Motilal Oswal Financial Services Ltd
Motilal Oswal Financial Services Q2 FY26 earnings call: Revenue & Margins
Q2 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
Housing Finance business expected to double AUM in 2-3 years with strong disbursement growth of 48% YoY and 25% CAGR growth target for lending book. Operating profit after tax grew by 2% to ₹554 crores in the recent quarter, led by strong growth in Asset and Private Wealth businesses (36% YoY growth).
From Motilal Oswal Financial Services Ltd's Q2 FY26 earnings-call transcript · updated 16 Oct 2026.
Revenue & Sales Performance
- Housing Finance business expected to double AUM in 2-3 years with strong disbursement growth of 48% YoY and 25% CAGR growth target for lending book.
- Asset and Private Wealth businesses grew 36% YoY, with continued strong market share gains and operating leverage from AUM growth driving profit growth.
- Private Equity fundraising doubled versus last raise, signaling strong alternate business expansion.
- AMC AUM increased 46% YoY, with market share gains and continued investment in talent and distribution to drive future growth.
- Overall business benefits from a savings pool projected at USD 126Tn by 2047, providing a megatrend tailwind for financialization and equity investments.
- Treasury investment book expected to continue growing with a strong XIRR of 18.7%, aiding growth without external capital.
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Profitability & Margins
See what Motilal Oswal Financial Services Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Motilal Oswal has made nearly a billion-dollar investment in its Asset Management Company, being the largest investor in every fund offered to clients.
- Recently, the company has entered the Private Credit fund segment within alternates to tap a large Total Addressable Market (TAM), with plans to launch a fund soon.
- Some small direct investments have also been made, though these are very small relative to the size of the treasury book.
- The company continues to invest in capabilities, especially in its Private Wealth Management segment for fixed income opportunities, enhancing deal pipeline resilience.
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Top-ranked in Capital Markets
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
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Order Book & Pipeline
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Motilal Oswal Financial Services Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹2.7K Cr, net loss ₹219 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Motil.Oswal.Fin.'s management said in earlier quarters
- Q1 FY27 earnings call analysis →
- Q4 FY26 earnings call analysis →
- Q3 FY25 earnings call analysis →
- Q3 FY26 earnings call analysis →
- Q1 FY26 earnings call →
- Q4 FY25 earnings call →
- Q2 FY25 earnings call →
- Q1 FY25 earnings call →
- Q4 FY24 earnings call →
- Q3 FY24 earnings call →
- Q2 FY24 earnings call →
- Q1 FY24 earnings call →
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Revenue from operations grew by 16% YoY in the recent quarter. Key concall takeaways from HDFC Asset Management Company Ltd's Q2 FY26 earnings call — and how…
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Frequently Asked Questions
What were Motilal Oswal Financial Services Ltd Q2 FY26 results?
Housing Finance business expected to double AUM in 2-3 years with strong disbursement growth of 48% YoY and 25% CAGR growth target for lending book. Operating profit after tax grew by 2% to ₹554 crores in the recent quarter, led by strong growth in Asset and Private Wealth businesses (36% YoY growth).
What is Motilal Oswal Financial Services Ltd share price analysis?
Motilal Oswal Financial Services Ltd currently shows a neutral. The stock trades at a P/E of 32.2 with a market cap of ₹63,771 Cr. Investors should review the full earnings analysis for detailed insights.
Is Motilal Oswal Financial Services Ltd planning capital expenditure?
Motilal Oswal has made nearly a billion-dollar investment in its Asset Management Company, being the largest investor in every fund offered to clients.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.