KFin Technologies Ltd — earnings calls
2 quarters summarised from transcripts filed with the exchange, every statement cited. Newest first.
KFin Technologies reported Q1 FY'27 revenue growth of over 30% year-on-year including Ascent, and around 10% excluding Ascent, with EBITDA growing about 7% and PAT roughly flat to marginally lower. Management attributed the growth to international business expansion via Ascent, new fund manager wins, and continued market share gains in mutual funds and issuer solutions, while noting yield compression from a shift in asset mix from debt to liquid funds. The company also discussed cost optimization initiatives, the National Pension System business turning profitable, and pipeline deals across wealth management, alternatives, and technology solutions.
KFin Technologies reported Q4 FY26 revenue growth of about 23% year-on-year including the Ascent acquisition, while EBITDA grew about 5% with margins compressed due to Ascent consolidation and mark-to-market erosion on mutual fund and AIF assets. Management attributed the Issuer Solutions segment weakness to retail investor folio erosion and lower corporate actions during the quarter. For the full year, core PAT grew 6.2% to Rs 353 crore including Ascent, with consolidated PAT margin at 27.1%.