ADITYABIRLASUNLIFEAMC / Q4-FY26 / claim-ledger

Audit the questions that mattered.

Aditya Birla Sun · Analyst questions, management answers, and the quality of the response where the ledger is available.

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WatchQ4-FY26 · 2026-04-??Back to quarter ↗

Questions audited

12

Answered directly

50%

Numeric claims

0

Consistency

Question ledger

What was answered, and how?

Mohit Mangal · Centrum Broking

evasive

Regulatory impact on equity and mitigation plan.

the broad impact generally post the regulator changes is in the range of about 3 to four basis points roughly. But however given the fact that the way the industry has been operating... we will try and do the structures in such a manner that it does have least impact as far as the P&L concerns

Mohit Mangal · Centrum Broking

evasive

Flow market share vs book market share this quarter.

in line with the in line with the market only. So in terms of market share you saying? ... It's in line with our market. In line with the market share.

Mohit Mangal · Centrum Broking

direct

AUM, ETF AUM, PMS and alternate revenue for Q4 FY26.

ETF equity rather than out of 41 crores roughly 500 crores is the ETF which includes gold and silver rough roughly about 11500 crores ... SIP book is about 76 crores ... revenue share from PMS and alternate is around 6% on gross basis and on net basis it be around 3 and a half%.

Panjan Kosh · City Group

evasive

Active equity flows QoQ and YoY for entire equity basket.

As far as the flow is concerned ... we have seen good pick up in the first half of this year in terms of our arbitrage fund and then we started seeing pick up coming in flexi cap fund multi allocation fund ... we continue to see inflows

Panjan Kosh · City Group

partial

Employee expense growth outlook for next 1-2 years.

there would be an impact of around around 8 to 10 crores per quarter in in next year. Next year. ... from a team point of view we are more or less there ... there will be marginal increase not not big time increase

Panjan Kosh · City Group

direct

SIP flows for the quarter, ESOP expense, employee count.

SIP flows are the 1,24 cl ... 1,28 crores is for the per for the March and if you see for quarter it is 3,600 and the employees are 1,615 employees as of March.

Sarna Burkharji · 361 Capital

evasive

Clarity on full extent of regulatory impact and timeline.

from profitability point of view we will try and make it neutral if not positive ... There will be some marginal reductions could come. ... somewhat neutral kind of model.

Sarna Burkharji · 361 Capital

partial

Customer movement and SIP dynamics during the quarter.

we have seen some of cancellations this quarter ... our SAP cancellations were actually lower than industry ... resistations have not come down quite significantly ... number is about 6.71 lakh again 5.4 four in the previous quarter

Sarna Burkharji · 361 Capital

direct

Yield by asset class (equity, debt, liquid, ETF).

yields in equity category are around 62 60 62 63 basis points and that side it is around 24 to 25 basis points liquid is around 12 to 13 basis points ETF is around six basis response.

HD from Premi Invest · Premi Invest

direct

Equity yield and reason for sequential decline.

this is the function of telescoping pricing as well as mix of products. ... from last year to this year there is a marginal drop of two to three basis points I think otherwise it could continue.

HD from Premi Invest · Premi Invest

evasive

Whether net equity inflows have reached a steady monthly run-rate of 250-300 cr.

I would probably say the number will be much higher than what you're indicating so I don't want to say right now but I would we would probably push for higher than these numbers

Magna Lutra · Incredities

direct

Banking channel strategy and product approvals.

two of our products is part of the recommendation list. ... we have seen KC Bank is also part of our wealth management team ... two of our products as part of the recommendation list