HDFC Asset Management Company Limited — Investor Meet, 22-04-2026: Analysts/Institutional Investor Meet/Con. Call Updates

HDFC AMC’s Q4 FY26 saw QAAUM grow 20% YoY to INR 9.3 lakh Cr, with Equity AUM at INR 6 lakh Cr. PAT rose 16% YoY to INR 2,860 Cr, driven by 18% revenue growth to INR 4,120 Cr. Operating profit was INR 3,210 Cr (18% YoY), at 35 bps AUM margin. The company declared a dividend of INR 54/share. SIP & STP flows were robust at INR 4,880 Cr in March 2026, up 33% YoY. Management highlights disciplined investor behavior and continued focus on expanding distribution, digital capabilities, and non-mutual fund businesses. They aim for no material P&L impact from new TER regulations. Strategic themes include "digital AI wealth creator" and capturing India's financialization opportunity.