Aditya Birla Sun Life Amc Limited · NSE:ABSLAMC
Aditya Birla Sun Life Amc — Q4 FY25 Earnings Presentation
29 slides from Aditya Birla Sun Life Amc's earnings presentation, Apr 28, 2025
Slide 1: Exchange filing cover letter
Aditya Birla Sun Life ADITVA BIRLA AMC Ltd. CAPITAL ASSET MANAGEMENT Ref. No.: ABSLAMCL/PS/15/2025-26 April 28, 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 K
Slide 2: Investor Presentation Q4 FY25
Aditya Birla Sun Life ADITVA BIRLA AMC Ltd. CAPITAL ASSET MANAGEMENT INVESTOR PRESENTATION Q4 FY25
Slide 3: Staying focused on building scalable business
Staying focused on building scalable business Aditya Birla Sun Life AMC Ltd. ASSET MANAGEMENT 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 del
Slide 4: Business Snapshot
Business Snapshot Aditya Birla Sun Life ADITVA BIRLA AMC Ltd. CAPITAL ASSET MANAGEMENT AUM Equity AUM(1) Financials (Q4 FY25) Mutual Fund AUM(1) ₹ 3,817 bn ₹ 1,691 bn Total Revenue(5) Profit Before Tax Market share(2) 6.30% Market share 4.23% Alternate Assets ₹ 5.0 bn ₹ 3.1 bn 6% MF - Equity Profit
Slide 5: Industry Overview
Industry Overview
Slide 6: Industry QAAUM & Net Sales Trend
Industry QAAUM & Net Sales Trend Aditya Birla Sun Life ADITVA BIRLA AMC Ltd. CAPITAL ASSET MANAGEMENT (INR billion unless otherwise stated) QAAUM Net Sales 54,115 ['---- 68,607 --- ______,] 67,416 ] [-----r [ 822 3,061 2,261 2,198 632 267 8,292 8,082 698 12,494 12,558 205 143 6,674 318 218 510 210 6
Slide 7: Industry AAUM - Individual & B30
Industry AAUM - Individual & B30 Aditya Birla Sun Life ADITVA BIRLA AMC Ltd. CAPITAL ASSET MANAGEMENT (INR billion unless otherwise stated) Individual MAAUM B30 MAAUM r L __] \ _J ( Individual Mix 60.5% '------ 61.4% 60.4% B-30 Mix L__J 17.9% 18.5% ___) 18.2% '------ 69,330 66,702 55,007 66,702 69,3
Slide 8: Industry SIP Trend
Industry SIP Trend Aditya Birla Sun Life ADITVA BIRLA AMC Ltd. CAPITAL ASSET MANAGEMENT SIP Flows New SIP registrations Count (mn) Live Count (mn) C 84.0 89.9 '--- ___,/ D 98.7 103.2 l--------=.----,l 100.5 :-----=-______,,] l (Figures in INR bn) 20.30 264.6 259.3 16.85 16.74 245.1 212.6 14.45 14.09
Slide 9: ABSLAMC Performance Overview
ABSLAMC Performance Overview
Slide 10: Performance at a Glance
Performance at a Glance Aditya Birla Sun Life ADITVA BIRLA AMC Ltd. CAPITAL ASSET MANAGEMENT (INR billion unless otherwise stated) Mutual Fund QAAUM Equity QAAUM Fixed Income QAAUM1 15% 11% 18% 3,839 2,126 3,817 1,795 2,044 3,317 1,691 1,520 1,797 Q4 FY24 Q3 FY25 Q4 FY25 Q4 FY24 Q3 FY25 Q4 FY25 Q4 F
Slide 11: AUM Highlights
AUM Highlights Aditya Birla Sun Life AMC Ltd. 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 15% Y-o-Y 11% Y-o-Y 46.3% (PY: 48.
