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.
Asset Management
Hdfc Asset Management Company Limited (hdfamc) Q2 FY27 Earnings Presentation: AUM Grows 12.7% Qoq
HDFC Asset Management Company Limited (HDFAMC) reports Q2 FY27 earnings with AUM growing 12.7% QoQ, driven by strong equity-oriented performance.
HDFC Asset Management Company Limited (HDFAMC) unveiled its Q2 FY27 earnings, showcasing a robust performance with assets under management (AUM) growing 12.7% quarter-over-quarter. The focus keyword ‘HDFC Asset Management Company Limited HDFCAMC Q2 FY27 Earnings’ underscores the company’s strong financial health and market position. The total AUM reached ₹9,210 billion, driven by a significant increase in equity-oriented schemes.
Key Financial Highlights
The company’s total income stood at ₹12,398 million, with a profit after tax (PAT) of ₹7,499 million. The operating margin improved by 36 basis points to 43.5%. Notably, the equity-oriented AUM increased by 15% year-over-year, contributing to the overall growth.
Market Share and Distribution
HDFAMC maintained a strong market share, with 12.7% in actively managed equity-oriented AUM. The company’s distribution network expanded, with 17.7 million unique investors and 280 offices across India, including a representative office in Dubai.
Looking Ahead
As HDFC AMC moves forward, it continues to leverage its digital stack and multi-channel distribution network to drive growth and enhance investor engagement. The company’s strategic focus on digital transactions and personalized investor services positions it well for sustained success.
Source: NSE Corporate Announcement
Fundamental & Technical Analysis of HDFC Asset Management Company Limited
HDFC Asset Management Company Limited belongs to the Financial Services › Asset Management sector. Here’s a quick read on where the business and the stock stand today.
HDFC holds in the upper half of its 52-week range, a sign the market backs the stock. Industry-leading margins of 61.8% reflect exceptional pricing power and operational efficiency. Revenue grows at 23.9% and profits at 26.2% CAGR. Both numbers are exceptional. The stock holds at 69% of its 52-week range with RSI at 53. In other words, neither side has a clear edge right now. The business grows revenue at 23.9% and profits at 26.2%, with D/E of 0.08. The stock reflects that strength. Moreover, when fundamentals and price action align, the PEG of 1.56 premium is usually justified. Check Fundamentals of HDFC Asset Management Company Limited.
Asset Management
Icici Prudential Asset Management Company Limited Q2 FY 27: Revenue and Profit Surge
ICICI Prudential AMC reports a significant increase in revenue and profit for Q2 FY 27, showcasing strong financial performance.
ICICI Prudential Asset Management Company Limited (NSE: ICICIAMC) has announced its financial performance for Q2 FY 27, revealing a notable surge in both revenue and profit. The company’s operating revenue for the quarter stood at ₹16.7 billion, marking a year-on-year increase of 16%. The operating profit reached ₹11.8 billion, up by the same percentage. The profit after tax (PAT) for the quarter was ₹8.9 billion, reflecting a robust financial health.
Financial Overview
The company’s PAT for Q2 FY 27 grew by 14.3% compared to the same period last year. The revenue yield stood at 0.53%, while the operating profit before tax (OPBT) yield was 0.37%. ICICI Prudential AMC’s customer base network expanded, with a total of 17.8 million customers and 2,874 offices, including branches in Dubai and GIFT City.
Market Share and AUM Growth
ICICI Prudential AMC maintained a strong market share of 13.3% in the mutual fund industry. The assets under management (AUM) for the company grew by 14.4% year-on-year to ₹259.14 billion as of September 2026. The company’s systematic transactions also saw a significant increase, reflecting strong investor confidence.
Forward-Looking Statement
The company remains optimistic about its future growth trajectory, despite acknowledging the risks and uncertainties inherent in the financial markets. ICICI Prudential AMC continues to focus on operational efficiency, digital transformation, and customer engagement to drive sustained performance.
Source: NSE Corporate Announcement
Fundamental & Technical Analysis of ICICI Prudential Asset Management Company Limited
ICICI Prudential Asset Management Company Limited belongs to the Financial Services › Asset Management sector. Here’s a quick read on where the business and the stock stand today.
