IIFL Capital Services Limited — Investor Meet, 30-07-2026: Analysts/Institutional Investor Meet/Con. Call Updates

IIFL Capital Services' Q1 FY27 saw consolidated revenue flat at INR631 Cr. Retail broking grew 13% YoY, while Institutional & IB was up 27% QoQ. Financial Product Distribution income declined 31% QoQ due to seasonal and lumpy effects. Operational PBT rose 4% QoQ to INR149 Cr, supported by INR90 Cr MTM gains from BSE shares. The INR2,000 Cr Fairfax investment awaits regulatory nod (2-3 months), expected to significantly boost capital and growth. Management noted marginal impact from new SEBI margin rules and is expanding AIF/PMS offerings. Company has appealed an INR124 Cr tax demand. Focus remains on strategic growth and capital strength.