Motilal Oswal Financial Services Limited — PPTs, 29-04-2026: Investor Presentation

Motilal Oswal Financial Services (MOFSL) delivered strong Q4FY26 operating PAT of ₹661 Cr (+25% YoY) and a record FY26 operating PAT of ₹2,360 Cr (+16% YoY). This growth was largely driven by Asset & Private Wealth Management. Asset Management PAT soared 63% in Q4, with AUM hitting ₹176,000 Cr (+32% YoY). Private Wealth Management AUM also rose 36% to ₹197,000 Cr. Housing Finance PAT jumped 61% in Q4, boosted by a $100 million raise from ADB.

Strategically, MOFSL leverages its 'Twin-Engine' model with a robust Treasury Book supporting operations. The company is expanding into new segments and strengthening digital platforms like the MO Private Wealth & RiiSE apps. Recent wins include closing a ₹8,350 Cr PE Fund, launching a Private Credit Fund, and ranking #1 in QIPs for FY26. Management is bullish on India's growth, aiming for a multi-billion dollar Treasury Book and 20%+ operating ROE, with annuity revenue now a strong 60%.