Aditya Birla Sun Life Amc Limited · NSE:ABSLAMC
Aditya Birla Sun Life Amc — Q4 FY26 Earnings Presentation
31 slides from Aditya Birla Sun Life Amc's earnings presentation, Apr 23, 2026
Slide 1: Regulation 30 intimation letter to stock exchanges
Aditya Birla Sun Life ADITVA BIRLA AMC Ltd. CAPITAL ASSET MANAGEMENT Ref. No.: ABSLAMCL/PS/17/2026-27 April 23, 2026 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 K
Slide 2: Investor Presentation Q4 FY26
Aditya Birla Sun Life ADITVA BIRLA AMC Ltd. CAPITAL ASSET MANAGEMENT INVESTOR PRESENTATION Q4 FY26
Slide 3: Staying focused on building scalable business
ADITVA BIRLA Staying focused on building scalable business CAPITAL SCALE Scale retail franchise and diversify product offerings LONG TERM r CUSTOMER r EXPAND VALUE EXPERIENCE Geographic reach and strengthen Leveraging digital platforms to multi-channel distribution network deliver best-in-class serv
Slide 4: Business Snapshot
ADITVA BIRLA Business Snapshot CAPITAL AUM ASSET MANAGEMENT Mutual Fund AUM(1) Equity AUM(1) ₹ 4,359 bn ₹ 1,974 bn Financials (Q4 FY26) Market share(2) 6.02% Market share 4.06% Total Revenue(4) Profit Before Tax Alternate Assets 8% Individual AUM(3) Passive AUM(1) ₹ 4.3 bn ₹ 2.2 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 [ 67,416 81,000 ] 81,531 632 3,550 1,881 1,818 111 10,325 11,320 263 1,336 8,082 14,992 14,351 317 522 12,558 609 164 709 6,896 7,231 216 147 6,794 1,213 1,342 1,619 1,301 1,1
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 60.4% 60.1% 59.7% B-30 Mix 18.2% 18.4% 18.2% Mix 81,992 79,460 81,992 79,460 66,702 66,702 32,713 32,061 26,395 66,874 65,025 54,534 49,279 47,399 40,307
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) 81.1 86.5 92.5 97.9 97.2 (Figures in INR bn) 18.17 19.27 320.9 16.71 17.79 293.6 310.0 259.3 272.7 14.09 Mar-25 Jun-25 Sep-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 14% 17% 12% 4,432 1,994 1,974 2,438 4,359 2,385 3,817 2,126 1,691 Q4 FY25 Q3 FY26 Q4 FY26 Q4 FY25 Q3 FY26 Q4 FY26 Q4 FY25 Q3 FY26 Q4 FY26 Individual
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 5% Y-o-Y 5% Y-o-Y 46.2% 17% Y-o-Y 17% Y
Slide 12: Scaling Retail Franchise
ADITVA BIRLA Scaling Retail Franchise CAPITAL ASSET MANAGEMENT Strong retail franchise with 11.0 mn folios1 C:: Size - - - - - ) C di - - Growth - - - - - - ) C¢ Contribution to AUM ) Q4 FY23 Q4 FY26 Q4 FY23 Q4 FY26 INR INR INR Equity •• • 1,974 bn 19.5% 4.2% QAAUM tll 1,158 bn 1,974 bn 41.1% 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)* 11.69
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+ 93,700+ Emerging Market MFDs Locations 310+ locations, 310+ Locations 130+ Digi
Slide 15: Multi-Channel Distribution Network
ADITVA BIRLA Multi-Channel Distribution Network CAPITAL ASSET MANAGEMENT Overall Asset Sourcing Mix1 Broad-based sourcing of Equity Assets 8% 8% 7% 9% 10% 10% 17% 16% 16% 20% 20% 20% 32% 31% 31% 54% 52% 52% 43% 45% 46% 17% 18% 18% Q4 FY25 Q3 FY26 Q4 FY26 Q4 FY25 Q3 FY26 Q4 FY26 ■ Direct ■ MFDs ■ Nat
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+ 7,500+ 230 10,400 + Dedicated Persons EM locations Distributors Activated1 Dedicated Service Perso
Slide 17: Alternate Assets
