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Angel One Ltd.

ANGELONEFinancial Services filings

We hold this company’s filings and have not read the financial statements out of them yet. Every filing on record is listed under filings, and each one opens.

Earnings calls

36 transcript(s)/analyst meet(s) served; 12 document(s) on file are not transcripts (cover letters, duplicates, unresolved) and are excluded. Speaker attribution is shown only where the segmenter attributes ≥ 95% of sentences to management or analysts (0 of 36 documents here); elsewhere sentences render unattributed.

KindDatePeriodServedAttribution rate
TRANSCRIPT202011012020-09-30yes
TRANSCRIPT202102032020-12-31yes
TRANSCRIPT202105112021-03-31yes
TRANSCRIPT202107202021-06-30yes
TRANSCRIPT202110262021-09-30yes
TRANSCRIPT202201212021-12-31yes
COVER_LETTER202204212022-03-31no
TRANSCRIPT202204252022-03-31yes
TRANSCRIPT202207192022-06-30yes
TRANSCRIPT202210182022-09-30yes
TRANSCRIPT202301202022-12-31yes
COVER_LETTER202304182023-03-31no
TRANSCRIPT202304212023-03-31yes
COVER_LETTER202307142023-06-30no
TRANSCRIPT202307192023-06-30yes
COVER_LETTER202310132023-09-30no
TRANSCRIPT202310172023-09-30yes
COVER_LETTER202401162023-12-31no
TRANSCRIPT202401192023-12-31yes
COVER_LETTER202404182024-03-31no
TRANSCRIPT202404232024-03-31yes
COVER_LETTER202407162024-06-30no
TRANSCRIPT202407192024-06-30yes
COVER_LETTER202410152024-09-30no
TRANSCRIPT202410182024-09-30yes
COVER_LETTER202501142024-12-31no
TRANSCRIPT202501172024-12-31yes
TRANSCRIPT202504212025-03-31yes
COVER_LETTER202507172025-06-30no
TRANSCRIPT202507232025-06-30yes
COVER_LETTER202510162025-09-30no
TRANSCRIPT202510232025-09-30yes
COVER_LETTER202601162025-12-31no
TRANSCRIPT202601212025-12-31yes
TRANSCRIPT202604222026-03-31yes
TRANSCRIPT202607212026-06-30yes

ANGELONE

files as a non-banking financial company. Every figure below opens to the filing it was read from; where a figure is not shown, the reason is printed in its place.

Identity

Statement divisionnbfc
Scope servedconsolidated
Panels on this page4

Market

The closes are adjusted for every split and bonus on record inside the period this series covers, and each adjustment is checked against the price move on its ex-date.

Last close290.70
52-week range212.49 – 354.8
Return 1M-3.39%
Return 3M-13.29%
Return 1Y31.99%
Return 3Y55.9%
Return 5Ynot reported for this period
Market capitalisationnot shown — we could not confirm it
Shares outstandingnot shown — we could not confirm it
P/Enot shown — we could not confirm it
P/Bnot shown — we could not confirm it
EV/EBITDAnot shown — we could not confirm it

Latest quarter filed — period ending 2026-06-30

In INR crore except per-share figures. `period_id` is the period the filing names for the number; the date beside each cell is when it was filed.

Revenue from operations1,430.00
Other income4.00
Total income1,434.00
Cost of materials consumed0.00
Purchases of stock-in-trade0.00
Changes in inventories0.00
Employee benefit expense269.00
Finance costs129.00

Ownership — 2026-06-30, and the change from 2026-03-31

HolderPer centChange
promoter and promoter group0.29-0.00
institutions foreign0.140.01
institutions domestic0.200.01
mutual funds0.180.02
public0.710.00

Documents on file

ClassMost recentOn file
COVER_LETTER2025-12-3112
TRANSCRIPT2026-06-3024

Financial statements

Filed results, consolidated, in INR crore except per-share figures. Every figure opens to the filing it was read from. Quarterly and annual columns are the periods the filing itself names, never a document date.

