Asset Management
Tsf Investments Limited (tsfinv) Posts 28.66% Increase in Consolidated Net Profit for FY 2026
TSF INVESTMENTS LIMITED (TSFINV) reports a 28.66% rise in consolidated net profit for FY 2026, driven by gains from Axles India Limited.
TSF INVESTMENTS LIMITED (TSFINV) has posted a consolidated net profit of ₹530.21 crores for the year ended 31st March 2026, marking a 28.66% increase compared to ₹412.09 crores in the previous financial year. This growth is partly attributed to the acquisition of shares in Axles India Limited by Dana Global Products Inc., which became a subsidiary of TSF group. The company, formerly known as Sundaram Finance Holdings Limited, operates as a core investment firm focusing on automotive businesses, including foundries and manufacturers of wheels, brakes, turbo chargers, axles, and distribution of spare parts. The board has recommended a final dividend of ₹4.45 per share (89%) for FY 25-26, adding to the interim dividend of ₹6.70 per share (134%) paid in February 2026, resulting in a total dividend of ₹11.15 per share (223%) for FY 25-26. Moreover, TSF Investments exited non-core investments, realizing a gain of ₹461.18 crores, which was transferred from OCI to retained earnings.
Key Financial Highlights
The consolidated net profit increase is bolstered by a gain of ₹40.99 crores from the fair valuation of previously held equity interest in Axles India Limited. Additionally, dividend received from portfolio companies amounts to ₹207.67 crores for the year ended 31st March 2026. Reflecting the consolidation of the T.S. Santhanam Family group, Sundaram Finance Holdings Limited has been renamed TSF Investments Limited, reaffirming the group’s strategic alignment and century-old legacy.
Strategic Moves and Legacy
As part of its strategy to exit from non-core investments, TSF Investments partially exited TVS Holdings Limited, Fettle Tone LLP, and Sundaram Composite Structures Private Limited during the financial year 2025-26. The realized gain from these exits, net of tax, was ₹461.18 crores, which was transferred from OCI to retained earnings. TSF Group, representing the T.S. Santhanam family’s businesses, has a heritage dating back to 1911, with a strong presence across automotive components, distribution, car dealerships, and financial services.
Source: NSE Corporate Announcement
Fundamental & Technical Analysis of TSF INVESTMENTS LIMITED
TSF INVESTMENTS LIMITED belongs to the Financial Services › Asset Management sector. Here’s a quick read on where the business and the stock stand today.
TSF falls 10.0% over three months and has not found a floor yet. The PEG of 0.50 is extremely low. Either the market misses the growth story, or there is a catch worth investigating. Industry-leading margins of 63.5% reflect exceptional pricing power and operational efficiency. The stock sits at 16% of its 52-week range, close to annual lows. Historically, value investors build positions at these levels — though cheap stocks can stay cheap. Revenue grows at 6.6% and profits at 36.9% CAGR, with D/E of 0.00. Meanwhile, the stock dips 10.0% in three months without any fundamental deterioration. Consequently, the stock quietly becomes cheaper relative to earnings power. For long-term investors, that is a feature. Check Fundamentals of TSF INVESTMENTS LIMITED.
360ONE
360 ONE WAM Limited Appoints Aashish Agarwal as New CEO
360 ONE WAM LIMITED appoints Aashish Agarwal as CEO, strengthening its leadership for future growth in wealth management.
360 ONE WAM LIMITED announced the appointment of Aashish Agarwal as the new Chief Executive Officer of the 360 ONE WAM Group, effective from February 15, 2027. This strategic move aims to further grow and strengthen the business, positioning the firm to build across its three verticals: Wealth Management, Asset Management, and Capital Markets.
Leadership Transition
Karan Bhagat, currently Managing Director & CEO, will be appointed as Vice Chairman and continue as Managing Director of the Group, driving group strategy, capital allocation, and key client & institutional relationships. Yatin Shah, Co-Founder of 360 ONE, will continue to drive the firm’s leadership in wealth management.
