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360 ONE WAM Q3 FY26 PAT Rises 20.3% YoY to ₹331 Cr; ARR AUM Grows 28% to ₹3.18 Lakh Cr
360 ONE WAM reported its highest-ever quarterly PAT of ₹331 crores for Q3 FY26, marking a 20.3% YoY growth. Total Annual Recurring Revenue (ARR) AUM increased by 28% YoY to ₹3,17,906 crores, driven by strong quarterly net flows of ₹14,758 crores. The company is successfully diversifying its revenue streams through the rebranding of B&K Securities to 360 ONE Capital and a global collaboration with UBS. Management highlighted robust performance in the Alternates business and a scaling HNI segment with over 60 Relationship Managers across 12 locations.
Key Highlights
Highest ever quarterly PAT of ₹331 crores, up 20.3% YoY, with Tangible ROE improving to 21%.
Total ARR AUM grew 28% YoY to ₹3,17,906 crores; Wealth ARR AUM stands at ₹2,18,957 crores.
Strong 9-month net flows of ₹46,890 crores, with organic flows already equaling full-year FY25 levels.
ARR revenue surged 45.4% YoY to ₹619 crores, now constituting 77% of total operating revenue.
Successful integration of B&K Securities (360 ONE Capital) and launch of Global Collaboration Framework with UBS.
💼 Action for Investors
Investors should take note of the company's strong execution in the high-margin ARR segment and its successful expansion into the HNI and institutional equity markets. The stock remains a solid play on the structural growth of the Indian wealth management and alternative investment sectors.
360 ONE Q3 FY26 PAT Up 20.3% YoY to Rs 331 Cr; ARR AUM Grows 28.2%
360 ONE WAM reported a strong financial performance for Q3 FY26, with Profit After Tax (PAT) rising 20.3% YoY to Rs 331 crore. Total revenue grew by 21.8% YoY to Rs 826 crore, primarily driven by a significant 45.4% jump in Annual Recurring Revenue (ARR). The company's total Assets under Management (AUM) reached Rs 7.11 lakh crore, with the high-quality ARR AUM segment growing 28.2% YoY to Rs 3.17 lakh crore. Notably, combined ARR retention improved to 81 bps from 70 bps in the same quarter last year, reflecting better monetization of assets.
Key Highlights
Q3 FY26 PAT increased 20.3% YoY to Rs 331 crore, while total revenue rose 21.8% to Rs 826 crore.
Annual Recurring Revenue (ARR) AUM grew 28.2% YoY to Rs 3,17,906 crore, now contributing 77% of operating revenue.
Wealth Management ARR AUM saw robust growth of 34.5% YoY, reaching Rs 2,18,957 crore.
Combined ARR retention improved significantly to 81 bps compared to 70 bps in Q3 FY25.
Tangible Return on Equity (RoE) stood at a healthy 21.0% for the quarter with a tangible net worth of Rs 6,327 crore.
💼 Action for Investors
Investors should take note of the company's successful transition toward a high-margin recurring revenue model and improving retention rates. The stock remains a strong proxy for the growing Indian wealth management sector given its scale and expanding AUM.
360 ONE Q3 FY26 PAT Rises 20.3% YoY to Rs 331 Cr; ARR AUM Up 28.2%
360 ONE WAM reported a strong Q3 FY26 with a 20.3% YoY increase in Profit After Tax (PAT) to Rs 331 crore and a 21.8% rise in total revenue to Rs 826 crore. The growth was primarily driven by a significant 45.4% jump in Annual Recurring Revenue (ARR), which reached Rs 619 crore. Total Assets Under Management (AUM) crossed the Rs 7.11 lakh crore mark, with the high-margin ARR AUM growing 28.2% YoY. Retention rates also showed healthy improvement, rising to 81 bps from 70 bps in the previous year.
Key Highlights
Consolidated PAT grew 20.3% YoY to Rs 331 crore, with total revenue reaching Rs 826 crore
Annual Recurring Revenue (ARR) AUM surged 28.2% YoY to Rs 3,17,906 crore
Wealth Management ARR AUM saw robust growth of 34.5% YoY, reaching Rs 2,18,957 crore
Combined ARR retention improved significantly to 81 bps compared to 70 bps in Q3 FY25
Tangible Return on Equity (ROE) stood at a healthy 21.0% for the quarter
💼 Action for Investors
The company demonstrates strong momentum in high-quality recurring revenue and AUM growth, reinforcing its leadership in the wealth management sector. Investors should maintain a positive outlook but remain aware of the ongoing regulatory/tax search uncertainties mentioned in the auditor's notes.
360 ONE WAM Expands to GIFT City with New Global Asset Management Subsidiary
360 ONE WAM LIMITED has incorporated a 100% step-down subsidiary named 360 ONE Global Asset Management (IFSC) Limited on December 23, 2025. Based in GIFT City, this new entity will focus on portfolio management and investment management services. The move is a strategic expansion to leverage the International Financial Services Centre's ecosystem for global fund management. The subsidiary is currently awaiting regulatory approvals from SEBI and IFSCA to commence its business operations.
Key Highlights
Incorporated 360 ONE Global Asset Management (IFSC) Limited as a 100% step-down subsidiary on Dec 23, 2025.
The new entity will operate within the Gujarat International Finance Tec-City (GIFT City).
Business focus includes Portfolio Management Services (PMS) and acting as an investment manager to funds.
The subsidiary must obtain necessary regulatory approvals from SEBI and IFSCA before starting operations.
The incorporation follows a previous board intimation made on November 20, 2025.
💼 Action for Investors
Investors should view this as a positive long-term strategic move to capture offshore and international wealth management opportunities. Monitor the timeline for regulatory approvals and the subsequent impact on AUM growth from the GIFT City vertical.