Aditya Birla Sun Life AMC (ABSLAMC) Q3 25/26 earnings summary

Executive summary

• Global economic growth is stabilizing at 3.2%, with inflation moderating and central banks shifting focus to growth.

• India is projected to grow real GDP by over 1.4% in FY26, with CPI inflation at 2.2% and nominal GDP growth forecast at 9.75% for FY27.

• Mutual Fund QAAUM grew 15% year-over-year to Rs. 4,432 billion, with overall QAAUM including alternate assets up 20% to Rs. 4,814 billion.

• Unaudited standalone and consolidated financial results for the quarter and nine months ended December 31, 2025, were approved and released following a board meeting on January 22, 2026.

• Results have been reviewed by the Audit Committee and subjected to limited review by statutory auditors, with no material misstatements identified.

Financial highlights

• Q3 FY26 revenue from operations was ₹478 crores (Rs. 4.8 billion), up 7% year-on-year; profit after tax reached ₹358 crores (Rs. 2.7 billion), up 19–20% year-on-year.

• Nine-month FY26 revenue was ₹1,387 crores (Rs. 13.9 billion), up 10% year-on-year; profit after tax for nine months was ₹788 crores (Rs. 7.9 billion), up 12%.

• Standalone net profit for Q3 FY26 was ₹272.35 crore, up from ₹222.39 crore in Q3 FY25; consolidated net profit was ₹269.52 crore, up from ₹224.47 crore.

• Employee benefit expenses rose 20% year-on-year, mainly due to one-time gratuity and ESOP costs.

• Other income in Q3 FY26 rose 119% year-over-year to Rs. 843 million.

Outlook and guidance

• Inflation is expected to normalize around 3.75%, supporting further growth.

• Budget and fiscal support are anticipated to drive future growth.

• Expense growth will align with inflation, except for ESOP-related increases.

• Focus remains on scalable business growth, expanding geographic reach, and strengthening multi-channel distribution.

• The company continues to monitor regulatory changes, including the implementation of new Labour Codes, and will account for further impacts as rules are notified.