JM Financial Limited — Investor Meet, 14-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

JM Financial hit record Q1 FY26 operating PAT of INR454 Cr, with net worth topping INR10,000 Cr. Revenue and operating profit surged 22% YoY. Strong recoveries yielded INR204 Cr impairment reversal, cutting borrowings by INR4,300 Cr. The non-core real estate book is now stable, ready for 15-20% growth. Wealth Management is in aggressive build-out (RMs up 91% YoY), focusing on recurring AUM. JM Financial leads with an INR1 Lakh Cr IPO pipeline, confident in sustained growth and market leadership.