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Motilal Oswal Financial Services (MOTILALOFS) investor relations material
Motilal Oswal Financial Services Q2 25/26 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 25/26 earnings summary31 Oct, 2025
Executive summary
Operating profit after tax reached INR 554 crores in Q2FY26, with record HIFY26 PAT of ₹2,029 crores and total client base surpassing 14.5 million; AUA exceeded ₹6.8 lakh crores, driven by strong asset and private wealth business growth.
Long-term credit rating upgraded to AA+ (Stable), the highest for any non-bank domestic capital market player in India, reflecting strong market position and resilient financial performance.
Board expanded from 10 to 14 members, with four new directors enhancing governance, diversity, and regulatory expertise.
Unaudited consolidated and standalone financial results for the quarter and half year ended September 30, 2025, were approved and released, with statutory auditor review confirming compliance and no material misstatements.
The group comprises multiple subsidiaries across wealth management, asset management, home finance, and other financial services.
Financial highlights
Asset and private wealth businesses now contribute 52% of consolidated profit after tax; AUM and AUA saw strong expansion, with asset management AUM at INR 1.6 lakh crores and private wealth AUM at INR 1.87 lakh crores.
Net operating revenue for Q2FY26 was ₹1,460 crores, up 7% YoY; HIFY26 net revenue reached ₹2,888 crores, up 15% YoY.
Consolidated total income for H1 FY26 was ₹4,60,402 lakh, with profit after tax for the half year at ₹1,15,584 lakh.
Broking business cash volume market share at 7.1%, F&O premium market share at 8.7%, and blended ADTO market share at 8%.
Home finance disbursements grew 48% year-over-year; gross and net NPAs at 1.4% and 0.8% respectively.
Outlook and guidance
Expect continued strong growth in asset management, private wealth, and home finance businesses, with substantial profit growth in H2 for home finance.
Lending book targeted to grow at 25% CAGR over the next few years in both wealth and housing finance segments.
Optimistic about future growth, with India’s AUM as a percentage of GDP significantly lower than global peers, indicating strong headroom for expansion.
Anticipate stable mutual fund yields, barring regulatory impacts; expect to maintain or improve market share in key segments.
Focus on maintaining or improving IRR and payout ratios, subject to business growth needs.
Explain PAT/EPS divergence from MTM impact?
Why did operating cash flow turn negative?
What drove Treasury PBT despite low revenue?
Private credit vertical launch strategy?
Recouping Wealth Mgmt cash ADTO market share?
Treasury book's role and risk management?
Breakdown SEBI paper's profit impact by segment
Strategy to regain cash broking market share?
What is the long-term strategic role of treasury?
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Next Motilal Oswal Financial Services earnings date
Q3 25/2628 Jan, 2026
Next Motilal Oswal Financial Services earnings date
Q3 25/2628 Jan, 2026
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