JM Financial Limited — Investor Meet, 12-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

JM Financial reported robust Q1 FY26 financial results. Net Revenue grew 22% YoY to Rs 779 Cr, with Profit After Tax soaring 166% YoY to Rs 454 Cr, marking its highest ever quarterly operating PAT. Net worth surpassed Rs 10,000 Cr, reaching Rs 10,174 Cr.

The company highlighted strong growth in Wealth Management, with recurring AUM up 37% and RM count increasing. Affordable Home Loans AUM grew 29%. In Private Markets, the loan book reduced as planned, with strong recoveries from stressed assets. Management emphasizes a focus on high-growth, high-RoE businesses.