Strategic Vision
With this leadership change, 360 ONE is well-positioned to build for the scale that India’s next chapter of growth will demand. As India’s economy advances towards a USD 5 trillion and eventually a USD 15 trillion economy, 360 ONE intends to be at the forefront of this shift, as a leading Indian institution serving the country’s most sophisticated capital allocators.
Forward-Looking Statement
Aashish Agarwal brings exceptional financial services depth and an owner’s mindset to building businesses. He looks forward to working closely with the founders to build an Indian financial institution of enduring scale and global standing.
Source: NSE Corporate Announcement
Fundamental & Technical Analysis of 360 ONE WAM LIMITED
360 ONE WAM LIMITED belongs to the Financial Services › Asset Management sector. Here’s a quick read on where the business and the stock stand today.
360 moves sideways over three months, with neither buyers nor sellers taking control. D/E of 1.56 is elevated. As a result, debt servicing will compress free cash flow in a high-rate environment. Industry-leading margins of 26.5% reflect exceptional pricing power and operational efficiency. The stock holds at 52% of its 52-week range with RSI at 39. In other words, neither side has a clear edge right now. Revenue grows at 24.0% and profits at 22.7% CAGR — a genuinely strong business. Nevertheless, the stock drops 3.7% in three months. The market sells the stock, not the story. Watch whether that changes at the next earnings. Check Fundamentals of 360 ONE WAM LIMITED.
Asset Management
Gacm Technologies Limited Successfully Completes ₹49.50 Crore QIP with Strong Participation from Mauritius-based Foreign Institutional Investors
GACM Technologies Limited (NSE: GATECH) successfully completes ₹49.50 crore QIP, attracting strong participation from Mauritius-based foreign institutional i.
GACM Technologies Limited (NSE: GATECH) is pleased to announce the successful completion of its Qualified Institutions Placement (“QIP”), marking an important milestone in the Company’s capital-raising programme and strengthening its institutional investor base. Through the QIP, the Company allotted 49.50 crore fully paid-up Equity Shares of face value ₹1 each at an issue price of ₹1 per Equity Share, aggregating to ₹49.50 crore. The QIP witnessed participation from overseas institutional investors, including funds based in Mauritius and registered under the applicable Foreign Portfolio Investor (FPI) framework.
Significant Participation from Mauritius-Based Funds
The participation of these institutional investors represents a significant development for GACM Technologies and further enhances the Company’s visibility among global investment institutions. Major institutional allottees include Minerva Ventures Fund, Magnifica Global Opportunities VCC – MGO High Conviction Fund, AL Maha Investment Fund PCC – Onyx Strategy, and Ebisu Global Opportunities Fund.
Future Growth and Strategic Initiatives
The successful allotment demonstrates the Company’s ability to access institutional capital and provides a stronger foundation for the next phase of its business development. Commenting on the successful completion of the QIP, Management said: “We are pleased to announce the successful completion of our Qualified Institutions Placement. The strong participation from institutional investors reflects their confidence in our business strategy, growth prospects, and long-term vision. The capital raised will further strengthen our financial position and provide us with the necessary resources to pursue our strategic initiatives and create sustainable long-term value for all our stakeholders.”
Source: NSE Corporate Announcement
Fundamental & Technical Analysis of GACM Technologies Limited
GACM Technologies Limited belongs to the Financial Services › Asset Management sector. Here’s a quick read on where the business and the stock stand today.
GACM moves sideways over three months, with neither buyers nor sellers taking control. Industry-leading margins of 37.5% reflect exceptional pricing power and operational efficiency. No meaningful dividend — total return is entirely dependent on capital appreciation. The stock gains 13.9% in the last month, recovering from the three-month slide. However, it is too early to call this a confirmed reversal. The stock rises -3.9% in three months on 28.2% revenue growth. As a result, the market gives it more credit than the fundamentals strictly justify. Watch the next quarterly results. If growth accelerates, the move makes sense. If not, expect some gains to unwind. Check Fundamentals of GACM Technologies Limited.
