Aditya Birla Capital Allots 2,72,002 Equity Shares Under ESOP Schemes, Paid-Up Capital Rises

Aditya Birla Capital has allotted 2,72,002 equity shares of face value ₹10/- each on 12 May 2026, following the exercise of Stock Options, Restricted Stock Units, and Performance Stock Units by eligible employees under its employee stock option schemes. The allotment was approved by the Stakeholders Relationship Committee of the company and was communicated to the stock exchanges on the same date.

Allotment Details Under ESOP Schemes

The total allotment of 2,72,002 equity shares was made under two distinct schemes. The breakdown of shares allotted under each scheme is presented below:

Scheme: Shares Allotted Aditya Birla Capital Limited Employee Stock Option Scheme 2017 (ABCL Scheme 2017): 200 equity shares Aditya Birla Capital Limited Employee Stock Option and Performance Stock Unit Scheme 2022 (ABCL Scheme 2022): 2,71,802 equity shares Total Allotted: 2,72,002 equity shares

All newly allotted equity shares carry a face value of ₹10/- each and will rank pari passu with the existing equity shares of the company in all respects.

Impact on Paid-Up Share Capital

Consequent to this allotment, the paid-up equity share capital of Aditya Birla Capital has increased. The table below captures the change in the company's share capital:

Parameter: Before Allotment After Allotment Paid-Up Equity Share Capital: ₹26,20,54,28,960 ₹26,20,81,48,980 Number of Equity Shares: 2,62,05,42,896 2,62,08,14,898 Face Value per Share: ₹10/- ₹10/-

The allotment was formally communicated to BSE Limited and the National Stock Exchange of India Ltd on 12 May 2026 by Santosh Haldankar, Company Secretary & Compliance Officer (Membership No.: ACS 19201), under reference number ABCL/SD/MUM/2026-27/MAY/20.

Aditya Birla Capital Limited announced its audited financial results (standalone and consolidated) for the quarter and year ended March 31, 2026, at its Board of Directors meeting held on May 04, 2026. The results were subsequently published in newspaper advertisements in Business Standard (All Editions) and Sandesh (Rajkot edition) on May 05, 2026, pursuant to Regulations 33 and 47 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. The company reported strong across-the-board growth, with consolidated net profit rising to 11.3B Rupees in Q4 compared to 8.6B Rupees in the same period last year. On a full-year basis, consolidated profit after tax grew 21% year-on-year to ₹3,797 crore in FY26. The total lending portfolio crossed the ₹2 lakh crore milestone, growing 32% year-on-year and 9% sequentially to ₹2,07,368 crore as on March 31, 2026.

Consolidated Financial Performance

The company delivered consistent revenue and profitability growth across both the quarter and the full year. Q4 consolidated revenue came in at 136B Rupees compared to 122B Rupees in the year-ago period. The following table summarises the key consolidated financial metrics:

Metric: Q4 FY26 FY26 YoY Change Revenue: 136B Rupees ₹53,871 crore +12% (Q4), +14% (FY26) Net Profit: 11.3B Rupees ₹3,797 crore +30% (Q4), +21% (FY26) Lending Portfolio (NBFC + HFC): ₹2,07,368 crore ₹2,07,368 crore +32% YoY Total AUM (AMC + Life + Health Insurance): ₹5,91,343 crore ₹5,91,343 crore +16% YoY

Business Segment Highlights

NBFC Business

The NBFC segment demonstrated robust growth across disbursements, assets under management, and profitability during the quarter and the full year.

Disbursements grew by 28% year-on-year and 16% sequentially to ₹24,947 crore in Q4 FY26

AUM grew by 27% year-on-year and 8% sequentially to ₹1,59,916 crore

Profit before tax grew by 26% year-on-year to ₹1,106 crore in Q4 FY26 and 20% year-on-year to ₹4,023 crore in FY26

Return on assets was 2.31% in Q4 FY26 and 2.25% in FY26

Gross stage 2 and 3 ratio improved by 136 bps year-on-year and 38 bps sequentially to 2.42%

Housing Finance

The housing finance business recorded accelerated growth in disbursements and AUM, with profitability more than doubling on a year-on-year basis in Q4 FY26.

Disbursements grew by 37% year-on-year and 29% sequentially to ₹7,977 crore in Q4 FY26

AUM grew by 53% year-on-year and 12% sequentially to ₹47,452 crore

Profit before tax grew by more than two times year-on-year to ₹255 crore in Q4 FY26 and 98% year-on-year to ₹832 crore in FY26

Return on assets was 2.07% in Q4 FY26 and 1.88% in FY26

Gross stage 2 and 3 ratio improved by 63 bps year-on-year and 19 bps sequentially to 0.76%

The company concluded an equity fund raise of ₹2,750 crore in Aditya Birla Housing Finance from Advent International in April 2026

AMC Business

The asset management business reported steady growth in assets under management and operating profitability.

