ALFA Finder| Revenue growth | 8% YoY growth in Net Operating Revenue. |
|---|---|
| Margins | PBT margin improved to 52% from 50% YoY. |
| Demand visibility | Strong, led by financialisation of savings and USD 100 Tn wealth opportunity. |
| Management confidence | High, 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)
Investor Presentation filed with NSE, NSE: MOTILALOFS. Summary written with AI assistance from the document.
Motilal Oswal Financial Services Ltd: key numbers
- Share price
- ₹1,156.50
- Market cap
- ₹69,734 Cr
- Revenue (annual)
- ₹9,374 Cr
- Net profit (annual)
- ₹1,869 Cr
- P/E (TTM)
- 25.8×Sector 20.8×
- Promoter holding
- 66.71%-0.49% QoQ
- FII holding
- 6.71%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
All →Motilal Oswal Financial Services Debt & Borrowing: ₹150 Cr
Motilal Oswal Financial Services certified timely payment of the Rs.150 Crore maturity on commercial paper ISIN INE338I14NE7, due 11 November 2026. This confirms fulfilment of a debt obligation.
- Value
- ₹150.0 Cr
Motilal Oswal Financial Services Debt & Borrowing: ₹275 Cr
Motilal Oswal Financial Services confirmed timely payment of its commercial paper maturing November 5, 2026. The redemption amount was Rs. 275 Crore.
- Value
- ₹275.0 Cr
Motilal Oswal Financial Services Debt & Borrowing: ₹1,300 Cr
Motilal Oswal Financial Services confirmed timely payment of Rs 1,300 Crore commercial paper maturity. The payment was due and made on November 03, 2026.
- Value
- ₹1,300 Cr
Motilal Oswal Financial Services Debt & Borrowing: ₹1.1 Cr
Motilal Oswal Financial Services paid Rs. 72.48 lakh and Rs. 37.17 lakh interest on Series V and VII secured NCDs on October 30, 2026. Payment was made on the actual date, with no reason for delay.
- Value
- ₹1.10 Cr
Motilal Oswal Financial Services Earnings Call Transcript: Key Takeaways
Motilal Oswal posted strong profit growth driven by asset and wealth management, which now contribute 58% of operating PAT.
Motilal Oswal Financial Services Other Announcement
Motilal Oswal Financial Services certifies utilisation of proceeds from listed Commercial Papers issued in the quarter ended September 30, 2026, and adherence to listing conditions. This is a periodic regulatory compliance certificate.