JM Financial Limited — PPTs, 06-11-2025: Investor Presentation

JM Financial delivered strong Q2FY26 results with consolidated PAT surging 77.3% YoY to 255 Cr, and H1FY26 PAT up 116.2% to 713 Cr, despite a slight Q2 revenue dip. Growth was mainly fueled by Corporate Advisory & Capital Markets (PAT up 40.8%) and Private Markets (PAT up 6.8x), alongside robust Affordable Home Loans performance (PAT up 2.2x).

The company is strategically focused on expanding its client base, investing in physical and digital infrastructure, and enhancing talent across segments. Key initiatives include scaling wealth and asset management, actively managing equity mutual funds, and increasing product offerings, while Private Markets focus on syndication and co-investments to improve risk-adjusted returns.

Recent developments highlight being #1 in IPOs by value, closing 15 capital market transactions worth 28,000 Cr, and a significant 43% YoY increase in wealth RMs. Affordable Home Loans AUM grew 28% YoY to 3,031 Cr. An interim dividend of Rs. 1.5 per share was announced. Management expects continued growth, deepening client relationships, and improving asset quality.