Aditya Birla Sun Life Amc Limited · NSE:ABSLAMC
Aditya Birla Sun Life Amc — Q2 FY26 Earnings Presentation
31 slides from Aditya Birla Sun Life Amc's earnings presentation, Oct 24, 2025
Slide 1: Regulation 30 intimation cover letter
Aditya Birla Sun Life ADITVA BIRLA AMC Ltd. CAPITAL ASSET MANAGEMENT Ref. No.: ABSLAMCL/PS/84/2025-26 October 24, 2025 BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers Exchange Plaza, 5th Floor Dalal Street Mumbai-400 001 Plot No. C/1, G Block, Scrip Code: 543374 Bandra
Slide 2: Investor Presentation Q2 FY26
Aditya Birla Sun Life ADITVA BIRLA AMC Ltd. CAPITAL ASSET MANAGEMENT INVESTOR PRESENTATION Q2 FY26
Slide 3: Staying focused on building scalable business
ADITVA BIRLA Staying focused on building scalable business CAPITAL ASSET MANAGEMENT SCALE Scale retail franchise and diversify product offerings LONG TERM r CUSTOMER EXPAND VALUE EXPERIENCE Geographic reach and strengthen Leveraging digital platforms to multi-channel distribution network deliver bes
Slide 4: Business Snapshot
ADITVA BIRLA Business Snapshot CAPITAL AUM ASSET MANAGEMENT Mutual Fund AUM(1) Equity AUM(1) ₹ 4,252 bn ₹ 1,924 bn Financials (Q2 FY26) Market share(2) 6.14% Market share 4.15% Total Revenue(4) Profit Before Tax Alternate Assets 8% Individual AUM(3) Passive AUM(1) ₹ 5.1 bn ₹ 3.2 bn MF - Equity MF -
Slide 5: Industry Overview
ADITVA BIRLA CAPITAL ASSET MANAGEMENT Industry Overview Aditya Birla Sun Life AMC Ltd.
Slide 6: Industry QAAUM & Net Sales Trend
ADITVA BIRLA Industry QAAUM & Net Sales Trend CAPITAL ASSET MANAGEMENT (INR billion unless otherwise stated) QAAUM Net Sales [ 66,213 72,129 ] 77,133 2,261 2,198 632 3,550 1,881 3,700 263 3,200 9,282 8,819 2,700 8,155 1,336 14,625 13,415 2,200 205 143 12,079 6,870 318 218 317 6,871 1,700 112 210 609
Slide 7: Industry AAUM - Individual & B30
ADITVA BIRLA Industry AAUM - Individual & B30 CAPITAL ASSET MANAGEMENT (INR billion unless otherwise stated) Individual MAAUM B30 MAAUM Individual 61.9% 60.7% 60.7% B-30 Mix 18.5% 18.4% 18.6% Mix 77,778 74,792 77,778 68,005 68,005 74,792 29,407 30,570 25,900 60,995 63,278 55,412 42,105 45,384 47,208
Slide 8: Industry SIP Trend
ADITVA BIRLA Industry SIP Trend CAPITAL ASSET MANAGEMENT (INR billion unless otherwise stated) SIP Contribution New SIP registrations Count (mn) Contributing SIP accounts (mn) 77.5 82.7 81.1 86.5 92.5 20.30 (Figures in INR bn) 18.17 16.74 16.71 293.6 14.09 264.6 259.3 272.7 245.1 Sep-24 Dec-24 Mar-2
Slide 9: ABSLAMC Performance Overview
ADITVA BIRLA CAPITAL ASSET MANAGEMENT ABSLAMC Performance Overview Aditya Birla Sun Life AMC Ltd.
