Aditya Birla Sun Life AMC Limited — Investor Meet, 02-05-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Aditya Birla Sun Life AMC reported FY25 PAT of Rs. 931 Cr, up 19% YoY, with operating revenue at Rs. 1,685 Cr (+25%) and total revenue of Rs. 1,986 Cr (+21%). Quarterly average AUM rose 15% YoY to Rs. 3.82 lakh Cr, driven by 11% equity AUM growth. SIP inflows remain strong with 5.43 lakh new SIPs added in Q4. The company secured a Rs. 7,456 Cr ESIC debt portfolio mandate, lifting PMS/AIF AUM 268% YoY to Rs. 11,330 Cr. Equity funds improved, curbing market share loss and boosting net flows. Margins benefit from stable yields and growing alternate/offshore offerings. Employee costs increased due to bonuses and sales team expansion. Management emphasizes alternate assets, offshore mandates, and SIP growth, proposing a Rs. 24/share dividend. Costs will grow moderately, aligned with expansion.