UTIAMC
UTI Asset Management Company Limited (UTIAMC) Stock Analysis
UTI Asset Management Company Limited is one of India's largest mutual fund houses offering equity, debt, and hybrid schemes. It manages assets for millions of investors through distributors, banks, and digital channels. UTI AMC is sponsored by public-sector banks and financial institutions. It is listed on the NSE and BSE.
Financial Services › Asset Management
₹898.20
-2.52% 1W | -34.70% 52W
Market Cap
11.5k CR
P/E Ratio
25.1
52W High
₹1418
52W Low
₹866
Div. Yield
4.47%
Beta
0.4
50 DMA
₹911.1
200 DMA
₹980.8
Profit Margin
26.6%
Inst. Own.
51.7%
🚀 BREAKOUT
🚀 BREAKOUT
Fundamentals
Profit & Loss
| Metric | Jun 2023 | Sep 2023 | Dec 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Sales | 468 | 404 | 449 | 416 | 529 | 538 | 418 | 376 | 547 | 419 | 517 | 390 | 584 |
| Expenses | 168 | 173 | 176 | 188 | 178 | 190 | 185 | 207 | 207 | 241 | 215 | 402 | 201 |
| Operating Profit | 300 | 232 | 273 | 228 | 351 | 348 | 233 | 169 | 340 | 177 | 302 | -12 | 383 |
| OPM % | 64% | 57% | 61% | 55% | 66% | 65% | 56% | 45% | 62% | 42% | 58% | -3.1% | 66% |
| Other Income | 1 | 2 | 1 | 4 | 5 | 2 | 3 | 0 | 2 | 3 | -108 | 12 | 2 |
| Interest | 3 | 3 | 3 | 3 | 3 | 3 | 3 | 3 | 3 | 3 | 3 | 3 | 3 |
| Depreciation | 10 | 10 | 10 | 12 | 11 | 11 | 11 | 12 | 12 | 13 | 13 | 13 | 13 |
| Profit before tax | 288 | 220 | 261 | 218 | 341 | 336 | 221 | 154 | 326 | 164 | 178 | -17 | 368 |
| Tax % | 19% | 17% | 22% | 17% | 20% | 22% | 22% | 34% | 22% | 19% | 23% | 206% | 20% |
| Net Profit | 234 | 183 | 203 | 181 | 274 | 263 | 174 | 102 | 254 | 132 | 138 | -51 | 294 |
| EPS in Rs | 18.46 | 14.39 | 14.59 | 12.79 | 19.97 | 18.76 | 11.78 | 6.83 | 18.50 | 8.81 | 9.41 | -5.19 | 22.86 |
| Metric | Mar 2011 | Mar 2012 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | TTM |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Sales | 497 | 502 | 934 | 1,134 | 1,051 | 854 | 1,169 | 1,319 | 1,267 | 1,737 | 1,851 | 1,705 | 1,909 |
| Expenses | 292 | 298 | 499 | 577 | 552 | 506 | 526 | 621 | 655 | 703 | 749 | 889 | 1,059 |
| Operating Profit | 206 | 204 | 435 | 558 | 498 | 349 | 643 | 698 | 612 | 1,034 | 1,102 | 816 | 850 |
| OPM % | 41% | 41% | 47% | 49% | 47% | 41% | 55% | 53% | 48% | 60% | 60% | 48% | 45% |
| Other Income | 2 | 1 | 13 | 22 | 30 | 36 | 4 | 8 | 23 | 6 | 9 | -100 | -92 |
| Interest | 0 | 0 | 0 | 0 | 8 | 9 | 8 | 9 | 10 | 11 | 13 | 13 | 13 |
| Depreciation | 9 | 10 | 13 | 14 | 29 | 34 | 36 | 37 | 40 | 42 | 46 | 51 | 52 |
| Profit before tax | 199 | 195 | 435 | 566 | 491 | 341 | 603 | 660 | 586 | 987 | 1,052 | 652 | 694 |
| Tax % | 30% | 25% | 26% | 29% | 29% | 19% | 18% | 19% | 25% | 19% | 23% | 28% | |
| Net Profit | 139 | 147 | 321 | 402 | 348 | 275 | 494 | 535 | 440 | 802 | 813 | 472 | 512 |
| EPS in Rs | 11.12 | 11.73 | 25.29 | 31.68 | 27.83 | 21.41 | 38.97 | 42.09 | 34.44 | 60.17 | 57.16 | 31.44 | 35.89 |
| Dividend Payout % | 25% | 23% | 16% | 16% | 18% | 33% | 44% | 50% | 64% | 78% | 84% | 127% |
Growth — CAGR
| Metric | 3Y | 5Y | 10Y |
|---|---|---|---|
| Revenue CAGR | 10.0% | 8.0% | – |
| Profit CAGR | 2.0% | -1.0% | – |
Shareholding Pattern
FIIs7.70%
DIIs59.47%
Public32.84%
FIIs7.62%
DIIs59.71%
Public32.68%
FIIs7.27%
DIIs60.00%
Public32.75%
FIIs7.11%
DIIs60.07%
Public32.82%
FIIs6.89%
DIIs59.62%
Public33.51%
FIIs6.06%
DIIs60.26%
Public33.68%
FIIs5.97%
DIIs60.93%
Public33.12%
FIIs7.85%
DIIs59.71%
Public32.44%
FIIs7.11%
DIIs60.07%
Public32.82%
FIIs6.89%
DIIs59.62%
Public33.51%
UTIAMC
Holdings Analysis
Key strengths & risk signals
59
Overall
62
Fundamental
57
Technical
Risks (4)
Cannot calculate PEG - insufficient growth data.
