Aditya Birla Capital participated in an institutional investor meeting in Singapore on August 17, 2026. The event was part of the Ambit-Daiwa India Access series and was conducted in a physical format. The company engaged with 17 global institutional investors during the session.

The disclosure was issued in continuation of an advance intimation dated August 12, 2026, pursuant to Regulation 30(6) read with Regulation 46(2)(o) of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015. The company confirmed that no unpublished price-sensitive information was shared during the meetings.

Investor Participants

The company met with the following institutional investors during the Ambit-Daiwa India Access event:

• Allianz Global Investors
• Wellington Management
• Manulife Asset Management
• GIC Asset Management
• Fullerton Fund Management
• Goldman Sachs Asset Management
• Balyasny Asset Management
• Citadel Asia
• Eastspring Investments
• MFS International
• Putnam Investment
• Redwheel
• Alliance Bernstein
• Aurigin Capital
• Kotak Offshore
• Millennium Capital
• Schonfeld Strategic Advisors

Meeting Details

Santosh Haldankar, Company Secretary & Compliance Officer, signed the disclosure. The notice was circulated to the Luxembourg Stock Exchange, Citi Bank N.A., and Banque Internationale à Luxembourg SA. The presentation discussed during the meetings is available on the company’s website.

Aditya Birla Capital Limited reported a consolidated net profit of ₹1,175 crore for the quarter ended June 30, 2026 (Q1FY27), marking a 40% year-on-year increase from ₹839 crore in the corresponding period of FY26. The company filed its unaudited standalone and consolidated financial results with the Bombay Stock Exchange and National Stock Exchange on August 1, 2026, following Board approval on July 31, 2026. This strong performance underscores robust growth across its diversified business segments, particularly in lending and wealth management.

The filing was made pursuant to Regulations 33 and 47 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. Additionally, pursuant to Regulation 30(6) of the same regulations, the company disclosed that the audio recording of the conference call held on July 31, 2026, discussing these results, is available on its website. The Joint Statutory Auditors issued Limited Review Reports on the unaudited financials, which were reviewed by the Audit Committee before board endorsement.

Financial Performance Breakdown

Consolidated revenue from operations rose 29% year-on-year to ₹14,731 crore. The growth was primarily driven by the Non-Banking Financial Company (NBFC) segment, where profit before tax (PBT) increased 32% to ₹1,222 crore. The Housing Finance Company (HFC) segment also showed significant improvement, with PBT jumping 95% to ₹300 crore.

The asset management business contributed significantly to the overall growth, with quarterly average Assets Under Management (AUM) growing 6% to ₹4,27,675 crore. Furthermore, the insurance verticals demonstrated improved health, with the health insurance segment turning profitable after reporting losses in previous periods.

What the Numbers Show

The divergence between revenue growth (29%) and profit growth (40%) highlights improved operating leverage and cost efficiency within the organization. Asset quality metrics remain strong, with Stage 3 Gross Non-Performing Assets (GNPA) improving to 1.30% in the NBFC segment and 0.41% in the HFC segment. These figures suggest that Aditya Birla Capital is well-positioned to sustain its growth trajectory, supported by a recent ₹4,000 crore capital raise aimed at expanding its lending business. The availability of the earnings call transcript provides further insight into management's strategic outlook for the remainder of FY27.