IL&FS Investment Managers Ltd.
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ABOUT
AI Sector View
AI GENERATEDFinancial Services
Financials remain one of the clearest macro beneficiaries. Loan growth was 18.3% (Aug/26) versus deposit growth 14.7% (Aug/26), SCB credit growth was 17.5% YoY (2026-07), UPI transactions rose 22.0% YoY (2026-07), and M3 money supply grew 15.0% YoY (2026-07). Sector flows have also turned meaningfully supportive, with INR 13171 crore net FPI inflow over 3 months to 2026-08-31 after INR -114652 crore in the prior 3 months.
PROS
- Solid return on assets for a lender - ROA of 45.5%
- Company has a healthy return on capital (ROCE) of 21.7%
- Company has a good return on equity (ROE) track record: 3 Years ROE 21.5%
- Offers a healthy dividend yield of 12.4%
- Company generates healthy free cash flow
- Attractively priced for its growth - PEG of 0.3
CONS
- A large part of profit comes from other income (115.4% of PBT)
- Company's sales have been declining over the last five years
- Effective tax rate is unusually low at 0.0% - earnings may be flattered
* The pros and cons are machine generated based on quantitative rules.
Peer comparison
| Name | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| ICICIAMC | 3034.70 | 219.58 | 149992.63 | 3.37 | 9646.30 | 1130.96 | 15642.20 | 1075.51 | 115.10 | 72.41 |
| SBIFUNDS | 550.80 | 36.57 | 112188.46 | 14.45 | 8802.55 | — | 11527.29 | — | 56.50 | 80.51 |
| HDFCAMC | 2438.00 | 35.47 | 104544.01 | 2.21 | 8371.30 | 1019.83 | 10997.20 | 1035.90 | 42.89 | 77.33 |
| NAM-INDIA | 1188.50 | 46.45 | 76038.04 | 1.81 | 503.70 | 27.16 | 766.87 | 26.42 | 44.61 | 66.30 |
| ABSLAMC | 1088.75 | 31.27 | 31503.91 | 2.34 | 309.49 | 11.68 | 462.96 | 3.48 | 32.71 | 55.65 |
| UTIAMC | 920.65 | 25.66 | 11833.96 | 4.34 | 293.86 | 15.76 | 583.51 | 7.42 | 14.61 | 65.56 |
| CRAMC | 240.25 | 21.93 | 4791.00 | 1.66 | 756.03 | 1139.86 | 1162.01 | 1097.36 | 41.10 | 62.65 |
| IVC | 9.70 | 61.86 | 304.61 | 12.37 | 12.12 | 5239.21 | 81.72 | 1309.69 | 4.55 | -18.65 |
Quarterly Results
Standalone Figures in Rs. Crores / View Consolidated
| Jun 2023 | Sep 2023 | Dec 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 0 | 1 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
| 3 | 2 | 2 | 2 | 4 | 3 | 2 | 2 | 2 | 3 | 2 | 2 | 2 | |
| Operating Profit | -3 | -2 | -2 | -2 | -4 | -3 | -2 | -2 | -2 | -3 | -2 | -2 | -2 |
| OPM % | -1304.17% | -267.21% | -347.73% | -581.48% | — | — | — | — | — | — | — | — | — |
| Other Income | 2 | 1 | 0 | 26 | 1 | 2 | 4 | 3 | 1 | 31 | 1 | 23 | 0 |
| Interest | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Depreciation | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| -1 | -0 | -1 | 25 | -3 | -1 | 2 | 1 | -0 | 28 | -2 | 22 | -1 | |
| Tax % | -4.48% | 102.50% | -11.38% | 0.86% | -7.37% | 10.00% | 8.44% | 35.64% | -0.00% | 0.00% | -0.00% | 0.00% | -0.00% |
| Net Profit | -1 | 0 | -1 | 24 | -3 | -1 | 1 | 1 | -0 | 28 | -2 | 22 | -1 |
| -0 | 0 | -0 | 1 | -0 | -0 | 0 | 0 | -0 | 1 | -0 | 1 | -0 |
Profit & Loss
Standalone Figures in Rs. Crores / View Consolidated
| Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | TTM | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 62 | 38 | 36 | 24 | 7 | 4 | 4 | 2 | 1 | 0 | 0 | |
| 40 | 45 | 34 | 17 | 18 | 12 | 12 | 9 | 11 | 7 | 8 | |
| Operating Profit | 21 | -7 | 2 | 7 | -11 | -8 | -8 | -8 | -10 | -7 | -8 |
| OPM % | 34.74% | -19.56% | 6.72% | 28.10% | -149.11% | -226.20% | -206.22% | -505.62% | -1310.99% | — | — |
| 7 | 19 | 13 | 5 | 7 | 21 | 31 | 30 | 8 | 55 | 55 | |
| Interest | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Depreciation | 1 | 1 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Profit before Tax | 28 | 11 | 15 | 11 | -4 | 12 | 24 | 23 | -2 | 48 | 47 |
| Tax % | 14.78% | 50.00% | 30.81% | 30.37% | 36.40% | -3.79% | -1.64% | 0.19% | -39.23% | 0.00% | 0.00% |
| Net Profit | 24 | 5 | 10 | 8 | -3 | 12 | 24 | 23 | -2 | 48 | 47 |
| EPS | 0.00 | 0.00 | 0.00 | 0.00 | -0.09 | 0.40 | 0.76 | 0.72 | -0.07 | 1.53 | — |
| Dividend Payout % | 78.61% | 355.03% | 92.54% | 237.21% | -335.57% | 100.53% | 104.63% | 97.66% | -404.04% | 78.65% | — |
COMPOUNDED SALES GROWTH
- 10 Years:
- —
- 5 Years:
- —
- 3 Years:
- —
COMPOUNDED PROFIT GROWTH
- 10 Years:
- 0%
- 5 Years:
- —
- 3 Years:
- 26%
STOCK PRICE CAGR
- 10 Years:
- -5%
- 5 Years:
- 8%
- 3 Years:
- 6%
- 1 Year:
- 5%
RETURN ON EQUITY
- 10 Years:
- 13%
- 5 Years:
- 20%
- 3 Years:
- 21%
- Last Year:
- 47%
Balance Sheet
Standalone Figures in Rs. Crores / View Consolidated
| Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Equity Capital | 63 | 63 | 63 | 63 | 63 | 63 | 63 | 63 | 63 | 63 |
