Slides
Page 1
Q2 FY27 INVESTOR PRESENTATION
Page 2
Staying focused on building scalable business LONG TERM CUSTOMER VALUE Driven by a strong and robust risk management and governance framework AUM growth Accelerated growth in Passive & Alternative investments Sustainable growth in SIPs EXPAND Geographic reach and strengthen multi-channel distribution network EXPERIENCE Leveraging digital platforms to deliver best-in-class service SCALE Scale retail franchise and diversify product offerings
Page 3
Market share(2) 5.69% ₹ 4,418 bn Mutual Fund AUM(1) Market share 3.92% ₹ 2,092 bn Equity AUM ₹ 2,177 bn Individual AUM(4) Passive AUM(1) ₹ 399 bn Total Alternate AUM(1) ₹ 6,635 bn PMS/AIF AUM(1) ₹ 6,576 bn^ Real Estate AUM(1) ₹ 9 bn Offshore AUM(1) ₹ 51 bn Financials (Q2 FY27) ₹ 5.3 bn Total Revenue(5) Profit Before Tax ₹ 3.0 bn Profit After Tax ₹ 2.2 bn Customer & Distribution Investor Folios 11.4 mn MF Distributors 96,000+ Locations 310+ Digital Partners 130+ MF - Equity(3) 19% MF - Debt(6) 14% MF - Liquid 7% Alternate Assets 60% Q2 FY27 Overall Average AUM(1) ₹ 11,056 bn (1) Quarterly Average Assets under Management as of Sep 30, 2026; (2) Excluding ETF Share; (3) Equity AUM includes SIF ; (4) Monthly Average Assets under Management as of Sep 30, 2026 (5) Includes revenue from operations and other income; (6) MF-Debt include ETF; ^ Include mandate QAAUM of Rs 6,528 bn as on Sep 2026 ; All numbers are as of Sep-26 unless stated otherwise AUM Business Snapshot MF - Equity 46% MF - Debt 33% MF - Liquid 18% Alternate Assets (ex mandate) 3% Q2 FY27 Overall Average AUM (ex mandate) ₹ 4,528 bn
Page 4
Industry Overview
Page 5
Industry QAAUM & Net Sales Trend Industry witnessed Y-o-Y AUM growth of 13% in Q2 FY27 QAAUM 77,133 83,136 87,209 Industry witnessed moderated overall net sales in Q2 FY27 111 2,054 1,4391,881 1,818 (INR billion unless otherwise stated) Net Sales Source: AMFI. Equity Net Sales includes flows from Equity, Hybrid and Solution oriented Schemes 46,355 50,118 53,420 6,870 7,937 8,69214,625 13,669 13,3169,282 11,411 11,781 Q2 FY26 Q1 FY27 Q2 FY27 Equity Liquid Debt ETF 1,619 1,301 1,168 1,510 1,224 -219 147 -532 984 457164 -152 -1,234 -732 -610 317 522 709 291 367 Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27 Q2 FY27 Equity Liquid Debt ETF
Page 6
Industry AAUM - Individual & B30 Individual MAAUM B30 MAAUM Industry Individual AUM mix stood at 61.1% in Sep-26 60.7% 61.1%60.7% Industry B30 AUM mix was at 18.8% in Sep-26 B-30 Mix 18.6% 18.5% 18.8% (INR billion unless otherwise stated) Individual Mix Source: AMFI 47,208 51,084 53,238 30,570 33,101 33,854 77,778 84,185 87,092 Sep-25 Jun-26 Sep-26 Individual Institutional 14,500 15,604 16,371 63,278 68,581 70,720 77,778 84,185 87,092 Sep-25 Jun-26 Sep-26 B30 T30
Page 7
Industry SIP Trend SIP Contribution Industry SIP contribution increased to INR 324.9 bn in Sep-26 Industry new SIP registrations increased to 19.11 mn in Q2 FY27 (Figures in INR bn) Contributing SIP accounts (mn) 97.292.5 97.9 New SIP registrations Count (mn) Source: AMFI 97.8 (INR billion unless otherwise stated) 293.6 310.0 320.9 317.8 324.9 Sep-25 Dec-25 Mar-26 Jun-26 Sep-26 100.6 18.17 17.79 19.27 16.04 19.11 Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27 Q2 FY27
Page 8
ABSLAMC Performance Overview
Page 9
Performance at a Glance (INR billion unless otherwise stated) Mutual Fund QAAUM 9% Equity QAAUM Fixed Income QAAUM1 -1% Institutional MAAUM 5% Individual MAAUM B-30 MAAUM 4% 4% 1 Fixed Income QAAUM including ETF 4,252 4,277 4,418 Q2 FY26 Q1 FY27 Q2 FY27 1,924 1,987 2,092 Q2 FY26 Q1 FY27 Q2 FY27 2,328 2,290 2,326 Q2 FY26 Q1 FY27 Q2 FY27 2,066 2,106 2,177 Sep-25 Jun-26 Sep-26 2,207 2,203 2,180 Sep-25 Jun-26 Sep-26 749 743 780 Sep-25 Jun-26 Sep-26
Page 10
