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UTIAMC - UTI AMC

📊 NSE: UTIAMC 🏢 Finance & Investments 📅 Last Updated: 12/14/2025 14:48

📢 Recent Corporate Announcements

UTI AMC to Meet Anand Rathi Analysts on March 17, 2026

🟡 NEUTRAL ⭐ 3/10

ROUTINE 📅 11 Mar 2026, 04:07 PM

UTI Asset Management Company Limited (UTIAMC) has scheduled a one-on-one meeting with Anand Rathi Share and Stock Brokers Limited. The meeting is slated for March 17, 2026, at 16:00 hrs IST at the company's corporate office in Mumbai. This interaction is part of the company's regular engagement with institutional investors and analysts. The company has confirmed that no unpublished price sensitive information (UPSI) will be shared during this meeting.

One-on-one meeting scheduled with Anand Rathi Share and Stock Brokers Limited on March 17, 2026.
The meeting will be held in person at the UTI AMC Corporate Office in BKC, Mumbai.
Interaction involves senior management of UTI Asset Management Company Limited.
Disclosure made in compliance with Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015.

💡 No immediate action is required as this is a routine investor interaction. Investors may look for any post-meeting disclosures or presentation materials that might be uploaded to the exchanges.

UTI AMC Allots 906 Equity Shares Under ESOP Scheme

🟡 NEUTRAL ⭐ 2/10

ROUTINE 📅 09 Mar 2026, 12:41 PM

UTI Asset Management Company Limited has approved the allotment of 906 equity shares following the exercise of options under its 2007 Employee Stock Option Scheme. This allotment increases the company's total paid-up share capital from 12,85,19,130 to 12,85,20,036 equity shares. The financial impact of this issuance is negligible given the extremely small number of shares relative to the total equity base. The new shares will rank pari-passu with existing equity shares in all respects.

Allotment of 906 equity shares of face value ₹10 each
Issued under the 'UTI AMC Employee Stock Option Scheme – 2007'
Total paid-up share capital increased to ₹1,28,52,00,360
Total outstanding shares now stand at 12,85,20,036

💡 No action is required as this is a routine administrative update with minimal dilution. Investors should remain focused on the company's AUM growth and core financial performance.

UTI AMC Schedules One-on-One Meeting with Mirabilis Investment Trust on March 12

🟡 NEUTRAL ⭐ 3/10

ROUTINE 📅 09 Mar 2026, 11:55 AM

UTI Asset Management Company Limited (UTIAMC) has announced a scheduled meeting with Mirabilis Investment Trust. The one-on-one interaction is slated for March 12, 2026, at 12:00 hrs IST at the company's Mumbai corporate office. Senior management will lead the discussion, focusing on general business updates. The company has explicitly stated that no unpublished price sensitive information (UPSI) will be shared during this session.

One-on-one meeting scheduled with Mirabilis Investment Trust for March 12, 2026
The meeting will take place in person at the Corporate Office in BKC, Mumbai
Senior management of UTI AMC will represent the company during the interaction
The company confirmed that no Unpublished Price Sensitive Information (UPSI) will be shared
Disclosure made under Regulation 30 of SEBI Listing Obligations and Disclosure Requirements

💡 This is a routine regulatory filing for an investor meeting; no immediate action is required. Investors should continue to monitor the company's Assets Under Management (AUM) growth and market share trends.

UTI AMC to Meet Pari Washington Company Advisors on March 5, 2026

🟡 NEUTRAL ⭐ 3/10

ROUTINE 📅 27 Feb 2026, 04:18 PM

UTI Asset Management Company Limited has scheduled a one-on-one meeting with Pari Washington Company Advisors Private Limited. The meeting is slated for March 5, 2026, at 16:00 hrs IST via video conference. Senior management will participate in the discussion, which is part of the company's regular investor relations activities. The company has clarified that no unpublished price sensitive information (UPSI) will be shared during this interaction.

One-on-one meeting scheduled with Pari Washington Company Advisors Private Limited on March 5, 2026.
The interaction will take place at 16:00 hrs IST through a video conference call.
The meeting is conducted in compliance with Regulation 30 of SEBI (LODR) Regulations, 2015.
Company confirms that no unpublished price sensitive information will be disclosed during the session.

