ICICIPRUDENTIALASSETMANA / guidance tracker

Keep management guidance in view.

ICICI Prudential Asset · forward-looking guidance across the available source record.

Research layer active

Guidance tracker

What management said would happen.

ESOP/ESU expense of ₹640-680M in FY27

Non-cash ESOP and ESU expenses will be amortized over vesting period, with estimated P&L impact of ₹640-680 million in FY27.

other

TER impact of 3-4 bps from regulatory changes

Regulatory changes effective April 1, 2026, will impact gross yields by 3-4 basis points; management is identifying steps to mitigate.

margins

Launch of 1-2 NFOs in next month

Working with regulators on 4-5 ideas; expect to launch one or two NFOs in the next month across SIF and mutual fund categories.

growth