AUM Highlights 4,073 4,159 4,048 4,608 6,279 11,056 *Mutual Fund-Debt including ETF; Alternate Assets -Others includes mandate QAAUM of Rs 6,528 bn as on Sep 2026 ; 1Overall Assets including mandate up by 140% Y-o-Y (INR billion unless otherwise stated) Mutual Fund ↓ 1% Y-o-Y Equity MF 6% Y-o-Y Equity MF Mix 48.9% Overall Ex Mandate 4% Y-o-Y Equity MF 9% Y-o-Y Equity MF Mix 47.4% Mutual Fund Closing Assets under Management Overall1 Quarterly Average Assets under Management 1,924 1,987 2,092 1 3 1,694 1,587 1,505 637 703 82187 87 87 270 1,915 6,549 Q2 FY26 Q1 FY27 Q2 FY27 Mutual Fund - Equity Mutual Fund - SIF Mutual Fund - Debt* Mutual Fund - Liquid Alternate Assets - Equity Alternate Assets - Others 1,860 1,990 1,979 1,649 1,501 1,388 565 668 681 Q2 FY26 Q1 FY27 Q2 FY27 Mutual Fund - Equity Mutual Fund - Debt* Mutual Fund - Liquid
Page 11
Strong retail franchise with 11.4 mn folios1 Scaling Retail Franchise Equity QAAUM INR 2,092 bn Individual MAAUM INR 2,177 bn B-30 MAAUM INR 780 bn 1as of Sep 30, 2026 ; All numbers in INR billion unless stated otherwise CAGR Contribution to AUM Contribution to AUM Contribution to AUM 5.5% 17.1% 11.0% 13.7% CAGR CAGR 1.9% 0.6% 1,302 2,092 Q2 FY24 Q2 FY27 41.9% 47.4% Q2 FY24 Q2 FY27 17.3% 17.9% Sep-23 Sep-26 51.9% 50.0% Sep-23 Sep-26 1,591 2,177 Sep-23 Sep-26 531 780 Sep-23 Sep-26
Page 12
93% 88% Over 5 years Over 10 years SIPs generates consistent inflows across market cycles Long Tenure SIP Book2 Building sustainable SIP Flows % Count of Total SIPsNew SIP1 Registrations Count (‘000) Contributing SIP1 accounts (mn)* SIP1 Contribution (in INR bn)* 1 Includes STP ; 2 Based on tenure at the time of registration of all live SIPs as on Sep 30, 2026 Focus on Growing SIP Flows 11.00 10.85 10.94 Sep-25 Jun-26 Sep-26 3.90 4.03 4.17 Sep-25 Jun-26 Sep-26 582 547 705 Q2 FY26 Q1 FY27 Q2 FY27
Page 13
Pan India Distribution Network 310+ locations, over 80% are in B-30 cities 19,000+ Pan India pin codes One of the largest empaneled distributor base Servicing Investors across 360+ National Distributors 96,000+ MFDs 130+ Digital Partners 90+ Banks 310+ Locations
Page 14
Multi-Channel Distribution Network Continue to expand distributor base and empaneled 3,800+ new MFDs in H1 FY27 1 Excludes ETF Overall Asset Sourcing Mix1 Broad-based sourcing of Equity Assets 44% 43% 44% 32% 33% 31% 16% 16% 17% 8% 9% 8% Q2 FY26 Q1 FY27 Q2 FY27 Direct MFDs National Distributor Bank 17% 18% 18% 53% 52% 52% 20% 20% 20% 10% 10% 10% Q2 FY26 Q1 FY27 Q2 FY27 Direct MFDs National Distributor Bank
Page 15
Sales Ecosystem - Multi-Channel Distribution Strategy Direct 80+ Dedicated Persons Provide personalized attention and tailored solutions to meet the unique needs and preferences of high-net-worth individuals Virtual calling model for better client outreach, focusing on increasing client activations Presence across Top 14 locations Pan India . Emerging Markets 100+ EM Locations Aim to tap into potential rural and emerging markets at an early stage to build early growth. Deepening product awareness through continuous engagement drives for both investors and distributors. Virtual Relationship Manager 5,600 Unique Active Distributors1 Upgrade MFDs to high potential business partners and transfer to mainstream Retail Sales VRM provides virtual assistance to advisors on call – offering financial solutions and servicing, skill-building programs & cutting-edge digital tools Service to Sales 230+ Dedicated Service Persons Service RMs engage effectively with investors and facilitate their investment decisions. Identify opportunities for win back, retention and upsell Sampark 3,800+ Distributor Empaneled1 Our distribution expansion initiative in empaneling and welcoming new distributors Our new WhatsApp-based process has streamlined the empanelment of MFDs, making it more efficient and user-friendly Started an initiative to capture key distributor details during empanelment to get enhanced insights 1H1 FY27
Page 16
