HDFC Asset Management Company Ltd — earnings calls
2 quarters summarised from transcripts filed with the exchange, every statement cited. Newest first.
HDFC AMC reported Q1 FY27 revenue from operations growth of 14% year-on-year to INR11 billion, with profit after tax of INR8.4 billion, up 12% year-on-year. Quarterly average AUM stood at INR9.35 trillion, up 13% year-on-year, with equity-oriented QAAUM growing 16% to INR5.74 trillion. Management discussed the transition from TER to BER accounting, debt fund outflows, SIP flow trends, and continued build-out of the alternatives and PMS platforms.
HDFC AMC reported total revenue of INR46.2 billion for FY26, with revenue from operations at INR41.2 billion, up 18% year-on-year, and profit after tax of INR28.6 billion, up 16%. QAAUM grew 20% year-on-year to INR9.3 trillion, with equity-oriented AUM at INR6 trillion and SIP and STP flows of INR48.8 billion in March 2026. Management discussed the new Base Expense Ratio regulatory framework, distribution mix trends across banks and fintechs, and progress in alternatives, PMS and international business.