BSECompany Update21 Jul 2026 · 21 Jul 2026, 01:59 pm

Please find enclosed the copy of Investor Presentation and the Press release on the Unaudited Financial Results of the Company for the quarter ended June 30, 2026.

Aditya Birla Sun Life AMC Ltd · 543374

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Aditya Birla Sun Life AMC Ltd has released its unaudited financial results for Q1 FY27, showing a 5.79% market share in the mutual fund industry and a 15% year-over-year AUM growth.

Analysis Scores

Earnings Impact6/10
Growth Catalyst4/10
Governance Concern2/10
Regulatory Risk1/10
Balance Sheet Risk3/10
Liquidity Impact8/10
Market Sentiment5/10

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Aditya Birla Sun Life AMC Ltd - 543374 - Announcement under Regulation 30 (LODR)-Investor Presentation

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Ref. No.: ABSLAMCL/PS/54/2026-27 July 21, 2026 BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers Exchange Plaza, 5th Floor Dalal Street Mumbai-400 001 Plot No. C/1, G Block, Scrip Code: 543374 Bandra Kurla Complex Bandra (East), Mumbai - 400 051 Symbol: ABSLAMC Dear Sir/Ma’am, Sub: Intimation under Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 (‘SEBI Listing Regulations’) – Investor Presentation and Press Release Pursuant to Regulation 30 of the SEBI Listing Regulations, please find attached copy of Investor Presentation along with Press Release on the Unaudited Financial Results of the Company for the quarter ended June 30, 2026. The above information is being hosted on the Company’s website at https://mutualfund.adityabirlacapital.com. This is for your information and dissemination. Thanking you. Yours sincerely, For Aditya Birla Sun Life AMC Limited Prateek Savla Company Secretary & Compliance Officer ACS 29500 Encl. As above INVESTOR PRESENTATION Q1 FY27 Staying focused on building scalable business SCALE Scale retail franchise and diversify product offerings LONG TERM EXPAND EXPERIENCE CUSTOMER VALUE Geographic reach and strengthen Leveraging digital platforms to multi-channel distribution network deliver best-in-class service Accelerated growth in Passive & Sustainable growth AUM growth Alternative investments in SIPs Driven by a strong and robust risk management and governance framework Business Snapshot Mutual Fund AUM(1) Equity AUM ₹ 4,277 bn ₹ 1,987 bn Financials (Q1 FY27) Market share(2) 5.79% Market share 3.97% Total Revenue(5) Profit Before Tax ₹ 6.3 bn ₹ 4.1 bn Alternate Assets MF - Equity(3) Individual AUM(4) Passive AUM(1) 32% 32% Profit After Tax ₹ 2,106 bn ₹ 400 bn Q1 FY27 ₹ 3.1 bn Overall Average AUM(1) ₹ 6,279 bn Total Alternate AUM(1) PMS/AIF AUM(1) Customer & Distribution ₹ 2,002 bn ₹ 1,945 bn^ MF - Liquid MF - Debt(6) 11% 25% Investor Folios MF Distributors 11.1 mn 95,500+ Real Estate AUM(1) Offshore AUM(1) Locations Digital Partners ₹ 7 bn ₹ 50 bn 310+ 130+ (1) Quarterly Average Assets under Management as of June 30, 2026; (2) Excluding ETF Share; (3) Equity AUM includes SIF ; (4) Monthly Average Assets under Management as of June 30, 2026 (5) Includes revenue from operations and other income; (6) MF-Debt include ETF; ^ Include mandate QAAUM of Rs 1,898 bn as on June 2026 ; All numbers are as of Jun-26 unless stated otherwise Industry Overview Industry QAAUM & Net Sales Trend (INR billion unless otherwise stated) QAAUM Net Sales 72,129 81,531 83,136 3,550 1,881 1,818 111 2,054 3,700 11,411 3,200 11,320 8,819 2,700 1,336 291 13,669 14,351 2,200 13,415 317 984 7,937 7,231 1,700 609 164 522 6,871 147 1,200 700 1,342 1,619 1,301 1,168 1,510 48,628 50,118 43,024 -219 -152 -300 -532 -732 -800 -1,234 -1,300 Q1 FY26 Q4 FY26 Q1 FY27 Q1 FY26 Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27 Equity Liquid Debt ETF Equity Liquid Debt ETF Industry witnessed Y-o-Y AUM growth of 15% in Q1 FY27 Industry witnessed improved overall net sales in Q1 FY27 Source: AMFI. Equity Net Sales includes flows from Equity, Hybrid and Solution oriented Schemes Industry AAUM - Individual & B30 (INR billion unless otherwise stated) Individual MAAUM B30 MAAUM Individual 60.7% 59.7% 60.7% B-30 Mix 18.4% 18.2% 18.5% 84,185 84,185 79,460 79,460 74,792 74,792 33,101 32,061 29,408 68,581 65,025 60,995 45,384 47,399 51,084 13,797 14,435 15,604 Jun-25 Mar-26 Jun-26 Jun-25 Mar-26 Jun-26 Individual Institutional B30 T30 Industry Individual AUM mix stood at 60.7% in Jun-26 Industry B30 AUM mix was at 18.5% in Jun-26 