360 One Wam Ltd. Share Price

360 ONE: SUBSIDIARY’S IFSC BRANCH RECEIVES IFSCA

360 ONE: SUBSIDIARY’S IFSC BRANCH RECEIVES IFSCA REGISTRATION 360ONE • Regulatory Approval: 360 ONE Distribution Services Limited’s IFSC Branch, a branch of its wholly owned subsidiary, has received final approval and Certificate of Registration from IFSCA • Permitted Activities: Registration enables the branch to operate as a Broker Dealer, Clearing Member, Depository Participant, Research Entity and Distributor in the IFSC • Business Expansion: The approval allows 360 ONE Distribution Services to offer its broader suite of financial-market services within the IFSC framework Impact: Positive — The IFSCA registration expands 360 ONE’s presence and capabilities in the IFSC across broking, clearing, depository, research and distribution. While the approval creates a new growth opportunity, the immediate financial impact is unclear as no revenue or investment details have been disclosed.

360 ONE WAM Q2 profit falls 4.4% to Rs 302 crore

360ONE reported a 4.4 percent year-on-year drop in profit to Rs 302 crore for the second quarter, driven by valuation losses. Operating profit rose 20 percent to Rs 434 crore on the back of strong recurring fee growth. What happened Revenue from operations increased 17.5 percent to Rs 896 crore. Annual recurring revenue fees grew 27.5 percent to Rs 706 crore, supported by record net flows of Rs 12,482 crore. However, reported profit fell because of a mark-to-market loss of Rs 110 to 120 crore on NSE-linked investments held through its own funds, alongside a 9 percent decline in transaction and brokerage revenue. Why it matters The headline profit drop masks strong core operational momentum. Recurring revenue now forms the foundation of the business, and assets under management in annual recurring revenue grew 19.7 percent to Rs 3.53 lakh crore. While non-operating losses dragged down reported net profit, steady client inflows and strong wealth management growth show that core customer demand remains intact. Analytical view The earnings quality requires careful scrutiny. Retention improved to 79 basis points, but the lift came from lumpy carried interest rather than rising baseline fees. Furthermore, asset management growth slowed to 9 percent, and the tangible return on equity of 16.9 percent remains below the 20 percent target. At current valuations, the stock trades at around 25 times estimated FY28 earnings, which prices in steady execution. What to watch next Watch for the rollout of the capital markets platform by April, contribution from investment banking in the next financial year, and progress on reducing the cost-to-income ratio toward the 46 to 47 percent target.

360 ONE WAM anaysis on different parameters

360ONE Valuation:- the company is trading at a price-to-book value of 4.2, which is considered expensive relative to its peer group’s historical averages. This premium valuation reflects market expectations of sustained growth and profitability, yet it also introduces a degree of risk should operational performance falter. Quality :- Despite the recent flat quarter and valuation concerns, 360 ONE WAM Ltd continues to demonstrate strong long-term fundamental strength. The company’s average return on equity over an extended period is 18.40%, signalling effective capital utilisation and profitability in the broader context. Technical :- Technical analysis of 360 ONE WAM Ltd reveals a shift from a sideways trend to a mildly bearish stance. Weekly and monthly Moving Average Convergence Divergence (MACD) indicators suggest bearish and mildly bearish momentum respectively, while the Relative Strength Index (RSI) offers a mixed picture with no clear signal on the weekly chart but a bullish indication on the monthly timeframe.

360 ONE WAM names new CEO, triangle eyes 1,223 and 1000

360 ONE WAM named Aashish Agarwal CEO, while the weekly triangle has support at Rs 1,000 and resistance at Rs 1,223. 360 ONE WAM Limited [ 360ONE] has named Aashish Agarwal as CEO, effective 15 February 2027. The stock price closed in green for the third consecutive sessions. The weekly chart now shows a symmetrical triangle nearing a decision. Karan Bhagat moves to vice chairman and stays managing director. Yatin Shah continues to lead wealth management. A planned handover at a firm managing over Rs 7.8 lakh crore of assets reduces uncertainty, and the founders stay in senior roles. Price is near the lower trendline of a triangle that has formed since the peak near 1,318. Weekly RSI is 42.75, below its average of 51.49, so momentum is soft. Support is Rs 950, with the earlier swing low at Rs 906 below it. Resistance is Rs 1,223. A weekly close above Rs 1,223 would turn me positive. A weekly close below Rs 950 would break the pattern to the downside. The weekly volume is key to watch. A breakout on thin volume would not convincing. Diclouser: I do not hold any position in this stock. This is not a recommendation to buy or sell. Investments in securities markets are subject to market risks. Read all related documents carefully before investing.

buy on dips since market is in correction phase

360ONE 360 ONE WAM Ltd. is one of the prominent players in India’s wealth and asset-management space, with businesses spanning wealth management, asset management and capital markets. The company has demonstrated strong growth in recent years. In FY25, total revenue increased 35% YoY to ₹2,652 crore, while Profit After Tax increased 26.6% to ₹1,015 crore. Importantly, Annual Recurring Revenue also grew strongly, indicating an increasing contribution from relatively stable, recurring business. 360 ONE The momentum continued in Q1 FY27, where revenue stood at approximately ₹1,226 crore, up 34.5% YoY, while net profit increased 16.1% YoY to around ₹330 crore. Moneycontrol One of the key positives for 360 ONE WAM is its business model. Wealth management is a structurally attractive business because increasing financial wealth in India can support long-term growth in assets under management and fee income. The company’s growing recurring revenue base is particularly important because it can provide greater earnings visibility compared with a business that depends heavily on transaction or brokerage income. Fundamental View: POSITIVE Long-Term View: POSITIVE, subject to valuation Risk: Moderate to High Key factors to monitor: AUM growth, recurring revenue, PAT growth, margins, valuation and market conditions. This is a research opinion and not a guarantee of returns or a buy/sell recommendation. Investors should consider their own risk profile, investment horizon and valuation before taking any investment decision. 360 ONE itself also highlights that financial-market investments are subject to market risks and that past performance does not guarantee future results. 360 ONE

360 ONE WAM Q1 FY27: Scaling Strategic Initiatives

360ONE Revenue from operations rose 24% year-over-year to ₹822 crore, supported by a 20% increase in Annual Recurring Revenue (ARR) to ₹614 crore. 360 ONE WAM's total Assets Under Management (AUM) reached ₹7.77 lakh crore, up 17% overall. Divergent Segment Inflows: The Wealth Management division performed well with net ARR inflows of ₹13,379 crore, bolstered by the fast-growing 360 ONE Plus advisory book. Conversely, the Asset Management Company (AMC) recorded net outflows of ₹2,564 crore, mainly due to the redemption of a major institutional mandate. Heavy Capital Allocation Across Four Growth Engines: The company is funding four parallel expansion initiatives: building an organic HNI platform, integrating B&K Securities, scaling investment banking, and restructuring ET Money. While these units are built to generate long-term annuity revenue, they are driving up current operational expenditure. Escalating Operating Costs and Elevated Cost Ratio: Operating expenses climbed 27% to ₹446 crore due to increased headcount and additional ESOP grants. Consequently, the cost-to-income ratio remained elevated at 51.3%, prompting management to raise its exit cost ratio target for Q4 FY27 to 49–49.5%. Yield Compression from Changing Business Mix: The blended ARR retention yield dipped to 74 basis points from 78 basis points a year prior. This compression stems from lumpy carry recognition and a faster-growing advisory asset base, which carries lower fee margins (25–35 bps) compared to traditional distribution services (65–70 bps).