💡 No immediate action is required as this is a routine investor meeting. Investors may monitor for any subsequent investor presentations or transcripts if made available by the company.

UTI AMC Schedules One-on-One Meeting with Motilal Oswal for March 4, 2026

🟡 NEUTRAL ⭐ 3/10

ROUTINE 📅 20 Feb 2026, 10:40 AM

UTI Asset Management Company Limited (UTIAMC) has announced a scheduled interaction with Motilal Oswal Financial Services Limited. The meeting is slated for March 4, 2026, at 15:30 hrs IST and will be conducted in person at the company's Mumbai corporate office. This is a one-on-one session involving senior management to discuss business updates within regulatory frameworks. The company has explicitly stated that no unpublished price sensitive information (UPSI) will be shared during the meeting.

One-on-one meeting scheduled with Motilal Oswal Financial Services on March 4, 2026.
The meeting will take place at 15:30 hrs IST at the Corporate Office in BKC, Mumbai.
Senior management will represent UTI AMC in this institutional investor interaction.
The company confirmed that no Unpublished Price Sensitive Information (UPSI) will be disclosed.

💡 This is a routine investor relations activity; shareholders should look for subsequent research reports from the brokerage for potential insights. No immediate portfolio changes are recommended based on this announcement alone.

UTI AMC Reconstitutes Board Committees Following Change in MD & CEO

🟡 NEUTRAL ⭐ 4/10

MANAGEMENT 📅 16 Feb 2026, 05:48 PM

UTI Asset Management Company has announced the reconstitution of two key board-level committees effective February 16, 2026. This move follows the appointment of Mr. Vetri Subramaniam as the new Managing Director & Chief Executive Officer, who will now serve as a member on both committees. The Corporate Social Responsibility & ESG Committee will be chaired by Ms. Vishakha R M, while the Unitholder Protection Committee will be led by Ms. P V Bharathi. These changes ensure compliance with SEBI Listing Regulations and internal governance standards.

Reconstitution of CSR & ESG Committee and Unitholder Protection Committee effective from February 16, 2026.
New MD & CEO Vetri Subramaniam inducted as a member into both reconstituted committees.
Ms. Vishakha R M, an Independent Director, appointed as Chairperson of the 4-member CSR & ESG Committee.
Ms. P V Bharathi, an Independent Director, appointed as Chairperson of the 5-member Unitholder Protection Committee.
Changes follow SEBI Master Circular dated January 30, 2026, and internal leadership transitions.

💡 This is a routine governance update following a leadership change and requires no immediate action. Investors should continue to monitor the company's performance under the new MD & CEO.

UTI AMC Schedules One-on-One Meeting with Quantum Mutual Fund on February 9

🟡 NEUTRAL ⭐ 3/10

ROUTINE 📅 06 Feb 2026, 05:20 PM

UTI Asset Management Company Limited (UTIAMC) has announced a revised schedule for an institutional investor meeting. Senior management is slated to meet with Quantum Mutual Fund on February 9, 2026, at 16:00 hrs IST. The meeting will be a one-on-one, in-person session held at the company's corporate office in BKC, Mumbai. The company explicitly stated that no unpublished price sensitive information (UPSI) will be shared during this interaction.

One-on-one meeting scheduled with Quantum Mutual Fund for February 9, 2026, at 4:00 PM IST.
The meeting will be conducted in person at the UTI AMC Corporate Office in BKC, Mumbai.
This disclosure is a revision of a previous intimation sent on February 3, 2026.
Management has confirmed that no Unpublished Price Sensitive Information (UPSI) will be disclosed.

💡 No immediate action is required as this is a routine regulatory disclosure regarding investor relations. Investors may look for any post-meeting presentations or disclosures on the exchange for insights into management's outlook.

UTIAMC Revises Schedule for One-on-One Meeting with Quantum Mutual Fund

🟡 NEUTRAL ⭐ 3/10

ROUTINE 📅 06 Feb 2026, 04:50 PM

UTI Asset Management Company Limited has announced a revised schedule for its interaction with Quantum Mutual Fund. The meeting is now scheduled for February 9, 2026, at 4:00 PM IST at the company's corporate office in Mumbai. This session will be a one-on-one, in-person meeting with the senior management. The company has explicitly stated that no unpublished price sensitive information will be shared during the discussion.

