Motilal Oswal Financial Services Limited — PPTs, 24-07-2025: Investor Presentation

**1. Financial Highlights:**

Q1FY26 delivered record PAT of ₹1,430 Cr (+40% YoY). Operating PAT rose 21% YoY to ₹522 Cr, with Net Revenue up 24% YoY to ₹1,412 Cr (48% from recurring sources). Assets Under Advice (AUA) surged 28% YoY to ~₹6.5 lakh Cr.

**2. Strategic Initiatives & Growth Drivers:**

The company employs a "double-engine" model to capitalize on India's capital market tailwinds. Growth is driven by strategic expansion in wealth management and alternative assets, plus significant tech investments in AI-powered research and client platforms.

**3. Business Developments:**

AMC AUM topped ₹1.5 lakh Cr, with total clients now over 1.36 Cr. Investment Banking closed 16 deals worth ₹29,500+ Cr this quarter, ranking #1 in QIPs and #3 in IPOs.

**4. Market Position & Competitive Advantage:**

Solidifies its #1 full-service broking house position by gross revenue and highest ARPU. Key advantages include strong leadership in alternative assets, extensive reach (98% PIN codes), and robust research capabilities enhancing its market standing.

**5. Investor Implications:**

Strong Q1 financials and diversified operations signal positive growth potential. Proactive tech integration and consistent execution across segments suggest continued market share expansion for investors to monitor.