Real Estate AUM1 at INR 9 bn. Fund raising underway in ABSL Real Estate Credit Opportunities Fund Series II INR 51 bn Alternate Assets Size ^Include mandate QAAUM of 6,528 bn as on Sep 2026; 1QAAUM as on Sep 2026 Y-o-Y Growth Offshore PMS/AIF 2074% • ABSL India Select Sector Fund • ABSL India Special Opportunities Fund Series II • ABSL Structured Opportunities Fund II • ABSL Money Manager Fund Fund Raising underway Fund Launched/ Pipeline • ABSL Flexi Cap Fund (IFSC) Fund Raising underway INR (^Includes mandate) 6,576 bn^ Product Pipeline • ABSL Emerging Market Equity Fund (Retail) • ABSL Global Innovators Fund (Retail) • ABSL India Growth Fund (Retail) • ABSL Nasdaq 100 Fund of Fund (Retail) • ABSL S&P500 100 Fund of Fund(Retail) • ABSL MSCI India Fund (AIF) 6% 303 6,576 Q2 FY26 Q2 FY27 48 51 Q2 FY26 Q2 FY27
Page 17
Building Passives Business ~17,89,000 Investor folios serviced 3X growth since Sep 2023 Rank 1 In debt index2 50 Products Extensive product bouquet Passive AUM1 Index AUM 1Quarterly Average AUM for ETFs, FoFs & Index Funds 2Based on QAAUM as on Sep 30, 2026 ETF AUM FOF AUM 4x 1x (INR billion unless otherwise stated) 2x 61 126 Q2 FY24 Q2 FY27 203 211 Q2 FY24 Q2 FY27 15 61 Q2 FY24 Q2 FY27 279 399 Q2 FY24 Q2 FY27
Page 18
ABSLAMC Digital Ecosystem Industry leading GenAI Voice bot for lead management } } 3 0 ABSL MF Web Platform & Partner Portal GenAI Web Chatbot API Gateway Revoke Redemption / SIP modification New Financial / Non Financial transactions on Investor / Partner WhatsApp 24*7 DIY WhatsApp Services - 8657951029 Smart Hub for Partners One click SIP regn via UPI auto pay Investor App Partner App Partner easy Transaction Link Salary SIP / Perquisite SIP ARN hardcoded Active Savings App Native eKYC journey across web and mobile
Page 19
Investor Engagement Aim to educate existing and next generation of distributors Reached 11,09,450 + people through conducting over 13,506+ Investor Awareness sessions 1As of Sep 30 2026; 2National Institute of Securities Markets (“NISM”) Viewership of 48,29,530+ Nivesh Mahakumbh Program Partnered with 55 universities in association with NISM2. Reached over 7,315 students1 First Financial Lessons and First Pay Cheque 6.9 million+ passengers across 39 routes1 Generated 97,28,363+ views on website Samriddhi Magazine Investor Education Investors Hangouts Program 213K active users1 and over 52 Million YouTube viewers1 For Her – Financial Education Customized engagements and workshops to create women investors & MFDs 12 Million Social Media Impressions1
Page 20
Distributor Engagement 1As of Sep 30 2026; 2National Institute of Securities Markets (“NISM”) ; 3Department of Post Office Nipun Learning Academy Distributor Development Certification Programs 508 sessions conducted CFGP/ AFGP/ CRGP/ PGP/ GEN AI ETC. 28K+ people certified NISM2 Training For DOP Staff Training programs conducted at various locations Workshops attended by total 70+ DOP3 staff Training initiative aimed at strengthening the back-office and sales functions of MFDs to support sustainable business growth Conducted sessions across 40+ locations, Empowering 2,300+ team members of 1200+ unique MFDs Fulcrum A platform to groom and empower women MFDs and the spouses of MFDs interested in joining the business Conducted 5 batches at NISM campus. Mentored 170+ unique Women MFDs across 80 unique locations. Yashasvi Conducted over 5,111+ training sessions and trained 2,91,367+ Distributors Trending modules • Edge of asset allocation • Unleashing the Power of SIP • Branding, Communication, Business Expansion and New Client Acquisition • Power of Equity and Scheme selection • Business Transformation through Gen AI • Growing Business through Successful selling
Page 21
Financial Performance
Page 22
