MOTILALOFSNSEMotilal Oswal Financial Services Limited· FinanceMediumNeutral
Announced Thu, 24 Jul · 13:45 IST

Motilal Oswal Financial Services Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin PressureOrder Pipeline DisclosedInvestor Communications View source PDF

MOTILALOFS · price

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

MOFSL submitted its Q1FY26 investor presentation, reporting a record quarterly profit after tax of ₹1,430 crore, up 40% year-on-year, including a treasury PAT of ₹908 crore. Operating PAT (excluding treasury) rose 21% YoY to ₹522 crore on the back of 24% growth in net revenue to ₹1,412 crore. Asset & Private Wealth Management was the standout with 43% PAT growth to ₹224 crore and AUM crossing ₹1.5 lakh crore, while Capital Market PAT jumped 64% to ₹94 crore on strong investment banking activity. Wealth Management was flat (-2% YoY) and Home Finance declined 19% with margins under pressure (NIM 6.9% vs 7.3%, ROA 1.8% vs 2.6%). Overall, assets under advice touched ~₹6.5 lakh crore, net worth reached ₹12,537 crore (up 28%), and the firm added 1 million active NSE clients to reach 13.6 million total clients.

Likely market impact

Strong all-round performance with record profit, robust AUM growth and improved league table rankings in investment banking is positive for the stock. However, the flat Wealth Management performance and weakening Home Finance metrics (lower NIM, ROA, ROE) are minor headwinds that investors should watch.