Meeting rescheduled to February 9, 2026, at 16:00 hrs IST
One-on-one interaction scheduled specifically with Quantum Mutual Fund
The meeting will be held in person at the Corporate Office in BKC, Mumbai
Management confirmed that no Unpublished Price Sensitive Information (UPSI) will be disclosed

💡 This is a routine regulatory disclosure for an investor meeting. No immediate action is required, but investors may look for subsequent disclosures regarding management commentary if provided.

UTIAMC Revises One-on-One Meeting Schedule with Quantum Mutual Fund for Feb 9

🟡 NEUTRAL ⭐ 3/10

ROUTINE 📅 06 Feb 2026, 04:47 PM

UTI Asset Management Company Limited (UTIAMC) has announced a revised schedule for its institutional investor meeting with Quantum Mutual Fund. The meeting is now set to take place on February 9, 2026, at 16:00 hrs IST. This will be an in-person, one-on-one session held at the company's corporate office in BKC, Mumbai. The company has confirmed that no unpublished price sensitive information (UPSI) will be shared during this interaction.

Meeting with Quantum Mutual Fund rescheduled to February 9, 2026, at 4:00 PM IST.
The interaction is a one-on-one, in-person meeting with senior management.
The venue is confirmed as the Corporate Office in Bandra-Kurla Complex, Mumbai.
Company explicitly stated that no Unpublished Price Sensitive Information (UPSI) will be disclosed.
This update follows a previous intimation letter dated February 3, 2026.

💡 No immediate action is required as this is a routine regulatory disclosure regarding investor relations. Investors may look for any subsequent disclosures or presentation materials if released following the meeting.

UTI AMC Allots 1,927 Equity Shares Under Employee Stock Option Scheme

🟡 NEUTRAL ⭐ 2/10

ROUTINE 📅 05 Feb 2026, 06:12 PM

UTI Asset Management Company Limited has allotted 1,927 equity shares to eligible employees following the exercise of options under its 2007 ESOP scheme. This allotment increases the company's total paid-up share capital from 12,85,17,203 to 12,85,19,130 equity shares. The face value of each share is ₹10, and the new shares will rank pari-passu with existing shares. Given the extremely small number of shares issued, the impact on earnings per share (EPS) is negligible.

Allotment of 1,927 equity shares approved on February 5, 2026
Paid-up share capital increased to ₹1,28,51,91,300
Total outstanding equity shares rose to 12,85,19,130 from 12,85,17,203
Shares issued under the 'UTI AMC Employee Stock Option Scheme – 2007'
New shares carry the same rights as existing equity shares

💡 No action is required from investors as the equity dilution is less than 0.002%. This is a routine administrative update regarding employee compensation.

UTI AMC to Hold One-on-One Meeting with Nippon India Mutual Fund on Feb 16

🟡 NEUTRAL ⭐ 3/10

ROUTINE 📅 03 Feb 2026, 02:40 PM

UTI Asset Management Company Limited has scheduled an in-person meeting with Nippon India Mutual Fund. The meeting is slated for February 16, 2026, at 16:00 hrs IST at the company's corporate office in Mumbai. This interaction is part of the company's regular engagement with institutional investors and analysts. The company has explicitly stated that no unpublished price sensitive information (UPSI) will be shared during this session.

One-on-one meeting scheduled with Nippon India Mutual Fund on February 16, 2026.
The meeting will take place in person at the Corporate Office in BKC, Mumbai.
Disclosure made pursuant to Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015.
Company confirms that no Unpublished Price Sensitive Information (UPSI) will be disclosed.

💡 This is a routine regulatory disclosure and requires no immediate action from retail investors. Monitor the company's website for any investor presentations or transcripts that may be uploaded following the meeting.

