Aditya Birla Sun Life Amc Limited · NSE:ABSLAMC
Aditya Birla Sun Life Amc — Q1 FY26 Earnings Presentation
28 slides from Aditya Birla Sun Life Amc's earnings presentation, Jul 24, 2025
Slide 1: Exchange filing cover letter – Investor Presentation and Press Release
Aditya Birla Sun Life ADITVA BIRLA AMC Ltd. CAPITAL ASSET MANAGEMENT Ref. No.: ABSLAMCL/PS/49/2025-26 July 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 Ku
Slide 2: Investor Presentation Q1 FY26
Aditya Birla Sun Life ADITVA BIRLA AMC Ltd. CAPITAL ASSET MANAGEMENT INVESTOR PRESENTATION Q1 FY26
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 Financials (Q1 FY26) Mutual Fund AUM(1) Equity AUM(1) ₹ 4,035 bn ₹ 1,802 bn Total Revenue(5) Profit Before Tax Market share(2) 6.24% Market share 4.19% Alternate Assets ₹ 5.7 bn ₹ 3.7 bn 9% 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 r ( 58,955 ] 67,416 ] 72,129 ] 3,061 2,261 2,198 632 3,550 r r 263 267 8,819 8,082 1,336 698 7,279 13,415 205 12,558 143 510 318 218 11,242 6,87
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 \ Individual Mix 61.1% '------ _J 60.4% 60.7% B-30 Mix L__J 18.1% 18.2% ___) 18.4% 74,792 74,792 66,702 66,702 61,332 61,332 29,4
Slide 8: Industry SIP Trend
Industry SIP Trend Aditya Birla Sun Life ADITVA BIRLA AMC Ltd. CAPITAL ASSET MANAGEMENT SIP Contribution New SIP registrations Count (mn) Contributing SIP accounts (mn) □ 67.0 DD~ 77.5 82.7 81.1 □ 86.5 (Figures in INR bn) 272.7 20.30 264.6 259.3 245.1 16.85 16.74 16.71 212.6 14.09 Jun-24 Sep-24 Dec-
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 14% 11% 17% 4,035 2,233 1,802 3,817 2,126 3,525 1,691 1,621 1,904 Q1 FY25 Q4 FY25 Q1 FY26 Q1 FY25 Q4 FY25 Q1 FY26 Q1 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 16% Y-o-Y 11% Y-o-Y 46.4% (PY: 48.
Slide 12: Scaling Retail Franchise
Scaling Retail Franchise Aditya Birla Sun Life AMC Ltd. ASSET MANAGEMENT Strong retail franchise with 10.7 mn folios1 (INR billion unless otherwise stated) Size .... A Growth Contribution to AUM Q1 FY23 Q1 FY26 Q1 FY23 Q1 FY26 Equity INR INR 1,168 bn ↑15.5% INR 1,802 bn 41.5% ↑3.2% 44.7% QAAUM 1,802
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 SIP1 Contribution New SIP1 Registrations Contributing SIP1 (in INR bn)* accounts (mn)* % Count o
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 100+ Emerging Market 89,000+ L
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% 10% 16% 17% 16% 20% 20% 20% 33% 32% 34% 54% 54% 54% 43% 43% 42% 17% 17% 17% Q1 FY25 Q4 FY25 Q1 FY26 Q1 FY25 Q4 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 65+ 100+ 3,500+ 240 2,200 + Dedicated Persons EM locations Distributors Acti
Slide 17: Alternate Assets
Alternate Assets Aditya Birla Sun Life AMC Ltd. ASSET MANAGEMENT Size .... .-?. Growth Funds Launched/Pipeline Fund Raising underway Q1 FY25 Q1 FY26 ABSL India Special Opportunities Fund ABSL Structured Opportunities Fund II INR INR 34 INR 287 bn ABSL Money Manager Fund PMS/AIF ↑ 751% 287 bn^ Produc
Slide 18: Building Passives Business
Building Passives Business Aditya Birla Sun Life AMC Ltd. ASSET MANAGEMENT Jun-25 unless stated otherwise ETF AUM June-2025 INR 86 bn ~12,30,000 ↑ 6x Investor Folios serviced 2X growth since June 2022 June-2022 INR 14 bn Rank 1 June-2025 In Debt Index2 Passive AUM1 INR 364 bn ↑ 3x FOF AUM June-2022
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 12,67,500+ people through conducting over 16,530+ 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 Q1 FY26 Q4 FY25 Q1 FY25 Q-o-Q Y-o-Y Revenue from Operations 4,474 4,288 3,866 4% 16% Employee Benefits Expense 926 988 892
Slide 23: Summary of Financial Statements
Summary of Financial Statements Aditya Birla Sun Life AMC Ltd. ASSET MANAGEMENT Balance Sheet (INR million unless otherwise stated) As at Particulars 30th June 2025 31st March 2025 Share Capital 1,443 1,442 Other Equity 38,657 35,826 Total Equity 40,100 37,268 Financial Liabilities 2,008 2,262 Non-f
Slide 24: Notes to Financials
Notes to Financials Aditya Birla Sun Life AMC Ltd. 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, 201
Slide 25: Thank You
Thank You
Slide 26: Disclaimer
Disclaimer Aditya Birla Sun Life AMC Ltd. 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
Slide 27: Press Release: Key Highlights – Q1 FY26
Aditya Birla Sun Life ADITVA BIRLA AMC Ltd. CAPITAL ASSET MANAGEMENT PRESS RELEASE Key Highlights – Q1 FY26 • Revenue from Operations at Rs. 4.5 bn; up 16% Y-o-Y • Operating Profit at Rs. 2.5 bn; up 21% Y-o-Y • Profit before Tax at Rs 3.7 bn up 22% Y-o-Y • Profit after Tax at Rs 2.8 bn; up 18% Y-o-Y
Slide 28: Financial Highlights: Q1 FY26
Financial Highlights: • Q1 FY26 Revenue from Operations is at Rs. 4.5 billion; up 16% year-on-year. • Q1 FY26 Operating Profit is at Rs 2.5 billion; up 21% year-on-year. • Q1 FY26 Profit Before Tax is at Rs. 3.7 billion up 22% year-on-year • Q1 FY26 Profit After Tax is at Rs 2.8 billion; up 18% year
Aditya Birla Sun Life AMC — Q1 FY26 Earnings Presentation on 6ix