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360 ONE WAM Ltd

Q2 FY27

360 ONE WAM Q2 FY27 earnings call: Revenue & Margins

Q2 FY27 earnings call: what management guided on revenue, margins and order book.

Price₹1,075

Market cap₹43.9K Cr

P/E34.7

Updated16 Oct 2026

Read4 min read

Based on our transcription of the Q2 FY27 call recording. The company has not filed its transcript yet; this page will switch to it when it does.

What the Q2 FY27 call signalled

1 of 3 strong

RevenueModerate growth

MarginMargins steady

CapexCapex planned

The short version

The company targets a 20% return on tangible net worth over a 3-3.5 year period by merging its three businesses with the lending business (Page 13). The company targets doubling profits over the next 3.5 years, aiming for a tangible ROE of around 20%.

From 360 ONE WAM Ltd's Q2 FY27 earnings-call transcript · updated 16 Oct 2026.

Revenue & Sales Performance

Moderate growth

The company targets a 20% return on tangible net worth over a 3-3.5 year period by merging its three businesses with the lending business (Page 13).
Transaction and brokerage income is expected to remain steady but without dramatic increase due to changing nature of TBR (Trailing Brokerage Revenue), which now mostly comprises recurring brokerage elements rather than upfront fees (Page 10).
Total revenue grew 17.5% YoY to 896 crores, driven by ARR (Assets under Relationship) revenue growing 27.5%, indicating strong growth in recurring income (Page 1).
ARR net flows increased quarter on quarter, showing strong client acquisition and retention momentum (Page 1).
Wealth vertical experiencing strong flows, while asset management saw some weakness in net flows due to institutional redemptions, but outlook remains positive due to new mandates won (Pages 5-6).

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Profitability & Margins

The company targets doubling profits over the next 3.5 years, aiming for a tangible ROE of around 20%.
Profit after tax (post-dividend) is expected to grow by approximately ₹1,200 crores annually over the next 2-3 years, supported by the UBS warrant conversion.
Operating leverage and business tailwinds could potentially push ROE towards 25%, but management is more comfortable forecasting around 20% in the medium term.
Net flows and ARR revenues have shown strong growth (ARR revenue grew 40.5% YoY in wealth; total AUM up 31% YoY), indicating robust top-line momentum.

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Capital Expenditure Plans

Capex planned

No explicit mention of current or future capex or strategic capital investments on the provided pages.
Focus is on talent acquisition, platform expansion, and building out teams across wealth, asset management, and capital markets.
Plans to build out capital markets platform fully by Q1 FY28, including strengthening ECM pipeline and research coverage.

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Fundraising & Capital Structure

There is a mention of planning around a large fund redemption of about ₹3,500 crores over the next 6 to 18 months, with efforts to ensure new fund launches to offset this redemption (Page 9).
No explicit mention of new debt or equity fundraising currently or in the immediate future.
The focus appears to be on steady growth in asset management, capital markets, and wealth businesses without significant mentions of raising fresh capital.

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Order Book & Pipeline

The provided transcript and pages from the FY27 Q2 document do not explicitly mention details regarding the current or expected order book or pending orders. The focus is primarily on financial performance, wealth management flows, asset management, TBR (transaction-based revenue), synergy effects, and leadership changes. Key highlights relevant to business outlook include: - Onboarding of UBS flows targeting around $600-650 million by March end. - Strong growth and pipeline in capital markets with expectations of big pickup in Q1 FY28. - Healthy net flows in wealth management and positive pipeline in asset management.

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360 ONE WAM Ltd — Quarterly revenue & net profit

Revenue Net profit

Dec 2024Q3 FY25

Mar 2025Q4 FY25

Jun 2025Q1 FY26

Sep 2025Q2 FY26

Dec 2025Q3 FY26

Mar 2026Q4 FY26

Q2 FY27 figures are not in this chart yet. Latest shown: Mar 2026 (Q4 FY26). The Q2 FY27 numbers from the filing are in the analysis on this page.

Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹1.1K Cr, net profit ₹289 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

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What 360 ONE's management said in earlier quarters

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Frequently Asked Questions

What were 360 ONE WAM Ltd Q2 FY27 results?

The company targets a 20% return on tangible net worth over a 3-3.5 year period by merging its three businesses with the lending business (Page 13). The company targets doubling profits over the next 3.5 years, aiming for a tangible ROE of around 20%.

What is 360 ONE WAM Ltd share price analysis?

360 ONE WAM Ltd currently shows a below-average growth signal. The stock trades at a P/E of 34.7 with a market cap of ₹43,851 Cr. Investors should review the full earnings analysis for detailed insights.

Is 360 ONE WAM Ltd planning capital expenditure?

No explicit mention of current or future capex or strategic capital investments on the provided pages.

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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.