Quarterly results, as filed

Line2022-06-302022-09-302022-12-312023-03-312023-06-302023-09-302023-12-312024-03-312024-06-302024-09-302024-12-312025-06-302025-09-302025-12-312026-03-312026-06-30
Revenue from operations670.00717.00718.00826.00808.001,048.001,059.001,357.001,405.001,515.001,262.001,141.001,202.001,335.001,459.001,430.00
Other income17.0029.0041.005.004.001.002.001.005.001.002.003.002.003.008.004.00
Total income687.00746.00760.00831.00811.001,049.001,061.001,359.001,410.001,516.001,264.001,143.001,204.001,338.001,467.001,434.00
Cost of materials consumed0.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.00
Purchases of stock-in-trade0.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.00
Changes in inventories0.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.00
Employee benefit expense102.00109.00111.0075.00123.00133.00142.00159.00201.00230.00237.00274.00274.00274.00244.00269.00
Finance costs20.0024.0025.0020.0018.0026.0036.0056.0056.0075.0084.0083.0093.00127.00134.00129.00
Depreciation and amortisation6.007.008.009.009.0011.0013.0017.0023.0026.0027.0030.0031.0031.0033.0035.00
Other expenses161.00156.00153.00197.00198.00263.00320.00424.00490.00371.00334.00424.00343.00347.00415.00473.00
Total expenses444.00460.00458.00469.00514.00642.00710.00900.001,013.00944.00876.00979.00910.00964.001,027.001,109.00
Profit before exceptional items and tax243.00286.00302.00362.00297.00407.00351.00459.00397.00572.00387.00164.00294.00374.00440.00325.00
Exceptional items0.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.00
Profit before tax243.00286.00302.00362.00297.00407.00351.00459.00397.00572.00387.00164.00294.00374.00440.00325.00
Current tax61.0072.0072.0091.0076.00100.0088.00111.00102.00147.00101.0051.0082.00104.00120.0095.00
Deferred tax0.001.002.003.000.003.002.008.002.002.005.00-1.000.001.00-0.00-2.00
Tax expense61.0072.0074.0095.0076.00103.0091.00119.00104.00149.00106.0050.0082.00105.00120.0093.00
Profit for the period182.00214.00228.00267.00221.00304.00260.00340.00293.00423.00281.00114.00212.00269.00320.00231.00
Profit attributable to owners0.00——0.000.000.000.00—0.00423.000.00—212.000.00320.00—
Profit attributable to non-controlling interests0.00——0.000.000.000.00—0.000.000.00—0.000.000.00—
Other comprehensive income-1.00-0.00-0.00-0.00-1.00-0.00-0.00-0.00-1.00-1.00-1.00-1.00-0.00-1.000.00-5.00
Total comprehensive income181.00213.00228.00267.00220.00304.00260.00340.00292.00423.00280.00114.00211.00268.00321.00227.00
Earnings per share, basic21.8725.6327.3532.0026.3936.3131.0240.4832.5546.9831.2512.6623.3929.593.522.54
Earnings per share, diluted21.3325.0826.7331.4626.0035.7130.4839.7631.9546.1530.7012.3022.7128.793.442.46
Interest earned109.0096.00107.00137.00145.00181.00212.00248.00294.00359.00—356.00379.00441.00455.00467.00
Fees and commission income504.00553.00545.00609.00591.00774.00759.00991.001,108.001,150.00—778.00817.00890.001,000.00958.00
Net gain on fair value changes0.001.002.002.002.002.002.001.003.006.00—6.006.004.004.005.00
Dividend income0.000.000.000.000.000.000.000.000.000.00—0.000.000.000.000.00
Rental income0.000.000.000.000.000.000.000.000.000.00—0.000.000.000.000.00

Annual results, as filed

Line2021-03-312022-03-312023-03-312024-03-312026-03-31
Revenue from operations1,264.002,259.003,002.004,272.005,137.00
Other income35.0046.0020.008.0016.00
Total income1,299.002,305.003,021.004,280.005,152.00
Cost of materials consumed0.000.000.000.000.00
Purchases of stock-in-trade0.000.000.000.000.00
Changes in inventories0.000.000.000.000.00
Employee benefit expense172.00281.00398.00556.001,067.00
Finance costs39.0072.0090.00136.00437.00
Depreciation and amortisation18.0019.0030.0050.00125.00
Other expenses261.00535.00667.001,204.001,528.00
Total expenses888.001,468.001,829.002,766.003,880.00
Profit before exceptional items and tax411.00837.001,192.001,514.001,272.00
Exceptional items0.000.000.000.000.00
Profit before tax411.00837.001,192.001,514.001,272.00
Current tax113.00209.00295.00375.00357.00
Deferred tax0.003.006.0013.000.00
Tax expense113.00212.00302.00388.00357.00
Profit for the period297.00625.00890.001,126.00915.00
Profit attributable to owners0.00—0.00—915.00
Profit attributable to non-controlling interests0.00—0.00—0.00
Other comprehensive income-1.00-1.00-1.00-2.00-2.00
Total comprehensive income296.00624.00888.001,124.00913.00
Earnings per share, basic38.5975.72106.88134.2110.09
Earnings per share, diluted38.3274.44105.09131.819.85
Interest earned177.00333.00520.00786.001,632.00
Fees and commission income1,018.001,732.002,212.003,115.003,484.00
Net gain on fair value changes9.0030.006.007.0021.00
Dividend income0.000.000.000.000.00
Rental income0.000.000.000.000.00

