Aditya Birla Capital Limited (ABCL), a leading non-banking financial company, has announced its financial results for the second quarter of fiscal year 2026, showcasing growth in both revenue and profit.

Key Financial Highlights

The company's consolidated revenue increased by 4% year-over-year, rising to ₹12,481.00 crore. The consolidated profit after tax grew by 3%, reaching ₹855.00 crore in Q2 FY26.

Business Segment Performance

Aditya Birla Capital's diverse portfolio of financial services showed strong performance across different segments:

Lending Business

• The overall lending portfolio expanded by 29% year-on-year to ₹1,77,855.00 crore.
• NBFC business recorded disbursements of ₹21,990.00 crore, up 14% year-on-year.
• NBFC Assets Under Management (AUM) grew by 22% to ₹1,39,585.00 crore.
• Housing Finance business showed strong performance with disbursements rising 44% to ₹5,786.00 crore.
• Housing Finance profit before tax increased by 87% to ₹194.00 crore.

Asset Management

• Mutual fund quarterly average AUM increased by 11% year-on-year to ₹4,25,171.00 crore.

Insurance Business

• Life Insurance: Individual First Year Premium (FYP) grew by 19% to ₹1,880.00 crore in the first half of FY26.
• Health Insurance: Gross written premium increased by 31% to ₹2,839.00 crore in the first half of FY26.

Digital Initiatives

ABCL continues to focus on digital transformation:

• The digital platform ABCD acquired 76 lakh customers.
• Udyog Plus, the B2B platform for MSMEs, reached ₹4,397.00 crore in AUM with 24 lakh registrations.

Market Performance

Aditya Birla Capital's shares traded at ₹325.50, up 4.73%, hitting a 52-week high of ₹327.95.

The company has demonstrated strong growth across its business segments, particularly in its lending portfolio and digital initiatives. ABCL's focus on expanding its customer base through digital platforms and robust performance in key areas such as housing finance and insurance indicate a positive trajectory in the competitive financial services sector.

A significant block deal worth Rs 819 crore took place in Aditya Birla Capital , with Advent International's arm Jomei Investments divesting 2.66 crore shares at Rs 308.00 per share. This transaction has caught the attention of major institutional investors, highlighting the continued interest in India's financial services sector.

Key Participants in the Block Deal

The block deal saw participation from several prominent institutional buyers:

Additionally, Plutus Wealth Management LLP acquired 65 lakh shares in the transaction.

Transaction Details

• The block deal represented approximately 1.1% of Aditya Birla Capital's total equity.
• The deal price of Rs 308.00 per share aligned with prevailing market levels.
• Following the transaction, Aditya Birla Capital's shares ended marginally lower.

This block deal demonstrates the robust institutional interest in Aditya Birla Capital, a key player in India's financial services landscape. The participation of global investment banks and domestic financial institutions underscores the company's attractiveness to a diverse range of investors.

Recent Corporate Action

In a separate development, Aditya Birla Capital Limited (ABCL) recently made a significant investment in its subsidiary, Aditya Birla Sun Life Insurance Company Limited (ABSLI). According to a regulatory filing:

• ABCL invested Rs 382.50 crore in ABSLI on a rights basis.
• The investment aims to meet ABSLI's growth and funding requirements and improve its solvency margin.
• Despite this investment, ABCL's shareholding in ABSLI remains unchanged at 51%.

This corporate action, although separate from the block deal, reflects ABCL's commitment to strengthening its position in the insurance sector, which could be of interest to investors participating in the recent block transaction.

The block deal and the recent investment in ABSLI collectively highlight Aditya Birla Capital's dynamic position in the market, attracting both institutional investors and strategic corporate actions to bolster its subsidiaries.