HDFC Asset Management Company Limited — Investor Meet, 16-01-2026: Analysts/Institutional Investor Meet/Con. Call Updates

HDFC AMC posted strong Q3 FY26, with PAT up 20% YoY to 770.1 Cr and operating revenue rising 15% to 1,074.3 Cr. Operating margin was 36 bps. QAAUM surpassed 9 Trillion. PMS AUM exceeded 5,000 Cr, and their structured credit fund secured 1,290 Cr in commitments.

Management sees strong industry growth, fueled by SIP momentum, with Dec monthly inflows hitting 31,000 Cr. They prioritize sustainable profit growth, cost discipline, and expanding offerings beyond mutual funds into PMS, AIF, and international. Challenges from expense structure changes are expected to be managed to maintain profitability. The investment team remains confident in its long-term track record. Sentiment: Confident in growth and strategic diversification.