ICICIAMC NSE filing

ICICI Prudential AMC Q2 FY27 Earnings Call Transcript Released

The RealCase readHigh impact Positive

ICICI Prudential AMC released Q2 FY27 earnings call transcripts on Oct 16, 2026. Total MF AUM reached ₹11.61 lakh crore (up 14.4% YoY). Profit after tax was ₹889 crore (up 6.1% YoY). The company declared an interim dividend of ₹30 per share. Board approved acquisition of PMS business from ICICI Securities.

Why it matters

The release of earnings call transcripts provides detailed financial and strategic information to investors. The acquisition of the PMS business from ICICI Securities is a significant strategic move that could impact future growth and market position.

The market read

The company reported year-on-year growth in AUM and profit after tax, declared an interim dividend, and announced a strategic acquisition, all of which are positive indicators.

ICICI Prudential Asset Management Company Limited has released the transcripts of its media call and earnings call for the quarter ended September 30, 2026. The calls, held on October 12, 2026, featured insights from MD & CEO Mr. Nimesh Shah, CFO Mr. Naveen Agarwal, and other key management personnel.

The company reported a total mutual fund quarterly average AUM of ₹11.61 lakh crore, a 14.4% year-on-year increase, maintaining its position as the second-largest AMC with a 13.3% market share. In active schemes, it holds a 13.3% market share with ₹9.59 lakh crore AUM. The leadership in equity and equity-oriented schemes continues with a 13.7% market share and ₹6.59 lakh crore AUM. Equity-oriented hybrid schemes saw AUM grow to ₹2.29 lakh crore, holding a 26.4% market share.

For H1 FY27, annualized margins were 67 bps for equity, 32 bps for debt, 12 bps for liquid and passive, and 29 bps for arbitrage. The company's unique customer base stood at 1.78 crore as of September 30, 2026. Systematic transactions (SIPs and STPs) moderated to ₹4,672 crore in September 2026.

The alternates business reported a quarterly average AUM of ₹80,965 crore. PMS AUM grew 21.4% YoY to ₹30,791 crore, and AIF AUM stood at ₹24,260 crore. The board approved the acquisition of the PMS business from ICICI Securities Limited, a move expected to bring in incremental clients and complementary product offerings.

Financial performance for the quarter showed operating revenue at ₹1,674 crore (up 16.3% YoY), with a profit after tax of ₹889 crore (up 6.1% YoY). The Board declared an interim dividend of ₹30 per share.

Management discussed market trends, noting the financialization of household savings and the continued stability in SIP inflows, despite market volatility. They highlighted a shift in investor preference towards mid and small-cap categories within equity schemes. The company also launched new NFOs in Balanced Hybrid Funds, Multi Asset Active Fund of Fund, Dynamic Asset Allocation Passive Fund of Fund, BSE Insurance ETF, and three Life Cycle Funds.

Filing to action

What to do with a filing like this

ICICI Prudential Asset Management Company Limited filed this with the NSE as a statutory disclosure, categorised under concall scheduled. 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 ICICI Prudential Asset Management Company Limited. Read the original for the full detail.

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