Aditya Birla Sun Life Amc Limited · NSE:ABSLAMC
Aditya Birla Sun Life Amc — Q2 FY27 Earnings Presentation
31 slides from Aditya Birla Sun Life Amc's earnings presentation, Oct 21, 2026
Slide 1: Regulation 30 intimation to stock exchanges
Ref. No.: ABSLAMCL/PS/96/2026-27 October 21, 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 Kurla Complex Bandra (East), Mumbai - 400 051 Symbol: ABSLAMC Dear S
Slide 2: Investor Presentation Q2 FY27
INVESTOR PRESENTATION Q2 FY27
Slide 3: Staying focused on building scalable business
Staying focused on building scalable business SCALE Scale retail franchise and diversify product offerings LONG TERM EXPAND CUSTOMER VALUE EXPERIENCE Geographic reach and strengthen Leveraging digital platforms to multi-channel distribution network deliver best-in-class service Accelerated growth in
Slide 4: Business Snapshot
Business Snapshot AUM Mutual Fund AUM(1) Equity AUM MF - Equity(3) ₹ 4,418 bn ₹ 2,092 bn Financials (Q2 FY27) Alternate 19% Market share(2) 5.69% Market share 3.92% Assets Total Revenue(5) Profit Before Tax 60% MF - Q2 FY27 Overall Average Debt(6) Individual AUM(4) Passive AUM(1) ₹ 5.3 bn ₹ 3.0 bn A
Slide 5: Industry Overview
b44 Industry Overview
Slide 6: Industry QAAUM & Net Sales Trend
Industry QAAUM & Net Sales Trend (INR billion unless otherwise stated) QAAUM Net Sales 77,133 83,136 87,209 1,881 1,818 111 2,054 1,439 291 11,781 11,411 317 984 9,282 164 522 367 13,316 709 457 13,669 147 14,625 8,692 7,937 1,619 1,510 6,870 1,301 1,168 1,224 -219 -152 -532 -732 -610 50,118 53,420
Slide 7: Industry AAUM - Individual & B30
Industry AAUM - Individual & B30 (INR billion unless otherwise stated) Individual MAAUM B30 MAAUM Individual 60.7% 60.7% 61.1% B-30 Mix 18.6% 18.5% 18.8% Mix 87,092 87,092 84,185 84,185 77,778 77,778 33,101 33,854 30,570 68,581 70,720 63,278 47,208 51,084 53,238 14,500 15,604 16,371 Sep-25 Jun-26 Se
Slide 8: Industry SIP Trend
Industry SIP Trend (INR billion unless otherwise stated) SIP Contribution New SIP registrations Count (mn) Contributing SIP accounts (mn) 92.5 97.9 97.2 97.8 100.6 (Figures in INR bn) 18.17 19.27 19.11 17.79 310.0 320.9 317.8 324.9 16.04 293.6 Sep-25 Dec-25 Mar-26 Jun-26 Sep-26 Q2 FY26 Q3 FY26 Q4 FY
Slide 9: ABSLAMC Performance Overview
ABSLAMC Performance Overview
Slide 10: Performance at a Glance
Performance at a Glance (INR billion unless otherwise stated) Mutual Fund QAAUM Equity QAAUM Fixed Income QAAUM1 4% 9% 2,328 2,290 2,326 4,252 4,277 4,418 2,092 1,987 1,924 Q2 FY26 Q1 FY27 Q2 FY27 Q2 FY26 Q1 FY27 Q2 FY27 Q2 FY26 Q1 FY27 Q2 FY27 Individual MAAUM Institutional MAAUM B-30 MAAUM 5% -1%
Slide 11: AUM Highlights
AUM Highlights (INR billion unless otherwise stated) Mutual Fund Closing Assets under Management Overall1 Quarterly Average Assets under Management Mutual Fund Equity MF Equity MF Mix Overall Ex Mandate Equity MF Equity MF Mix ↓ 1% Y-o-Y 6% Y-o-Y 48.9% 4% Y-o-Y 9% Y-o-Y 47.4% 4,073 4,159 4,048
Slide 12: Scaling Retail Franchise
Scaling Retail Franchise Strong retail franchise with 11.4 mn folios1 Equity QAAUM Individual MAAUM B-30 MAAUM INR 2,092 bn INR 2,177 bn INR 780 bn CAGR CAGR CAGR 11.0% 13.7% 17.1% 780 2,092 2,177 531 1,302 1,591 Q2 FY24 Q2 FY27 Sep-23 Sep-26 Sep-23 Sep-26 Contribution to AUM Contribution to AUM Con
Slide 13: Focus on Growing SIP Flows
Focus on Growing SIP Flows 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)* 11.00 10.85 10.94 705 4.17 93% 3.90 4.03 58
Slide 14: Pan India Distribution Network
Pan India Distribution Network One of the largest empaneled distributor 360+ base Servicing Investors across National Distributors Pan India 19,000+ pin codes 90+ Banks 310+ Locations 96,000+ MFDs 310+ locations, over 80% are in B-30 cities 130+ Digital Partners
Slide 15: Multi-Channel Distribution Network
Multi-Channel Distribution Network Overall Asset Sourcing Mix1 Broad-based sourcing of Equity Assets 8% 9% 8% 10% 10% 10% 16% 16% 17% 20% 20% 20% 32% 33% 31% 53% 52% 52% 44% 43% 44% 17% 18% 18% Q2 FY26 Q1 FY27 Q2 FY27 Q2 FY26 Q1 FY27 Q2 FY27 Direct MFDs National Distributor Bank Direct MFDs National
Slide 16: Sales Ecosystem - Multi-Channel Distribution Strategy
