UTI Asset Management Company (UTIAMC) Q2 26/27 earnings summary

Executive summary

• Board approved unaudited standalone and consolidated Q2 and H1 FY27 results; auditors’ limited reviews found no matters indicating material misstatement.

• H1 FY27 consolidated core revenue was ₹777 crore, up 1% YoY; core PAT was ₹263 crore, up 15%, while mutual fund QAAUM rose 6.32% to ₹4,02,337 crore.

• Group AUM stood at ₹16,28,189 crore at September 2026; reported declines reflected EPFO’s February 2026 reallocation after expanding its fixed-income mandate to four managers.

• Franchise included 1.47 crore live folios, presence in 699 districts and 256 financial centres, and ~1,00,064 distributors.

Financial highlights

• Consolidated revenue from operations was ₹414.59 crore in Q2 FY27 versus ₹418.55 crore YoY, and ₹983.36 crore in H1 versus ₹965.44 crore.

• Consolidated profit attributable to owners was ₹132.31 crore in Q2 versus ₹113.01 crore YoY, and ₹426.17 crore in H1 versus ₹349.86 crore.

• Q2 consolidated core revenue was ₹398 crore, up 2% YoY and 5% QoQ; core PAT was ₹131 crore, up 22% YoY and 2% QoQ.

• Standalone revenue from operations was ₹336.63 crore in Q2 versus ₹390.22 crore YoY and ₹770.48 crore in H1 versus ₹827.10 crore; H1 core PAT rose 14% to ₹253 crore.

• Standalone profit was ₹143.10 crore in Q2 versus ₹166.21 crore YoY, and ₹360.90 crore in H1 versus ₹382.34 crore.

Outlook and guidance

• Strategic priorities include strengthening distribution and digital capabilities, expanding international, pension and alternatives businesses, building investment systems and improving operational efficiency.

• Mission 2031 growth priorities include expanding investor participation, the SIP franchise and digital adoption.