Asset Management
Gacm Technologies Limited Successfully Completes ₹49.50 Crore QIP with Strong Participation from Mauritius-based Foreign Institutional Investors
GACM Technologies Limited (NSE: GATECH) successfully completes ₹49.50 crore QIP, attracting strong participation from Mauritius-based foreign institutional i.
GACM Technologies Limited (NSE Symbol: GATECH) is pleased to announce the successful completion of its Qualified Institutions Placement (“QIP”), marking an important milestone in the Company’s capital-raising program and strengthening its institutional investor base.
Strong Participation from Mauritius-Based Investors
Through the QIP, the Company allotted 49.50 crore fully paid-up Equity Shares of face value ₹1 each at an issue price of ₹1 per Equity Share, aggregating to ₹49.50 crore. The QIP witnessed participation from overseas institutional investors, including funds based in Mauritius and registered under the applicable Foreign Portfolio Investor (FPI) framework.
Key Institutional Allottees
Major institutional allottees included Minerva Ventures Fund, Magnifica Global Opportunities VCC – MGO High Conviction Fund, AL Maha Investment Fund PCC – Onyx Strategy, and Ebisu Global Opportunities Fund, collectively representing 30.98% of the QIP. The participation of these overseas institutional funds is an important milestone for the Company.
Commenting on the successful completion of the QIP, Management said: “We are pleased to announce the successful completion of our Qualified Institutions Placement. The strong participation from institutional investors reflects their confidence in our business strategy, growth prospects, and long-term vision. The capital raised will further strengthen our financial position and provide us with the necessary resources to pursue our strategic initiatives and create sustainable long-term value for all our stakeholders.”
The completion of the QIP also strengthens the Company’s capital structure and provides additional financial flexibility to pursue its identified business objectives, expansion initiatives, and strategic opportunities. GACM Technologies remains focused on strengthening its technology-led operations, expanding its business opportunities, and building a broader platform across its identified growth areas.
Source: NSE Corporate Announcement
Fundamental & Technical Analysis of GACM Technologies Limited
GACM Technologies Limited belongs to the Financial Services › Asset Management sector. Here’s a quick read on where the business and the stock stand today.
GACM gains 40.7% over three months and trades near its 52-week highs. Industry-leading margins of 37.5% reflect exceptional pricing power and operational efficiency. No meaningful dividend — total return is entirely dependent on capital appreciation. RSI hits 72, a level that signals the stock runs hot. Notably, buyers drove volume on 16 recent sessions — though at these levels, some profit-taking is normal. The stock rises 40.7% in three months on 28.2% revenue growth. As a result, the market gives it more credit than the fundamentals strictly justify. Watch the next quarterly results. If growth accelerates, the move makes sense. If not, expect some gains to unwind. Check Fundamentals of GACM Technologies Limited.
-
Information Technology Services2 days agoLtm Limited (NSE: LTM) Recognized with ISG Paragon Awards North America 2026 for Transformation
-
KPIGREEN3 days agoKpi Green Energy Limited (kpigreen) Signs Binding Offer to Acquire 507.9 MW Operational Wind Capacity in Gujarat
-
AVALON2 days agoAvalon Technologies Limited Clarifies Media Reports Regarding Proposed Stake Sale
-
HEGAM3 days agoHeg Advanced Materials Limited Announces Strategic Collaboration with Indus Towers for Battery Energy Storage Solutions
-
Communication Services3 days agoMps Limited (mpsltd) Earns Iso/iec 42001:2023 Certification, Independent Proof of AI Governance
-
COFORGE3 days agoCoforge Limited (NSE: Coforge) Highlights Shift to Modern Airline Retailing and Agentic Travel
-
COFORGE2 days agoCoforge Limited Expands Kraków Engineering Center as Strategic AI Hub
-
Credit Services1 day agoPaisalo Digital Limited (paisalo) Concludes H1 FY27 with Enhanced Capital Strength and Funding Flexibility