Summary of Financial Statements – Quarterly Statement of Profit & Loss Account 1Includes Finance Cost (INR million unless otherwise stated) Particulars Q2 FY27 Q1 FY27 Q2 FY26 QoQ YoY Revenue from Operations 4,838 4,630 4,613 5% 5% Employee Benefits Expense 1,263 1,163 951 9% 33% Fees and Commission Expense 160 154 145 4% 11% Depreciation and Amortization 131 128 108 2% 21% Other Expenses (1) 746 748 705 0% 6% Total Expenses 2,300 2,193 1,909 5% 21% Operating Profit Before tax 2,538 2,437 2,704 4% -6% Other Income 424 1,624 452 -74% -6% Profit Before T ax 2,962 4,061 3,156 -27% -6% Tax Expense 752 966 743 -22% 1% Net Income 2,210 3,095 2,413 -29% -8%
Page 23
Summary of Financial Statements – Half Yearly Statement of Profit & Loss Account 1Includes Finance Cost (INR million unless otherwise stated) Particulars H1 FY 27 H1 FY 26 YoY Revenue from Operations 9,468 9,087 4% Employee Benefits Expense 2,426 1,877 29% Fees and Commission Expense 314 279 12% Depreciation and Amortization 259 211 23% Other Expenses (1) 1,494 1,471 2% Total Expenses 4,493 3,838 17% Operating Profit Before tax 4,975 5,249 -5% Other Income 2,048 1,630 26% Profit Before Tax 7,023 6,879 2% Tax Expense 1,718 1,695 1% Net Income 5,305 5,184 2%
Page 24
Summary of Financial Statements Balance Sheet (INR million unless otherwise stated)
Page 25
Dividend History Dividend per share and Dividend Payout Ratio Earnings per share *Earning per share calculated on standalone basis, **on Standalone EPS; 11.45 10.25 13.50 24.00 25.50 50% 50% 50% 75% 75% FY 22 FY 23 FY 24 FY 25 FY26 Dividend Per share (in Rs) Dividend Payout Ratio** 22.93 20.52 26.87 32.05 34.13 FY 22 FY 23 FY 24 FY 25 FY26*
Page 26
Notes to Financials 1. The financial results have been prepared in accordance with the recognition and measurement principles laid down in Indian Accounting Standard 34 - Interim Financial Reporting, notified under Section 133 of the Companies Act, 2013 read with Companies (Indian Accounting Standards) Rules, 2015, as amended from time to time, and other accounting principles generally accepted in India and in compliance with Regulation 33 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, as amended. 2. The Group is in the business of providing asset management services to Aditya Birla Sun Life Mutual Fund and portfolio management & advisory services to clients. The primary segment is identified as asset management services. As such, the Groups's financial results are largely reflective of the asset management business and accordingly there are no separate reportable segments as per Ind AS 108 - Operating Segment. 3. The Company, during the quarter ended 30th September, 2026 has allotted 1,71,641 Equity Shares face value of ₹ 5 each, fully paid up, on exercise of options by eligible grantees, in accordance with the Employee Stock Option Schemes approved by the Company. As at 30th September, 2026, there were application money received towards 15,998 Equity Shares of face value ₹ 5 each, applied pending allotment. 4. The Government of India has implemented four new Labour Codes ("Codes"), including the Code on Wages, 2019, with effect from November 21, 2025. The Company has assessed the incremental impact of these changes based on an actuarial valuation and has recognised a charge amounting to ₹ 2.82 crores in the Statement of Profit and Loss for the year ended March 31, 2026 and reported it under "Exceptional Items". The Company has assessed its employee benefit obligations and is in compliance with the new Codes. It continues to recognise the benefits in accordance with the extant laws of the new Codes, Company’s policy and applicable Indian accounting standards. The Government is in the process of notifying the related rules under the new Codes. The impact of these rules will be evaluated and accounted for in accordance with the applicable Indian accounting standards in the period in which they are notified and will be in compliance with the new Codes. 5. During the period ended 30th September, 2026, the Company has paid a final dividend of ₹25.50 per equity share (face value of ₹ 5 each) for the year ended March 31, 2026, as approved by its shareholders at the Annual General Meeting held on 29th July, 2026. 6. The above results have been reviewed by the Audit Committee and approved by the Board of Directors of the Company, at their meeting held on October 21, 2026. The results have been subjected to limited review by the statutory auditors of the Company.
