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Investor Presentation

Motilal Oswal Financial Services Investor Presentation: Key Takeaways

Motilal Oswal (MOFSL) reported highest-ever quarterly Total PAT of ₹1,513 Cr in Q1FY27, driven by 73% YoY growth in Asset Management. Operating PAT rose 14% YoY to ₹609 Cr.

Highlights
Revenue growth8% YoY growth in Net Operating Revenue.
MarginsPBT margin improved to 52% from 50% YoY.
Demand visibilityStrong, led by financialisation of savings and USD 100 Tn wealth opportunity.
Management confidenceHigh, citing record profits and successful 4-decade compounding track record.

Growth

Revenue grew 8% YoY to ₹1,538 Cr. Asset Management PAT surged 73% YoY; Housing Finance PAT grew 36% YoY.

Outlook

Targeting multi-fold AUM growth in MO Alternates over next decade; maintaining 20%+ ROE in operating businesses.

Risks

Capital Market segment PAT declined 25% YoY; Wealth Management PAT fell 7% YoY due to lower transactional revenue.

Last quarter's promises, checked

Delivered

  • Targeting annuity revenue growth → delivered 66% share of revenue (= BEAT)
  • Expected AUM growth from ₹1.57L Cr → delivered ₹2.12L Cr (= BEAT)
  • Targeting 20%+ ROE → delivered 23% ROE (= BEAT)

Missed

  • Expected Capital Market segment growth → delivered 25% YoY PAT decline (= MISS)
  • Expected Wealth Management growth → delivered 7% YoY PAT decline (= MISS)
Source

Investor Presentation filed with NSE, 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.

More from Motilal Oswal Financial Services Ltd

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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
18:45 IST BSE
Capacity Expansion

Motilal Oswal Financial Services Capacity Expansion

Motilal Oswal Financial Services' subsidiary, MOCSPL, received SEBI approval to act as a Custodian of Securities, marking its entry into this new business line.

18:39 IST BSE
Board Meeting Date

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.