Balance sheet, as filed

Line2022-09-302023-03-312023-09-302024-03-312024-09-302025-09-302026-03-31
Total assets9,425.007,478.0010,826.0013,254.0018,406.0018,345.0023,904.00
Property, plant and equipment152.00150.00204.00356.00405.00397.00377.00
Capital work-in-progress35.0062.0050.000.000.001.001.00
Goodwill0.000.000.000.000.000.000.00
Other intangible assets6.0033.0043.0049.0048.0078.0054.00
Inventories0.000.000.000.000.000.000.00
Cash and cash equivalents77.00133.00158.001,043.00294.0099.00162.00
Total equity and liabilities9,425.007,478.0010,826.0013,254.0018,406.0018,345.0023,904.00
Equity1,887.002,162.002,613.003,039.005,278.005,834.006,149.00
Equity share capital83.0083.0084.0084.0090.0091.0091.00
Other equity1,804.002,078.002,529.002,955.005,188.005,719.006,027.00
Total liabilities7,538.00————12,510.0017,755.00

Cash flow, as filed

Line2022-03-312022-09-302023-03-312023-09-302024-03-312024-09-302025-09-302026-03-31
Net cash from operating activities558.00-1,806.00803.00-533.00-330.00-2,271.00-1,182.00-4,142.00
Net cash from investing activities-52.00-142.00-185.00-75.00-91.00-425.00-124.00-111.00
Net cash from financing activities-165.001,603.00-907.00633.001,331.001,947.00646.003,656.00
Purchase of property, plant and equipment54.0054.0033.0068.00180.0071.0023.0050.00
Net increase in cash340.00-345.00-289.0025.00910.00-749.00-660.00-597.00
con:CFO.BEFORE_TAX779.00-1,690.001,092.00-370.0058.00-2,075.00-1,081.00-3,795.00
con:INTEREST_RECEIVED.OPERATING0.000.000.000.000.000.000.000.00
con:INTEREST_PAID.OPERATING0.000.000.000.000.000.000.000.00
con:DIVIDENDS_RECEIVED.OPERATING0.000.000.000.000.000.000.000.00
con:TAX_PAID.OPERATING221.00115.00289.00163.00388.00196.00101.00346.00
con:CF_OTHER.OPERATING-0.00-0.00-0.000.00-0.00-0.000.000.00
con:INVESTMENTS_PURCHASED0.000.000.000.000.000.000.000.00
con:INVESTMENTS_SOLD0.000.000.000.000.000.000.000.00
con:PPE_DISPOSALS1.000.0014.000.000.000.000.000.00
con:CF_INVESTING.SUBSIDIARIES_SOLD0.000.000.000.000.000.000.000.00
con:CF_INVESTING.SUBSIDIARIES_ACQUIRED0.000.000.000.000.000.000.000.00
con:CF_INVESTING.JV_SOLD0.000.000.000.000.000.000.000.00
con:CF_INVESTING.JV_ACQUIRED0.000.000.000.000.000.000.000.00

Who owns it

The shareholding pattern filed with the exchange every quarter, as a series. Percentages are of total shares. Each figure names the filing it was read from and the date it was filed.

Holder2023-06-302023-09-302023-12-312024-03-312024-04-022024-06-302024-09-302024-12-312025-03-312025-06-302025-09-302025-12-312026-03-312026-06-30
Promoter and promoter group38.3038.2638.2438.2135.7235.6335.6135.5735.5528.970.290.290.290.29
Domestic institutions10.2510.419.329.4913.5914.0212.7314.3314.2816.430.150.180.190.20
Mutual funds—————————14.010.130.160.170.18
Insurance companies0.430.730.490.721.470.750.870.730.550.400.010.020.020.01
Foreign institutions17.0416.8219.1117.2717.9515.3612.2713.8113.0514.660.130.120.130.14
Government—————————0.000.000.000.000.00
Public61.7061.7461.7661.7964.2864.3764.3964.4364.4571.030.710.710.710.71
Non-institutional34.4234.5133.3335.0332.7434.9939.3936.3037.1139.940.430.410.400.37
Shares outstanding838194038389353783950454840081888987900690088050901509949025075190294037905457719071692890855479910859230913518960

Related parties

Transactions with related parties as disclosed to the exchange for the period ending 2024-09-30, by counterparty, largest first. Amounts are as filed. Each row names the filing and the date it was filed.

