Q2 2026 Aditya Birla Sun Life AMC Ltd Earnings Call Transcript
Key Points
- Aditya Birla Sun Life AMC Ltd (BOM:543374) achieved a milestone of 4.25 crore in average AUM, reflecting a 14% year-on-year growth.
- The company's mutual fund quarterly average AUM grew by 11% year-on-year, showcasing strong performance in asset management.
- The company has been selected by EPFO to manage its debt portfolio, reinforcing trust in its capabilities.
- Aditya Birla Sun Life AMC Ltd's real estate business has grown by 23% year-on-year, with plans to double the book size by the end of the financial year.
- The company reported a 9% year-on-year increase in revenue from operations for Q2 FY26, with operating profit up by 13% year-on-year.
- The company's SIP market share has declined from 4.1% to 3.6%, indicating challenges in maintaining its position in the SIP market.
- There has been a marginal drop in equity yields by 1 to 2 basis points due to telescoping prices.
- Offshore AUM has declined sequentially, attributed to portfolio restructuring and reduced exposure by FIIs.
- Employee expenses are expected to grow by 10-12% for the entire year, indicating rising operational costs.
- The company faces challenges in the midcap and small cap segments, with market share still below industry levels despite improved performance.
Ladies and gentlemen, good day and welcome to Aditya Birla Sun Life Asset Management Company Limited, Q2 and H1FY26 earnings conference call hosted by Rick Capital.(Operator Instructions) I now have the conference over to Ms. Richa Singh from Rick Capital.
Thank you and over to you, ma'am.
Thank you. Good evening, everyone. I welcome you all to Aditya Villa Sun Life Asset Management Company Limited offer the Q2NH1 FY26 earnings conference call along with us, we from the management we have Mr. A. Bala Subramanyam, MD and CEO Mr. Pradeep Sharma, CFO. We are thankful to the management for allowing us this opportunity. I would now. I'd like to hand over the call to Mr. Bala for his opening.
Thank you and over to you, sir.
Yeah.
Thank you, Richard, and let me begin extending my Diwali greeting.
And prosperous newer to everyone.
And good evening to everyone and thank you for joining us the call
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