Analysts/Institutional Investor Meet/Con. Call Updates

AI summary - Group targets sustainable 20% Profit CAGR and 20% ROE driven by integrated capital market businesses - Operating PAT grew 29% YoY to ₹718 crore; Asset & PWM businesses grew 43% YoY, now 58% of PAT - AMC AUM at ₹2.23 Lakh crore with 32% CAGR over 5 years; 99% funds outperformed benchmarks - Private Wealth AUM grew 58% YoY to ₹2.96 Lakh crore; 443 RMs with 33% vintage over 3 years - Broking market share improved to 7.9% in Q2FY27; MTF book growth supports cash market share - Capital Markets fees grew 39% QoQ to ₹94 crore; 41 deals with ₹99,000 crore raised in H1FY27 - Housing Finance AUM grew 24% YoY to ₹6,476 crore; asset quality improving with GNPA ~1.1-1.2% - Variable Additional Returns ₹106 crore this quarter; expected to grow with fund maturities - Custodian license received; operations to start Q4FY27 but no material FY28 contribution expected - AMC to launch SIF around Q4FY27; alternates business expanding with new commercial real estate fund