Slide 10: Performance at a Glance
ADITVA BIRLA Performance at a Glance CAPITAL ASSET MANAGEMENT (INR billion unless otherwise stated) Mutual Fund QAAUM Equity QAAUM Fixed Income QAAUM1 11% 7% 15% 4,252 1,924 2,328 4,035 2,233 3,833 1,806 1,802 2,027 Q2 FY25 Q1 FY25 Q2 FY26 Q2 FY25 Q1 FY25 Q2 FY26 Q2 FY25 Q1 FY25 Q2 FY26 Individual M
Slide 11: AUM Highlights
ADITVA BIRLA AUM Highlights CAPITAL ASSET MANAGEMENT (INR billion unless otherwise stated) Mutual Fund Closing Assets under Management Overall Quarterly Average Assets under Management Mutual Fund Equity MF Equity MF Mix Overall Equity MF Equity MF Mix 9% Y-o-Y 1% Y-o-Y 45.7% 15% Y-o-Y 7% Y-o
Slide 12: Scaling Retail Franchise
ADITVA BIRLA Scaling Retail Franchise CAPITAL ASSET MANAGEMENT Strong retail franchise with 10.7 mn folios1 C:: Size - - - - - ) C di - - Growth - - - - - - ) C¢ Contribution to AUM ) Q2 FY23 Q2 FY26 Q2 FY23 Q2 FY26 INR INR INR Equity •• • 1,924 bn 17.3% 3.1% QAAUM tll 1,191 bn 1,924 bn 42.1% 45.3%
Slide 13: Focus on Growing SIP Flows
ADITVA BIRLA Focus on Growing SIP Flows CAPITAL ASSET MANAGEMENT SIPs generates consistent inflows across market cycles Building sustainable SIP Flows Long Tenure SIP Book2 SIP1 Contribution New SIP1 Registrations Contributing SIP1 % Count of Total SIPs (in INR bn)* Count (‘000) accounts (mn)* 1,155
Slide 14: Pan India Distribution Network
ADITVA BIRLA Pan India Distribution Network CAPITAL ASSET MANAGEMENT One of the largest empaneled distributor base Servicing Investors across 19,000+ 90+ Banks • -----• 360+ National Distributors Pan India pin codes 100+ Emerging Market 92,000+ Locations MFDs 300+ locations, 300+ Locations 115+ Digi
Slide 15: Multi-Channel Distribution Strategy
ADITVA BIRLA Multi-Channel Distribution Strategy CAPITAL ASSET MANAGEMENT Overall Asset Sourcing Mix1 Broad-based sourcing of Equity Assets 9% 10% 10% 8% 8% 8% 17% 16% 16% 20% 20% 20% 33% 34% 32% 54% 54% 53% 42% 42% 44% 17% 17% 17% Q2 FY25 Q1 FY26 Q2 FY26 Q2 FY25 Q1 FY26 Q2 FY26 ■ Direct ■ MFDs ■ Na
Slide 16: Multi-Channel Distribution Strategy
ADITVA BIRLA Multi-Channel Distribution Strategy CAPITAL Lean model to expand into deeper markets ASSET MANAGEMENT Virtual Relationship Direct Emerging Markets Service to Sales Sampark Manager 80+ 100+ 5,100+ 230 5,300 + Dedicated Persons EM locations Distributors Activated1 Dedicated Service Person
Slide 17: Alternate Assets
ADITVA BIRLA Alternate Assets CAPITAL ASSET MANAGEMENT _Size_ )( Growth __ __ )( Fund Launched/Pipeline _ _ _ ) Fund Raising underway Q2 FY25 Q2 FY26 ABSL India Special Opportunities Fund INR INR INR ABSL Structured Opportunities Fund II 685% ABSL Money Manager Fund PMS/AIF 303 bn^ 39 bn 303 bn Prod
Slide 18: Building Passives Business
ADITVA BIRLA Building Passives Business CAPITAL ASSET MANAGEMENT ETF AUM Q2 FY26 INR 88 bn ~13,50,000 ↑ 5x Investor Folios serviced 3X growth Q2 FY23 since Sep 2022 INR 16 bn Q2 FY26 Rank 1 Passive AUM1 In Debt Index2 INR 361 bn ↑ 2x FOF AUM Q2 FY23 Index AUM Q2 FY26 INR 153 bn Q2 FY26 53 Products I
Slide 19: Digital Ecosystem
ADITVA BIRLA Digital Ecosystem CAPITAL ASSET MANAGEMENT ◄ ,. ,. ~ I.. :::: I Lead and Drop Cart nurturing CAMS OTM for SIP / r. 11 :::: II PARTNE R APP Partner easy Lumpsum ABSL MF One click SIP Transaction Link ABSL MF Partner Web Platform Registration via UPI PartnerApp Portal auto pay Investor E
Slide 20: Investor Engagement
ADITVA BIRLA Investor Engagement CAPITAL Aim to educate existing and next generation of investors ASSET MANAGEMENT Reached 12,95,520+ people through conducting over 16,925+ training sessions1 Samriddhi Magazine First Financial Lessons and First Pay Cheque Nivesh Mahakumbh Program 6.5 million+ Partne
Slide 21: Distributor Engagement
ADITVA BIRLA Distributor Engagement CAPITAL Aim to educate existing and next generation of distributors ASSET MANAGEMENT Conducted over 4,815+ training sessions and trained 2,74,377+ Distributors Nipun Learning Academy Certification Programs NISM1 Training For DOP2 Staff Trending modules •I l.<i- NI
Slide 22: Financial Performance
ADITVA BIRLA CAPITAL ASSET MANAGEMENT Financial Performance Aditya Birla Sun Life AMC Ltd.
