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Max Financial Services Ltd.

MFSLFinancial Services filings

We hold this company’s filings and have not read the financial statements out of them yet. Every filing on record is listed under filings, and each one opens.

Earnings calls

17 transcript(s)/analyst meet(s) served; 0 document(s) on file are not transcripts (cover letters, duplicates, unresolved) and are excluded. Speaker attribution is shown only where the segmenter attributes ≥ 95% of sentences to management or analysts (0 of 17 documents here); elsewhere sentences render unattributed.

KindDatePeriodServedAttribution rate
TRANSCRIPT202208082022-06-30yes
TRANSCRIPT202210282022-09-30yes
TRANSCRIPT202302072022-12-31yes
TRANSCRIPT202305192023-03-31yes
TRANSCRIPT202308172023-06-30yes
TRANSCRIPT202311062023-09-30yes
TRANSCRIPT202402132023-12-31yes
TRANSCRIPT202405132024-03-31yes
TRANSCRIPT202408212024-06-30yes
TRANSCRIPT202410282024-09-30yes
TRANSCRIPT202412052024-09-30yes
TRANSCRIPT202502112024-12-31yes
TRANSCRIPT202505192025-03-31yes
TRANSCRIPT202508142025-06-30yes
TRANSCRIPT202511182025-09-30yes
TRANSCRIPT202602182025-12-31yes
TRANSCRIPT202608202026-06-30yes

MFSL

files as a non-banking financial company. Every figure below opens to the filing it was read from; where a figure is not shown, the reason is printed in its place.

Identity

Statement divisionnbfc
Scope servedconsolidated
Panels on this page4

Market

No split, bonus or consolidation is on record for this company inside the period this price series covers, so the closes need no adjustment.

Last close1,410.00
52-week range1410.0 – 1870.0
Return 1M-11.46%
Return 3M-12.5%
Return 1Y-11.04%
Return 3Y53.86%
Return 5Y34.9%
Market capitalisationnot shown — we could not confirm it
Shares outstandingnot shown — we could not confirm it
P/Enot shown — we could not confirm it
P/Bnot shown — we could not confirm it
EV/EBITDAnot shown — we could not confirm it

Latest quarter filed — period ending 2026-06-30

In INR crore except per-share figures. `period_id` is the period the filing names for the number; the date beside each cell is when it was filed.

Revenue from operations14,970.00
Other income7.00
Total income14,977.00
Cost of materials consumed0.00
Purchases of stock-in-trade0.00
Changes in inventories0.00
Employee benefit expense10.00
Finance costs36.00

Ownership — 2026-06-30, and the change from 2026-03-31

HolderPer centChange
promoter and promoter group0.010.00
institutions foreign0.480.00
institutions domestic0.44-0.00
mutual funds0.37-0.00
public0.990.00

Documents on file

ClassMost recentOn file
TRANSCRIPT2026-06-3017

Financial statements

Filed results, consolidated, in INR crore except per-share figures. Every figure opens to the filing it was read from. Quarterly and annual columns are the periods the filing itself names, never a document date.