Slide 12: Scaling Retail Franchise
Scaling Retail Franchise Aditya Birla Sun Life AMC Ltd. ASSET MANAGEMENT Strong retail franchise with 10.6 mn folios1 (INR billion unless otherwise stated) Size .... A Growth Contribution to AUM Q4 FY22 Q4 FY25 Q4 FY22 Q4 FY25 Equity INR INR 1,210 bn ↑11.8% INR 1,691 bn 40.9% ↑3.4% 44.3% QAAUM 1,691
Slide 13: Focus on Growing SIP Flows
Focus on Growing SIP Flows Aditya Birla Sun Life ADITVA BIRLA AMC Ltd. CAPITAL ASSET MANAGEMENT SIPs generates consistent inflows across market cycles Building sustainable SIP Flows Long Tenure SIP Book2 Number of Live SIP1 Flows (in INR bn) New SIP1 Registrations Outstanding SIPs1 (mn) % Count of T
Slide 14: Pan India Distribution Network
Pan India Distribution Network Aditya Birla Sun Life .....-aT"".:11 ADITVA BIRLA AMC Ltd. CAPITAL ASSET MANAGEMENT One of the largest empaneled distributor base Servicing Investors across 19,000+ 90+ Banks ........,....... 330 National Distributors Pan India pin codes 89 Emerging Market 89,000+ Loca
Slide 15: Multi-Channel Distribution Network
Multi-Channel Distribution Network Aditya Birla Sun Life ADITVA BIRLA AMC Ltd. CAPITAL ASSET MANAGEMENT Overall Asset Sourcing Mix1 Broad-based sourcing of Equity Assets 8% 8% 8% 9% 9% 9% 17% 17% 17% 20% 20% 20% 34% 33% 32% 53% 54% 54% 41% 42% 43% 18% 17% 17% Q4 FY24 Q3 FY25 Q4 FY25 Q4 FY24 Q3 FY25
Slide 16: Multi-Channel Distribution Strategy
Multi-Channel Distribution Strategy Aditya Birla Sun Life ADITVA BIRLA AMC Ltd. CAPITAL ASSET MANAGEMENT Lean model to expand into deeper markets Virtual Relationship Direct Emerging Markets Service to Sales Sampark Manager 60+ 89 6,300+ ~ 200+ 10,500 + Dedicated Persons EM locations Distributors Ac
Slide 17: Alternate Assets
Alternate Assets Aditya Birla Sun Life AMC Ltd. ASSET MANAGEMENT Size .... .-?. Growth Funds Launched/Pipeline Fund Raising underway Q4 FY24 Q4 FY25 ABSL India Special Opportunities Fund ABSL Structured Opportunities Fund II ABSL Money Manager Fund INR INR 31 bn INR 113 bn PMS/AIF ↑ 268% 113 bn^ Pro
Slide 18: Building Passives Business
Building Passives Business Aditya Birla Sun Life AMC Ltd. ASSET MANAGEMENT Mar-25 unless stated otherwise ETF AUM Mar-2025 INR 80 bn ~11,60,000 ↑ 6x Investor Folios serviced 3X growth since Mar 2022 Mar-2022 INR 14 bn Rank 1 Mar-2025 In Debt Index2 Passive AUM1 INR 347 bn ↑ 3x 53 Products FOF AUM Ma
Slide 19: Digital Ecosystem
Digital Ecosystem Aditya Birla Sun Life AMC Ltd. ASSET MANAGEMENT . I ◄ ,.. ,, 1 Pl I ; - , ,.., ' Lead and Drop t Cart nurturing Partner easy CAMS OTM for SIP / Lumpsum PARTNER APP ABSL MF Transaction Link ABSL MF Web Platform One click SIP Registration Partner via UPI auto pay Partner Portal App I
Slide 20: Investor & Distributor Engagement
Investor & Distributor Engagement Aditya Birla Sun Life ~~ ADITVA BIRLA AMC Ltd. CAPITAL ASSET MANAGEMENT Aim to educate existing and next generation of investors and distributors Reached 12,67,000+ people through conducting over 16,240+ training sessions1 SAMRIDDHI MAGAZINE FIRST FINANCIAL LESSONS
Slide 21: Financial Performance
Financial Performance
Slide 22: Summary of Financial Statements – Quarterly
Summary of Financial Statements – Quarterly Aditya Birla Sun Life AMC Ltd. ASSET MANAGEMENT Statement of Profit & Loss Account (INR million unless otherwise stated) Particulars Q4 FY25 Q3 FY25 Q4 FY24 Q-o-Q Y-o-Y Revenue from Operations 4,288 4,451 3,656 -4% 17% Employee Benefits Expense 988 877 842
Slide 23: Summary of Financial Statements
Summary of Financial Statements Aditya Birla Sun Life AMC Ltd. ASSET MANAGEMENT Statement of Profit & Loss Account (INR million unless otherwise stated) Particulars FY25 FY24 Y-o-Y Revenue from Operations 16,848 13,532 25% Employee Benefits Expense 3,652 3,208 14% Fees and Commission Expense 471 351
Slide 24: Summary of Financial Statements – Balance Sheet
Summary of Financial Statements Aditya Birla Sun Life AMC Ltd. ASSET MANAGEMENT Balance Sheet (INR million unless otherwise stated) As at Particulars 31st March 2025 31st March 2024 Share Capital 1,442 1,440 Other Equity 35,826 30,248 Total Equity 37,268 31,688 Financial Liabilities 2,262 2,035 Non-
Slide 25: Notes to Financials
Notes to Financials Aditya Birla Sun Life ADITVA BIRLA AMC Ltd. 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 t
Slide 26: Thank You
Thank You
Slide 27: Disclaimer
Disclaimer Aditya Birla Sun Life ADITVA BIRLA AMC Ltd. 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 sol
Slide 28: Press Release: Key Highlights – Q4 FY25
Aditya Birla Sun Life ADITVA BIRLA AMC Ltd. CAPITAL ASSET MANAGEMENT PRESS RELEASE Key Highlights – Q4 FY25 • Revenue from Operations at Rs. 4.3 bn; up 17% Y-o-Y • Operating Profit at Rs. 2.3 bn; up by 21% Y-o-Y • Profit before Tax at Rs 3.1 bn up by 14% Y-o-Y • Profit after Tax at Rs 2.3 bn; up by
Slide 29: Financial Highlights: Q4 FY25
Financial Highlights: • Q4 FY25 Revenue from Operations is at Rs. 4.3 billion; up 17% year-on-year. • Q4 FY25 Operating Profit is at Rs 2.3 billion; up 21% year-on-year. • Q4 FY25 Profit Before Tax is at Rs. 3.1 billion up by 14% year-on-year • Q4 FY25 Profit After Tax is at Rs 2.3 billion; up 9% ye
Aditya Birla Sun Life AMC — Q4 FY25 Earnings Presentation on 6ix