Edelweiss Financial Services (EDELWEISS) Corporate presentation summary

Business structure and holdings

• Operates across seven segments: alternatives, mutual funds, asset reconstruction, NBFC, housing finance, general insurance, and life insurance, with majority or full ownership in each.

Alternative asset management performance

• Assets under management projected to grow from ₹54,680 Cr (Mar-24) to ₹68,175 Cr (Dec-25), at 22% CAGR.

• Fee-paying AUM expected to reach ₹41,920 Cr by Dec-25, growing at 24% CAGR.

• Profit after tax annualized to ₹297 Cr by Mar-26, at 53% CAGR.

• Client base of ~1,000, with significant growth in onshore and private credit strategies.

Mutual fund business growth

• AUM projected to rise from ₹22,900 Cr (Mar-20) to ₹1,65,300 Cr (Dec-25), at 41% CAGR.

• Equity AUM expected to reach ₹83,000 Cr by Dec-25, at 56% CAGR.

• SIP book to grow to ₹558 Cr by Dec-25, at 62% CAGR.

• PAT annualized to ₹106 Cr by Mar-26, at 117% CAGR.

• Active folios to increase 10x to 33.7 lakh by Dec-25.