Quarterly results, as filed

Line2021-12-312022-03-312022-12-312023-03-312023-06-302023-09-302023-12-312024-03-312024-06-302024-09-302024-12-312025-06-302025-09-302025-12-312026-03-312026-06-30
Revenue from operations6,954.008,960.008,896.009,929.009,168.0010,165.0012,356.0014,888.0011,799.0013,372.008,923.0012,822.009,792.0014,259.0010,802.0014,970.00
Other income1.003.003.005.003.0025.004.0011.003.004.004.003.007.008.004.007.00
Total income6,955.008,962.008,898.009,934.009,171.0010,189.0012,359.0014,899.0011,802.0013,376.008,927.0012,825.009,799.0014,267.0010,805.0014,977.00
Cost of materials consumed0.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.00
Purchases of stock-in-trade0.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.00
Changes in inventories0.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.00
Employee benefit expense6.00-9.006.004.0011.000.0018.006.007.009.009.0012.009.0012.0012.0010.00
Finance costs9.009.009.009.009.009.0014.0011.009.0013.0010.0020.0021.0036.0035.0036.00
Depreciation and amortisation1.001.001.001.001.001.001.001.001.001.001.001.001.001.000.000.00
Other expenses6,837.008,808.008,567.009,862.009,032.0010,025.0012,129.0014,940.0011,604.0013,191.008,826.0012,691.009,763.0014,169.0010,795.0014,793.00
Total expenses6,853.008,809.008,584.009,876.009,053.0010,031.0012,161.0014,958.0011,620.0013,214.008,847.0012,723.009,792.0014,217.0010,844.0014,839.00
Profit before exceptional items and tax101.00153.00315.0058.00118.00158.00198.00-59.00182.00162.0081.00101.006.0050.00-38.00138.00
Exceptional items0.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.00
Profit before tax101.00153.00315.0058.00118.00158.00198.00-59.00182.00162.0081.00101.006.0050.00-38.00138.00
Current tax11.008.0050.008.0014.00-12.0023.00-10.0020.0016.0018.0010.0013.009.0011.0013.00
Deferred tax-0.001.00-4.00-2.003.000.004.000.005.007.00-7.004.00-13.00-4.00-15.007.00
Tax expense10.009.0045.006.0017.00-12.0027.00-9.0026.0023.0011.0014.000.005.00-5.0020.00
Profit for the period91.00144.00269.0052.00101.00170.00171.00-50.00156.00139.0070.0086.006.0045.00-32.00118.00
Profit attributable to owners75.00118.00225.0046.0088.00148.00149.00-44.00127.00113.000.0070.004.000.00-26.0096.00
Profit attributable to non-controlling interests16.0026.0044.007.0013.0022.0023.00-6.0029.0027.000.0017.002.000.00-5.0023.00
Other comprehensive income-2.00-2.003.003.003.00-4.00-1.004.00-0.0012.00-4.009.00-14.00-13.00-52.0035.00
Total comprehensive income89.00142.00272.0055.00104.00167.00170.00-46.00156.00151.0066.0095.00-8.0032.00-83.00153.00
Earnings per share, basic2.553.416.521.332.544.294.30-1.283.693.261.622.030.121.07-0.772.78
Earnings per share, diluted2.553.416.521.332.544.294.30-1.283.693.261.622.030.121.07-0.772.78
Interest earned58.0064.0076.0084.0092.0089.0090.0099.00122.00128.00133.00152.00152.00164.00170.00177.00
Fees and commission income0.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.00
Net gain on fair value changes4.0010.0029.00-7.0031.006.0025.0011.0047.0067.00-22.0036.001.0042.00-94.0047.00
Dividend income1.000.000.001.001.002.000.000.001.003.001.001.003.001.001.001.00
Rental income0.001.002.002.002.002.002.002.002.002.002.002.002.002.002.002.00

Annual results, as filed

Line2020-03-312021-03-312022-03-312023-03-312024-03-312026-03-31
Revenue from operations18,240.0031,274.0031,181.0031,413.0046,576.0047,674.00
Other income2.0014.006.0018.0042.0022.00
Total income18,242.0031,288.0031,188.0031,431.0046,618.0047,696.00
Cost of materials consumed0.000.000.000.000.000.00
Purchases of stock-in-trade0.000.000.000.000.000.00
Changes in inventories0.000.000.000.000.000.00
Employee benefit expense36.0061.0037.0029.0035.0045.00
Finance costs0.000.0025.0037.0044.00112.00
Depreciation and amortisation11.005.005.005.003.002.00
Other expenses17,680.0030,684.0030,734.0030,833.0046,127.0047,419.00
Total expenses17,799.0030,695.0030,799.0030,904.0046,203.0047,577.00
Profit before exceptional items and tax442.00593.00389.00527.00415.00120.00
Exceptional items0.000.000.000.000.000.00
Profit before tax442.00593.00389.00527.00415.00120.00
Current tax182.0026.0062.0080.0015.0043.00
Deferred tax-13.007.008.00-5.007.00-28.00
Tax expense170.0033.0070.0075.0022.0015.00
Profit for the period273.00560.00318.00452.00393.00106.00
Profit attributable to owners145.00425.00253.00378.00340.0084.00
Profit attributable to non-controlling interests128.00134.0065.0073.0052.0022.00
Other comprehensive income13.00-4.00-12.00-8.002.00-70.00
Total comprehensive income286.00555.00306.00444.00395.0035.00
Earnings per share, basic5.3814.517.3410.979.852.45
Earnings per share, diluted5.3814.517.3410.979.852.45
Interest earned171.00212.00227.00302.00370.00638.00
Fees and commission income0.000.000.000.000.000.00
Net gain on fair value changes21.0085.0096.0039.0074.00-15.00
Dividend income3.002.003.003.003.006.00
Rental income0.001.002.006.007.008.00

