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Earnings Call

Motilal Oswal Financial Services Earnings Call: Key Takeaways

Motilal Oswal Financial Services reported strong operational growth in asset and wealth management businesses, despite market-to-market hits on their treasury book.

Highlights
Revenue growthAnnuity businesses now contribute over 60% of total revenues.
MarginsImproving quality of earnings via rising share of annuity-based fee income.
Demand visibilityStrong retail participation; SIP flows up 78% YoY to ₹16,000 cr.
Management confidenceHighly confident, emphasizing 10-year 33% CAGR in operating profits.

Growth

Operating PAT grew 16% YoY to ₹2,360 cr, led by a 33% profit jump in AMC and Private Wealth segments.

Outlook

Targets continued AUM expansion in AMC and Private Wealth; Housing Finance shows strong 25% AUM growth.

Risks

Regulatory tightening in F&O and high market volatility impacting treasury mark-to-market gains remain key risks.

Source

Earnings Call filed with BSE, NSE: MOTILALOFS. Summary written with AI assistance from the document.

Read the document ↗

Motilal Oswal Financial Services Ltd: key numbers

Share price
₹1,029.00
Market cap
₹62,046 Cr
Revenue (annual)
₹9,374 Cr
Net profit (annual)
₹1,869 Cr
P/E (TTM)
31.3×Sector 22.0×
Promoter holding
67.20%-0.34% QoQ
FII holding
6.86%Current quarter

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

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11:07 IST BSE
Debt & Borrowing

Motilal Oswal Financial Services Debt & Borrowing: ₹900 Cr

Motilal Oswal Financial Services approved issuance of up to 90,000 secured NCDs worth Rs. 900 Crore via private placement. The 3-year bonds will be listed on NSE.

Value
₹900.0 Cr
Execution
3 Years and 26 days
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Motilal Oswal Financial Services Capacity Expansion

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Motilal Oswal Financial Services Board Meeting Date

Motilal Oswal Financial Services will hold a Finance Committee meeting on September 24, 2026, to consider fundraising through the issuance of Non-Convertible Debentures.

16:25 IST NSE
Debt & Borrowing

Motilal Oswal Financial Services Debt & Borrowing: ₹850 Cr

Motilal Oswal Financial Services confirmed the timely redemption of commercial papers worth ₹850 Crore, maturing on September 17, 2026.

Value
₹850.0 Cr
19:07 IST NSE
Debt & Borrowing

Motilal Oswal Financial Services Debt & Borrowing: ₹200 Cr

Motilal Oswal Financial Services Limited confirmed the redemption of Commercial Papers worth ₹200 Crore. This filing certifies compliance with SEBI maturity payment regulations.

Value
₹200.0 Cr
14:47 IST BSE
Debt & Borrowing

Motilal Oswal Financial Services Debt & Borrowing

Motilal Oswal Financial Services allotted 7,900 secured, rated, redeemable senior NCDs. The face value per debenture is not discernible from the truncated filing text.