UTI AMC Schedules One-on-One Meeting with Quantum Mutual Fund on February 10, 2026

🟡 NEUTRAL ⭐ 3/10

ROUTINE 📅 03 Feb 2026, 12:34 PM

UTI Asset Management Company Limited has announced a scheduled interaction with Quantum Mutual Fund. The meeting is set to take place in person at the company's corporate office in BKC, Mumbai, on February 10, 2026, at 16:00 hrs IST. This is a one-on-one session involving the senior management of UTI AMC. The company has clarified that no unpublished price sensitive information (UPSI) will be shared during this interaction.

One-on-one meeting scheduled with Quantum Mutual Fund on February 10, 2026.
The meeting will be held in person at the UTI AMC Corporate Office in Mumbai.
Senior management will represent the company during the 16:00 hrs IST session.
Explicit confirmation provided that no Unpublished Price Sensitive Information (UPSI) will be shared.

💡 This is a routine investor relations update and requires no immediate action. Investors may look for any subsequent disclosures or presentation materials that might be released following the meeting.

UTI AMC to Meet Quantum Mutual Fund on February 10, 2026

🟡 NEUTRAL ⭐ 3/10

ROUTINE 📅 03 Feb 2026, 12:32 PM

UTI Asset Management Company Limited (UTIAMC) has scheduled a one-on-one meeting with Quantum Mutual Fund. The meeting is slated for February 10, 2026, at 16:00 hrs IST at the company's corporate office in Mumbai. This disclosure is a routine filing under SEBI's Listing Obligations and Disclosure Requirements. The company has explicitly stated that no unpublished price-sensitive information (UPSI) will be shared during this interaction.

One-on-one meeting scheduled with Quantum Mutual Fund on February 10, 2026.
The meeting will be held in person at the UTI AMC Corporate Office in BKC, Mumbai.
The company confirmed that no unpublished price-sensitive information (UPSI) will be disclosed.
The meeting schedule is subject to change based on management availability.

💡 This is a routine regulatory disclosure and does not require any immediate investment action. Investors may monitor for any subsequent investor presentations or transcripts if made public by the company.

UTIAMC Appoints Vetri Subramaniam as MD & CEO Effective February 1, 2026

🟡 NEUTRAL ⭐ 7/10

MANAGEMENT 📅 30 Jan 2026, 05:54 PM

UTI Asset Management Company has announced a leadership transition as Mr. Imtaiyazur Rahman completes his tenure as MD & CEO on January 31, 2026. Mr. Vetri Subramaniam is set to take charge as the new Managing Director & Chief Executive Officer starting February 1, 2026. In conjunction with this change, the company has updated its list of Key Managerial Personnel (KMPs) authorized to determine the materiality of events under SEBI regulations. This transition represents a significant shift in the top leadership of one of India's prominent asset management firms.

Mr. Imtaiyazur Rahman to complete his tenure as MD & CEO on January 31, 2026
Mr. Vetri Subramaniam to take charge as MD & CEO effective February 1, 2026
Revised KMP list for materiality determination includes the new CEO, CFO Vinay Lakhotia, and CS Arvind Patkar
Disclosure made in compliance with Regulation 30(5) of SEBI (LODR) Regulations, 2015

💡 Investors should monitor the strategic direction and any potential changes in investment philosophy under the new leadership. No immediate portfolio action is required as this appears to be a planned leadership succession.

UTI AMC Q3 PAT Falls 20% to ₹121 Cr on VRS Costs; Core Revenue Up 7% in 9M FY26

🟡 NEUTRAL ⭐ 8/10

EARNINGS 📅 21 Jan 2026, 05:46 PM

UTI AMC reported a 20% YoY decline in Q3 FY26 PAT to ₹121 crore, largely due to one-time exceptional items of ₹109 crore related to a Voluntary Retirement Scheme (VRS). Despite the net profit dip, the core business remains resilient with 9M FY26 core revenue growing 7% YoY to ₹1,164 crore. Mutual Fund QAAUM grew 11.75% YoY to ₹3.94 lakh crore, though market share slightly moderated to 4.86%. The company continues to see strong traction in digital channels and SIP books, with SIP AUM rising 16.64% YoY.

