Edelweiss Financial Services Limited submitted its detailed performance review, titled “Our journey, presented through numbers and charts.” The presentation highlights significant growth across key verticals, including Alternative Asset Management (AUM growing at 22% CAGR), Mutual Funds (MF AUM at ₹1,65,300 Cr), and robust profitability improvement across the group. General Insurance and Life Insurance segments also showed strong expansion in premium and embedded value metrics leading up to December 2025.
Edelweiss Performance Snapshot
Edelweiss Financial Services Limited formally submitted a presentation detailing its business trajectory and performance metrics through December 2025. The report covers several core segments, showcasing substantial growth across Assets Under Management (AUM), profitability, and market share.
Alternative Asset Management (EAAA) Growth
The Alternative Asset Management segment demonstrated exceptional compound annual growth:
- Assets Under Management (AUM): Increased from ₹21,700 Cr (Mar-20) to ₹68,175 Cr (Dec-25), achieving a 22% CAGR.
- Fee Paying AUM (FPAUM): Grew at a 24% CAGR, reaching ₹41,920 Cr by Dec-25.
- Profit After Tax (PAT): Reported a staggering 53% CAGR, with an annualized nine-month run rate of ₹297 Cr for Mar-26.
- Client base expanded 5.5x from approximately 1,000 in Mar-20 to 5,500 in Dec-25.
Mutual Fund Performance
The Mutual Fund business exhibited robust expansion in assets and market penetration:
- MF Assets Under Management: Grew at a 41% CAGR to reach ₹1,65,300 Cr by Dec-25.
- Equity AUM: Showed rapid growth at a 56% CAGR, hitting ₹83,000 Cr.
- SIP Book: Expanded at a 62% CAGR, totaling ₹558 Cr in Dec-25.
- Active Folios: Increased 10x from 3.4 Lakhs (Mar-20) to 33.7 Lakhs (Dec-25).
- SIP Book Market Share: Improved from 0.4% (Mar-20) to 1.8% (Dec-25).
Insurance Segments Progress
Performance indicators for General Insurance (Zuno) and Life Insurance were also highlighted:
- General Insurance (GWP): Gross Written Premium grew at a 41% CAGR, reaching an annualized nine-month run rate of ₹1,230 Cr for Mar-26. Customer count grew 11x.
- Life Insurance: Achieved a 24% CAGR in Assets Under Management, totaling ₹10,486 Cr by Dec-25. Embedded Value grew at a 10% CAGR to ₹2,253 Cr. The Claim Settlement Ratio improved significantly to 99.3% in Dec-25.
NBFC and Housing Finance
The company continued its strategy of focusing on retail lending while reducing wholesale exposure:
- NBFC Wholesale Book: Reduced by an 82% factor over the period, standing at ₹2,400 Cr in Dec-25. MSME Disbursements for the nine-month period ended Dec-25 reached ₹585 Cr.
- Housing Finance Disbursements: Showed a 16% CAGR, with an annualized nine-month run rate of ₹1,416 Cr for Mar-26.
Consolidated Financial Overview
Consolidated figures underscore overall group health and efficiency improvements:
- PAT of Underlying Businesses: Increased at an 18% CAGR, with an annualized run rate of ₹600 Cr for Mar-26.
- Consol PAT: Demonstrated exceptional growth at a 53% CAGR, projecting an annualized run rate of ₹730 Cr for Mar-26.
- Customer Asset Base: Grew 2.6x to INR Tn 2.4 by Dec-25.
- Net Debt: Decreased significantly, showing a reduction trend of 60% from Mar-20 (₹28,750 Cr) to ₹11,390 Cr in Dec-25.
Asset Reconstruction
The Asset Reconstruction vertical reported strong cumulative recoveries since FY16, reaching ₹64,400 Cr by Dec-25.
Source: BSE
