Aditya Birla Sun Life Amc Limited · NSE:ABSLAMC
Aditya Birla Sun Life Amc — Q3 FY26 Earnings Presentation
31 slides from Aditya Birla Sun Life Amc's earnings presentation, Jan 22, 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/112/2025-26 January 22, 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 Bandr
Slide 2: Investor Presentation Q3 FY26
Aditya Birla Sun Life ADITVA BIRLA AMC Ltd. CAPITAL ASSET MANAGEMENT INVESTOR PRESENTATION Q3 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) ₹ 4,432 bn ₹ 1,994 bn Financials (Q3 FY26) Market share(2) 6.12% Market share 4.09% Total Revenue(4) Profit Before Tax Alternate Assets 8% Individual AUM(3) Passive AUM(1) ₹ 5.6 bn ₹ 3.6 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 [ 68,607 77,133 ] 81,000 2,198 632 3,550 1,881 1,818 263 10,325 9,282 1,336 8,292 14,992 14,625 143 12,494 218 317 6,896 210 609 164 522 6,870 6,530 216 147 1,627 1,342 1,619
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 61.4% 60.7% 60.1% B-30 Mix 18.5% 18.6% 18.4% Mix 81,992 77,778 77,778 81,992 69,330 69,330 30,570 32,713 26,749 63,278 66,874 56,502 42,581 47,208 49,279
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) 82.7 81.1 86.5 92.5 97.9 (Figures in INR bn) 18.17 17.79 16.74 16.71 293.6 310.0 272.7 14.09 264.6 259.3 Q3 FY25 Q4 FY25 Q1
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 15% 11% 19% 4,432 1,994 4,252 1,924 2,438 2,328 3,839 1,795 2,044 Q3 FY25 Q2 FY26 Q3 FY26 Q3 FY25 Q2 FY26 Q3 FY26 Q3 FY25 Q2 FY26 Q3 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 16% Y-o-Y 14% Y-o-Y 46.4% 20% Y-o-Y 11%
Slide 12: Scaling Retail Franchise
ADITVA BIRLA Scaling Retail Franchise CAPITAL ASSET MANAGEMENT Strong retail franchise with 10.8 mn folios1 C:: Size - - - - - ) C di - - Growth - - - - - - ) C¢ Contribution to AUM ) Q3 FY23 Q3 FY26 Q3 FY23 Q3 FY26 INR INR INR Equity •• • 1,994 bn 18.4% 2.4% QAAUM tll 1,201 bn 1,994 bn 42.6% 45.0%
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)* 11.45
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+ 93,000+ 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% 33% 32% 32% 54% 53% 52% 42% 44% 45% 17% 17% 18% Q3 FY25 Q2 FY26 Q3 FY26 Q3 FY25 Q2 FY26 Q3 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+ 6,400+ 230 7,800 + 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 Q3 FY25 Q3 FY26 ABSL India Special Opportunities Fund Series II INR INR INR ABSL Structured Opportunities Fund II 748% ABSL Money Manager Fund PMS/AIF 327 bn^ 38 bn 3
Slide 18: Building Passives Business
ADITVA BIRLA Building Passives Business CAPITAL ASSET MANAGEMENT ETF AUM Q3 FY26 INR 108 bn ~15,10,000 ↑ 5x Investor Folios serviced 3X growth Q3 FY23 since Dec 2022 INR 22 bn Q3 FY26 Rank 1 Passive AUM1 In Debt Index2 INR 387 bn ↑ 2x FOF AUM Q3 FY23 Index AUM Q3 FY26 INR 192 bn Q3 FY26 52 Products
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 GenAI Voice bot for Transaction Link ABSL MF Partner Web Platform lead managementNEW PartnerApp Portal Investor E KYC f
Slide 20: Investor Engagement
ADITVA BIRLA Investor Engagement CAPITAL Aim to educate existing and next generation of investors ASSET MANAGEMENT Reached 10,46,288+ people through conducting over 12,583+ training sessions Samriddhi Magazine First Financial Lessons and First Pay Cheque Nivesh Mahakumbh Program 6.5 million+ Partner
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 Q3 FY26 Q2 FY26 Q3 FY25 Q-o-Q Y-o-Y Revenue from Operations 4,781 4,613 4,451 4% 7% Employee Benefits Expense 1,077 951 877 13% 23% F
Slide 24: Summary of Financial Statements – Nine months
ADITVA BIRLA Summary of Financial Statements – Nine months CAPITAL Statement of Profit & Loss Account ASSET MANAGEMENT (INR million unless otherwise stated) Nine months ending Change Particulars Dec-25 Dec-24 Y-o-Y Revenue from Operations 13,868 12,559 10% Employee Benefits Expense 2,955 2,663 11% F
Slide 25: Summary of Financial Statements – Balance Sheet
ADITVA BIRLA Summary of Financial Statements CAPITAL Balance Sheet ASSET MANAGEMENT (INR million unless otherwise stated) As at Particulars 31st December 2025 31st March 2025 Share Capital 1,444 1,442 Other Equity 36,939 35,826 Total Equity 38,383 37,268 Financial Liabilities 2,206 2,262 Non-financi
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 – Q3 FY26
Aditya Birla Sun Life ADITVA BIRLA AMC Ltd. CAPITAL ASSET MANAGEMENT PRESS RELEASE Key Highlights – Q3 FY26 • Revenue from Operations at Rs. 4.8 bn; up 7% Y-o-Y • Profit before Tax at Rs 3.6 bn; up 19% Y-o-Y • Profit after Tax at Rs 2.7 bn; up 20% Y-o-Y • MF QAAUM at Rs 4,432 bn; up 15% Y-o-Y • Equi
Slide 31: Financial Highlights and About ABSLAMC
Financial Highlights: • Q3 FY26 Revenue from Operations is at Rs. 4.8 billion; up by 7% year-on-year. • Q3 FY26 Profit before Tax at Rs 3.6 bn up by 19% year-on-year • Q3 FY26 Profit After Tax is at Rs 2.7 billion up by 20% year-on-year • 9M FY26 Revenue from Operations is at Rs. 13.9 billion; up by
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