Company profile / HDFCAMC

HDFC Asset Management Company earnings calls.

Other · 4 quarters tracked · source-linked performance, management guidance and promise context.

Research layer active
PositiveCredibility 0/100Latest record q1-fy27

Latest revenue

₹1,100 Cr

verified financial record

Quarters tracked

4

source records in the directory

Delivery assessment

0

Across 4 tracked commitments: 0 delivered, 4 missed.

Call date

Pending

latest available source date

Signal trajectory

3 actual quarters
EBITDA (₹ Cr)PositiveWatchNegative
3 actual records
Actual quarterly EBITDA (₹ Cr) trajectoryReported values plotted by quarter. Hover or focus a point for its quarter, value, and source sentiment.Q2 FY26: 779.6 · Positive source sentiment · 2025-10-22Q2 FY26Q3 FY26: 855.7 · Positive source sentiment · 2026-01-20Q3 FY26Q1 FY27: 830 · Positive source sentimentQ1 FY27855.7779.6
Values are taken from the available verified source records; sentiment color is a separate source-read indicator.

Current read

0/100

Across 4 tracked commitments: 0 delivered, 4 missed.

Latest source read

What changed this quarter?

Open quarter read

HDFC AMC reported a strong Q3 FY26 with operating revenue of ₹1,233 crore (+15% YoY) and PAT of ₹770 crore (+20% YoY). Operating margin improved to 36% (up 100 bps QoQ) due to lower other expenses. Key drivers: industry SIP inflows hit a record ₹310 billion in December, and HDFC AMC added 2.8 million unique investors (total 15.4 million). The company crossed ₹9 trillion in total AUM, with equity AUM at ₹6 trillion (65.5% mix). PMS AUM crossed ₹5,000 crore, and the first close of a structured credit fund raised ₹1,290 crore. Management expects yields to remain steady despite telescopic pricing, and aims to maintain operating margins within 33-36 bps. Regulatory changes (exit load removal, TER restructuring) are expected to be managed via optimization, similar to 2019. Risk: potential margin compression from regulatory changes and competitive pressure in passive flows.

Colored figures compare against the previous available record. Hover or focus one for the comparison.

Signal

Positive

Revenue

₹1,100 Cr

Source date

Pending

Across the record

Quarter history.

3 source records

History modules

Follow the numbers and themes.