Q3 2026 360 One Wam Ltd Earnings Call Transcript
Key Points
- Total ARR AUM increased by 28% year-on-year to INR317,906 crore, indicating strong growth in assets under management.
- ARR revenue grew by 45.4% year-on-year to INR619 crore, driven by strong asset growth and improved retentions.
- The company recorded its highest ever quarterly PAT at INR331 crore, an increase of 20.3% year-on-year.
- Strong net flows of INR14,758 crore in Q3 FY26 and INR46,890 crore for nine months FY26, showcasing robust inflows.
- Successful integration and rebranding of B&K to 360 ONE Capital, enhancing sustainability and predictability of TBR revenues.
- Transaction and broking revenues rose only by 4.2%, indicating slower growth in this segment compared to others.
- Total costs remained flat compared to the previous quarter, with a cost-to-income ratio of 48.3%, suggesting limited cost optimization.
- Attrition-related outflows were noted earlier in the fiscal year, impacting net flows.
- The discretionary PMS segment is growing slowly, indicating challenges in building this franchise.
- ET Money is still in transition and may take an additional three to six months to discover its monetization model.
Good evening, ladies and gentlemen, and welcome to 360 ONE WAM earnings call for Q3 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. Anshuman Maheshwary, Chief Operating Officer; and Mr. Sanjay Wadhwa, CFO.
I now hand it over to Sanjay Wadhwa to take this conference ahead. Thank you.
Thank you, Anil. Very good evening to all the participants. Over the past year, Indian capital markets navigated a period of heightened volatility shaped by evolving geopolitical dynamics and intermittent bouts of market consolidation. Encouragingly, even in such challenging market environment, the asset and wealth management ecosystem continued to demonstrate resilience with healthy inflows driven by record levels of mutual fund SIP contributions, sustained activity in terms of
| Access to All Earning Calls and Stock Analysis | |
| 30-Year Financial on one screen | |
| All-in-one Stock Screener with unlimited filters | |
| Customizable Stock Dashboard | |
| Real Time Insider Trading Transactions | |
| 8,000+ Institutional investors’ 13F holdings | |
| Powerful Excel Add-in and Google sheets Add-on | |
| All data downloadable | |
| Quick customer support | |
| And much more... |
Trustpilot
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
