360 ONE WAM reported strong Q2 FY26 results, with total ARR AUM increasing by 22% year-over-year to ₹2,95,000 crores. Wealth ARR AUM crossed ₹2 lakh crores, supported by strong net flows of ₹32,132 crores in H1 FY26. The company’s highest-ever quarterly PAT was recorded at ₹316 crores, a 28% year-on-year increase. The company approved a second interim dividend of ₹6 per share.
Financial Performance
360 ONE WAM showcased robust financial results for Q2 FY26. Key highlights include:
- Total ARR AUM increased to ₹2,95,000 crores, a 22% increase year-on-year.
- Wealth ARR AUM exceeded ₹2 lakh crores.
- Net flows for H1 FY26 reached ₹32,132 crores. Q2 flows, excluding UBS, were strong at ₹8,734 crores.
- ARR revenue for the quarter grew by 39.4% year-on-year, reaching ₹554 crores.
- The company’s highest-ever quarterly PAT was recorded at ₹316 crores, a 28% year-on-year increase.
- The Board approved a second interim dividend of ₹6 per share.
Strategic Initiatives
Updates on strategic initiatives include:
- The focus is now on rolling out the overall global collaboration framework with UBS.
- The transfer of UBS India business brings in over ₹5,200 crores of relevant AUM from 80+ UHNI families.
- The HNI business is scaling with over 50 RMs and 380+ clients onboarded in H1.
- B&K acquisition is tracking well, with the current quarter financials reflecting strong performance.
Asset Management
- Gross flows for H1 remained stable at approximately ₹7,000 crores across listed equity and alternatives.
- The company continues to strengthen and add sub-strategies across listed, unlisted, credit, RE, and infra.
Wealth Business
- The company reiterated its strong position as the employer of choice, with high-quality talent joining across geographies.
- Technology continues to be a significant investment area, with a focus on both internal and client-facing developments.
Q&A Highlights
Key takeaways from the Q&A session:
- The company expects to maintain a net flow guidance of 10-12% for the year.
- Cost-to-income ratio is expected to improve meaningfully in the next 3-4 quarters.
- The company anticipates strong alternate product and transactional revenue growth.
Source: BSE