Balance sheet, as filed

Line2023-03-312023-09-302024-03-312024-09-302025-09-302026-03-31
Total assets131,824.00142,837.00162,773.00182,791.00196,872.00198,936.00
Property, plant and equipment2.002.001.001.001.001.00
Capital work-in-progress0.000.000.000.000.000.00
Goodwill525.00525.00525.00525.00525.00525.00
Other intangible assets2.002.000.002.000.000.00
Inventories0.000.000.000.000.000.00
Cash and cash equivalents987.00677.00858.00459.00529.002,137.00
Total equity and liabilities131,824.00142,837.00162,773.00182,791.00196,872.00198,936.00
Equity3,968.004,239.004,370.006,273.006,451.006,420.00
Equity share capital69.0069.0069.0069.0069.0069.00
Other equity3,450.003,683.003,797.005,100.005,235.005,213.00
Total liabilities————190,420.00192,516.00

Cash flow, as filed

Line2021-09-302022-03-312023-03-312023-09-302024-03-312024-09-302025-09-302026-03-31
Net cash from operating activities2,110.008,496.009,922.001,040.006,107.00-734.001,690.0011,473.00
Net cash from investing activities-2,895.00-8,835.00-9,228.00-1,370.00-5,004.00-1,064.00-3,023.00-11,125.00
Net cash from financing activities427.00388.00-233.00-81.00-117.001,507.00660.00567.00
Purchase of property, plant and equipment55.00128.00-2.00101.00223.0092.00129.00244.00
Net increase in cash-358.0048.00462.00-412.00986.00-291.003,509.00915.00
con:CFO.BEFORE_TAX4,744.008,566.0010,017.004,800.006,120.003,709.006,680.0011,518.00
con:INTEREST_RECEIVED.OPERATING-2,644.000.000.00-3,814.000.00-4,434.00-5,016.000.00
con:INTEREST_PAID.OPERATING-47.000.000.00-30.000.00-19.00-57.000.00
con:DIVIDENDS_RECEIVED.OPERATING0.000.000.000.000.000.000.000.00
con:TAX_PAID.OPERATING37.0070.0095.00-25.0013.0028.0031.0042.00
con:CF_OTHER.OPERATING0.000.000.000.000.000.000.00-3.00
con:INVESTMENTS_PURCHASED527,845.001,340,478.001,208,202.00507,186.00113,956.0075,200.0066,674.00141,975.00
con:INVESTMENTS_SOLD521,786.001,325,895.001,193,616.00502,129.00101,524.0069,777.0058,809.00121,127.00
con:PPE_DISPOSALS0.001.000.001.002.0066.001.006.00
con:CF_INVESTING.SUBSIDIARIES_SOLD555.00555.000.000.000.000.000.000.00
con:CF_INVESTING.SUBSIDIARIES_ACQUIRED0.000.00843.000.000.000.000.000.00
con:CF_INVESTING.JV_SOLD0.000.000.000.000.000.000.000.00
con:CF_INVESTING.JV_ACQUIRED0.000.000.000.000.000.000.000.00

Who owns it

The shareholding pattern filed with the exchange every quarter, as a series. Percentages are of total shares. Each figure names the filing it was read from and the date it was filed.

Holder2023-03-312023-06-302023-09-302023-12-312024-03-312024-06-302024-09-302024-12-312025-03-312025-06-302025-09-302025-12-312026-03-312026-06-30
Promoter and promoter group10.1510.156.526.526.526.523.343.341.741.740.020.010.010.01
Domestic institutions34.0634.3535.1036.8939.9240.7444.0042.6947.3047.290.470.470.450.44
Mutual funds—————————39.240.390.390.370.37
Insurance companies3.013.093.794.134.825.426.196.235.846.250.070.060.060.06
Foreign institutions47.7148.4651.5450.8947.7146.6046.2447.5044.7544.720.450.450.480.48
Public89.8589.8593.4893.4893.4893.4896.6696.6698.2698.260.980.990.990.99
Non-institutional8.087.056.845.705.856.146.436.476.216.250.060.060.060.06
Shares outstanding345114771345114771345114771345114771345114771345114771345114771345114771345114771345114771345114771345114771345114771345114771

Related parties

Transactions with related parties as disclosed to the exchange for the period ending 2024-09-30, by counterparty, largest first. Amounts are as filed. Each row names the filing and the date it was filed.