Page 27
Thank You
Page 28
Disclaimer This presentation is for information purposes only and does not constitute a prospectus, an offering circular, an advertisement, a private placement offer letter or offer document or an offer or the recommendation or solicitation of an offer or invitation to purchase or sell any securities (“Securities”) of Aditya Birla Sun Life AMC Limited or its subsidiaries or its associates (together, the “Company”) under the Companies Act, 2013 and the rules made thereunder, the Securities and Exchange Board of India (Issue of Capital and Disclosure Requirements) Regulations, 2018, as amended, or any other applicable law in India, the United States, or any other jurisdiction. This presentation has not been and will not be reviewed or approved by a regulatory authority in India or by any stock exchange in India. This presentation is being given solely for your information and for your use and may not be retained by you and neither this presentation nor any part thereof shall be (i) used or relied upon by any other party or for any other purpose; (ii) copied, photocopied, duplicated or otherwise reproduced in any form or by any means; or (iii) re-circulated, redistributed, passed on, published in any media, website or otherwise disseminated, to any other person, in any form or manner, in part or as a whole, without the prior written consent of the Company. The Company has prepared this presentation based on information available to it, including information derived from public sources that have not been independently verified. Please note that for ease of understanding and calculations purposes, figures are rounded off to the nearest number while presenting figures in trillion, billion and million. In view of the rounding off, any calculations representing growth in % may not tally as it is derived from the underlying number. No representation, warranty, guarantee or undertaking, express or implied, is provided, or will be provided, in relation to, and no reliance shall be placed on, the fairness, accuracy, correctness, completeness or reliability of the information, estimates, projections, opinions or conclusions expressed herein. This presentation should not be used as a basis for any investment decision. The Company may alter, modify or otherwise change in any manner the contents of this presentation, without obligation to notify any person of such revision or changes. The statements contained in this presentation speak only as at the date as of which they are made, and the Company expressly disclaims any obligation or undertaking to supplement, amend or disseminate any updates or revisions to any statements contained herein to reflect any change in events, conditions or circumstances on which any such statements are based. By preparing this presentation, none of the Company, its management, and the respective advisers undertakes any obligation to provide the recipient with access to any additional information or to update this presentation or any additional information or to correct any inaccuracies in any such information which may become apparent. Past performance may or may not be sustained in future and should not be considered as, indicative of future results. The presentation may contain information about Aditya Birla Sun Life Mutual