ICICI Prudential Asset Management Company · forward-looking guidance across the available source record.
Guidance tracker
Company has approvals for multiple MF products including lifecycle funds (targeting retirement/goal-based investing for 2031, 2036, 2041), sector rotation SIF, and ETF products. Four SIF strategies already launched with three more approvals pending.
FY27 ESOP cost guided between ₹64-68 crore, to be charged proportionally as per Black-Scholes vesting schedule, not front-loaded.
Company plans to launch next series of commercial real estate AIF product, which is part of the alternate business expansion.
Net yield in alternate business expected to hover between 90-100 basis points, depending on product mix composition.
Management reiterated its long-term strategy of delivering risk-adjusted returns, which has been consistent over the past 15 years.
CFO stated that the company will continue to invest in business opportunities to remain future-ready, without specifying a target margin.