CounterpartyRelationshipTypeAmount in the periodTransactions
Mr.Dinesh ThakkarKMPAny other transaction, Remuneration37,650,000.002
Mr.Ketan ShahKMPAny other transaction, Remuneration26,040,000.002
Mr.Amit MajumdarKMPAny other transaction, Remuneration24,630,000.003
Mr.Vineet AgrawalKMPRemuneration16,210,000.001
Mr.Vineet AgarwalKMPAny other transaction8,240,000.001
Ms.Naheed PatelKMPAny other transaction, Remuneration3,720,000.002
Mr.Vinay ThakkarKMP relativeAny other transaction, Remuneration1,120,000.002
Mr. Vineet AgrawalKMPAny other transaction900,000.001
Mr.Muralidharan RamachandranDirectorAny other transaction880,000.001
Mr.Kalyan PrasathDirectorAny other transaction800,000.001
Mr.Arunkumar Nerur ThiagarajanDirectorAny other transaction730,000.002
Mr.Krishna IyerDirectorAny other transaction650,000.002
Mr.Mala TodarwalDirectorAny other transaction580,000.001
Mr.Sridhar Arabadi KrishnaswamyDirectorAny other transaction580,000.001
Mr. Deven Bharat ShahKMP relativeAny other transaction230,000.001

What management said

Every earnings call we hold for this company, read in full. Prepared remarks are separated from the question-and-answer session and every paragraph names who said it and on which page. These are management’s own words, not filed figures.

DateQuarterWho spoke
2026-07-21Q1FY27Ajit Narayanan, Ambarish Kenghe, Amit Majumdar, Anand Agrawal, Arief Mohamad, Asset ManageRead the call
2026-04-22Q4FY26Agarwal, Ambarish, Amit, Ankit, Arief, Bhatia, Business, Chief Business, Co-founder &, DinRead the call
2026-01-21Q3FY26Agarwal, Ambarish, Amit, Angel One Asset, Ankit, Bhavin, CEO – Asset, CEO – Ionic, ChairmaRead the call
2025-10-23Q2FY262025), Agarwal, Ambarish, Amit, Ankit, Bhavin, CEO – Angel One, CEO – Ionic, Chairman &, CRead the call
2025-07-23Q1FY26Agarwal, Ambarish, Amit, Architect & Chief, Asset, Bhatia, Bhavin, Chairman &, Chatter, ChRead the call
2025-04-21Q4FY25Agarwal, Ambarish, Amit, Angel One Asset, Architect & Chief, Bhatia, Business, CEO – AngelRead the call
2025-01-17Q3FY25Agarwal, Amit, Angel One Asset, Ankit, Architect & Chief, Bhatia, Business, CEO – Angel, CRead the call
2024-10-18Q2FY25Amit, Ankit, Architect & Chief, Bhatia, Bhavin, Business, Chairman &, Chandani, Chief BusiRead the call
2024-07-19Q1FY25Agarwal, Amit, Bhatia, Business, CEO – Asset, Chairman &, Chandani, Chief Business, Chief Read the call
2024-04-23Q4FY24& Surveillance, Agarwal, Amit, Angel One, Ankit, Anuprita, Bathe, Chairman &, Chief Legal Read the call
2024-01-19Q3FY24Agarwal, Amit, Ankit, Anuprita, Bathe, Bhatia, Business, CEO – Asset, Chairman &, Chief BuRead the call
2023-10-17Q2FY24Amit, Ankit, Bathe, Business, Chairman &, Chief Business, Chief Human, Deepak, Dinesh, DirRead the call
2023-07-19Q1FY24Agarwal, Amit Majumdar, Business, Chief Data Officer, Chief Human, Compliance Officer, DeeRead the call
2023-04-21Q4FY23ANGEL ONE LIMITEDRead the call
2023-01-20Q3FY23Agarwal, Chief Human, Compliance Officer, Dinesh Thakkar, Gangadhar, Head of, Head of InveRead the call
2022-10-18Q2FY23Ankit Rastogi, Bhavin Parekh, Chief Human, Chief Product &, Compliance Officer, Devender, Read the call
2022-07-19Q1FY23Ankit Rastogi, Bhavin Parekh, Chief Human, Chief Product &, Compliance Officer, Devender, Read the call
2022-04-25Q4FY22Ankit Rastogi, Bhavin Parekh, Chief Human Resources, Dinesh Thakkar, Head of Online RevenuRead the call
2022-01-21Q3FY22reader.Read the call
2021-10-26Q2FY22LIMITED.Read the call
2021-07-20Q1FY22LIMITEDRead the call
2021-05-11Q4FY21Read the call
2021-02-03Q3FY21Read the call
2020-11-01Q2FY21ANGEL BROKING LIMITEDRead the call

