JM Financial Limited — PPTs, 29-05-2026: Investor Presentation

JM Financial delivered a robust FY26, with consolidated net profit surging 46% YoY to Rs 1,202 Cr and operating PAT climbing 38% to Rs 1,133 Cr. Corporate Advisory, Wealth Management, and Affordable Home Loans led segment growth, while Private Markets saw a significant PAT turnaround.

The company prioritizes high-growth, high-RoE businesses. Strategies include expanding client reach, enhancing productivity and recurring revenue streams, and leveraging technology for scale, especially in affordable housing.

Recent highlights include Corporate Advisory closing ~Rs 4,400 Cr in Q4FY26 equity capital market deals and building a ~Rs 140,000 Cr IPO pipeline. Wealth Management expanded RMs headcount by 30% YoY. Affordable Home Loans' AUM grew 22% YoY to Rs 3,460 Cr, maintaining strong asset quality (GNPA/NNPA at 0.5%/0.3%).

Key metrics: Networth rose 10% YoY to Rs 10,605 Cr, EPS hit Rs 12.6 (from Rs 8.6), and ROE improved to 11.7%. Management is optimistic about affordable housing (avg ticket size ~Rs 10 lakh) and wealth segments, focusing on sustained growth, risk management, and digital innovation.