ADITVA BIRLA Alternate Assets CAPITAL ASSET MANAGEMENT _Size_ )( Growth __ __ )( Fund Launched/Pipeline _ _ _ ) Fund Raising underway Q4 FY25 Q4 FY26 ABSL India Special Opportunities Fund Series II INR INR INR ABSL Structured Opportunities Fund II 187% ABSL Money Manager Fund PMS/AIF 326 bn^ 113 bn
Slide 18: Building Passives Business
ADITVA BIRLA Building Passives Business CAPITAL ASSET MANAGEMENT ETF AUM Q4 FY26 INR 129 bn ~16,91,000 ↑ 3x Investor Folios serviced 3X growth Q4 FY23 since Mar 2023 INR 38 bn Q4 FY26 Rank 1 Passive AUM1 In Debt Index2 INR 411 bn ↑ 2x FOF AUM Q4 FY23 Index AUM Q4 FY26 INR 238 bn Q4 FY26 54 Products
Slide 19: Digital Ecosystem
ADITVA BIRLA Digital Ecosystem CAPITAL ASSET MANAGEMENT ,. ,. ~ I.. :::: I Salary SIP CAMS OTM for SIP / r. 11 :::: II PARTNE R APP Partner easy Lumpsum ABSL MF GenAI Voice bot for Transaction Link ABSL MF Partner Web Platform lead management PartnerApp Portal Investor E KYC ff tffi Investor Partner
Slide 20: Investor Engagement
ADITVA BIRLA Investor Engagement CAPITAL Aim to educate existing and next generation of Investors ASSET MANAGEMENT Reached 10,66,241 + people through conducting over 12,839+ Investor Awareness sessions Samriddhi Magazine First Financial Lessons and First Pay Cheque Nivesh Mahakumbh Program 6.5 milli
Slide 21: Distributor Engagement
ADITVA BIRLA Distributor Engagement CAPITAL Aim to educate existing and next generation of distributors ASSET MANAGEMENT Conducted over 4,951+ training sessions and trained 2,81,563+ Distributors Nipun Learning Academy Certification Programs NISM1 Training For DOP Staff Trending modules •I l.<i- NIP
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 Q4 FY26 Q3 FY26 Q4 FY25 Q-o-Q Y-o-Y Revenue from Operations 4,582 4,781 4,288 -4% 7% Employee Benefits Expense 1,044 1,077 988 -3% 6%
Slide 24: Summary of Financial Statements - Yearly
ADITVA BIRLA Summary of Financial Statements - Yearly CAPITAL Statement of Profit & Loss Account ASSET MANAGEMENT (INR million unless otherwise stated) Particulars FY26 FY25 Y-o-Y Revenue from Operations 18,450 16,848 10% Employee Benefits Expense 3,999 3,652 10% Fees and Commission Expense 596 471
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 31st March 2026 31st March 2025 Share Capital 1,444 1,442 Other Equity 38,972 35,826 Total Equity 40,416 37,268 Financial Liabilities 2,266 2,262 Non-financial
Slide 26: Dividend History
ADITVA BIRLA Dividend History CAPITAL ASSET MANAGEMENT Dividend per share and Dividend Payout Ratio Earnings per share 75% 75% 34.13 32.05 50% 50% 50% 26.87 22.93 20.52 24.00 25.50 13.50 11.45 10.25 FY 22 FY 23 FY 24 FY 25 FY26* FY 22 FY 23 FY 24 FY 25 FY26* - Dividend Per share (in Rs) Dividend Pay
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 – Q4 FY26
Aditya Birla Sun Life ADITVA BIRLA AMC Ltd. CAPITAL ASSET MANAGEMENT PRESS RELEASE Key Highlights – Q4 FY26 • Revenue from Operations at Rs 4.6 bn in Q4 FY26 vs Rs 4.3 bn in Q4 FY25 • Operating Profit at Rs 2.5 bn in Q4 FY26 vs Rs 2.3 bn in Q4 FY25 • Profit after Tax at Rs 1.9 bn in Q4 FY26 vs Rs 2.
Slide 31: Financial Highlights
Financial Highlights: • Q4 FY26 Revenue from Operations is Rs 4.6 billion as compared to Rs 4.3 billion in Q4 FY25 • Q4 FY26 Operating Profit is Rs 2.5 billion as compared to Rs 2.3 billion in Q4 FY25 • Q4 FY26 Profit After Tax is Rs 1.9 billion as compared to Rs 2.3 billion in Q4 FY25 • FY26 Revenu
Aditya Birla Sun Life AMC — Q4 FY26 Earnings Presentation on 6ix