Some earlier announcements under this heading are covering letters only — no transcript was attached.

What they said about it, quarter by quarter

TopicQ3FY25Q3FY26Q4FY21Q4FY22Q4FY23Q4FY24Q4FY25Q4FY26
Capex——Given our asset light business model and relatively low capex requirement, the business is poised to generate surplus cash.—So in terms of the capex spend that we've done, as I had mentioned earlier, it's in the range of about Rs.———
Capital allocationHowever, we are confident that our aggressive client acquisition strategy and normalization of trading behaviour will not only bridge this gap, but al…The Board has also approved our first interim dividend of ₹ 23 per share and a stock split of 1:10.Amongst the many initiatives, embedded artificial intelligence and machine learning base algos, across all processes from client acquisition to client…Our endeavor to offer our clients the best investing experience is reaping rich dividend as evidenced by our continuously improving operational perfor…For FY23, the aggregate dividend payout is 37% totalling to Rs.We have experienced our highest ever quarterly gross acquisition, expanding our client base to new high of over 22 million.I'm also pleased to inform you that in line with our policy, the Board has approved a final dividend of ₹ 26 per share of the consolidated annual prof…From a cost of acquisition, we have generally guided that it's continued to stay mostly on the stable side, and we continue to work on initiatives to …
Costs————————
Debt and cash—And therefore, there was a higher working capital requirement to that extent, which has elevated our working capital and therefore, the finance cost.The consolidated business generated operating cash flow of about Rs.—And hence, the calculation which we’ve done, this means that it requires additional working capital for the company.With every trading day as an expiry day for indices across NSE and BSE, and growing volumes, the working capital requirement for broking businesses of…Correspondingly, some of our -- of this positive cash flow generated is also reflected in investments.—
DemandOur customer base is high quality from a credit standpoint, demand is high and engagement on our platform continues to be exceptionally good.During the quarter, we scaled disbursements to ₹ 7.1 billion, supported by stronger demand, deeper partner engagement and improving execution across t…So to me this is just a starting point in many ways, I always tell my team, we are just very young right now, we are just getting started, because qui…—Even in tough market conditions, our performance in FY '23 has demonstrated great resilience across various parameters, such as our market share in In…—We continue to see strong demand, particularly in unsecured loans, where we have disbursed over ₹ 7 billion cumulatively as of March 2025.In credit, deeper client engagement is translating into rising demand and we are scaling in a calibrated and disciplined manner.
GuidanceWe have constituted a world-class Advisory Council, an expert think tank for various asset class views and an internal investment and a product approv…We expect further operating leverage as we continue to acquire new customers and deepen engagement by offering more products to our existing customer …—So, the stock -- RSUs that we have granted yesterday for those RSU and the ones which we expect to grant in the next few months for those the vesting …So, Nidhesh, the purpose of including these slides as Dinesh has mentioned is just to bring that there is a long-term visibility in terms of the reven…Last quarter alone, we registered nearly 1.4 million unique SIP, showcasing our commitment to guiding clients on their long-term investing journey and…As I mentioned during our quarter 3 earnings call, we anticipated being in a better position to assess the regulatory impact by the end of quarter 4.These trends remain largely cyclical in nature and we expect gradual normalization as capital market issuance activity and credit demand strengthen.
MarginHistory shows that client adapt quickly, as seen during the peak margin regulation between 2020 and 2021, which ultimately fuelled growth through an e…Our stand-alone operating margin is already at a hefty 43%, reflecting the strength of our core business model.The peak margin regulations, though have had some impact on the business but we have clearly been able to offset that impact with significantly higher…We are clearly experiencing and expecting sustained operating leverage benefit of our digital models with a stable payback metrics.Our digital model offers significant operating leverage, as shown from margin expansion and a 10-fold jump in our profits over the last three years.Higher borrowings were in line with the growth in client funding book and borrowings availed to fulfill margin obligations with the clearing corporati…Key operational and financial metrics such as total number of orders, operating margin and return ratio may not fully reflect the underlying strength …Turning to interest income, the client funding book remained broadly stable sequentially, while the interest income from fixed deposits increased by 1…
PeopleEmployee benefit expenses, including cost of granting stock options, grew 3.1% sequentially to nearly ₹ 2.4 billion on account of headcount increase i…——Robust profitability, along with efficient capital utilization led to a significant improvement in average return on equity to 46%.Robust profitability along with efficient capital utilization led to an improvement in return on average equity to 47.5% for FY23. With this, I conclu…Employee benefit expenses including cost of granting ESOPs, was at about Rs.1.59 billion for the quarter, sequentially higher by 12% due to additional…—Employee and ESOP costs declined sequentially following normalization after the Labor Code implementation in the previous quarter, along with some att…
PricingThese adjustments have been warmly embraced by clients, who prioritize exceptional platform and experience over minor pricing tweaks.So there is no thought on more pricing changes.Best-in-class product suite, at the simplified pricing, places us competitively in the industry.—And this is actually tying in with the earlier question that was asked with regard to price increases.When it comes to pricing, I don’t think there’s any price pressure.The focus here is razor sharp, create best-in-class journeys with minimal friction and best pricing, use tech to personalize policies based on custome…There was this whole sort of gold and silver pricing -- prices that were fluctuating, for example, in February.
Revenue growthAngel One Limited January 14, 2025 Our 9-month FY2025 reported gross total revenues and profit after tax stood at ₹ 41.9 billion and nearly ₹ 10 billi…Adoption continues to expand meaningfully beyond metros as well, reinforcing the long-term structural growth of the category.Angel Broking Limited May 06, 2021 Amongst the growing digital brokers, Angel Broking experience strong momentum in FY2021 and achieved many milestone…The meteoric growth of broking industry in FY2022 set a new records in terms of investors participation.This superlative performance has come without any compromise on profitability or investments to spur the growth of our businesses.In this spirit, we recently completed a capital raise of Rs.15 billion which will be primarily used for margin monies with stock exchange and the grow…Ambarish is an accomplished leader with a proven track record in building and scaling impactful technology products across both global and Indian mark…This translated into gross income growth of 9.7% quarter-on-quarter to ₹14.7 billion, while net income increased by 10.4% sequentially to ₹11.3 billio…

