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Informist, Tuesday, Feb. 3, 2026

 

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--Aditya Birla Cap Oct-Dec consol PAT INR 9.45 bln vs INR 7.08 bln yr ago 
--Aditya Birla Cap Oct-Dec consol revenue INR 119.52 bln vs INR 93.81 bln
--Aditya Birla Cap Apr-Dec consol PAT INR 26.35 bln vs INR 24.68 bln yr ago
--Aditya Birla Cap Apr-Dec consol revenue INR 320.50 bln vs INR 283.76 bln
--Birla Cap: AMC, life and health insurance AUM INR 5.98 tln Dec 31, up 19% 
--Aditya Birla Cap: NBFC ops AUM INR 1.48 tln Dec 31, up 24% on year
--Aditya Birla Cap board OKs INR 27.50 bln investment in hosuing finance arm

 

By Shweta

 

MUMBAI – Aditya Birla Capital Ltd.'s net profit saw double-digit on-year growth in the December quarter as growth in revenue outpaced the rise in total expenses. The revenue growth is primarily attributed to earnings from housing finance and life insurance segments.

 

The company's December quarter bottom line at INR 9.45 billion was up over 33% on year and nearly 11% on quarter, despite the company making provisions for the cost arising due to new labour laws which came into force last November. The company has incurred an incremental impact of INR 675.9 million for the quarter due to the implementation of the labour codes.

 

The lender's total revenue from operations was INR 119.52 billion, up over 27% on year and nearly 13% on a sequential basis. The revenue from the housing finance segment rose over 56% to INR 10.71 billion and life insurance segment rose nearly 34% to INR 64.12 billion for the December quarter.

 

The consolidated net profit, excluding exceptional and one-off items, was INR 9.83 billion, up 41% on year. The consolidated assets under management, including life and health insurance, were up 19% on year at INR 5.98 trillion as on Dec. 31. The diversified company's total income for the December quarter was INR 120 billion, up nearly 28% on year and over 13% on a sequential basis.

 

The company's non-banking financial arm, Aditya Birla Finance Ltd., reported its net profit for the December quarter at INR 7.72 billion, up nearly 29% on year and over 8% on quarter. This is a tad above the Street's estimates of INR 7.64 billion. The net interest income, including fee income, was up 23% on year and 7% on a sequential basis at INR 21.27 billion. This was marginally lower than the analysts' expectation of INR 21.79 billion.

 

Aditya Birla Finance's assets under management as of Dec. 31 were INR 1.48 trillion, up 24% on year and 6% on quarter, in line with the Street's estimates. Its total disbursements were INR 214 billion, up 41% on year, but 3% lower on quarter. The net interest margin, including fee income, improved to 6.12% as on Dec. 31, from 6.06% as on Sept. 30. 

 

Aditya Birla Housing Finance Co. Ltd. posted a twofold on-year and 18% on quarter increase in its net profit for the December quarter to INR 1.77 billion. The net interest income, including fee income, was INR 4.72 billion, up nearly 63% on year and over 12% on a sequential basis. The assets under management were INR 422 billion, up 58% on year and 10% on quarter. Its disbursements were INR 61.65 billion, up 30% on year and 7% on quarter. The company is also raising INR 27.50 billion from Advent International for capital infusion which has been approved by the board of Aditya Birla Capital.

 

During the quarter, Aditya Birla Sun Life Asset Management Co. Ltd. reported its net profit at INR 2.7 billion, up nearly 21% on year and 12% on quarter. Its total revenue was INR 5.62 billion, up 16% on year. The arm's quarterly average assets under management grew by 15% year-on-year to INR 4.43 trillion with equity mix at 45%. The quarterly average assets under management of equity was INR 1.99 trillion, up 11% on-year. The individual monthly average assets under management was INR 2.12 trillion, up 7% on year. Its folios services rose 3% on year to about 10.78 million as on Dec. 31.

 

Aditya Birla Sun Life Insurance Ltd., the life insurance arm of Aditya Birla Capital Ltd., reported its net profit at INR 350 million during the December quarter, nearly 59% higher than the year-ago quarter but down 30% sequentially. This includes profits of Aditya Birla Sun Life Pension Management Co. Ltd. Its total gross premium was INR 65.3 billion, up nearly 32% on year and 22% on quarter. The individual first year premium was INR 13.45 billion, up nearly 19% on year and nearly 15% on quarter.

 

For nine months ended December, the individual first-year premium was at INR 30.76 billion, up 19% from the year-ago period. The insurer's market share in individual first-year premium rose 20 basis points on year to 4.7%. The renewal premium for the nine-month period was INR 77.25 billion, higher 18% on year. Net value of new business margin grew 380 bps on year to 14.6% and the absolute net value of new business was INR 4.85 billion, up 52% from the year-ago period.

 

The conglomerate's health insurance arm, Aditya Birla Health Insurance Ltd., reported its revenue for the December quarter at INR 17 billion, up nearly 56% on year. Its gross written premium grew 39% year-on-year to INR 46.51 billion. The health insurer's standalone market share increased by 210 bps year-on-year to 14.2%.

 

Aditya Birla Capital Ltd.'s consolidated nine-month total revenue from operations was INR 320.49 billion, up nearly 13% from a year ago period. Its net profit for the same period was INR 26.35 billion, up nearly 7% on year. 

 

The company announced its earnings post market hours. Tuesday, shares of the company closed at INR 345.45 a piece on the National Stock Exchange, up nearly 4%.  End

 

Edited by Deepshikha Bhardwaj

 

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