HDFC Asset Management Company Limited — Investor Meet, 22-07-2025: Analysts/Institutional Investor Meet/Con. Call Updates

HDFC AMC's Q1 FY26 saw AUM cross INR 8.5 trillion, up 21% YoY. Revenue from operations grew 25% YoY to INR 967.8 Cr, with PAT increasing 24% YoY to INR 748 Cr. Operating profit margin held steady at 36 basis points. Monthly SIP flows were strong at INR 27,300 Cr. The company added 0.5 million unique customers. Management detailed a new ESOP/PSU scheme, a non-cash long-term investment in talent, with estimated costs of INR 56 Cr in FY26. SEBI approval for a Specialized Investment Fund was secured, aiming for a comprehensive investment platform. The outlook on debt funds remains positive, driven by improved liquidity.