Aditya Birla Capital Q2 FY26 Financial Results and Key Highlights

Aditya Birla Capital (ABCL) has announced its unaudited financial results for the quarter ended September 30, 2025 (Q2 FY26), showcasing a consolidated revenue of ₹12,481 Cr, a 4% year-over-year increase. Profit after tax stood at ₹855 Cr, up by 3% year-over-year. The total lending portfolio reached ₹1,77,855 crore, marking a 29% year-over-year growth, and total AUM grew to ₹5,50,240 Cr, a 10% increase year-over-year.

Strong Consolidated Financial Performance

Aditya Birla Capital has demonstrated a robust performance across key financial indicators for Q2 FY26:

  • Consolidated Revenue: ₹12,481 Cr (up 4% y-o-y)
  • Profit After Tax: ₹855 Cr (up 3% y-o-y)
  • Total Lending Portfolio: ₹1,77,855 crore (up 29% y-o-y and 7% q-o-q)
  • Total AUM: ₹5,50,240 Cr (up 10% y-o-y)
  • Life Insurance First Year Individual Premium: ₹1,880 crore (up 19% y-o-y in H1 FY26)
  • Health Insurance Gross Written Premium: ₹2,839 crore (up 31% y-o-y in H1 FY26)

Key Business Segment Highlights

NBFC

  • AUM: ₹1,39,585 crore (up 22% Y-o-Y, up 6% Q-o-Q)
  • Retail, SME & HNI loans: ₹91,450 crore (up 22% Y-o-Y, up 8% Q-o-Q)
  • NII: ₹1,994 crore (up 17% Y-o-Y, up 7% Q-o-Q)
  • PBT: ₹956 crore (up 13% Y-o-Y, up 3% Q-o-Q)
  • GS2 & GS3: 3.03% (down 121 bps Y-o-Y, down 67 bps Q-o-Q)

Housing Finance

  • AUM: ₹38,270 crore (up 65% Y-o-Y, up 11% Q-o-Q)
  • NII: ₹420 crore (up 54% Y-o-Y, up 11% Q-o-Q)
  • PBT: ₹194 crore (up 87% Y-o-Y, up 26% Q-o-Q)
  • GS3: 0.61% (down 69 bps Y-o-Y, down 2 bps Q-o-Q)

Asset Management

  • QAAUM Growth: ₹4,25,171 crore
  • Individual MAAUM: ₹2,06,554 crore
  • Operating Revenue: ₹461 crore (up 9% y-o-y)
  • Operating Profit: ₹270 crore (up 13% y-o-y)

Life Insurance (H1 FY’26)

  • Individual FYP: up 19% y-o-y
  • Group FYP: down 22% y-o-y
  • Total Premium: up 3% y-o-y
  • Net VNB: up ~420 bps y-o-y

Health Insurance (H1 FY’26)

  • GWP: ₹3,070 Cr (up 41% YoY)
  • Combined Ratio: 108%

Source: BSE

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