Jio Financial Q2 FY27 earnings call transcript released

Mgmt Guided Margin ImprovementInvestor Communications View source PDF Explain this filing

JIOFIN · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reactionminutes from the announcement price · days from the prior close

-2.7%Reaction day

₹210.80

prior close

₹211.05

announcement price

After-mkt

timing

Nifty 100market-0.7%-2.0% vs market

Investment Company peers, median of 60sector-2.2%-0.6% vs sector

On the reaction day the stock moved 2.0 pts less than Nifty 100 and 0.6 pts less than its Investment Company peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.

Minutes after the announcementfrom the announcement price · no benchmark

Stock

-0.6

10m

-0.2

15m

-0.6

30m

-1.4

Sessions after the filingfrom the prior close

StockMarketvs marketSectorvs sector

Reaction day

-2.7-0.7-2.0-2.2-0.6

Next day

-2.6-0.0-2.6-2.0-0.7

-1.7+0.2-1.9-0.7-1.0

-2.7pendingpending-0.7-1.9

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15d

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UpDownMarket · Nifty 100Sector · Investment Company peers, median of 60Pending

Minute windows have no benchmark: there is no intraday index history to compare against.

AI summary

Jio Financial Services Q2 FY27 (Sep 30, 2026): Consolidated total income ex-dividend up 132% YoY at Rs 1,699 crore; PPOP up 85% to Rs 574 crore; PAT at Rs 340 crore. Jio Credit AUM grew 154% YoY to Rs 37,320 crore with PAT of Rs 120 crore (up 140%). JioBlackRock AMC AUM at Rs 22,746 crore (up 57%). Bank of America to acquire 49.9% stake in Jio Credit for about Rs 18,000 crore. Net worth at Rs 1.3 lakh crore. Payment processing margins improved to 14 bps from 9 bps YoY.

Likely market impact

Strong YoY growth across all businesses; BoA deal adds capital for lending expansion; margin-accretive pivot in payments supports profitability.