Conference Call with Motilal Oswal Financial Services Management and Analysts on Q1FY26 Performance and Outlook. Listen to the full earnings transcript.
Conference Call with KFIN Technologies Management and Analysts on Q1FY26 Performance and Outlook. Listen to the full earnings transcript.
Financial Services company KFIN Technologies announced Q1FY26 results Q1FY26 Financial Highlights: Revenue from operations stood at Rs 2,740.6 million, up 15.4% YoY; Core revenue growth at 19.4% YoY. Core International and other investor solutions revenue up by 29.3% YoY; VAS revenue up by 39.6% YoY. EBITDA stood at Rs 1,138.6 million, up 14.2% YoY, EBITDA margin at 41.5%. PAT at Rs 772.6 million, up 13.5% YoY, PAT margin at 28.2%. Diluted EPS stood at Rs 4.45, up 13.0% YoY. Cash and cash equivalents at Rs 7,500.0 million as on June 30, 2025. Business Highlights: Overall AAUM growth at 23.0% YoY vs. 22.3% for the industry, market share at 32.5%. Equity AAUM growth at 21.7% YoY vs. 23.1% for the industry, market share at 33.0%. Won an RTA deal from three new AMCs – Abakkus Asset Managers, Marcellus Investment Managers, and Wealth Company Asset Management (Pantomath); Won a deal for development of digital assets from an AMC client; Won five maiden clients under our newly launched KRA business. Added 880 new corporate clients under the issuer solutions business; Market share in NSE500 companies at 50.8%. New RTA mandates won during the quarter includes Canara HSBC Life Insurance Company Limited, ICICI Prudential Asset Management Company Limited, Meesho Limited, Pine Labs Limited, Prestige Hospitality Ventures Limited. Number of international clients increased to 824 ; Overall AAUM grew 33.5% YoY to Rs 0.9 trillion; Won a full-service FA & TA deal from an existing AMC client in Malaysia; Won an LOI for full-service FA mandate from a corporate treasury desk in Malaysia; Won maiden deal for mPowerWealth platform from a large AMC in Philippines; Onboarded five funds in Gift City in Q1FY26, total number of funds increased to 35. No of alternate funds at 592 ; Market share at 37.0%; AAUM grew 38.1% YoY to Rs 1.6 trillion ; Won 23 new AIF funds including from Tata AMC, Multiples; Won deals for mPower Order Management System from two AMCs, including an AMC where KFintech is not an RTA; Won fund administration platform deal from a large private life insurance company. NPS subscriber base grew to 1.67 million, up by 32.2% YoY vs. 12.7% YoY growth for the industry; Market share in overall subscribers’ base at 9.9% as on June 30, 2025, up from 8.4% as on June 30, 2024. Sreekanth Nadella, Managing Director and CEO, KFin Technologies, said: "It has been an eventful quarter for KFintech with several initiatives coming to fruition in this Quarter. We delivered a strong quarterly performance amidst global uncertainty and positioned ourselves for stronger growth during the rest of fiscal. Our mature lines of businesses - domestic mutual funds and issuer solutions continue to grow in line with industry growth even as our new business lines of future - global fund administration business, AIF and wealth, pension, and digital mobility solutions continue to grow at a faster pace with revenue growth of 29% YoY. As we await regulatory approvals to complete the integration with Ascent Fund Services, we are happy to share that the organization continues to grow at a CAGR of over 35%. This is a critical development in our sojourn to be a formidable global fund administrator. KFintech has incubated its second “Centre of Excellence” at Vijaywada, Andhra Pradesh, will be designed to build cloud-native enterprise mobility solutions, embedded with AI and advanced analytics, redefining industry landscape. Furthermore, we have launched best in class KRA solutions with embedded AI technology which saw us winning clients in quick succession of launch and is set to transform the customer onboarding solutions. Winning global mandate for our recently launched wealth platform “mPowerWealth” is a testimony to our capability to build innovative solutions with global purpose, participating in a fastgrowing global wealth management platform business. To empower our mutual fund partners, we launched “IRIS”, a first of its kind multi-asset platform tailored for forward-looking financial intermediaries, and “Swiftflow”, a next-generation payment orchestration platform for Indian and global enterprises. At KFintech, we believe in continuous transformation and as we move forward, we remain steadfast to execute our strategy sustainably and stay ahead of the evolving trends by driving growth and profitability in a responsible manner." Result PDF
Capital Markets company Indian Energy Exchange announced Q1FY26 results Electricity volumes in Q1FY26 at 32.4 BUs, increased 14.9% YoY. 52.7 lakh RECs traded during Q1FY26, increased 149.3% YoY. Consolidated Revenue in Q1FY26 at Rs 184.2 crore, increased 19.2% from Rs 154.5 crore in Q1FY25. Standalone Profit After Tax in Q1FY26 at Rs 113 crore, increased 21% from Rs 93.4 crore in Q1FY25. Consolidated Profit After Tax in Q1FY26 at Rs 120.7 crore, increased 25.2% from Rs 96.4 crore in Q1FY25. Result PDF
UTI Asset Management Company announced Q1FY26 results The Core income (Sale of Services) amounted to Rs 379, up by 12% YoY and 5% QoQ. The Core profit after tax for the Q1FY26 is Rs 122 crore, up by 4% YoY and 24% QoQ. The Profit after Tax stood at Rs 237 crore for the first quarter of FY26, down by 7% YoY and up by 172% QoQ. The total group AUM for UTI Asset Management Company stood at Rs 21,93,215 crore. As on June 30, 2025, UTI MF’s quarterly average assets under management (QAAUM) was Rs 3,60,867 crore. Equity Assets (Active + Passive) contributed 69% to UTI MF’s total average AUM. The ratio of equity oriented QAAUM and non-equity oriented QAAUM was 69:31 vis-a-vis industry ratio of 60:40. Total live folios stood at 1.35 crore as on June 30, 2025. UTI AMC has geographical presence in 699 districts in India, amongst the highest in the industry. Gross Inflow mobilized through SIP for the Q1FY26, stood at Rs 2,260.98 crore. SIP AUM as of quarter end stood at Rs 42,195.93 crore, an increase of 16.90% as compared to June 30, 2024. Digital purchase transactions rose to 49.14 lakh, an increase of 29.86% as against quarter ended June 30, 2024. Imtaiyazur Rahman, Managing Director & Chief Executive Officer, UTI AMC, said: “Q1FY26 has offered a strong start to the financial year both for UTI AMC as well as the mutual fund industry. At the Company level, we have seen a notable growth in AUM and steady SIP inflows depicting a progressive curve in the last quarter. The MF industry has witnessed continued rise in the assets under management and SIP contributions which is quite encouraging, and this reflects the resilience of investors. We are hopeful that we will be able to leverage this positively to aid in building a long-term positive outlook for the overall industry. Despite global triggers and other geopolitical tensions that persisted, the impact on the Indian economy has been well contained. This bodes well for the investors and the mutual fund industry keeping the momentum intact and driving volumes.” Result PDF