ICICIAMC Q2 FY27 Guidance vs Delivery (ICICIAMC Management Mirror)

Did ICICIAMC's management deliver what it guided? Guidance vs actual performance and tone changes across recent earnings calls, as of the Q2 FY27 (Sep-2026 Qtr) concall.

ICICI Prudential Asset Management Company Ltd (ICICIAMC) Q2FY27 Management Mirror - Sep-2026 Qtr

FY27 ESOP Expense Guidance Reaffirmed at INR 64-68 Crore Through Sep'26 Qtr

In the Sep'26 quarter concall, management updated its outlook on employee stock ownership plan costs. Management reaffirmed the initial guidance provided in the Mar'26 quarter concall, which was previously maintained in the Jun'26 quarter, that the total ESOP cost for the full financial year FY27 is guided to be between INR 64 crore and INR 68 crore. Looking ahead, management expects these expenses to continue being charged to the profit and loss account on a pro-rata basis over the remainder of the fiscal year.

2 more themes on the ELITE plan.