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Market volatility impacting investment book MTM
View Risks →Motilal Oswal Financial Services Limited — Q4 FY26
Motilal Oswal Financial Services reported a strong Q4 FY26 with operating profit after tax (OPAT) growing 25% YoY to an annualized run rate of ₹661 crore.
bullish
high
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Motilal Oswal Financial Services reported a strong Q4 FY26 with operating profit after tax (OPAT) growing 25% YoY to an annualized run rate of ₹661 crore. Full-year OPAT rose 16% to ₹2,360 crore, driven by a 33% surge in asset and private wealth profits, which now contribute ~50% of total OPAT. The AMC AUM crossed ₹1.5 lakh crore with SIP flows up 78% YoY to ₹16,000 crore. The alternates business raised ~$1 billion for its largest growth capital fund. Management highlighted rising annuity revenue share (>60%) and expects continued momentum from product vintage maturation, SIP run rate of ₹1,500 crore/month, and new fund launches. Key risk: market volatility could impact MTM on the ₹9,000 crore investment book, though most losses were recouped in April.
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AUM (Asset & Wealth Management)
₹3.7 lakh crore
+34% YoY
Combined AUM for asset management and private wealth businesses.
SIP Flows (FY26)
₹16,000 crore
+78% YoY
Annual SIP inflows, with market share of 4.7%.
Unique MF Clients
1 crore
+30% YoY
Crossed 1 crore unique investors in March 2026, up from 77 lakhs.
IB Fee Income (FY26)
₹309 crore
+39% YoY
Investment banking fee income, ranked #2 in capital markets league table.
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Guidance and risk preview
Current AUM of ₹1.8 lakh crore is 15% higher than FY26 average; SIP run rate of ₹1,500 crore/month and 8 funds crossing 3-year vintage by March 202...
Unrealized MTM losses of ~₹1,000 crore at Q4 end, though mostly recouped in April; prolonged downturn could affect reported PAT.
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