What was Canara Robeco Asset's revenue in Q4 FY26?

Canara Robeco Asset reported revenue of ₹425 Cr in Q4 FY26, a +17% change year-over-year.

Did Canara Robeco Asset management deliver on previous promises?

Of 2 tracked promises, management 0 met, 0 close, 2 missed.

Canara Robeco Asset Q4 FY26 Research Workspace: Revenue ₹425 Cr (+17%)

Q: What guidance did Canara Robeco Asset management give?

Cost-to-income ratio target of 40-45%: Management expects to maintain cost-to-income ratio between 40% and 45% going forward.

Revenue ₹425 Cr +17%

EBITDA —

PAT ₹204 Cr +7%

EBITDA Margin —

Duration 40 min

Read Time 1 min read

Financial stats pending filing verification

2-Minute Summary

✦ AI-Generated from Full Transcript

Canara Robeco AMC reported FY26 revenue of ₹424.9 crore (+17% YoY) and PAT of ₹203.8 crore (+7% YoY), driven by a ₹1.17 lakh crore quarterly average AUM (+54% YoY). The equity-heavy mix (91%) amplified market volatility impact, with Nifty correcting ~15% in Q4. Management highlighted SIP resilience but noted a sequential dip in SIP flows, attributing it to ELSS tax changes and market corrections. They plan dedicated SIP sales teams across five locations. The new BER regime is expected to be neutral to slightly positive (2-3 bps). Cost-to-income ratio target remains 40-45%. Key risk: sustained market downturn could pressure AUM and margins given the equity-heavy portfolio.

Promises0 met · 2 missedRisks4 trackedTranscriptfull text

Research workspace

Focused Modules

⚖Claim Ledger 46% answered

Did management answer the analysts?

12 analyst questions audited, 4 evaded or deflected.

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◈Promises 2 promises

Promise Tracker

0 delivered, 0 close, 2 missed.

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!Risks 4 risks

Risk Intelligence

Equity market downturn impacting AUM

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≡Transcript Full text

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Quarter Snapshot

Quarterly Average AUM ₹1.17 lakh cr

+54% YoY

Quarterly average AUM grew 54% year-on-year to approximately ₹1.17 lakh crore.

Closing AUM ₹1.07 lakh cr

+3.2% YoY

Closing AUM as of March 31, 2026 stood at ₹1.07 lakh crore, up 3.2% YoY.

Investor Folios 50.8 lakh

Not specified

Total investor folios exceeded 50.8 lakh, indicating a broad retail base.

Equity Yield 37 bps

Not specified

Yield on equity-oriented schemes was 37 bps for FY26.

Fast read

Guidance and risk preview

Top guidance Cost-to-income ratio target of 40-45%

Management expects to maintain cost-to-income ratio between 40% and 45% going forward.

Top risk Equity market downturn impacting AUM

With 91% equity AUM, a sustained market correction could significantly reduce AUM and revenue.