HDFC Asset Management Company Limited — Investor Meet, 17-10-2025: Analysts/Institutional Investor Meet/Con. Call Updates

HDFC AMC reported Q2 FY26 revenue of **Rs.1026 Cr** (up 16% YoY) and PAT of **Rs.717.9 Cr**. Operating profit grew 13% YoY to **Rs.779.6 Cr** (35 bps of AUM). Total AUM reached **Rs.870000 Cr**, recently crossing **Rs.900000 Cr**. Equity proportion rose to 64.9%. Monthly SIP flows hit **Rs.4510 Cr** in September, reflecting investor maturity despite market softening. The Board approved a 1:1 bonus share issue. Management is investing in B30 expansion, digital tech, and alternatives, with OPEX targeted for 12-15% annual growth, maintaining cost efficiency at 11 bps of AUM. The outlook is positive, driven by strong SIPs and strategic growth initiatives.