Fund (“ABSLMF”) which has to be read and understood in the context of the Company’s business, its operations and performance, and should not be construed as any form of communication / advertisement of ABSLMF. The information contained in this presentation is strictly confidential and is intended solely for your reference and shall not be reproduced (in whole or in part), retransmitted, summarized or distributed to any other persons without the Company’s prior written consent. Any extraneous or inconsistent information or representation, if given or made by any person, should not be relied upon as having been authorized by or on behalf of the Company. This presentation contains statements that constitute forward-looking statements. These statements include descriptions regarding the intent, belief or current expectations of the Company or its directors and officers with respect to the results of operations and financial condition of the Company. It may contain, words or phrases like “will”, “aim” “believe”, “expect”, “projects”, “plans”, “will continue”, “anticipate”, “intend”, “estimate” and similar expressions or variations of these expressions, that are “forward-looking statements” that involve risks and uncertainties and are based on certain beliefs, plans and expectations of the Company and are not guarantees of future performance. Actual future performance, outcomes and results may differ materially from those expressed in forward-looking statements as a result of a number of risks, uncertainties and assumptions. Although the Company believes that such forward-looking statements are based on reasonable assumptions, it can give no assurance that such expectations will be met. Representative examples of factors that could affect the accuracy of forward- looking statements include (without limitation) the condition of, and changes in, India’s political and economic status, government policies, applicable laws, global capital markets, the mutual fund industry in India, pandemic and international and domestic events having a bearing on the Company’s business, and such other factors beyond the Company’s control. You are cautioned not to place undue reliance on these forward- looking statements, which are based on current views of the Company’s management on future events. Further, nothing in this presentation should be construed as constituting legal, business, tax or financial advice or a recommendation regarding the securities. None of the Company or any of its directors, officers, employees, affiliates, advisers or representatives accepts or assumes any responsibility or liability (in negligence, or otherwise) whatsoever for any loss or damage howsoever arising from any information presented or contained in this presentation. Any unauthorised use, disclosure or public dissemination of information contained herein is prohibited. The distribution of this presentation in certain jurisdictions may be restricted by law. Accordingly, any persons in possession of this presentation should inform themselves about and observe any such restrictions. The information contained herein does not constitute an offer of securities for sale in the United States or in any other jurisdiction. Securities may not be offered or sold in the United States absent registration or an exemption from registration under the U.S. Securities Act of 1933, as amended. Before acting on any information you should consider the appropriateness of the information having regard to these matters, and in particular, you should seek independent financial advice. This presentation is not an advertisement under the Securities and Exchange Board of India (Mutual Funds) Regulations, 1996, as amended from time to time and is not intended to influence investment decisions of any current or prospective investors of the schemes of ABSLMF.
