20% revenue growth in capital markets segment
Management targets at least 20% growth in corporate advisory and capital markets revenue for FY26, assuming stable markets.
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JM Financial · forward-looking guidance across the available source record.
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revenue
Home loan book to reach 5,000 crores in 2 years
The affordable home loan business aims to grow its loan book to 5,000 crores within 2 years and 10,000 crores by 2030, with an IPO planned in 2028-29.
Real estate loan book growth of 15-20% YoY
Cash flow-backed real estate loans are expected to grow at 15-20% annually for the next 2-3 years.
Recovery guidance of 250-300 crores per year for 3 years
Management reiterated its guidance of recovering 250-300 crores annually from NPAs over the next 3 years.
Affordable housing AUM growth target of 25%+ for next 3 years
Management expects to grow affordable housing AUM at over 25% year-on-year for the next three years.
Private credit loan book growth of ~20%
Targeting roughly 20% year-on-year growth in the private credit loan book, though actual may vary between 10-25% based on risk-adjusted returns.
Wealth management RM recruitment to complete by June-July 2026
The current recruitment phase for wealth management RMs will largely complete by June-July 2026, after which focus shifts to productivity.
Capital markets revenue growth of 15-20% over 5-7 years
Management expects revenue growth of 13-15% and profitability growth in high teens for capital markets and corporate advisory over the long term.