JM Financial Limited — Investor Meet, 11-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

JM Financial reported Q3 FY26 operating PAT of INR244 Cr, a 17% YoY increase, with 9-month PAT exceeding INR1,000 Cr. Fees and commission income grew 32% YoY to INR306 Cr. The company is significantly investing in Wealth & Asset Management, increasing sales employees by 41% and branches. Affordable Home Loans AUM rose 23% YoY to ~INR3,200 Cr, with management anticipating 25%+ growth. Private Markets completed a major INR3,300 Cr syndication and recorded strong recoveries, including an INR57 Cr NPA sale without P&L impact. Leadership is confident in India's robust capital markets, projecting continued deal flow and 13-15% revenue growth, prioritizing productivity and cross-selling.