Q2 2026 Motilal Oswal Financial Services Ltd Earnings Call Transcript

Oct 31, 2025 / 06:30 AM GMT

Release Date Price: ₹978 (-4.61%)

Transcript

Key Points

Positve

Motilal Oswal Financial Services Ltd (BOM:532892) reported a 2% growth in operating profit after tax, driven by strong performance in asset and private wealth businesses.
The company's customer base increased significantly, with a 55% year-on-year growth in client count, reaching over 14.5 million customers.
The asset management business gained market share, with mutual fund market share increasing to 2.6% and SIP flow market share reaching an all-time high of 4.8%.
The investment banking business executed 39 deals in the first half of the financial year, ranking number one in IPO, QIP, and rights issues.
The company's long-term credit rating was upgraded to AA+ with a stable outlook, reflecting a strong balance sheet and diversified business model.

Negative

The wealth management segment experienced a decline in brokerage revenues due to the impact of FNO-driven regulations.
Distribution income in the wealth management segment declined on a sequential basis, attributed to volatility in transaction revenues.
The company faces challenges in maintaining market share in the cash ADTO market, with a noted decline in market share.
There is potential impact from SEBI's consultation paper, which could affect profits by 1-2% if the draft regulations are implemented.
The treasury segment experienced volatility, with reported losses impacting overall financial performance.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

MOFS.NS - Motilal Oswal Financial Services Ltd
Q2 2026 Motilal Oswal Financial Services Ltd Earnings Call
Oct 31, 2025 / 06:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to Motila Losal Financial Services Q2 and H1 FY26 earnings conference call.

As a reminder, all participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes.

Should you need assistance during the conference call, please signal an operator by pressing and 0 on your touchstone phone.

Please note that this conference is being recorded.

I now hand the conference over to Mr. Manisha, head investor relations.

Thank you and over to you, sir.

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