MOTILALOFSNSEMotilal Oswal Financial Services Limited· FinanceMediumNeutral
Announced Wed, 29 Apr · 18:08 IST

Motilal Oswal Financial Services Limited has informed the Exchange regarding a press release dated April 29, 2026, titled "Press Release and Investor Analyst Presentation Financial Performance for Q4 and FY 2025-26 ".

Investor Communications View source PDF

MOTILALOFS · price

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Price reaction · full curve 14 horizons · vs prior close
+6.8%1-day move
₹785.00
prior close
₹770.05
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
+3.1+4.4+4.0+4.4+6.8+7.4+12.4+13.4+12.4+7.6+8.4+8.7+21.4
Up moveDown movePending
AI summary

MOFSL reported Q4 FY26 Operating PAT of ₹661 Cr, up 25% YoY, with FY26 Operating PAT at ₹2,360 Cr, up 16% YoY. Total Net Revenue for Q4 was ₹1,523 Cr (up 15% YoY) and FY26 was ₹5,908 Cr (up 14% YoY). Asset & PWM segment drove growth with PAT up 63% YoY to ₹249 Cr in Q4 and 55% YoY to ₹798 Cr for FY26. Total AUM grew 32% YoY to ₹6.6 lakh Cr, with MF AUM at ₹1.76 lakh Cr. SIP inflows surged 78% YoY to ₹16,479 Cr. ARR revenue share increased to 64% in Q4 (from 56% in Q4FY25), improving business quality. However, Treasury investments recorded negative PAT of ₹1,054 Cr in Q4 due to mark-to-market losses from market volatility, resulting in total PAT (including OCI) of negative ₹393 Cr for Q4. Net worth grew 16% YoY to ₹12,888 Cr.

Likely market impact

Strong operating performance driven by Asset Management and Private Wealth Management segments. The shift to 64% ARR revenue mix enhances earnings predictability. Treasury MTM losses are expected to be recouped as markets recover, reducing investor concern about the negative PAT figure.