Sales Ecosystem - Multi-Channel Distribution Strategy Direct Virtual Relationship Sampark Manager 80+ Emerging 5,600 Service to 3,800+ Dedicated Persons Unique Active Markets Distributors1 Sales Distributor Empaneled1 Provide personalized Our distribution expansion Upgrade MFDs to high attention and
Slide 17: Alternate Assets
Alternate Assets Size Y-o-Y Growth Fund Launched/ Pipeline 2074% INR Fund Raising underway 6,576 6,576 bn^ • • ABSL India Select Sector Fund ABSL India Special Opportunities Fund Series II • ABSL Structured Opportunities Fund II (^Includes mandate) • ABSL Money Manager Fund 303 PMS/AIF Q2 FY26 Q2 FY
Slide 18: Building Passives Business
Building Passives Business ETF AUM (INR billion unless otherwise stated) 2x ~17,89,000 Investor folios serviced 61 126 Q2 FY24 Q2 FY27 3X growth since Sep 2023 Passive AUM1 1x Rank 1 In debt index2 399 279 Index AUM FOF AUM Q2 FY24 Q2 FY27 4x 203 211 61 50 Products 15 Extensive product bouquet Q2 FY
Slide 19: ABSLAMC Digital Ecosystem
ABSLAMC Digital Ecosystem } ABSL MF Web } Platform Industry leading GenAI & Partner Portal Voice bot for lead 3 management 0 / Non Financial New Financial transactions on Investor / Partner WhatsApp Native eKYC journey 24*7 DIY WhatsApp Services - 8657951029 across web and mobile GenAI Web Chatbot A
Slide 20: Investor Engagement
Investor Engagement Aim to educate existing and next generation of distributors Reached 11,09,450 + people through conducting over 13,506+ Investor Awareness sessions First Financial Lessons and First Pay Cheque Nivesh Mahakumbh Program Viewership of 48,29,530+ Partnered with 55 universities in asso
Slide 21: Distributor Engagement
Distributor Engagement Fulcrum Nipun Learning Academy st nt Di Trending modules rib e Training initiative aimed at strengthening the u to p m back-office and sales functions of MFDs to o • Edge of asset allocation support sustainable business growth • • Unleashing the Power of SIP Branding, Communic
Slide 22: Financial Performance
ADITYABIRLA CAPITAL ASSET MANAGEMENT Financial Performance Aditya Birla Sun Life AMC Ltd.
Slide 23: Summary of Financial Statements – Quarterly
Summary of Financial Statements – Quarterly Statement of Profit & Loss Account (INR million unless otherwise stated) Particulars Q2 FY27 Q1 FY27 Q2 FY26 QoQ YoY Revenue from Operations 4,838 4,630 4,613 5% 5% Employee Benefits Expense 1,263 1,163 951 9% 33% Fees and Commission Expense 160 154 145 4%
Slide 24: Summary of Financial Statements – Half Yearly
Summary of Financial Statements – Half Yearly Statement of Profit & Loss Account (INR million unless otherwise stated) Particulars H1 FY 27 H1 FY 26 YoY Revenue from Operations 9,468 9,087 4% Employee Benefits Expense 2,426 1,877 29% Fees and Commission Expense 314 279 12% Depreciation and Amortizat
Slide 25: Summary of Financial Statements – Balance Sheet
Summary of Financial Statements Balance Sheet (INR million unless otherwise stated)
Slide 26: Dividend History
Dividend History 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 Payout Ratio** *Earning per share calculated
Slide 27: Notes to Financials
Notes to Financials 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 with Companies (Indian Accounting Standar
Slide 28: Thank You
ADITYABIRLA CAPITAL ASSET MANAGEMENT Thank You Aditya Birla Sun Life AMC Ltd.
Slide 29: Disclaimer
Disclaimer 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 invitation to purchase or sell any securitie
Slide 30: Press Release: Key Highlights Q2 FY27
PRESS RELEASE Key Highlights – Q2 FY27 • Total Revenue at Rs 5.3 bn in Q2 FY27 vs Rs 5.1 bn in Q2 FY26 • Proft before tax at Rs 3.0 bn in Q2 FY27 vs Rs 3.2 bn in Q2 FY26 • Profit after Tax at Rs 2.2 bn in Q2 FY27 vs Rs 2.4 bn in Q2 FY26 • MF QAAUM at Rs 4,418 bn; up 4% Y-o-Y • Equity MF QAAUM at Rs
Slide 31: Press Release: Financial Highlights
Financial Highlights: Quarterly • Total Revenue at Rs 5.3 bn in Q2 FY27 as compared to Rs 5.1 bn in Q2 FY26 • Profit Before tax at Rs 3.0 bn in Q2 FY27 as compared to Rs 3.2 bn in Q2 FY26 • Profit after Tax at Rs 2.2 bn in Q2 FY27 as compared to Rs 2.4 bn in Q2 FY26 Half Yearly • H1 FY27 Total Reven
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