Aditya Birla Capital participated in a virtual institutional investor meeting on August 28, 2026, as part of the Morgan Stanley India Financials Investor Group Trip. The company confirmed that no unpublished price-sensitive information was shared during the session.

The disclosure was made pursuant to Regulation 30 [Schedule III -Part A] read with Regulation 46(2)(o) of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015. This update follows an advance intimation issued on August 25, 2026.

Meeting Details

The company engaged with a broad range of domestic and international asset managers, insurance companies, and hedge funds. The presentation discussed during the meetings has been uploaded to the company's website.

Participants

The following institutions participated in the virtual meet:

• 360 One AMC
• Axis Asset Management
• Axis Max Life Insurance
• Balyasny Asset Management
• Canara HSBC Life Insurance
• Chanakya Capital Partners
• CI Global Asset Management
• Citadel International Equities
• Dalton Investment Group
• Dymon Asia Capital
• Fact Capital
• Goldman Sachs Asset Management
• HDFC Asset Management
• HDFC Life Insurance
• Hudson Bay Capital
• Ishana Capital
• Jio BlackRock MF
• JM Financial
• Kotak Mahindra Asset Management
• Man Group
• Manulife Investment Management
• Marshall Wace
• Millennium Partners
• My Alpha Management
• Newton Investment Management
• North Rock Capital
• Oaktree Capital
• Oxbow Capital
• Pinpoint Asset Management
• Polymer Capital
• Putnam
• Qube Research and Technologies
• Sanlam Investment Management
• Schonfeld Strategic Advisors
• Schroder Investment Management
• Tara Capital Partners
• Triveni Capital
• WFM Asia
• Morgan Stanley

The intimation was issued on August 28, 2026, by Santosh Haldankar, Company Secretary and Compliance Officer. The notice was circulated to the Bombay Stock Exchange, National Stock Exchange of India Ltd, Luxembourg Stock Exchange, Citi Bank N.A., and Banque Internationale à Luxembourg SA.

Aditya Birla Capital has announced its entry into the gold loan business, marking a strategic expansion of its secured lending portfolio. The company plans to establish a network of 1,000 dedicated gold loan branches over the next three years, starting with a phase-wise rollout of 200-300 branches by March 2027 across high-potential markets.

Expansion into gold loans

The new offering is designed to complement Aditya Birla Capital's existing retail and MSME lending franchise. The company aims to provide customers with a transparent, flexible, and collateral-backed credit solution. The rollout will leverage an integrated distribution network combining physical branches and digital platforms to serve urban and semi-urban markets.

Mr. Rakesh Singh, Executive Director and CEO - NBFC, Aditya Birla Capital Limited, stated that gold loans are witnessing strong structural growth in India. He emphasized that the entry is a natural extension of their secured lending strategy, focusing on trust, transparency, and secure handling of pledged gold.

NBFC performance context

The gold loan launch coincides with robust growth in Aditya Birla Capital's NBFC business. In FY26, the NBFC assets under management (AUM) grew 27% YoY to ₹1,59,916 crore, with retail and SME comprising approximately 68% of the total. Disbursements increased 25% to ₹84,204 crore, and profit before tax rose 20% to ₹4,023 crore.

Momentum continued in Q1FY27, with AUM rising 28% YoY to ₹1,67,456 crore. Disbursements surged 34% to ₹21,201 crore for the quarter, while profit before tax grew 32% to ₹1,222 crore. The NBFC business remains one of India's top five AAA-rated diversified non-banking financial companies.

What the Numbers Show

The rapid expansion of the NBFC book provides a strong foundation for the new gold loan vertical. With retail and SME lending constituting nearly two-thirds of the AUM, the addition of secured gold loans aligns with the company's focus on collateral-backed products. The 34% growth in disbursements in Q1FY27 suggests strong demand for credit, which the new branch network aims to capture further.