Slide 23: Summary of Financial Statements – Quarterly
ADITVA BIRLA Summary of Financial Statements – Quarterly CAPITAL Statement of Profit & Loss Account ASSET MANAGEMENT (INR million unless otherwise stated) Particulars Q2 FY26 Q1 FY26 Q2 FY25 Q-o-Q Y-o-Y Revenue from Operations 4,613 4,474 4,242 3% 9% Employee Benefits Expense 951 926 894 3% 6% Fees
Slide 24: Summary of Financial Statements – Half Yearly
ADITVA BIRLA Summary of Financial Statements – Half Yearly CAPITAL Statement of Profit & Loss Account ASSET MANAGEMENT (INR million unless otherwise stated) Half Year ending Change Particulars Sep-25 Sep-24 Y-o-Y Revenue from Operations 9,087 8,108 12% Employee Benefits Expense 1,877 1,786 5% Fees a
Slide 25: Summary of Financial Statements
ADITVA BIRLA Summary of Financial Statements CAPITAL Balance Sheet ASSET MANAGEMENT (INR million unless otherwise stated) As at Particulars 30th September 2025 31st March 2025 Share Capital 1,443 1,442 Other Equity 34,199 35,826 Total Equity 35,642 37,268 Financial Liabilities 2,070 2,262 Non-financ
Slide 26: Dividend History
ADITVA BIRLA Dividend History CAPITAL ASSET MANAGEMENT Dividend per share and Dividend Payout Ratio Earnings per share 75% 32.05 50% 50% 50% 26.87 22.93 20.52 24.00 13.50 11.45 10.25 FY 22 FY 23 FY 24 FY 25 FY 22 FY 23 FY 24 FY 25 - Dividend Per share (in Rs) Dividend Payout Ratio* *on Standalone EP
Slide 27: Notes to Financials
ADITVA BIRLA Notes to Financials CAPITAL ASSET MANAGEMENT 1. The financial results have been prepared in accordance with the recognition and measurement principles laid down in Indian Accounting Standard 34 - Interim Financial Reporting, notified under Section 133 of the Companies Act, 2013 read wit
Slide 28: Thank You
ADITVA BIRLA CAPITAL ASSET MANAGEMENT Thank You Aditya Birla Sun Life AMC Ltd.
Slide 29: Disclaimer
ADITVA BIRLA Disclaimer CAPITAL ASSET MANAGEMENT This presentation is for information purposes only and does not constitute a prospectus, an offering circular, an advertisement, a private placement offer letter or offer document or an offer or the recommendation or solicitation of an offer or invita
Slide 30: Press Release: Key Highlights – Q2 FY26
Aditya Birla Sun Life ADITVA BIRLA AMC Ltd. CAPITAL ASSET MANAGEMENT PRESS RELEASE Key Highlights – Q2 FY26 • Revenue from Operations at Rs. 4.6 bn; up 9% Y-o-Y • Operating Profit at Rs. 2.7 bn; up by 13% Y-o-Y • Profit before Tax at Rs 3.2 bn and Profit after Tax at Rs 2.4 bn • MF QAAUM at Rs 4,252
Slide 31: Financial Highlights: Q2 FY26
Financial Highlights: • Q2 FY26 Revenue from Operations is at Rs. 4.6 billion; up 9% year-on-year. • Q2 FY26 Operating Profit is at Rs. 2.7 billion up by 13% year-on-year • Q2 FY26 Profit before Tax at Rs 3.2 bn and Profit After Tax is at Rs 2.4 billion • H1 FY26 Revenue from Operations is at Rs. 9.
Aditya Birla Sun Life AMC — Q2 FY26 Earnings Presentation on 6ix