Aditya Birla Sun Life AMC Limited (ABSLAMC) has announced a new employee stock option plan, seeking shareholder approval through a postal ballot. The company aims to implement the 'Aditya Birla Sun Life AMC Limited Employee Stock Option and Performance Stock Unit Scheme 2025' (ABSLAMC Scheme 2025), which could significantly impact employee compensation and ownership.

Key Details of the Scheme

The ABSLAMC Scheme 2025 proposes to grant up to 57,73,438 stock options, representing 2.00% of the company's paid-up equity share capital as of September 30, 2025. These options, comprising both employee stock options (ESOPs) and performance stock units (PSUs), will be available to eligible employees of ABSLAMC and its subsidiary companies.

Scheme Objectives

The primary objectives of the ABSLAMC Scheme 2025 include:

• Aligning employee interests with long-term company growth
• Attracting and retaining talent
• Recognizing and rewarding employee efforts
• Promoting a culture of employee ownership

Eligibility and Vesting

Eligible participants include employees working in India or abroad, as well as directors (excluding independent directors and promoters). The vesting period for the stock options will be between one to five years from the date of grant, subject to continuous employment and performance conditions.

Exercise Price and Period

The exercise price for ESOPs will be the latest available closing price on the stock exchange with the highest trading volume prior to the grant date. PSUs will be issued at face value. The exercise period will commence from the vesting date and extend up to five years.

Shareholder Approval Process

ABSLAMC is conducting a postal ballot to seek shareholder approval for the scheme. The e-voting period is scheduled from November 20, 2025, to December 19, 2025, with results to be announced by December 21, 2025.

Impact on Share Capital

If fully implemented, the scheme could potentially increase the company's paid-up equity share capital. As of the latest available data, ABSLAMC's paid-up equity share capital stands at ₹1,44,35,45,125, consisting of 28,87,09,025 equity shares of ₹5 each.

Management's Perspective

While specific comments from management were not provided, the introduction of this scheme suggests ABSLAMC's commitment to aligning employee interests with company performance and shareholder value creation.

The outcome of the shareholder vote on the ABSLAMC Scheme 2025 will be crucial in determining the company's approach to employee compensation and retention strategies in the coming years.

Aditya Birla Sun Life AMC Limited (ABSLAMC) has reported strong financial performance for the second quarter of fiscal year 2026, with significant growth in assets under management (AUM) and revenue. The company's strategic focus on diversification and expansion in alternative assets has yielded positive results, positioning it well in the competitive asset management landscape.

Key Financial Highlights

• Revenue Growth: Revenue from operations reached ₹461.00 crores, marking a 9% year-on-year increase.
• Operating Profit: Q2 FY26 operating profit stood at ₹270.00 crores, up 13% year-on-year.
• Profit After Tax: The company reported a Profit After Tax of ₹241.00 crores for Q2 FY26.

AUM and Market Position

ABSLAMC has achieved a significant milestone by crossing the ₹4.25 lakh crore mark in average AUM. Here's a breakdown of the company's AUM performance:

SIP and Investor Base

• SIP Contribution: ₹1,100.00 crores for September 2025
• SIP Folios: 39 lakh
• Total Investor Folios: 1.07 crore (5% YoY growth)
• SIP AUM: ₹82,000.00 crores (44% of total equity AUM)

Alternative Business Growth

ABSLAMC's alternative business has shown remarkable growth:

The significant growth includes the ESIC mandate, accounting for about ₹25,800.00 crores as of September 30, 2025.

Strategic Developments

1. EPFO Mandate: ABSLAMC has been selected to manage EPFO's debt portfolio for the next five years, pending formal confirmation.
2. Product Launches: Successfully completed the first close of ABSL Structured Opportunities Fund II and preparing to launch ABSL India Equity Innovation Fund.
3. Real Estate Business: Grown by ~23% YoY, with expectations to double the book size by the end of the financial year.
4. Passive Investments: Total Passive Quarterly Average Assets reached ₹36,000.00 crores, growing by 20% year-on-year.

Management Commentary

A. Balasubramanian, Managing Director and CEO, commented on the results: "At ABSLAMC, I am pleased to announce that we have sustained and crossed the remarkable milestone of ₹4.25 lakh crores in average AUM. This achievement is a testament to our team's dedication and commitment to growth."

He further added, "Our Alternate business represents a cornerstone of our growth story. We have built a high-calibre team with deep-domain expertise, underscoring our commitment to building future-ready capabilities."

Outlook

ABSLAMC remains focused on scaling its alternative business, broadening its product suite, and deepening investor engagement. The company's strategic initiatives in passive investments and digital platforms are expected to drive sustained growth and diversification in its product portfolio.

With its robust performance and strategic expansions, Aditya Birla Sun Life AMC Limited appears well-positioned to capitalize on the growing opportunities in India's asset management industry.