Q3 FY26 Consolidated PAT stood at ₹121 crore, down 20% YoY, impacted by ₹109 crore in exceptional VRS and pension-related costs.
UTI Mutual Fund QAAUM increased 11.75% YoY to ₹3,93,809 crore, while total Group AUM reached ₹23.15 lakh crore.
Core Revenue from sale of services for 9M FY26 grew by 7% YoY to ₹1,164 crore, indicating steady operational growth.
SIP AUM grew 16.64% YoY to ₹44,752 crore, with 93% of the SIP book having a tenure of more than 5 years.
Operating margins for 9M FY26 stood at 14 bps, while the company maintained a high digital sales contribution of 89.04%.

💡 Investors should treat the PAT decline as a one-time event due to VRS costs and focus on the steady growth in core revenue and AUM. Watch for margin expansion in upcoming quarters as the benefits of reduced employee costs from the VRS program begin to materialize.

View All UTIAMC Announcements on Live Market Tracking →

💰 Financial Performance

Revenue Growth by Segment

Core Revenue from Sale of Services grew 8% YoY to INR 769 Cr in H1 FY26. However, Total Revenue from Operations declined 10% YoY to INR 965 Cr, primarily driven by a 50% decrease in Net Gain on fair value changes (M2M gains) which fell from INR 332 Cr to INR 167 Cr. Interest and Dividend income grew 16% YoY to INR 22 Cr.

Geographic Revenue Split

UTI AMC has a presence in 698 districts in India. A significant focus is on B30 (Beyond Top 30) cities, where 205 out of 255 UTI Financial Centres (80%) are located. International revenue is supported by offices in Singapore, London, Paris, Dubai, and New York.

Profitability Margins

PAT Margins compressed significantly to 27% in Q2 FY26 compared to 44% in Q2 FY25. This was caused by a 38% YoY surge in Employee Benefit Expenses (INR 159 Cr in Q2 FY26) and a 91% drop in M2M gains for the quarter. H1 FY26 PAT Margin stood at 36% vs 46% in H1 FY25.

EBITDA Margin

Core EBITDA (excluding M2M and non-operating income) declined 6% YoY in H1 FY26. Consolidated EBITDA declined 26% YoY due to higher operating expenses and lower treasury gains. Core PAT for H1 FY26 was INR 228 Cr, down 8% YoY, though normalized Core PAT (adjusting for one-offs) grew 1% YoY to INR 248 Cr.

Capital Expenditure

Not explicitly disclosed as a single INR Cr figure, but the company is investing in digital transformation, evidenced by a 17.97% increase in digital purchase transactions to 52.74 lakh and the expansion of the New York and DIFC offices.

Credit Rating & Borrowing

UTI AMC maintains a superior liquidity position with access to sanctioned bank facilities of INR 15,525 Cr, including INR 4,000 Cr fund-based and INR 11,450 Cr intraday facilities. It utilizes TREPS for overnight borrowing to manage temporary mismatches.

⚙️ Operational Drivers

Raw Materials

Human Capital (Employee Costs) represents the primary 'raw material' cost, accounting for 29.8% of total H1 FY26 revenue (INR 288 Cr).

Import Sources

Not applicable as UTI AMC is a financial services firm; however, it sources global investment advisory talent through its offices in the USA, UK, UAE, and Singapore.

Key Suppliers

Not applicable; primary dependencies are on ~75,000 distributors and digital platform providers for fund distribution.

Capacity Expansion

Total Group AUM stood at INR 22,41,837 Cr as of September 30, 2025, growing 11.18% YoY. UTI MF QAAUM reached INR 3,78,413 Cr, a 10.47% YoY increase. The company is expanding its 'Alternatives' capacity with the launch of SDOF IV in August 2025.

Raw Material Costs

Employee Benefit Expenses rose 26% YoY in H1 FY26 to INR 288 Cr. This increase is driven by a one-time INR 25 Cr charge for VRS/family pension revisions and regular increments to retain the investment team.

Manufacturing Efficiency

Digital adoption efficiency: 95.11% of total transactions are now digital. Folio count stands at 1.36 crore, reflecting high retail reach efficiency.

Logistics & Distribution

Distribution is handled via 255 Financial Centres and 81 District Associates. Fee and Commission expenses remained stable at INR 2 Cr for H1 FY26.