| 85 | 68 | 59 | 56 | 35 | 38 | 50 | 52 | 28 | 51 | |
| 0 | 4 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
| Trade Payables | 2 | 2 | 2 | 2 | 2 | 2 | 1 | 0 | 0 | 0 |
| 74 | 4 | 11 | 6 | 4 | 3 | 2 | 2 | 2 | 3 | |
| Total Liabilities | 224 | 140 | 134 | 126 | 104 | 106 | 116 | 117 | 93 | 117 |
| 1 | 1 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
| 126 | 103 | 106 | 106 | 84 | 74 | 106 | 93 | 80 | 107 | |
| 0 | 0 | 0 | 0 | 0 | 0 | 1 | 0 | 0 | 0 | |
| Cash & Bank | 12 | 6 | 18 | 12 | 11 | 23 | 2 | 15 | 6 | 2 |
| 86 | 30 | 9 | 8 | 9 | 8 | 7 | 8 | 8 | 8 | |
| Total Assets | 224 | 140 | 134 | 126 | 104 | 106 | 116 | 117 | 93 | 117 |
Cash Flows
Standalone Figures in Rs. Crores / View Consolidated
| Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | 12 | 31 | 0 | -9 | -4 | -5 | -10 | -8 | -7 | |
| Cash from Investing | 19 | 7 | -10 | 12 | 29 | 21 | 5 | 35 | 20 | 28 |
| Cash from Financing | -40 | -20 | -20 | -10 | -19 | -9 | -13 | -25 | -22 | -24 |
| -7 | -6 | -2 | 3 | 3 | 8 | -15 | 0 | -10 | -3 |
Ratios
Standalone Figures in Rs. Crores / View Consolidated
| Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|
Documents
Corporate disclosures, annual reports, credit ratings, and concall transcripts
2026-08-27 - IL&FS Investment Managers Limited has informed the Exchange that Record date for the purpose of Dividend is 15-Sep-2026.
2026-08-27 - IL&FS Investment Managers Limited has informed the Exchange regarding Notice of Annual General Meeting to be held on September 22, 2026. The Record Date for Final Dividend and Cut-off date for remote e-voting is September 15, 2026
2026-08-21 - IL&FS Investment Managers Limited has informed the Exchange regarding Outcome of Board Meeting held on August 21, 2026 and has appointed M/s C N K & Associates LLP, Chartered Accountants (Firm Registration No. 101961W / W-100036) as the Statutory Auditors of the Company to fill the casual vacancy arising from the resignation of M/s KKC & Associates LLP, to hold office until the conclusion of the ensuing 40th Annual General Meeting. The Board has also recommended the appointment of M/s C N K & Associates LLP as the Statutory Auditors of the Company for a term of five consecutive years, commencing from the conclusion of the 40th Annual General Meeting until the conclusion of the 45th Annual General Meeting, subject to approval of the Members at the ensuing 40th Annual General Meeting.
2026-08-21 - IL&FS Investment Managers Limited has informed the Exchange regarding Appointment of M/s CNK & Associates LLP as Other of the company w.e.f. August 21, 2026.Appointment M/s C N K & Associates LLP, Chartered Accountants (Firm Registration No. 101961W / W-100036) as the Statutory Auditors of the Company to fill the casual vacancy arising from the resignation of M/s KKC & Associates LLP, to hold office until the conclusion of the ensuing 40th Annual General Meeting. The Board has also recommended the appointment of M/s C N K & Associates LLP as the Statutory Auditors of the Company for a term of five consecutive years, commencing from the conclusion of the 40th Annual General Meeting until the conclusion of the 45th Annual General Meeting, subject to approval of the Members at the ensuing 40th Annual General Meeting.
2026-08-18 - IL&FS Investment Managers Limited has informed the Exchange about Copy of Newspaper Publication. Enclosing herewith copies of the newspaper clippings published on August 18, 2026, in the newspapers viz. Business Standard (English- All Editions) and Mumbai Lakshadeep (Marathi) regarding the opening of the Special Window for Transfer and Dematerialisation of physical shares
2026-08-13 - IL&FS Investment Managers Limited has informed the Exchange regarding Resignation of KKC & Associates LLP, Statutory Auditors of the Company as Other of the company w.e.f. August 13, 2026.
2026-08-13 - IL&FS Investment Managers Limited has submitted to the Exchange, the unaudited standalone and consolidated financial results for the period ended Jun 30, 2026.
2026-07-21 - The Exchange had sought clarification from IL&FS Investment Managers Limited for the quarter ended 30-Jun-2025 with respect to Regulation 33 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. On basis of above the Company was required to clarify the following: -1. Consolidated Financial Results not submitted The response of the Company is enclosed.
2026-07-07 - IL&FS Investment Managers Limited has informed the Exchange about Certificate under SEBI (Depositories and Participants) Regulations, 2018 for the quarter ended June 30, 2026
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