Page 29
PRESS RELEASE Mumbai, Oct 21, 2026: Aditya Birla Sun Life AMC Limited (ABSLAMC) announced its unaudited financial results for the quarter and half year ending Sep 30, 2026. Business Highlights: • ABSLAMC’s overall QAAUM including Alternate assets grew by 140% year-on-year to Rs. 11,056 billion for the quarter ending Sep 30, 2026. ABSLAMC Mutual Fund QAAUM witnessed growth of 4% year-on-year to Rs. 4,418 billion. • Equity Mutual Fund QAAUM increased by 9% year-on-year to Rs. 2,092 billion for quarter ending Sep 30, 2026. Equity Mutual Fund mix stood at 47.4% in Q2 FY27. • Individual Monthly AAUM stood at Rs. 2,177 billion for Sep 2026. Individual mix stood at 50% of Mutual Fund AUM. • B-30 Monthly AAUM stood at Rs. 780 billion for Sep 2026. B-30 mix is at 17.9% of Mutual Fund AUM. • PMS/ AIF QAAUM including the ESIC and EPFO mandate, grew by 22x year-on-year to Rs 6,576 billion for the quarter ending Sep 30, 2026, up from Rs. 303 billion. The mandate QAAUM for Q 2 FY27 stood at Rs. 6,528 billion. • Passive QAAUM stood at Rs. 399 billion as of Sep 30, 2026 growing by 10% year-on-year. • ABSLAMC serviced 11.4 million folios as of Sep 30, 2026. • Monthly SIP contribution (including STP) stood at Rs. 10.94 billion for Sep 2026 with 4.17 million contributing SIP accounts. • Registered around 7,05,000 new SIPs (including STP) for the quarter ending Sep 30, 2026. • Over 96,000 KYD-compliant MFDs, 360+ National Distributors and 90+ Banks serviced through 310+ locations of which over 80% are in B-30 cities. Key Highlights – Q2 FY27 • Total Revenue at Rs 5.3 bn in Q2 FY27 vs Rs 5.1 bn in Q2 FY26 • Proft before tax at Rs 3.0 bn in Q2 FY27 vs Rs 3.2 bn in Q2 FY26 • Profit after Tax at Rs 2.2 bn in Q2 FY27 vs Rs 2.4 bn in Q2 FY26 • MF QAAUM at Rs 4,418 bn; up 4% Y-o-Y • Equity MF QAAUM at Rs 2,092 bn; up 9% Y-o-Y • SIP contribution at Rs 10.94 bn for Sep 2026; with 41.7 lakh contributing accounts • Servicing 11.4 million folios as of Sep 30, 2026
Page 30
Financial Highlights: Quarterly • Total Revenue at Rs 5.3 bn in Q2 FY27 as compared to Rs 5.1 bn in Q2 FY26 • Profit Before tax at Rs 3.0 bn in Q2 FY27 as compared to Rs 3.2 bn in Q2 FY26 • Profit after Tax at Rs 2.2 bn in Q2 FY27 as compared to Rs 2.4 bn in Q2 FY26 Half Yearly • H1 FY27 Total Revenue at Rs. 11.5 bn as compared to Rs. 10.7 bn in H1 FY26 • H1 FY27 Profit before tax at Rs. 7.0 bn as compared to Rs. 6.9 bn in H1 FY26 • H1 FY27 Profit After Tax at Rs. 5.3 bn as compared to Rs. 5.2 bn in H1 FY26 About Aditya Birla Sun Life AMC Limited Aditya Birla Sun Life AMC Limited (ABSLAMC) was incorporated in the year 1994. Aditya Birla Capital Limited and Sun Life (India) AMC Investments Inc. are the promoters and major shareholders of the Company. ABSLAMC is primarily the investment manager of Aditya Birla Sun Life Mutual Fund, a registered trust under the Indian Trusts Act, 1882. ABSLAMC also operates multiple alternate strategies including Portfolio Management Services, Real Estate Investments and Alternative Investment Funds. ABSLAMC is one of the leading asset managers in India, servicing around 11.4 million investor folios with a pan India presence across 310+ locations and overall AUM of Rs. 11,056 billion for the quarter ending Sep 30, 2026 under its suite of Mutual Fund (excluding domestic FoFs), Portfolio Management Services, Alternative Investment Funds, Offshore and Real Estate offerings. For any media queries, please contact: Ms. Shreya Sharma Email: Shreya.Sharma8@adityabirlacapital.com