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Investor Presentation

JM Financial Investor Presentation: Key Takeaways

JM Financial reported Q1FY27 net revenue of Rs. 883 Cr (up 13% YoY) and pre-provision profit of Rs. 469 Cr (up 21% YoY). Strategy focuses on high-growth segments like Affordable Home Loans and Private Markets.

Highlights
MarginsConsolidated ROE at 10.9%; Affordable Home Loans ROA at 2.3%.
Order book60 filed IPO transactions aggregating ~Rs. 1,50,000 crore.
Demand visibilityStrong IPO and M&A pipeline stated.

Growth

PAT (ex-provisions) grew 24% YoY to Rs. 379 Cr. Affordable Home Loans AUM increased 28% YoY to Rs. 3,715 Cr.

Outlook

Targeting IPO pipeline of ~Rs. 1,50,000 crore. Scaling Affordable Home Loans and diversifying Wealth Management into manufacturing products.

Risks

Decline in Corporate Advisory revenue (-35.9% YoY) and planned reduction in Private Markets loan book in FY25-FY26.

Last quarter's promises, checked

Delivered

  • Guided recovery INR 250-300 Cr in Private Markets FY26 → delivered >INR 270 Cr (= BEAT)
  • Guided Affordable Home Loan AUM growth 25% → delivered 28% YoY (= BEAT)
  • Guided IPO pipeline ~INR 1,40,000 Cr → delivered ~INR 1,50,000 Cr (= BEAT)

Partly delivered

  • Guided Private Markets loan book growth 15-20% (Target ~INR 5,000 Cr) → delivered INR 3,715 Cr AUM (Partial as book is still being reduced) (= PARTIAL)

Missed

  • Guided 15% revenue growth → delivered 13% YoY (= MISS)
Source

Investor Presentation filed with BSE, NSE: JMFINANCIL. Summary written with AI assistance from the document.

Read the document ↗

JM Financial Ltd: key numbers

Share price
₹127.68
Market cap
₹12,218 Cr
Revenue (annual)
₹4,091 Cr
Net profit (annual)
₹1,202 Cr
P/E (TTM)
11.8×Sector 23.2×
Promoter holding
57.03%-0.04% QoQ
FII holding
16.95%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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JM Financial Limited received an ESG score of 76 and a Leader rating from NSE Sustainability Ratings & Analytics Limited. This unsolicited rating is based on public domain data for FY2025-26.