Motilal Oswal Financial Services reports 14% Operating Profit After Tax (PAT) Year-On-Year Growth in Q1FY27 led by 73% Asset Management

• Asset Management (AMC & MO Alternates) PAT grew by 73% YoY to ₹ 245Cr in Q1 FY27 and is now the largest contributor to PAT at 40%. Total Asset Under Management (AUM) grew by 31% on YoY basis at ₹2.12 lakh Cr.
  • AMC (Mutual Funds (MF), Portfolio Management Services (PMS) & Alternate Investment Funds (AIF)) Net Mutual Fund Flows market share at 4.2% is higher than AUM market share at 2.9%; Systematic Investment Plan (SIP) inflows surged 16% YoY to ₹4,064 Cr with market share of 4.3%. AUM grew by 26% on YoY basis to ₹1.90 Lakh cr.
  • MO Alternates AUM grew by 99% on YoY basis. Executed 2nd close of our maiden Private Credit Fund with a raise of ₹2,435 Cr, targeting total raise of ₹3,000 Cr soon.
• Private Wealth Management (PWM): Q1FY27 ARR revenue grew by 42% on YoY basis to ₹157 Cr. Net Flows grew by 37% to ₹3,929 Cr led by AUM growth of 37% on YoY to ₹2.4 lakh Cr. Relationship Managers (RM) base up by 26% to 441. Q1 PAT up 2% on lower TBR.
• Wealth Management (Retail): Strong ascent on growing annuity streams – ARR revenue grew by 26% on YoY basis to ₹304 Cr. Distribution book grew by 29% to ₹45,575 Cr on YoY basis. Loan book grew by 33% to ₹7,388 Cr on YoY basis (group’s Margin Trade Funding (MTF) book witnessed growth of 55% on YoY basis to ₹7,800 Cr). Q1 brokerage revenue grew by 6% YoY. Overall Average Daily Turnover (ADTO) Market share (including Commodity) is strong at 7.6% in Q1.
• Capital Markets (Institutional Equities & Investment Banking): Fee income up 48% QoQ. Ranked #2 on Qualified Institutional Placement (QIPs) and Initial Public Offer (IPOs) league table for Q1FY27.
• Housing Finance: PAT grew 36% YoY to ₹ 32 Cr in Q1. Disbursement grew by 64% to ₹646 Cr. AUM grew 23% YoY to Rs. 6,164 Cr. Pristine asset-quality with Gross Non-Performing Assets (GNPA) & Net Non-Performing Assets (NNPA) at 1.1% and 0.6% respectively.
• Treasury book grew 22% YoY to ₹10,482 Cr. Historically, the book witnessed Compounded Annual Growth Rate (CAGR) of 41% since inception led by strong Internal Rate of Return (IRRs) and reinvestment of operating profits.
• Crisil upgraded our long-term credit rating to AA+ Stable. This reflects the strength of our franchise and the resilience of our business model which are designed to deliver sustainable growth across market cycles.
• Focus on annuity revenues have led to a contribution of 66%, improving quality and predictability of business.
• MOFSL’s 10-year track record of 33% Operating PAT CAGR, Earnings Per Share (EPS) CAGR of 28% and average Return on Equity (ROE) of 23% has been delivered entirely through internal accruals with no dilution. During the same period, Net Worth CAGR is 25% after 3 buy backs and consistent dividend payouts, entirely through internal accruals.

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