Q4 2025 360 One Wam Ltd Earnings Call Transcript
Key Points
- 360 One Wam Ltd (BOM:542772) reported a 23% year-on-year increase in total ARR AUM, reaching INR46,828 crores.
- The company recorded its highest-ever annual PAT at INR1,015 crores, marking a 26.6% increase year-on-year.
- A strategic collaboration with UBS AG is expected to enhance global wealth management solutions and expand client offerings.
- The Board approved an interim dividend of INR6 per share for FY26, reflecting strong financial health.
- The cost-to-income ratio improved to 45.9% from 48.7% in FY24, indicating better operational efficiency.
- AMC AUM experienced a marginal reduction on a quarter-on-quarter basis due to negative market-to-market impacts.
- Tangible ROE decreased to 24.3% in FY25 from 30.1% in FY24, with expectations of improvement in future quarters.
- The company faced a net outflow of INR2,300-2,400 crores due to senior personnel attrition.
- The integration of UBS AG's India wealth management business involves a net consideration of INR307 crores, which may impact short-term financials.
- ESOP expenses have been higher than historical levels, affecting overall cost structure.
Good evening, ladies and gentlemen. Welcome to 360 ONE WAM's Q4 and FY25 earnings call.
(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, Chief Executive Officer- 360 ONE Wealth; Mr. Anshuman Maheshwary, Chief Operating Officer; and Mr. Sanjay Wadhwa, Chief Financial Officer.
I now hand it over to Sanjay to take this conference ahead.
Thank you, Anil. A very good evening to everyone on the call, today.
Amidst a volatile capital market, particularly in the second half of the year, the growth in our client base continued to be very healthy.
For this year, we have onboarded over 440 new clients, with INR10-plus crores Wealth ARR AUM. Presently, we have 3,300-plus clients, with total AUM of INR10-plus crores, who account for 95% of Wealth AUM, excluding custody.
Before we deep-dive into financials, we would like to highlight that the Board has
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