JM Financial Q1 PAT INR292 cr; strong ARC recoveries, IPO pipeline INR2.2 lakh cr

Order Pipeline DisclosedCfo Debt Reduction RoadmapAnalyst Day Multiyear TargetsMgmt Guided Margin ImprovementInvestor Communications View source PDF Explain this filing

JMFINANCIL · price

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

Price reaction · full curve 14 horizons · vs prior close

-1.4%1-day move

₹128.00

prior close

₹127.29

base price

In-mkt

timing

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AI summary

JM Financial Q1 FY27 net revenue grew 13% YoY to INR883 crores, reported PAT was INR292 crores (ROE about 11%). Private Markets delivered strong ARC resolutions of over INR2,000 crores (group share over INR1,200 crores). Corporate Advisory and Capital Markets were slow on weak IPO activity but pipeline stands at INR220,000 crores (or INR150,000 crores excluding NSE and Jio Platforms). Affordable Housing disbursements jumped 87% YoY. Management guided 15% ROE over time and said ARC will be debt-free in 6 months.

Likely market impact

Management guides 15% ROE over time; ARC to be debt-free in 6 months. Strong Q1 driven by lumpy ARC recovery; capital markets pickup expected.