KFin Technologies Ltd (NSE:KFINTECH)

Q1 2026 Kfin Technologies Ltd Earnings Call Transcript

Jul 25, 2025 / 05:30 AM GMT

Release Date Price: ₹1164.6 (-5.52%)

Transcript

Key Points

Positve

KFin Technologies Ltd (BOM:543720) continues to outperform the industry in terms of AUM growth, securing three new mutual fund mandates out of four this quarter.
The company has expanded its market share in the issuer solutions segment, now holding close to 51% of the market by market cap.
KFin Technologies Ltd (BOM:543720) has seen significant growth in its international business, with a 36% year-on-year increase in revenue.
The company has successfully launched its KRA business, signing up five marquee clients within weeks.
KFin Technologies Ltd (BOM:543720) has maintained a healthy margin of 41.5%, within its guidance range of 40-45%.

Negative

The yield for KFin Technologies Ltd (BOM:543720) has decreased from 3.6 bps to 3.43 bps, marking a 5% drop, which is higher than the typical annual decline of 3-4%.
The company's value-added services revenue growth appears weaker quarter-on-quarter, despite strong year-on-year performance.
There is a sequential decline in investor folios, attributed to seasonal factors and market conditions.
The company's market share in main board IPOs by value was only 18% this quarter, affected by a competitor securing a large IPO.
KFin Technologies Ltd (BOM:543720) is consciously moving away from its Global Business Solutions segment, impacting overall revenue growth.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

KFIN.NS - Kfin Technologies Ltd
Q1 2026 Kfin Technologies Ltd Earnings Call
Jul 25, 2025 / 05:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good morning and welcome to the KFin Technologies Limited Q1 F 526 earnings conference call hosted by IIFL Capital Services Limited.

As a reminder, all participant lines will remain in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes.

Should you need assistance during the conference call, please signal the operator by pressing, then 0 on your touchstone telephone.

Please note that this conference is being recorded.

I will now hand the conference over to Mr. Devesh Agarwal from IIFL Capital Services Limited for opening remarks.

Thank you and over to you.

Thank you, Ryan. Good morning

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