Analysts/Institutional Investor Meet/Con. Call Updates

October 15, 2026 To, To, The Listing Department The Listing Department National Stock Exchange of India Ltd., BSE Limited, Exchange Plaza, Phiroze Jeejeebhoy Towers, Bandra Kurla Complex, Bandra (East), Dalal Street, Mumbai – 400051 Mumbai – 400001 NSE Symbol: CRAMC BSE Scrip Code: 544580 Dear Sir / Madam, Sub.: Transcript of earnings call on Unaudited Financial Results for quarter and half year ended September 30, 2026 Pursuant to the captioned subject, please find enclosed herewith transcript of Earnings call on unaudited financial results for the quarter and half year ended September 30, 2026 conducted on Monday, October 12, 2026. This information is also being uploaded on the Company’s website at https://www.canararobeco.com/. Kindly take the same on records. Yours faithfully, For Canara Robeco Asset Management Company Limited Hemangi Patil Company Secretary and Compliance Officer Membership No.: A19644 Encl: A/a Canara Robeco Asset Management Company Ltd. Construction House, 4th Floor, 5, Walchand Hirachand Marg, Ballard Estate, Mumbai 400 001, India T (B) +912266585000 crmf@canararobeco.com www.canararobeco.com CIN : L65990MH1993PLC071003 “Canara Robeco Asset Management Company Limited Q2 and H1 FY27 Earnings Conference Call” October 12, 2026 E&OE - This transcript is edited for factual errors. In case of discrepancy, the audio recording uploaded on the stock exchanges on October 12, 2026, will prevail. MANAGEMENT: MR. RAJNISH NARULA – MANAGING DIRECTOR AND CHIEF EXECUTIVE OFFICER – CANARA ROBECO ASSET MANAGEMENT COMPANY LIMITED MR. ASHWIN PUROHIT – CHIEF FINANCIAL OFFICER – CANARA ROBECO ASSET MANAGEMENT COMPANY LIMITED MR. GAURAV GOYAL – CHIEF BUSINESS OFFICER – CANARA ROBECO ASSET MANAGEMENT COMPANY LIMITED MR. ATIT TURAKHIYA – HEAD OF CORPORATE DEVELOPMENT AND MIS – CANARA ROBECO ASSET MANAGEMENT COMPANY LIMITED Page 1 of 16 Canara Robeco Asset Management Company Limited October 12, 2026 Moderator: Ladies and gentlemen, good day and welcome to Q2 and H1 FY27 Earnings Conference Call of Canara Robeco Asset Management Company Limited. Before we begin, I would like to point out that this conference call may contain forward-looking statements about the company, which are based on the beliefs, opinions, and expectations of the company as on date of this call. These statements are not the guarantee of future performance and involve risks and uncertainties that are difficult to predict. As a reminder, all participant lines will be in the listen-only mode. There will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call, please signal an operator by pressing star then zero on your touchtone phone. Please note that this conference is being recorded. I now hand the conference over to Mr. Vatsal Shah from Adfactors PR. Thank you and over to you, Vatsal. Vatsal Shah: Good morning, everyone and thank you for joining us on the Q2 and H1 FY27 Earnings Conference Call for Canara Robeco Asset Management Company Limited. Today we are joined by Mr. Rajnish Narula, Managing Director and Chief Executive Officer; Mr. Ashwin Purohit, Chief Financial Officer; Mr. Gaurav Goyal, Chief Business Officer; and Mr. Atit Turakhiya, Head of Corporate Development and MIS. We'll begin the call with the opening commentary by the management, followed by a Q&A session. I would now like to invite Mr. Rajnish Narula, Managing Director and Chief Executive Officer for Canara Robeco Asset Management Company Limited to give his opening remarks. Over to you, sir. Rajnish Narula: Well, thank you, and good morning and thank you for joining us today. I hope you've had an opportunity to go through the investor presentation. Let me start by setting the context for the quarter first with a brief perspective on the broader industry environment, and then with a closer look at our performance for the first half of the year. On the industry and market environment, the first half of FY27 was characterized by global and domestic volatility