📈 Strategic Growth

Expected Growth Rate

10-15%

Growth Strategy

Growth will be achieved through: 1) Deepening penetration in B30 cities (Tier 2/3) where 80% of centers are located. 2) Scaling the Alternatives business (SDOF series). 3) Leveraging the Pension Fund subsidiary which holds a 24.62% NPS market share. 4) New product launches like the Multi Cap Fund which added INR 1,576 Cr to AUM within months of launch.

Products & Services

Equity Mutual Funds (UTI Mastershare), Debt Mutual Funds, Liquid Funds, Retirement Solutions (NPS), Alternative Investment Funds (SDOF IV), Portfolio Management Services (PMS) for EPFO/CMPFO, and Offshore Funds.

Brand Portfolio

UTI Mutual Fund, UTI Mastershare, UTI Swatantra, UTI Multi Cap Fund, UTI Alternatives, UTI Pension Fund.

New Products/Services

UTI Multi Cap Fund (launched May 2025) contributed INR 1,576 Cr to AUM. Structured Debt Opportunities Fund IV (SDOF IV) launched in August 2025 to grow the private credit business.

Market Expansion

Expanding cross-border advisory through the New York office and seeking regulatory approvals in DIFC (Dubai) to capture global investor interest in Indian equities.

Market Share & Ranking

UTI AMC is among the top 10 AMCs in India. UTI Pension Fund manages 24.62% of the NPS Industry AUM.

Strategic Alliances

Collaborations with major banks (HDFC, Axis) and digital platforms to enhance distribution reach.

🌍 External Factors

Industry Trends

The industry is shifting toward digital-first transactions (95% for UTI) and B30 city participation. Passive funds and Multi-asset categories are growing, while the industry SIP stoppage ratio has increased to 76.27%.

Competitive Landscape

Competes with bank-backed AMCs (SBI, HDFC, ICICI) and new-age digital AMCs. UTI differentiates through its strong presence in the Pension and Alternative segments.

Competitive Moat

Moat is built on being the 'Oldest Mutual Fund in India' with high brand trust and a massive distribution network of 75,000 partners. Sustainability is driven by the sticky nature of SIP AUM (INR 42,267 Cr).

Macro Economic Sensitivity

Highly sensitive to capital market performance and retail sentiment. Industry SIP contributions reached a record INR 29,361 Cr in September 2025, supporting UTI's INR 2,338 Cr quarterly SIP inflow.

Consumer Behavior

Increasing preference for Systematic Investment Plans (SIPs) and digital transaction modes (17.97% YoY growth in digital purchases).

Geopolitical Risks

Global expansion in London, Paris, and New York exposes the firm to international regulatory shifts and cross-border capital flow restrictions.

⚖️ Regulatory & Governance

Industry Regulations

Governed by SEBI (Mutual Funds) Regulations, SEBI (Portfolio Managers) Regulations, and PFRDA for pension funds. New certification requirements for SIF (Specialist Investment Funds) distribution impact sales training.

Environmental Compliance

ESG principles are being embedded across the firm; UTI SDOF II & III have well-defined ESG policies. Specific compliance costs not disclosed.

Taxation Policy Impact

Effective tax rate is standard corporate rate; a deferred tax asset may be created due to the 5-year amortization of VRS costs under the Income Tax Act.

Legal Contingencies

A one-time financial impact of INR 25 Cr was accounted for in Q2 FY26 related to the revision of family pension benefits under the VRS package.

⚠️ Risk Analysis

Key Uncertainties

Market risk on treasury investments (INR 3,860 Cr) and AUM-linked fee income. A significant market correction could impact PAT by over 20% due to the high equity mix (69%).

Geographic Concentration Risk

Domestic-heavy, but diversified across 698 districts. No single region concentration disclosed.

Third Party Dependencies

High dependency on independent financial advisors and national distributors for the INR 2,338 Cr quarterly SIP mobilization.

Technology Obsolescence Risk

Mitigated by high digital adoption (95% of transactions) and a dedicated Digital Transformation Committee.

Credit & Counterparty Risk

Exposure in debt schemes is monitored via a dedicated Risk Management Team; one passive breach in a debt scheme (10% limit) was recently rebalanced within SEBI timelines.