POOR YEAR! Stock declined 34.7% in the last year.
WEAK POSITION! Current price (898.2) is below both moving averages.
WEAK! Trading at 5.8% of 52W range - near yearly lows.
Strengths (4)
PERFECT RECORD! Revenue has grown consistently every year. Exceptional business stability.
BREAKOUT! Stock has broken above resistance levels with momentum.
LOW VOLATILITY! Beta of 0.40 - stable stock, less market risk.
BULLISH SENTIMENT! In last 30 days: 13 up days, 17 down days. Avg volume on up days: 136,011 vs down days: 128,074. Ratio: 1.06x
Fundamental & Technical Analysis
59Overall
62Fundamental
57Technical
Fundamental Breakdown
Growth Quality
13/30
Revenue CAGR: 10.8% (GOOD, 11/15). Profit CAGR: -2.6% (DECLINING, 2/15).
Profit Margin
9/10
EXCELLENT EFFICIENCY! 26.6% profit margin - company keeps strong profits.
PEG Valuation
1/10
Cannot calculate PEG - insufficient growth data.
Dividend Yield
9/10
VERY GOOD DIVIDEND! 4.47% yield - strong income generator.
Debt to Equity
10/10
VERY LOW DEBT! D/E of 0.00 - excellent financial health.
Public Holding
10/20
SIGNIFICANT PUBLIC HOLDING! 34.12% public ownership - moderate retail influence.
Stability Index
10/10
PERFECT RECORD! Revenue has grown consistently every year. Exceptional business stability.
Technical Breakdown
Moving Averages
5/10
BEARISH TREND! 50-day average (911.1) is below 200-day average (980.8) - negative signal.
Price Position
2/10
WEAK POSITION! Current price (898.2) is below both moving averages.
Trend Pattern
20/20
BREAKOUT! Stock has broken above resistance levels with momentum.
52W Performance
0/10
POOR YEAR! Stock declined 34.7% in the last year.
Volume Sentiment
20/30
BULLISH SENTIMENT! In last 30 days: 13 up days, 17 down days. Avg volume on up days: 136,011 vs down days: 128,074. Ratio: 1.06x
RSI
3/5
NEUTRAL! RSI at 48.2 - balanced momentum.
52W Range
1/5
WEAK! Trading at 5.8% of 52W range - near yearly lows.
Momentum
1/5
NEGATIVE MOMENTUM! Price declined across timeframes - down 2.5% (1 week), 1.0% (1 month), 5.5% (3 months).
Beta
5/5
LOW VOLATILITY! Beta of 0.40 - stable stock, less market risk.
UTIAMC
Concall / Investor Presentation
Earnings call transcripts & AI summaries
| Quarter | Concall | Summary |
|---|---|---|
| Q4FY262026-07-28 | Concall PDF | |
| Q1FY262025-10-24 | Concall PDF |
Peer Comparison
Financial Services · Asset Management · 8 stocks
| Stock | Price | P/E | Profit Margin | Revenue CAGR 5Y | Profit CAGR 5Y | 52W Change | Stock Strength | Trendline | YoY Profit | QoQ Profit | YoY Revenue | QoQ Revenue |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| UTIAMC | ₹898.20 | 25.1 | 26.6% | 10.8% | -2.6% | -34.7% | 59 | BREAKOUT | +24.1% | -540.6% | -0.2% | +1.0% |
| JSWHL | ₹11,146.00 | 90.2 | 74.6% | -23.9% | -23.8% | -40.6% | 56 | BREAKDOWN | -27.5% | +81.5% | +15.0% | +4.5% |
| TSFINV | ₹445.90 | 20.3 | 44.6% | 127.0% | 30.0% | -25.3% | 82 | BREAKOUT | -22.3% | -24.1% | +79.6% | -0.4% |
| PRUDENT | ₹3,320.20 | 56.1 | 17.5% | 29.3% | 23.9% | +14.6% | 66 | BREAKDOWN | +44.4% | +26.6% | +18.3% | -3.8% |
| MAHSCOOTER | ₹13,151.00 | 53.9 | 96.2% | 13.1% | 16.7% | -27.3% | 64 | BREAKDOWN | -90.7% | -17.5% | -81.6% | -10.0% |
| CRAMC | ₹234.30 | 21.4 | 45.6% | 16.6% | 6.9% | -22.6% | – | BREAKDOWN | +23.9% | +82.6% | +19.8% | +1.8% |
| PILANIINVS | ₹4,082.20 | – | -4.9% | -1.5% | -49.8% | -25.1% | 40 | BREAKDOWN | +1,082.5% | -1,085.4% | -70.7% | -67.3% |
| NSIL | ₹5,436.00 | 48.4 | 56.3% | -10.1% | -15.7% | -24.5% | 48 | BREAKDOWN | +3.5% | +385.5% | -8.8% | +21.2% |
Data from TradeAlone · Updated daily
