Conference Call with Aditya Birla Capital Management and Analysts on Q3FY26 Performance and Outlook. Listen to the full earnings transcript.
Holding company Aditya Birla Capital announced Q3FY26 results Consolidated revenue grew by 30% YoY to Rs 14,181 crore. Consolidated profit after tax, excluding exceptional and one-off items, grew by 41% YoY to Rs 983 crore. Overall lending portfolio (NBFC and HFC) grew by 30% YoY and 7% sequentially to Rs 1,90,386 crore as on December 31, 2025. Total AUM (AMC, life insurance, and health insurance) grew by 19% YoY to Rs 5,98,166 crore as on December 31, 2025. Life insurance individual first-year premium grew by 19% YoY to Rs 3,076 crore in 9MFY26. Health insurance gross written premium grew by 39% YoY to Rs 4,651 crore in 9MFY26. NBFC Business - Q3FY26 Disbursements grew by 41% year-on-year to Rs 21,417 crore AUM grew by 24% year-on-year and 6% sequentially to Rs 1,48,182 crore. Profit before tax grew by 29% year-on-year and 8% sequentially to Rs 1,036 crore Return on assets improved by 15 bps year-on-year and 5 bps sequentially to 2.25% Gross stage 2 and 3 ratio improved by 145 bps year-on-year and 23 bps sequentially to 2.80% Housing Finance - Q3FY26 Disbursements grew by 30% year-on-year and 7% sequentially to Rs 6,165 crore AUM grew by 58% year-on-year and 10% sequentially to Rs 42,204 crore Profit before tax grew by 109% year-on-year and 18% sequentially to Rs 229 crore Return on assets increased by 54 bps year-on-year and 14 bps sequentially to 1.96% Gross stage 2 and 3 ratio improved by 15 bps sequentially and 82 bps year-on-year to 0.95% AMC Business - Q3FY26 Mutual fund quarterly average assets under management grew by 15% year-on-year to Rs 4,43,233 crore, with equity mix at 45% Equity QAAUM grew by 11% year-on-year to Rs 1,99,442 crore Individual monthly average assets under management grew by 7% year-on-year to Rs 2,11,862 crore Folios serviced increased by 3% year-on-year to about 1.08 crore Profit before tax grew by 19% year-on-year to Rs 358 crore Result PDF