Source: AMFI Industry SIP Trend (INR billion unless otherwise stated) SIP Contribution New SIP registrations Count (mn) Contributing SIP accounts 86.5 92.5 97.9 97.2 97.8 (mn) n 19.27 R Nb 293.6 310.0 320.9 317.8 16.71 18.17 17.79 16.04 nI 272.7 Jun-25 Sep-25 Dec-25 Mar-26 Jun-26 Q1 FY26 Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27 Industry new SIP registrations decreased to 16.04 mn in Q1 FY27 Industry SIP contribution stood at INR 317.8 bn in Jun-26 Source: AMFI ABSLAMC Performance Overview Performance at a Glance (INR billion unless otherwise stated) Mutual Fund QAAUM Equity QAAUM Fixed Income QAAUM1 6% 10% 3% 4,359 4,277 1,974 1,987 2,385 4,035 2,290 2,233 1,802 Q1 FY26 Q4 FY26 Q1 FY27 Q1 FY26 Q4 FY26 Q1 FY27 Q1 FY26 Q4 FY26 Q1 FY27 Individual MAAUM Institutional MAAUM B-30 MAAUM 3% 4% 3% 2,106 2,038 743 1,994 722 719 2,209 2,203 2,108 Jun-25 Mar-26 Jun-26 Jun-25 Mar-26 Jun-26 Jun-25 Mar-26 Jun-26 1 Fixed Income QAAUM including ETF AUM Highlights (INR billion unless otherwise stated) Mutual Fund Closing Assets under Management Overall Quarterly Average Assets under Management Mutual Fund Equity MF Equity MF Mix Overall Equity MF Equity MF Mix  2% Y-o-Y  5% Y-o-Y 47.8%  42% Y-o-Y  10% Y-o-Y 46.5% 4,072 3,800 4,159 4,433 4,740 6,279 1,915 549 668 477 297 84 87 685 703 1,634 1,501 636 1,567 1,700 1,587 1,597 1,889 1,756 1,990 1,802 1,974 1,987 Q1 FY26 Q4 FY26 Q1 FY27 Q1 FY26 Q4 FY26 Q1 FY27 Mutual Fund - Equity Mutual Fund - Debt* Mutual Fund - Liquid Mutual Fund - Equity Mutual Fund - SIF Mutual Fund - Debt* Mutual Fund - Liquid Alternate Assets - Equity Alternate Assets - Others *Mutual Fund-Debt including ETF; Alternate Assets -Others includes mandate QAAUM of Rs 1,898 bn as on June 2026 Scaling Retail Franchise Strong retail franchise with 11.1 mn folios1 Equity QAAUM Individual MAAUM B-30 MAAUM INR 1,987 bn INR 2,106 bn INR 743 bn CAGR CAGR CAGR 12.0% 14.6% 18.8% 1,987 2,106 1,186 1,501 Q1 FY24 Q1 FY27 Jun-23 Jun-26 Jun-23 Jun-26 Contribution to AUM Contribution to AUM Contribution to AUM 0.3% 1.3% 6.5% 46.5% 48.9% 17.3% 39.9% 48.6% 16.0% Q1 FY24 Q1 FY27 Jun-23 Jun-26 Jun-23 Jun-26 1as of Jun 30, 2026 ; All numbers in INR billion unless stated otherwise Focus on Growing SIP Flows SIPs generates consistent inflows across market cycles Building sustainable SIP Flows Long Tenure SIP Book2 SIP1 Contribution New SIP1 Registrations Contributing SIP1 % Count of Total SIPs (in INR bn)* Count (‘000) accounts (mn)* 4.05 4.03 3.86 12.04 94% 11.40 10.85 617 547 89% Jun-25 Mar-26 Jun-26 Q1 FY26 Q4 FY26 Q1 FY27 Jun-25 Mar-26 Jun-26 Over 5 years Over 10 years 1 Includes STP ; 2 Based on tenure at the time of registration of all live SIPs as on June 30, 2026 Pan India Distribution Network 360+ One of the largest empaneled distributor National Distributors base Servicing Investors across Pan India 19,000+ pin codes Banks 310+ 95,500+ Locations MFDs 310+ locations, 130+ 80% B-30 over are in cities Digital Partners Multi-Channel Distribution Network Overall Asset Sourcing Mix1 Broad-based sourcing of Equity Assets 8% 8% 8% 10% 10% 10% 16% 16% 16% 20% 20% 20% 34% 33% 54% 52% 52% 42% 46% 43% 17% 18% 18% Q1 FY26 Q4 FY26 Q1 FY27 Q1 FY26 Q4 FY26 Q1 FY27 Direct MFDs National Distributor Bank Direct MFDs National Distributor Bank Continue to expand distributor base and empaneled 1,900+ new MFDs in Q1 FY27 1 Excludes ETF Sales Ecosystem - Multi-Channel Distribution Strategy Direct Virtual Relationship Sampark Manager Emerging 3,600 Service to 1,900+ Dedicated Persons Markets Active Distributors1 Sales Distributor Empaneled1 Provide personalized Upgrade MFDs to high Our distribution expansion attention and tailored solutions potential business partners initiative in empaneling and to meet the unique needs and 100+ 230+ and transfer to mainstream welcoming new distributors preferences of high-net-worth EM Locations Retail Sales Dedicated Service Persons Our new WhatsApp-based Presence across Top 14 Aim to tap into potential VRM provides virtual Service RMs engage process has streamlined the locations Pan India rural and emerging markets at assistance to advisors on call effectively with investors and empanelment of MFDs, an early stage to build early – offering financial solutions facilitate their investment making it more efficient and growth and servicing, skill-building decisions. user-friendly programs & cutting-edg [Showing first 8,000 characters — download PDF for full document]