JM Financial Q2 FY27: PAT falls 11% as loan book and AUM grow strongly

Order pipeline disclosedInvestor Communications View source PDF Explain this filing

JMFINANCIL · price

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

-4.3%Reaction day

₹113.56

prior close

₹111.00

announcement price

After-mkt

timing

Nifty Smallcap 250marketpendingvs market: pending

Holding Company peers, median of 15sector+2.0%-6.3% vs sector

On the reaction day the stock moved 6.3 pts less than its Holding 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

-1.2

10m

-0.6

15m

-1.6

30m

-1.5

Sessions after the filingfrom the prior close

StockMarketvs marketSectorvs sector

Reaction day

-4.3pendingpending+2.0-6.3

Next day

-1.8pendingpending+0.8-2.6

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15d

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UpDownMarket · Nifty Smallcap 250Sector · Holding Company peers, median of 15Pending

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

AI summary

JM Financial's Q2 FY27 presentation reported net revenue of Rs 712 crore, up 0.5% year on year, while PAT fell 10.7% to Rs 228 crore. Standard loans rose 22% to Rs 4,748 crore, recurring wealth AUM increased 17% to Rs 39,596 crore, and home loan AUM grew 30% to Rs 3,929 crore. It also disclosed an IPO transaction pipeline of about Rs 130,000 crore covering 48 filed deals.

Likely market impact

Profit pressure may weigh on the stock, but strong loan and AUM growth plus a large IPO pipeline support the longer-term outlook.