JM Financial Limited — PPTs, 03-08-2026: Investor Presentation

JM Financial delivered a solid Q1FY27 operating performance. Net Revenue increased 13% YoY to Rs. 883 Cr, while pre-provision operating profit grew 21% YoY to Rs. 469 Cr. Consolidated net profit was Rs. 292 Cr, though down YoY due to a higher base from impairment reversals in the previous year.

The Affordable Home Loans segment was a strong performer, with AUM expanding 28% YoY to Rs. 3,715 Cr and disbursements soaring 87%. The average ticket size remains small at Rs. 0.1 Cr. The Private Markets segment saw significant activity with gross resolutions exceeding Rs. 2,000 Cr in Distressed Credit.

A key growth driver is the robust IPO transaction pipeline, valued at approximately Rs. 150,000 Cr across 60 deals. Wealth Management also performed well, with recurring AUM up 7% to Rs. 33,394 Cr and loans increasing 43% to Rs. 2,417 Cr. Management aims to further scale core businesses, expand client relationships, and boost overall productivity.