Metric: FY26 Performance YoY Change Mutual Fund Quarterly Average AUM: ₹4,35,866 crore +14% Equity QAAUM: ₹1,97,374 crore +17% Individual Monthly Average AUM: ₹1,99,373 crore +8% Folios Serviced: ~1.1 crore +3% Operating Profit (Q4 FY26): ₹252 crore +8% Operating Profit (FY26): ₹1,051 crore +11%

Life Insurance and Health Insurance

Both insurance businesses posted strong premium growth during FY26. The life insurance segment saw individual first year premium grow by 15% year-on-year to ₹4,725 crore, while group new business premium increased by 31% year-on-year to ₹7,314 crore. Renewal premium grew by 17% year-on-year to ₹12,190 crore. Net value of new business (VNB) margin increased by 260 bps year-on-year to 20.6% in FY26, with absolute net VNB growing by 29% year-on-year to ₹1,055 crore.

The health insurance business recorded gross written premium growth of 39% year-on-year to ₹6,855 crore in FY26. Standalone health insurer market share increased by 110 bps year-on-year to 13.7% in FY26, and the combined ratio improved to 103% in FY26 from 105% in FY25.

Digital Platforms and Physical Expansion

The company's D2C platform, ABCD, offers more than 26 products and services including payments, loans, insurance, and investments, and recorded approximately 1.1 crore customer acquisitions as of March 31, 2026. The B2B platform for the MSME ecosystem, Udyog Plus, scaled up significantly with 24 lakh registrations and reached an AUM of ₹5,814 crore as of March 31, 2026. The company maintained a pan-India presence of 1,740 branches across all businesses as of March 31, 2026, with expansion targeted at tier 3 and tier 4 towns and new customer segments.

Board Approvals: Borrowing Limit and NCD Issuance

The Board of Directors approved raising the overall borrowing limit to Rs. 2,00,000 crore from the existing Rs. 1,65,000 crore, subject to shareholder approval. Within this limit, the Board approved the issuance of non-convertible debentures (NCDs) across various categories, with the following sub-limits:

Sr. No.: Particulars: Current Limit (Rs. In Crore) 1 Listed Secured Non-Convertible Debenture 1,05,000 2 Unsecured Non-Convertible Subordinated Debenture (Sub-debt) 10,000 3 Unlisted Secured Non-Convertible Debentures 10,000 4 Perpetual Debt Instruments in nature of Non-Convertible Debentures 5,000 5 Unsecured (not qualified as perpetual / sub-debt) Non-Convertible Debentures 5,000 6 Commercial Papers 30,000

The company also confirmed nil deviation or variation in the utilisation of issue proceeds of listed non-convertible debt securities for the quarter ended March 31, 2026, in compliance with Regulations 52(7) and 52(7A) of the SEBI Listing Regulations.

Regulatory Disclosures

In compliance with Regulation 30(6) of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, Aditya Birla Capital has made both the audio recording and the transcript of the conference call held on May 04, 2026, on the audited financial results for the quarter and year ended March 31, 2026, available on the company's website at https://www.adityabirlacapital.com/investor-relations/quarterly-results . The transcript availability was formally intimated to BSE Limited and the National Stock Exchange of India Ltd on May 08, 2026, by Company Secretary and Compliance Officer Santosh Haldankar. Additionally, pursuant to Regulations 33 and 47, the audited financial results were published in newspaper advertisements in Business Standard (All Editions) and Sandesh (Rajkot edition) on May 05, 2026. The results are also available on the company's website at https://www.adityabirlacapital.com/ .

We’re building Scanx - to help you express your trading & investing idea, to help you analyse the markets better.

Stock Markets are the true indicator of the growth of any country's economy. We are bullish on India, we are bullish on India's prospects to be one of largest economies of the world. We believe that Stock Markets provide an unique opportunity for all Indians to participate in the growth story of India. We are enabling the same for Indians.

As financial services are becoming more accessible, there is now a large set of Indians today who are financially aware and literate. They value time and seek high quality products & services. Most screening, trading, investing platforms available today are more or less similar to each other, and they have not evolved with time. While both traders & investors have gotten smart about how they make money and build wealth, as users they have continued to use the same products, features, and platforms that were available for years with little or no innovation.

We plan to change that - a technology-led and artificial intelligence enabled platform built for super traders and long term investors.

Disclaimer:

The data and information provided on this website is for general informational and research purposes only. While we strive to ensure that the content is accurate, up-to-date, and reliable, this platform utilizes artificial intelligence (AI) tools to generate, curate, and summarize information. As such, the content may occasionally contain errors, omissions, or outdated information. All users are therefore advised to cross verify the source of the data and information.

This website does not constitute professional, legal, financial, medical, or any other form of licensed advice. Users are encouraged to independently verify any information before relying on it, especially for decisions that may have legal, financial, or personal consequences.

The views, analyses, and summaries presented on this platform may be generated or assisted by AI and do not necessarily reflect the opinions of the website owners, operators, editors, or affiliates.

We make no warranties or representations, express or implied, regarding the completeness, accuracy, reliability, suitability, or availability of the information contained on this website. Any reliance you place on such information is strictly at your own risk.

This website may include links to third-party sources or content. We do not control or endorse the nature, accuracy, or availability of those external sites and are not responsible for any content or damages arising from their use.

By using this website, you acknowledge and agree that the use of AI-generated content involves inherent limitations, uncertainties and inaccuracies, and you accept full responsibility for how you interpret and use the information provided.

We reserve the right to modify, update, or remove content and this disclaimer at any time without prior notice.