Synopsys:- Shares fell nearly 6% after mixed Q4FY26 results despite 36% YoY revenue growth and 16% profit rise. MTM losses of ₹55 crore and QoQ pressure impacted performance. However, strong 24% brokerage growth, 26% AUM expansion, and 15–25% profit guidance support long-term outlook.
The shares of the leading wealth & asset management companies plummeted up to 6 percent in today’s trading session from the day’s low after the company reported mixed Q4FY26 performance.
With a market capitalization of Rs 37,086.35 crore, the shares of 360 One Wam Ltd were trading at Rs 1,055.70 per share, decreasing around 4.38 percent as compared to the previous closing price of Rs 1,104.10 apiece.
Q4FY26 highlights
360 One Wam Ltd reported solid YoY growth in Q4FY26, with revenue rising 36% from Rs 821 crore to Rs 1,115 crore, indicating strong business momentum. However, on a sequential basis, revenue declined 6% from Rs 1,181 crore. Meanwhile, profit increased 16% YoY to Rs 289 crore, though it fell 12% QoQ, reflecting short-term market fluctuations.
Furthermore, for FY26, 360 One Wam Ltd delivered steady performance, with revenue growing 18% from Rs 3,684 crore to Rs 4,362 crore. Net profit also rose 20% from Rs 1,015 crore to Rs 1,216 crore, highlighting consistent earnings growth. Consequently, despite quarterly volatility, the company maintains a strong long-term trajectory supported by its diversified financial services model.
Business update
The quarter was affected by ₹55 crore in mark-to-market (MTM) losses reported under other income, although the core business remained stable. Recurring revenue (ARR) declined 2% QoQ, with yields slipping by 5 basis points due to weaker performance in the discretionary PMS segment. However, transaction and brokerage income recorded a strong 24% sequential increase.
The company is aiming to achieve a quarterly run-rate of ₹160–180 crore in transaction and brokerage revenue, up from the earlier ₹130–140 crore range. Additionally, it expects overall AUM to grow by 20–25% and annual profits by 15–25%, driven by consistent fresh inflows of 12–15% each year.
Brokerages remain positive, with Citi and Jefferies maintaining ‘Buy’ ratings, citing resilient performance. Core PBT grew 29% YoY, while FY26 saw 22% growth, supported by strong inflows and diversified revenues. Despite QoQ AUM pressure from MTM losses, overall AUM rose 26% YoY. Going ahead, 15% CAGR revenue growth is expected, driven by integrations, monetisation, and HNI expansion.
360 One Wam Ltd is a leading wealth and asset management firm in India, catering primarily to high-net-worth and ultra-high-net-worth individuals. The company offers a diversified platform across wealth management, asset management, and lending solutions. Known for its strong client relationships, it focuses on delivering customized financial solutions and long-term value creation.
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