HDFC AMC Stock Soars Following Strong Quarterly Performance
Shares of HDFC Asset Management Company witnessed a significant surge during Friday's trading session. The stock price jumped more than 4.5 percent to reach ₹2,668 per share. This impressive rally came immediately after the company released its third-quarter financial results for the fiscal year 2025-26.
Trading Session Details and Price Movement
Friday's trading session began with HDFC AMC stock opening at ₹2,614. This opening price represented a notable increase from the previous day's closing figure of ₹2,554. The upward momentum continued throughout the morning hours. By 9:35 AM on January 16, the stock had touched an intraday high of ₹2,692. This price movement clearly reflected investor enthusiasm following the quarterly results announcement.
Third Quarter Financial Highlights
HDFC AMC reported substantial growth across key financial metrics for the October-December quarter. The company's consolidated net profit showed a strong 19.9 percent year-on-year increase. Profit rose to ₹769.42 crore compared to ₹641.36 crore during the same quarter last year. When examined sequentially, profit demonstrated a 7 percent growth from ₹718.43 crore in the second quarter of FY26.
Revenue from operations climbed 15 percent year-on-year to reach ₹1,075.10 crore. This marked a significant improvement from ₹934.63 crore recorded a year earlier. On a quarter-on-quarter basis, revenue remained largely stable compared to ₹1,027.40 crore in the July-September period.
The company's operating profit from its core business also increased by 15 percent year-on-year. This metric reached ₹855.7 crore, up from ₹747.2 crore in the corresponding quarter last year. Total assets under management stood at an impressive ₹9.21 lakh crore for Q3FY26. This figure reflected a 5 percent quarter-on-quarter rise and a substantial 19 percent year-on-year increase.
Nine-Month Performance Overview
For the nine-month period ending December 31, 2025, HDFC AMC posted equally strong results. Profit after tax showed a 23 percent year-on-year rise to ₹2,236 crore. This compared favorably with ₹1,822 crore during the same period last year. Revenue for these nine months increased 18 percent to ₹3,068 crore from ₹2,597 crore a year earlier.
Brokerage Firm Analysis and Ratings
Brokerage firm InCred Equities provided detailed analysis of HDFC AMC's performance. The firm noted that HDFC AMC continues to maintain consistent leadership in equity and equity-oriented schemes. Their research highlighted how the company successfully minimized the impact of telescopic pricing despite rising assets under management. This achievement came through a favorable mix and selective rationalization of distribution payouts.
InCred Equities maintained its 'hold' rating on HDFC AMC stock. The firm set a lower target price of ₹2,600, stating that current valuations appear stretched. Their analysis expressed positivity about inflows and market share gains but cautioned about valuation concerns.
Meanwhile, brokerage firm Motilal Oswal reiterated its 'buy' rating on the stock. They set a target price of ₹3,200, emphasizing HDFC AMC's strong position in the mutual fund industry. The brokerage highlighted robust financial performance, steady AUM growth, cost efficiency, and strong retail presence as key strengths. Despite acknowledging short-term market volatilities, Motilal Oswal maintained that the company's long-term fundamentals remain solid.
Stock Performance Context
HDFC AMC shares trade on both the Bombay Stock Exchange and National Stock Exchange. The stock reached its 52-week high of ₹2,965 on October 10, 2025. Its 52-week low stood at ₹1,762.53, recorded on April 7, 2025. This historical context helps investors understand the current price movement within broader market trends.
Investment decisions should always involve careful consideration and professional advice. This information serves educational purposes only.
