JM Financial Limited — PPTs, 05-02-2026: Investor Presentation

JM Financial reported robust Q3 FY26 results, with Consolidated PAT surging 49.7% YoY to Rs 313 Cr, and 9M PAT climbing 69.4% to Rs 1,037 Cr. Fees and Commission income also saw strong growth. Networth stands strong at Rs 10,418 Cr, supporting an Operating ROE of 12.7%.

The company's strategy focuses on high-growth segments. Wealth Management is expanding rapidly, adding 11 branches and growing Relationship Managers by 41% YoY. Affordable Home Loans saw AUM increase 23% YoY, with improved asset quality (GNPA/NNPA at 0.3%/0.2%). Private Markets is leveraging syndication to boost risk-adjusted returns and has significantly reduced its non-core loan book.

Key developments include Corporate Advisory securing the #1 position in IPOs, completing ~Rs 87,000 Cr in equity deals in CY25, and having a strong pipeline of Rs 1,21,000 Cr in filed IPOs. Asset Management has received approvals for new Pre-IPO and Real Estate Funds, poised for future expansion.