat, MD and CEO; Mr. Yatin Shah, CEO of the Wealth Business; Mr. Sahil Murarka, CEO of 360 One Capital; Mr. Sanjay Wadhwa, CFO; and Mr. Anshuman Maheshwary.
I now hand it over to Mr. Sanjay Wadhwa to take this call forward.
Thank you, Anil. A very good evening to all the participants. FY26 has been a landmark year for 360 One, one in which we have delivered strong financial outcomes and also meaningfully expanded the platform to complete our flywheel. Our core tenets, the growth, resilience and agility have once again been validated in a year that tested markets and businesses alike.
FY26 was characterized by complex interplay of global and domestic factors. Indian capital markets saw periods of increased volatility, driven by evolving
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