360ONE NSE filing

360 ONE WAM Releases Earnings Call Transcript for Q4 FY26, Discusses Strong FY26 Performance

The RealCase readHigh impact Positive

360 ONE WAM reported FY26 PAT of ₹1,225 crore, up 20.7%. ARR AUM reached ₹3,11,940 crore (up 26% YoY), with ARR revenues at ₹2,289 crore (up 34.5% YoY). The company declared an interim dividend of ₹6 per share. Management is confident in achieving 20-25% AUM growth and 15-25% PAT growth in FY27.

Why it matters

The announcement details strong financial performance, dividend declaration, and future growth strategies, which are material information for investors and significantly impact the company's valuation and outlook.

The market read

The company reported strong financial results for FY26, including significant growth in AUM, ARR revenue, and PAT. The declaration of an interim dividend and positive outlook for future growth contribute to a positive sentiment.

360 ONE WAM LIMITED has released the transcript of its earnings call held on April 21, 2026, to discuss the company's performance for the quarter and financial year ended March 31, 2026. The transcript was submitted to the exchanges on April 27, 2026.

During the call, the company highlighted FY26 as a landmark year with strong financial outcomes and platform expansion. Total ARR AUM increased to ₹3,11,940 crore (up 26% year-on-year), with Wealth ARR AUM at ₹2,16,000 crore and Asset Management ARR AUM at ₹95,000 crore. Total AUM stood at ₹6.7 lakh crore as of March 2026, reflecting a 22% CAGR over five years. ARR AUM has grown at a CAGR of 26% in the same period, with ARR revenues recording a strong CAGR of 32%.

ARR net flows for FY26 were ₹55,875 crore. Excluding acquisition-related flows, organic FY26 net flows rose by 36% to ₹35,199 crore. FY26 ARR revenue stood at ₹2,289 crore, up 34.5% year-on-year, now comprising 75% of total revenue. Q4 FY26 ARR revenue was ₹605 crore, up 20.4% year-on-year. Transaction and Broking revenues rose 4.4% to ₹777 crore for the full year and ₹230 crore for Q4, up 53.7% year-on-year. Total revenue increased 18.6% to ₹3,144 crore for FY26, with Q4 revenue at ₹780 crore, up 18.5% year-on-year.

Total costs for FY26 stood at ₹1,568 crore. The cost-to-income ratio was 49.9%. The company recorded its highest full-year PAT in FY26 of ₹1,225 crore, an increase of 20.7%, with tangible ROEs at 19.3%.

The Board approved the first interim dividend of ₹6 per share. Updates were also provided on new business initiatives including the HNI segment, ET Money, the rebranding of the institutional equities business as 360 ONE Capital, and the UBS collaboration.

Management expressed confidence in future growth, targeting significant AUM growth and profit expansion, while also acknowledging areas for improvement in operational efficiency and talent management. The company also addressed a tax demand of ₹336 crore, stating they have strong grounds for appeal and do not expect a material impact on financials.

Filing to action

What to do with a filing like this

360 ONE WAM LIMITED filed this with the NSE as a statutory disclosure, categorised under concall transcript released. It is a primary document, not a recommendation, and the desk marks it high impact, which is the band that most often changes something.

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Primary source

A plain-language summary of a public exchange filing by 360 ONE WAM LIMITED. Read the original for the full detail.

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