Aditya Birla Sun Life AMC Q2FY26 Results: Strong Growth in Profitability and Assets Under Management
DSIJ Intelligence-1 / 24 Oct 2025/ Categories: Mindshare, Trending
The company has a market cap of over Rs 24,000 crore and has a good return on equity (ROE) track record: 3 years ROE 27 per cent with a maintaining a healthy dividend payout of 58 per cent.
Aditya Birla Sun Life AMC Limited (ABSLAMC) reported a strong performance for the second quarter of the fiscal year 2026, with key financial metrics showing significant year-on-year growth. Revenue from Operations for Q2 FY26 increased by 9 per cent to Rs 4.6 billion. This growth in the top line translated into a more significant rise in profitability, with the Operating Profit climbing 13 per cent year-on-year to Rs 2.7 billion. The company's Profit After Tax for the quarter stood at Rs 2.4 billion.
The company saw robust expansion across its asset base, with the Mutual Fund Quarterly Average Assets Under Management (QAAUM) reaching Rs 4,252 billion, marking an 11 per cent year-on-year increase. The overall QAAUM, including Alternate assets, grew even faster, by 15 per cent year-on-year to Rs 4,608 billion. Specifically, Equity Mutual Fund QAAUM grew 7 per cent year-on-year to Rs 1,924 billion, representing a healthy 45.3 per cent mix of the total mutual fund QAAUM.
A major highlight was the exceptional growth in the PMS/AIF QAAUM, which witnessed an extraordinary 8x year-on-year growth to Rs 303 billion, largely driven by the inclusion of the ESIC mandate, which accounted for Rs 258 billion. Furthermore, the company's focus on passive products continued to pay off, with Passive QAAUM growing 20 per cent year-on-year to Rs 361 billion. This asset gathering was supported by the servicing of 10.7 million folios as of September 30, 2025, an increase of 5 per cent from the previous year.
The company also underscored strong traction from retail and beyond-30 (B-30) cities. The Individual Monthly AAUM stood at Rs 2,066 billion, constituting 48 per cent of the Mutual Fund AUM. Growth in smaller cities was evidenced by a 5 per cent year-on-year increase in B-30 Monthly AAUM to Rs 749 billion. The systematic investment momentum remains strong, with monthly SIP contribution (including STP) reaching Rs 11 billion in September 2025, fuelled by 3.90 million contributing SIP accounts and around 5,82,000 new SIPs registered during the quarter.
About the Company
Incorporated in 1994, Aditya Birla Sun Life AMC Limited (ABSLAMC) is a prominent Indian asset management company primarily promoted by Aditya Birla Capital Limited and Sun Life (India) AMC Investments Inc. ABSLAMC serves as the investment manager for the Aditya Birla Sun Life Mutual Fund and also manages multiple alternate strategies, including Portfolio Management Services, Real Estate Investments and Alternative Investment Funds. As one of the leading asset managers in the country, ABSLAMC boasts a substantial presence with over 300 locations across India, servicing approximately 10.7 million investor folios and managing an overall Assets Under Management (AUM) of Rs 4,608 billion as of the quarter ending September 30, 2025, across its diverse suite of offerings.
The company has a market cap of over Rs 24,000 crore and has a good return on equity (ROE) track record: 3 years ROE 27 per cent with a maintaining a healthy dividend payout of 58 per cent. The stock is up by 48 per cent from its 52-week low of Rs 562.45 per share.
Disclaimer: The article is for informational purposes only and not investment advice.