UTI Asset Management Company Limited — PPTs, 28-01-2025: Investor Presentation

**Financial Highlights:**

Consolidated net profit for UTI Asset Management stood at ₹151 crore for Q3 FY2024-25 and ₹644 crore for the first nine months of FY2024-25. Total revenue from operations for Q3 declined by 7% YoY to ₹418 crore but increased by 12% to ₹1,485 crore for the first nine months. Core EBITDA rose significantly, with improvements of 53% YoY to ₹221 crore in Q3.

**Strategic Initiatives and Growth Drivers:**

UTI AMC reported a total group Assets Under Management (AUM) of ₹20,77,125 crore, with UTI Mutual Fund's quarterly average AUM reaching ₹3,52,412 crore. Equity assets accounted for 70% of the total average AUM, a notable advantage compared to the industry’s 61:39 ratio. Continued growth is supported by increased digital purchase transactions, which rose by 58% YoY.

**Business Developments:**

Digital transactions surged, reflecting a strategic push towards automation and customer engagement, with gross sales mobilized through Systematic Investment Plans (SIPs) hitting ₹2,202 crore for the quarter. Live folios totaled 1.32 crore, indicating robust client retention.

**Market Position and Competitive Advantage:**

UTI AMC commands a significant geographical presence, covering 699 districts across India, enhancing its distribution network and fostering growth in underpenetrated areas.

**Investor Implications:**

The strong financial performance and strategic focus on equity investments position UTI AMC favorably for future growth, catering to retail investor interests amid a competitive landscape. Keep a close eye on ongoing digital initiatives and their potential to drive further AUM increases.