Motilal Oswal Financial Services Limited has informed the Exchange about Investor Presentation
MOTILALOFS · price
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Motilal Oswal Financial Services reported strong Q4 and FY26 results with Operating PAT of ₹2,360 Cr (up 16% YoY) and Net Revenue of ₹5,908 Cr (up 14% YoY). The company's Annual Recurring Revenue (ARR) share increased to 60% of total revenue from 54%, indicating improving business quality and predictability. Asset & Private Wealth Management drove the strongest growth with PAT up 55% YoY to ₹798 Cr, while Capital Markets PAT grew 30% YoY to ₹336 Cr. Total AUM grew 32% YoY to ₹1.76 lakh Cr, and Assets Under Advice crossed ₹6.6 lakh Cr. The company maintained its 10-year track record of 33% Operating PAT CAGR with average ROE of 23%, achieved entirely through internal accruals without equity dilution.
The strong performance with improving revenue quality (higher ARR mix) and robust growth across all business segments is positive for shareholders. The company's focus on annuity-based revenues and disciplined capital allocation (treasury investments, buybacks, dividends) while maintaining 20%+ ROE makes it attractive for long-term investors.