Aditya Birla Sun Life AMC (ABSLAMC) Q3 25/26 earnings summary

Executive summary

• Achieved highest-ever average AUM at ₹4.81 lakh crores (Rs. 4,814 billion), up 20% year-on-year, with mutual fund AUM at ₹4.42 lakh crores (Rs. 4,432 billion), up 14-15% year-on-year.

• Equity mutual fund AUM reached ₹2 lakh crores (Rs. 1,994 billion), growing 11% year-on-year, with a 45% equity mix.

• Alternate business (PMS & AIF) AUM grew eightfold to ₹22,000 crores (Rs. 327 billion), with strong organic growth excluding ESIC mandate.

• Serviced 10.8 million folios as of December 31, 2025, up 3% year-on-year.

• Unaudited standalone and consolidated financial results for the quarter and nine months ended December 31, 2025, were approved and released following a board meeting on January 22, 2026.

Financial highlights

• Q3 FY26 revenue from operations at ₹478 crores (Rs. 4.8 billion), up 7% year-on-year; profit after tax at ₹358 crores (Rs. 2.7 billion), up 19-20% year-on-year.

• Nine-month revenue from operations at ₹1,387 crores (Rs. 13.9 billion), up 10% year-on-year; profit after tax at ₹788 crores (Rs. 7.9 billion), up 12% year-on-year.

• Standalone net profit for Q3 FY26 was ₹272.35 crore, up from ₹222.39 crore in Q3 FY25; consolidated net profit for Q3 FY26 was ₹269.52 crore, up from ₹224.47 crore in Q3 FY25.

• Other income in Q3 FY26 rose 119% year-over-year to Rs. 843 million.

• Alternative revenue for Q3 was ₹34 crores, about 4.5% of total revenue.

Outlook and guidance

• Positive outlook for FY27 with nominal GDP growth projected at 9.75% and inflation expected to normalize around 3.75%.

• Focus remains on scalable business growth, expanding geographic reach, and strengthening multi-channel distribution.

• Continued emphasis on digital platforms, sustainable SIP growth, and robust risk management.

• Minimal impact anticipated from regulatory changes on yields; ESOP costs to impact employee expenses in coming quarters.

• The company continues to monitor regulatory changes, including the implementation of new Labour Codes, and will account for further impacts as rules are notified.