Aditya Birla Capital delivered robust financial results for the September quarter, with consolidated net profit surging 38% to ₹1,288 crore compared to the previous year. According to reports from The Hindu BusinessLine and The Economic Times, the company's consolidated revenue from operations jumped 31% to ₹16,545 crore, demonstrating strong operational performance across all business segments. Total consolidated income for the quarter reached ₹16,545 crore, up from ₹10,609.35 crore in the same period last year, while total consolidated expenses were ₹12,324.10 crore compared with ₹9,474.99 crore in the year-ago quarter. Consolidated earnings per share (EPS) for the quarter were ₹4.71, up from ₹3.57 in the quarter ended 30 September 2025.
The company's lending portfolio showed significant expansion with total lending assets under management (AUM) growing 32% year-on-year and 7% sequentially to ₹2,33,930 crore as of 30 September 2026. As reported by The Hindu BusinessLine and The Economic Times, NBFC disbursements increased 12% to ₹24,708 crore while AUM grew 26% to ₹1.76 lakh crore. The housing finance segment performed even stronger with disbursements up 55% to ₹8,957 crore and profit before tax rising 73% to ₹335 crore. The NBFC business specifically reported profit before tax growing 41% year-on-year to ₹1,352 crore. Business loans increased 30% YoY to ₹1.01 trillion, while personal and consumer loans rose 37% to ₹24,955 crore and corporate and mid-market loans grew 15% to ₹50,483 crore. The NBFC's gross Stage 2 and Stage 3 assets stood at 2.31%, improving by 72 basis points YoY and 12 basis points sequentially, with return on assets at 2.45%.
The insurance and mutual fund segments also contributed to the company's growth trajectory. According to The Hindu BusinessLine, total AUM (AMC, life insurance and health insurance) increased 2.2 times to ₹12,33,906 crore as of 30 September 2026. Life insurance profit surged 27% to ₹85 crore from ₹65 crore in the previous year, while health insurance profit declined 74% to ₹27 crore from ₹105 crore. The mutual fund quarterly average assets under management grew 4% to ₹4.42 lakh crore, though net profit in this segment was down 8% to ₹221 crore. In the first half of FY27, total gross premium increased to ₹12,656 crore from ₹8,941 crore in the year-ago period. The health insurance business reported gross written premium of ₹4,543 crore, up 48% YoY, with combined operating ratio for H1FY27 at 106.5% compared with 103.1% a year earlier.
The market responded positively to Aditya Birla Capital's strong quarterly results, with shares gaining 1.75% to settle at ₹366.3 on the BSE on Friday following the earnings announcement. As reported by The Economic Times, the company's stock performance reflected investor confidence in the robust financial results and growth trajectory across all business segments. The operational revenues climbed significantly to ₹14,003 crore in the July-September quarter of FY27, up from ₹10,595 crore in the year-ago period, demonstrating the company's ability to scale operations effectively. The company's consolidated profit after tax for the first half of FY27 stood at ₹2,462 crore, compared with ₹1,772 crore in the corresponding period last year.
The company has significantly expanded its digital presence to enhance customer service delivery. As reported by The Hindu BusinessLine, Aditya Birla Capital's D2C platform ABCD offers a comprehensive portfolio of over 26 products and services including payments, loans, insurance, and investments. The platform has achieved strong customer adoption with about 1.3 crore customer acquisitions as of September 30, 2026. The B2B platform Udyog Plus has scaled up significantly with over 24 lakh registrations and reached an AUM of ₹7,262 crore as of September-end.
The company continues to strengthen its physical presence across India to enhance market penetration. According to The Hindu BusinessLine, Aditya Birla Capital maintains a pan-India presence of 1,822 branches across all businesses as of September 30, 2026. The branch expansion strategy is specifically targeted at driving penetration into tier-III and tier-IV towns and new customer segments, positioning the company for continued growth in underserved markets.
