Q1-FY26 · Venkata Satya Naga Sreekanth Nadella
We continue to be the country's largest registrar by a mile.
KFINTECH / language trends
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Kfin Technologies · tone and specificity signals across the available quarters.
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Language signals
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Q1-FY26 · Venkata Satya Naga Sreekanth Nadella
I do not anticipate any further yield compression for the rest of the year.
Q1-FY26 · Vivek Mathur
We maintain a EBITDA margin of 41.5%, which is in the range of guidance that we gave of 40% to 45%.
Q2-FY25 · Sreekanth Nadella
Our overall AUM market share also has risen a bit to about 32.4%. But given our SIP market share is close to 40%, we firmly believe that our overall AUM market share will trend towards the SIP market share over a period of time.
Q2-FY25 · Sreekanth Nadella
We have also launched KFin XAlt's platform for REITs, first of its kind, with an intent to expand the asset management industry into the REITs and hopefully next into the InvITs as well.
Q2-FY25 · Sreekanth Nadella
Our target continues to be to get to a 15% profile for value-added solutions. In absolute number, the value-added solutions will have to grow materially faster to get to that 15% on the expanded overall revenue base.
Q2-FY26 · Sreekanth Nadella
We continue to be the country's largest registrar and transfer agent by a mile in terms of number of clients, in terms of mutual funds, total number of the quantum of market share in issuer solutions, number of clients in alternate investment funds, fastest growing CRA national pension system, and the only registrar who is globally present.
Q2-FY26 · Sreekanth Nadella
Our vision is for KFin Tech to be the first large global fund administrator coming out of India.
Q2-FY26 · Sreekanth Nadella
We have a very well-defined plan in terms of how to make this 1 + 1 acquisition not two, but then double-digit acquisition in terms of leveraging the synergies.
Q3-FY24 · Sreekanth Nadella
We intend to make KFintech the first company from India which is globally relevant in the space of capital market infrastructure.
Q3-FY24 · Sreekanth Nadella
Our growth in the international markets, you know, hopefully will grow much faster than what it had been thus far.
Q3-FY24 · Vivek Mathur
We continue to remain focused on growing our international and other investor solutions business.
Q3-FY25 · Sreekanth Nadella
Our strategy for the last five years has been one that of diversifying risk whilst using that opportunity to expand our addressable market.
Q3-FY25 · Sreekanth Nadella
We have been one of the few market for the market intermediaries who have gone beyond borders.
Q3-FY25 · Sreekanth Nadella
The net flows in Q3 were 20% higher as compared to Q2 of this fiscal year.
Q3-FY26 · Shrikanth Nadella
It is not for somebody else to come and disrupt us. It is for us to disrupt our own selves.
Q3-FY26 · Vivek Matu
Our objective has been to move towards diversification and it's a true reflection of how the future quarters are going to look like.
Q3-FY26 · Shrikanth Nadella
We have already created two platforms which are AI native... reducing the cycle time of the delivery by about 45 to 50%.
Q4-FY24 · Sreekanth Nadella
We have logged a revenue growth of about 25%, an EBITDA growth of about 25% as well, and a PAT growth of nearly 33% this quarter.
Q4-FY24 · Sreekanth Nadella
The scope for the margin expansion for international is far higher than that of India.
Q4-FY24 · Sreekanth Nadella
We are creating CEOs of the future, for every line of business. We believe that each of these businesses themselves, can be, $100 million businesses, in times to come.
Q4-FY25 · Sreekanth Nadella
Tough times don't last, but tough men do.
Q4-FY25 · Sreekanth Nadella
Our SIP market share is probably the most important metric to track to, which over a period of time would drag up or drag down the overall AUM market share.
Q4-FY25 · Vivek Mathur
We continue to maintain a guidance of 18%-20% top-line growth and 40%-45% EBITDA margin.
Q4-FY26 · Sreekanth Nadella
We have a reasonable line of visibility to get to about 23%-24% top line growth into the coming year. This isn't necessarily a guidance, but as much as, you know, I guess our bottom-up predictions internally.
Q4-FY26 · Sreekanth Nadella
The margin compression this year was obviously large on account of two important factors. One obviously is the consolidation of accounts with Ascent... The second one, of course, was a substantive mark-to-market erosion that happened in Q4.
Q4-FY26 · Vivek Mathur
We are working religiously in terms of creating that unique advantage, and you will see the results of that in times to come.