ICICIAMC Q2 FY27 Results & Concall Summary: Key Takeaways (ICICIAMC)

ICICIAMC Q2 FY27 (Sep-2026 Qtr) Earnings call highlights: Key takeaways, performance, financial metrics, outlook and guidance, concerns and management tone.

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

Performance Overview

  • The company maintained its position as the second-largest AMC, with its total mutual fund quarterly average AUM growing by 14.4% YoY to INR 11.61 lakh crores.
  • It continued its leadership in equity and equity-oriented schemes, outperforming the industry with a 16.3% YoY growth in quarterly average AUM to INR 6.59 lakh crores.
  • The alternates business showed strong momentum, with the quarterly average AUM reaching INR 80,965 crores, supported by growth in both PMS and AIF segments.
  • The company announced the acquisition of the PMS business from ICICI Securities Limited, a strategic move to onboard new clients and add complementary product offerings.
  • Profit After Tax (PAT) saw a YoY growth of 6.1% but declined 7.8% sequentially, primarily impacted by mark-to-market adjustments on the 'Other Income' line.

Financial Metrics

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Operating Performance / Business Segments

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Key Discussions & Insights

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Outlook and Guidance

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Challenges / Concerns

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Industry / Competitive Landscape

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Overall Summary

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