HDFC Asset Management Company Limited will discuss its unaudited financial results for the quarter ended June 30, 2026, during a conference call scheduled for July 15, 2026. The meeting provides a platform for the asset manager to review its performance for Q1 FY27 with investors and analysts. The disclosure was made pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015.

The earnings call is set to commence at 5:30 PM IST. International participants can join at corresponding times: 8:00 PM HK/SG, 1:00 PM London, and 8:00 AM New York. The company has provided dial-in details and a pre-registration option to facilitate access for stakeholders.

Key Participants

The discussion will be led by the company's senior leadership team, offering insights into the financial metrics and operational highlights of the quarter.

Access Details

Participants are encouraged to pre-register using the "Diamond Pass" feature to avoid wait times. Alternatively, attendees can dial the provided numbers at least 10 minutes prior to the start time.

Primary Access Toll Number (Local): +91-22-6280 1551 / 7115 8375

Toll Free Numbers (International):

For further information regarding the conference call, stakeholders may contact Kartik Parekh at +91 22 6629 1551 or via email at Kartikp@hdfcfund.com .

Brokerage firm Jefferies has issued a Buy rating on HDFC AMC — HDFC Asset Management Company — with a target price of ₹3,090, underpinned by a combination of stable business fundamentals, team expansion initiatives, and an attractive valuation relative to peers.

Stable Core Flows Despite Near-Term Slowdown

Jefferies acknowledged a slowdown in flows during May but noted that core flow trends for HDFC AMC remain stable. The brokerage's assessment suggests that the near-term moderation has not altered the underlying business trajectory, reinforcing confidence in the company's ability to sustain momentum across its fund management operations.

No Margin Impact from TER Changes

A key highlight of Jefferies' analysis is the expectation that changes to Total Expense Ratios (TER) will not have any material impact on the company's margins. This assessment provides clarity on a regulatory variable that has been a point of investor focus across the asset management industry, suggesting HDFC AMC is well-positioned to absorb any such regulatory adjustments without significant financial disruption.

Team Expansion to Drive GIFT, AIF, and PMS Growth

Jefferies highlighted the ongoing expansion of HDFC AMC's investment and sales teams as a strategic driver for growth in newer and higher-margin business segments. The brokerage specifically pointed to the GIFT City operations, Alternative Investment Funds (AIF), and Portfolio Management Services (PMS) as key areas expected to benefit from this capacity build-out.

Financial Growth Projections and Valuation

Jefferies projected robust financial performance for HDFC AMC over a two-year horizon, with the following key estimates:

The brokerage also noted that HDFC AMC currently trades at a 13% valuation discount to its peers, which Jefferies views as an additional positive factor supporting the Buy recommendation at the target price of ₹3,090.