ICICI Prudential Asset Management Co Ltd — Q4 FY26

ICICI Prudential AMC reported a strong Q4 FY26 with operating revenue of ₹1,517 crore (+19.5% YoY) and operating profit before tax of ₹1,128 crore (+30.2% YoY). PAT came in at ₹763 crore (+10.4% YoY). The company maintained its position as the second-largest AMC with a 13.5% market share in total AUM and the largest share in active equity schemes at 14.2%. Key drivers included robust equity inflows despite market corrections, growth in passive AUM (+48.3% YoY), and expansion in the alternatives business. Management highlighted sustained SIP flows and a growing unique customer base of 17 million. The transfer of ICICI Venture's investment management rights adds ₹46.28 billion in fee-paying AUM. Risks include potential market volatility impacting flows and regulatory changes affecting TER margins.