ICICI moves sideways over three months, with neither buyers nor sellers taking control. Industry-leading margins of 55.5% reflect exceptional pricing power and operational efficiency. Revenue grows at 28.9% and profits at 29.6% CAGR. Both numbers are exceptional. The stock holds at 41% of its 52-week range with RSI at 36. In other words, neither side has a clear edge right now. Revenue grows at 28.9% and profits at 29.6% CAGR, with D/E of 0.00. Meanwhile, the stock dips 6.2% 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 ICICI Prudential Asset Management Company Limited.
ANANDRATHI
Anand Rathi Wealth Limited (anandrathi) H1 FY27: Standalone PAT Grows by 25% and AUM Rises by 18% Y-o-y
Anand Rathi Wealth Limited (ANANDRATHI) reports a 25% Y-o-Y increase in standalone PAT and an 18% rise in AUM for H1 FY27.
Anand Rathi Wealth Limited (ANANDRATHI) announced its financial results for the half year ending September 2026 (H1 FY27), reporting a 25% year-on-year increase in standalone Profit After Tax (PAT) and an 18% rise in Assets Under Management (AUM). The company posted a standalone net profit of ₹ 237 crores for April – September 2026, up from ₹ 200 crores in the same period last year. Total revenue during this period rose by 18% to ₹ 671 crores. The company also declared an interim dividend of ₹ 4 per equity share.
Financial Highlights
The consolidated financials for H1 FY27 showed a 23% year-on-year increase in Profit After Tax to ₹ 238 crores and a 17% rise in revenue to ₹ 693 crores. The AUM stood at ₹ 1,08,377 crores, reflecting an 18% year-on-year growth. Excluding fair value gains on investments, ESOP expenses, and related tax effects, the consolidated PAT grew 23% to ₹ 238 crores.
Market Performance
Despite challenging market conditions, including global conflicts, higher US bond yields, and a strong US dollar, Anand Rathi Wealth Limited delivered consistent performance. The company’s active client families grew by 12% year-on-year to 14,309, and the relationship managers increased by 45 to 431. The digital wealth AUM increased by 14% to ₹ 2,531 crores, and Omni Financial Advisor’s subscriber base grew to 6,898.
Looking ahead, the company remains confident of delivering long-term growth of 20–25%, driven by the uncomplicated and scalable nature of its business model.
Source: NSE Corporate Announcement
Fundamental & Technical Analysis of Anand Rathi Wealth Limited
Anand Rathi Wealth Limited belongs to the Financial Services › Asset Management sector. Here’s a quick read on where the business and the stock stand today.
Anand gains 20.0% over three months and trades near its 52-week highs. Industry-leading margins of 31.6% reflect exceptional pricing power and operational efficiency. Revenue grows at 27.9% and profits at 33.0% CAGR. Both numbers are exceptional. RSI hits 79, a level that signals the stock runs hot. Notably, buyers drove volume on 21 recent sessions — though at these levels, some profit-taking is normal. The business grows revenue at 27.9% and profits at 33.0%, with D/E of 0.12. The stock reflects that strength. Moreover, when fundamentals and price action align, the PEG of 2.77 premium is usually justified. Check Fundamentals of Anand Rathi Wealth Limited.
-
Consumer Cyclical3 days agoLemon Tree Hotels Limited Expands in Uttar Pradesh with 26th Property
-
Communication Services3 days agoGtpl Hathway Limited: Digital TV Subscriber Increase by 1.5 Mn Drives Revenue Growth
-
TATAPOWER2 days agoTata Power Advances 2.8 GW+ Data Centre Opportunity Pipeline Across
-
Software - Application3 days agoTata Elxsi Limited (tataelxsi) Q2 Fy’27: Revenue Up 3.4% Qoq, 15% Yoy
-
Industrials2 days agoSigma Advanced Systems Limited (sigmaadv) Partners with Munitions INDIA Limited for Advanced Artillery Technology
-
Industrials2 days agoReliance Industrial Infrastructure Limited (riil) Reports Q2 Fy26-27 Results: Income Down, Profit Margins Narrow
-
Credit Services2 days agoHdb Financial Services Limited (hdbfs) Records Profit After Tax of ₹780 Crores for Q2fy27, a Growth of 34.2% Yoy
-
Industrials2 days agoPtc Industries Limited (NSE: Ptcil) Selected by Safran for Aerolloy Technologies’ Titanium Castings