What they said they would do

Sentences in which management set an expectation. Each names the speaker and the page of the transcript it came from.

DateQuarterWhoWhat they said
2022-07-19Q1FY23GangadharSo, I believe that when the full Super App is launched and when we have the wide range of products, including mutual funds, bonds, fixed income products, all of those available on the platform, I believe we should be at an activation rate of more than 50% or more, okay.
2024-10-18Q2FY25DineshSo as previous earnings call, we guided everyone that this burn rate would be around 2% to 2.5% of our total revenue.
2025-01-17Q3FY25VineetSo you've got to look at it from this way that in the long term once things settle down and the behaviour normalizes, we should be able to ideally recover almost 75%, 80% of this cost that we've been talking about in the past also.
2025-10-23Q2FY26AmbarishSince you asked for the quantitative thought on that, we expect that on a yearly basis, at current run rate, it should have about ₹ 50 to ₹ 60 crores upside on a net basis to us.
2025-10-23Q2FY26VineetSo hopefully, with all these things coming in, the exit in quarter 4, we should see a 40% plus operating margin.
2025-10-23Q2FY26VineetLong term, we should be able to achieve 45 - 50% operating margins as we go along and grow the businesses.
2026-01-21Q3FY26VineetSo this guidance of about 40-45% is on an annual basis.
2026-01-21Q3FY26VineetBut on an annual basis, we should be able to achieve 40-45% operating margin for the broking and distribution business.
2026-01-21Q3FY26VineetWe have actually -- if you were to see our presentation, we've mentioned the ESOP cost for this quarter, which is about ₹ 504 million and in line with our guidance for the entire year.
2026-07-21Q1FY27Ambarish KengheAnd that 45% to 50% margin guidance remains intact.