due to geopolitical developments and macroeconomic uncertainty shaping the market environment. September was particularly challenging. The Nifty 50 declined by approximately 6% during the month, erasing the gains accumulated in the first two months of the quarter and closing nearly 14% below its 52-week high. Indian equities faced pressure from elevated US bond yields, a strengthening US dollar, foreign portfolio outflows, geopolitical tensions in West Asia, and concerns around crude oil prices. Despite these headwinds, one of the key positives was the resilience of the domestic investor participation. Domestic institutional investors more than offset foreign selling, recording net purchases. More importantly, SIP flows continued to provide a structural anchor for the mutual fund industry. Monthly SIP contributions crossed INR 32,000 crores, while the number of SIP accounts are above the 10 crores mark. The domestic retail investor base has matured significantly and is Page 2 of 16 Canara Robeco Asset Management Company Limited October 12, 2026 increasingly becoming a steady, long-term, and relatively price-agnostic source of capital. In my view, this resilience of domestic flows is one of the most important developments shaping the Indian mutual fund industry today. We come to the company operational highlights. On the operational front, our closing AUM as of September 30th, 2026 stood at INR 1.17 lakh crores. Our September 2026 quarterly average AUM saw a growth of 4% on a year-on-year basis. As of September 30th, 2026, our investor folios stand at 50.1 lakh, reflecting the continued trust of our investors across the country. Individual investors contribute over 86% of our AUM. Contributions from systematic plan was INR 676 crores in September across 19.6 lakh active SIP accounts. B-30 strength, the monthly average AUM from beyond the top 30 cities was INR 28,944 crores, which reflects 23.6% of our total AUM. Our distribution network has expanded to over 57,186 empanelled partners, and we have 29 branches. We are looking to expand our product offering and targeting to come out with a couple of NFOs this financial year, subject, of course, to the regulatory approvals. With this, I would like to now hand over to Mr. Ashwin Purohit, our CFO, who will take you through our financial performance for Q2 and H1 FY27 in detail. Over to you, Ashwin. Ashwin Purohit: Thank you, sir. Good morning, everyone. For financial performance for the quarter and half- year ended 30th September 2026. Financial highlights Q2 FY27 performance: Revenue from operations stood at INR 121.6 crores for the quarter compared to INR 103.9 crores in Q2 FY26, registering a Y-o-Y growth of 17%. Total income stood at INR 128.1 crores compared to INR 108.0 crores for Q2 FY26, representing a Y-o-Y growth of 19%. On the profitability front, PAT stood at INR 59.2 crores compared to INR 48.7 crores in Q2 FY26, registering a Y-o-Y growth of 21%. Now I'm moving to our H1 FY27 performance: Revenue from operations stood at INR 237.8 crores compared to INR 201.0 crores in H1 FY26, registering a Y-o-Y growth of 18%. Total income stood at INR 274 crores compared to INR 229.3 crores in H1 FY26, representing a Y-o-Y growth of 19%. Our H1 FY27 PAT stood at INR 134.8 crores compared to INR 109.7 crores of H1 FY26, registering a Y-o-Y growth of 23%. We are also pleased to announce that Board of Directors has declared an interim dividend of INR 2 per equity share for FY26 -27 equivalent to 20% of our face value at INR 10 per share. With this, I will open the floor for the questions. Thank you very much. Moderator: Thank you, sir. Ladies and gentlemen, we will now begin with the question-and-answer session. Our first question comes from the line of Sucrit D. Patil from Eyesight Fintrade Private Limited. Please go ahead. Sucrit D. Patil: Yes. Good morning to the team. I have two questions. My first question is just want to understand a [Showing first 8,000 characters — download PDF for full document]