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    Aditya AMC

    ABSLAMCGood
    Financial Services·24 Oct 2025
    Management Summary

    ABSLAMC delivered a steady quarter characterized by significant milestones in AUM growth and a massive expansion in its alternate assets business. While core mutual fund AUM grew at 11%, the company successfully integrated the large ESIC mandate and was selected for a prestigious EPFO debt mandate. Management is focused on recovering SIP market share and maintaining equity yields despite regulatory telescoping pressures.

    Highlights

    8
    • Mutual Fund Quarterly Average AUM (QAAUM) reached ₹4.25 lakh crores, growing 11% YoY.

    • Overall Average AUM, including alternate assets, stood at ₹4.61 lakh crores, up 15% YoY.

    • Q2 FY26 Revenue from operations reported at ₹461 crores, a 9% YoY increase.

    • Operating Profit for the quarter grew 13% YoY to ₹270 crores.

    • PMS and AIF assets saw an 8x increase to ₹30,250 crores, largely driven by the ₹25,800 crore ESIC mandate.

    • Equity QAAUM (including alternates) crossed the ₹2 lakh crore milestone.

    • SIP AUM reached ₹82,000 crores, contributing approximately 44% of total equity AUM.

    • Passive Quarterly Average Assets reached ₹36,000 crores, growing 20% YoY.

    Concerns

    1
    • SIP Market Share Erosion

    Key financials

    Single quarter

    05 metrics
    1. 01Revenue from Operations₹461 Cr+9%YoY
    2. 02Operating Profit₹270 Cr+13%YoY
    3. 03Profit After Tax₹241 Cr
    4. 04Mutual Fund QAAUM₹4.25 Cr+11%YoY
    5. 05Equity Yield64.5 bps-3%QoQ

    Segment breakdown

    Mutual Fund
    ₹4.25 Cr QAAUM₹2 Cr Equity QAAUM₹36,000 Cr Passive AUM
    Alternates (PMS & AIF)
    ₹30,250 Cr AUM₹31.5 Cr Revenue Contribution80% Average Yield
    List

    Guidance & targets

    4
    CategoryTargetPriority
    Volume
    Real Estate Book Size
    Double current size
    High
    Margin
    Equity Yields
    64-65 bps
    High
    Headcount
    Employee Expense Growth
    10-12%
    Medium
    Other
    EPFO Debt Mandate Duration
    5 years
    High

    Risks & concerns

    4
    RiskSeverity

    SIP Market Share Erosion

    Market share in SIP flows has declined to 3.6-3.7% from over 4% in previous quarters.Analyst acknowledged

    high

    Offshore AUM Withdrawals

    FIIs are reducing India exposure in favor of other Emerging Markets, leading to withdrawals in offshore mandates.Management acknowledged

    medium

    Yield Compression from Telescoping

    As equity AUM grows from ₹1.8L Cr to ₹1.92L Cr, the impact of lower fee slabs on incremental AUM reduces overall yields.Both acknowledged

    medium

    Areas of Evasion(1)

    • Specific channel-wise drag on SIP market share was not granularly quantified beyond naming 'digital platforms'.

    Q&A highlights

    3

    “we did have some maturities of SIPs which have come in the form of STP form... incremental market share is coming from SIP registration has also have been on the rise.”

    Analysts are concerned that despite improved performance, the company's SIP market share has dipped from ~4.2% to ~3.7%.

    asked by Harshit Toshniwal, Premji Invest

    2 min read5 chapters

    Detailed Narrative

    01

    Alternate Assets Drive AUM Surge

    The Alternate business has become a cornerstone of ABSLAMC's growth, with PMS and AIF assets growing 8x YoY to ₹30,250 crores. This was primarily driven by the ₹25,800 crore ESIC mandate. Excluding this mandate, the core alternatives business still achieved a healthy 15% YoY organic growth. Management highlighted that these assets command higher yields of approximately 80 basis points, contributing ₹31-32 crores to the quarterly revenue.

    02

    SIP Market Share and Digital Strategy

    Management addressed concerns regarding a dip in SIP market share, which fell to the 3.6-3.7% range. They attributed this to the expiry of older SIPs and STPs. To counter this, the company is focusing on 'win-back' strategies and digital channels, which now account for 34% of new SIP subscriptions. Despite the share dip, SIP AUM remains robust at ₹82,000 crores, representing 44% of total equity AUM.

    03

    Yield Sustainability Amidst Growth

    Equity yields saw a marginal decline of 1-2 basis points to settle at 64-65 bps. This compression is largely structural, resulting from 'telescoping' where higher AUM levels trigger lower fee slabs under SEBI regulations. Management expects yields to stabilize at this level for the remainder of FY26. Additionally, a dip in offshore AUM contributed a minor 0.4 bps drag on overall margins.

    04

    Institutional Mandates: EPFO and ESIC

    ABSLAMC secured a significant milestone by being selected by the EPFO to manage its debt portfolio for the next five years. While management described this mandate as 'cost-neutral' in terms of profitability, they emphasized its value in enhancing the company's credentials and scale. This follows the successful integration of the ESIC mandate earlier in the year, reinforcing the company's strength in institutional asset management.

    05

    Operational Efficiency and Cost Outlook

    Operating profit grew faster than revenue (13% vs 9%), indicating improved operational leverage. Employee expenses grew by 6% YoY in Q2, though this was aided by a ₹6 crore reversal of prior provisions. On a normalized basis, employee costs are growing at 12%, and management guided for a 10-12% increase for the full fiscal year. The company maintained a stable headcount of ,1719 employees.

    This is an AI-generated summary of a publicly available earnings call transcript. It is for informational purposes only and does not constitute investment advice, a recommendation, or an endorsement. inve.money is not a SEBI-registered investment advisor. Please consult a qualified financial advisor before making any investment decisions.