Any current/future capex/capital investment/strategic investment?

The company plans measured growth in its Wealth Management business by adding 25-35 relationship managers this year to front-end growth. They are building out the 360 ONE Capital platform, including expanding the Banking side with plans to hire 12 investment professionals (4 already in place) over the next 3-4 months. The strategy includes investing in operational efficiency and productivity improvements to lower cost-to-income ratios through AI and technology. They have significant focus on expanding equity-related income, aiming to double or triple equity brokerage and related revenue over t

Future growth expectations in sales/revenue/volumes?

Wealth Management aims to grow opening AUM by 12-15% annually through net flows. Client portfolios have historically grown at a 15.4% CAGR; future expectations are 10-14% mark-to-market gains. Relationship managers are expected to grow by 25-30% annually over the next 3-4 years. Profits from Wealth Management are projected to increase by 15-25%. Asset Management business, especially in Alternatives, is expanding rapidly with diversified asset classes. The firm plans to increase senior relationship managers from ~200 to 300-325 in the next 12-18 months to support growth. The broker anticipates

Future growth expectations in earnings/operating earnings/profits/EPS?

Wealth Management profits expected to grow by 15-25% over the next 3-4 years. AUM growth targeted at 20-25%, supported by RM additions of 20-25%. Operating leverage anticipated to improve cost-to-income ratios to approx. 45-47% over 2-3 years. New business additions and acquisitions to contribute to earnings growth. Despite yield compression and hiring costs, confidence remains high in profit growth. Viewed as a tall but achievable goal with steady asset inflows and mark-to-market gains of 10-12-14%. Overall profit trajectory expected to reflect measured growth aligning with AUM and operationa

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360 ONE WAM LtdQ1 FY26Capital Markets

360 ONE WAM Ltd Q1 FY26 Earnings Call Analysis

Revenue, margin, capex, fundraise and order book outlook from management commentary.

Price: ₹1,085P/E: 36.5Market Cap: ₹44.4K CrSector: Capital Markets

Management growth scorecard

Revenue

Category 3

Margin

Category 3

Fundraise

N/A

Order

N/A

Capex

Yes

1 of 3 growth signals are positive — mixed outlook.

Full analysis

Revenue guidance

Category 3

→Wealth Management aims to grow opening AUM by 12-15% annually through net flows.
→Client portfolios have historically grown at a 15.4% CAGR; future expectations are 10-14% mark-to-market gains.
→Relationship managers are expected to grow by 25-30% annually over the next 3-4 years.
→Profits from Wealth Management are projected to increase by 15-25%.
→Asset Management business, especially in Alternatives, is expanding rapidly with diversified asset classes.
→The firm plans to increase senior relationship managers from ~200 to 300-325 in the next 12-18 months to support growth.
→The broker anticipates growing its client base from 4,500 to 8,000-10,000 families, moving market share from ~8-10% to 12-15%.
→Continued focus on operational efficiency aims to reduce cost-to-income ratio to 45-47%.
→The integration of acquisitions (B&K, ET Money, UBS) and expansion into institutional business is expected to add revenue and synergies.

Margin guidance

Category 3

→Wealth Management profits expected to grow by 15-25% over the next 3-4 years.
→AUM growth targeted at 20-25%, supported by RM additions of 20-25%.
→Operating leverage anticipated to improve cost-to-income ratios to approx. 45-47% over 2-3 years.
→New business additions and acquisitions to contribute to earnings growth.
→Despite yield compression and hiring costs, confidence remains high in profit growth.
→Viewed as a tall but achievable goal with steady asset inflows and mark-to-market gains of 10-12-14%.
→Overall profit trajectory expected to reflect measured growth aligning with AUM and operational expansion.

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Fundraise plans

- No explicit mention of current or immediate future fundraising through debt or equity in the provided extracts. - The company is focusing on measured growth by increasing relationship managers and scaling organically. - They emphasize operating leverage, productivity, and efficiency rather than seeking new capital. - Strategic growth areas include new business verticals (like 360 ONE Capital and technology platforms) and market share expansion. - Some acquisitions are noted (e.g., B&K Capital rebranding to 360 ONE Capital), but no new fundraising details around these are given. - The leadership mentions a "strong commercial mindset" and capital importance for consolidation but does not announce any concrete fundraising plans. Thus, from available information, there is no direct indication of immediate or planned fundraising through debt or equity.

Order book

The provided pages (including Page 22) from the "1274695.pdf" do not contain information related to the current or expected order book or pending orders of 360 ONE WAM Limited. The content primarily covers discussions on business performance, client onboarding, team structure, revenue segments, market positioning, and strategy. Therefore, there is no available data in the document on: - Current orderbook status - Expected orderbook - Pending orders If you have other pages or sections of the report that might contain this information, please share them for further assistance.

Capex plans

Yes

→The company plans measured growth in its Wealth Management business by adding 25-35 relationship managers this year to front-end growth.
→They are building out the 360 ONE Capital platform, including expanding the Banking side with plans to hire 12 investment professionals (4 already in place) over the next 3-4 months.
→The strategy includes investing in operational efficiency and productivity improvements to lower cost-to-income ratios through AI and technology.
→They have significant focus on expanding equity-related income, aiming to double or triple equity brokerage and related revenue over the next 3-5 years.
→Continued measured growth in the HNI business with a unique phygital platform targeting clients with 2 to 25 crores in assets.
→No specific mention of large one-time capital expenditures; investment is focused on team expansion, technology, and integrating acquisitions for future synergy benefits.

How does 360 ONE WAM Ltd rank vs peers in Capital Markets?

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1360 ONE WAM Ltd

Rev 3Mar 3

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