CounterpartyRelationshipTypeAmount in the periodTransactions
Axis Bank LimitedEntity with significant influence Any other transaction, Dividend received, Investment24,438,767,000.0010
Max Financial Services Limited Employees’ Provident Fund TruEntities with joint control or sigAny other transaction366,119,000.002
Mr. Prashant TripathiKey management personnel of subsidRemuneration, Sale of goods or services43,483,000.002
Max India FoundationEntities with joint control or sigAny other transaction40,000,000.001
Mr. Anurag ChauhanKey management personnel of subsidRemuneration, Sale of goods or services32,413,000.002
Max Estates LimitedEntities with joint control or sigAny other transaction, Sale of goods or services30,903,000.004
Mr. Amrit Pal SinghKey management personnel of entityRemuneration, Sale of goods or services28,700,000.003
Max India LimitedEntities with joint control or sigAny other transaction, Purchase of goods or services15,495,000.0010
New Delhi House Services LimitedEntities with joint control or sigAny other transaction, Purchase of goods or services11,516,000.005
Mr. V KrishnanKey management personnel of entityRemuneration11,047,000.001
Mr. Ranbeer DhariwalKey management personnel of subsidRemuneration8,177,000.001
Delhi Guest House Pvt LimitedEntities with joint control or sigAny other transaction, Purchase of goods or services5,554,000.002
Mr. K Narasimha MurthyKey management personnel of entityAny other transaction, Remuneration4,860,000.004
Max UK LimitedEntities with joint control or sigPurchase of goods or services4,800,000.001
SKA Diagnostic Private LimitedEntities with joint control or sigAny other transaction, Purchase of goods or services3,750,000.002

What management said

Every earnings call we hold for this company, read in full. Prepared remarks are separated from the question-and-answer session and every paragraph names who said it and on which page. These are management’s own words, not filed figures.

DateQuarterWho spoke
2026-08-20Q1FY27Read the call
2026-02-18Q3FY26Read the call
2025-11-18Q2FY26Read the call
2025-08-14Q1FY26Read the call
2025-05-19Q4FY25Read the call
2025-02-11Q3FY25Read the call
2024-10-28Q2FY25Read the call
2024-08-21Q1FY25Read the call
2024-05-13Q4FY24Read the call
2024-02-13Q3FY24Read the call
2023-11-06Q2FY24Read the call
2023-08-17Q1FY24Read the call
2023-05-19Q4FY23Read the call
2023-02-07Q3FY23INSURANCERead the call
2022-10-28Q2FY23Read the call
2022-08-08Q1FY23Read the call

Some earlier announcements under this heading are covering letters only — no transcript was attached.

What they said about it, quarter by quarter

TopicQ2FY26Q3FY23Q3FY24Q3FY25Q3FY26Q4FY23Q4FY24Q4FY25
Capex————————
Capital allocation—Any sort of a time line in mind and considering that now whatever amount, but the cash outgo for Axis Bank increases will this 7% acquisition be likel…Direct customer acquisition channels also improved efficiency and expanded into new verticals contributing significantly to overall growth.———Direct customer acquisition channels also enhance their efficiency and ventured into new verticals significantly contributing to overall growth.Sir, just wanted to clarify, on your dividend strategy, you had mentioned 1 or 2 years back that you will not be paying out dividends.
Costs———Thus, our digital initiatives are improving operational efficiency, enhancing customer satisfaction, and driving cost savings as well.————
Debt and cashBut we are getting something over and above that cost base and in a hypothetical scenario where in the future, if there is some at least transient imp…In this regard, we would like to inform you that the parties had entered into revised agreements, in terms of which Axis Bank and its subsidiaries hav…————We have the par designs, the non-par designs, annuity, protection designs etc, but within that there's always an innovation possibility either on feat…—
Demand—And as time is progressing both elements of demand and supply are actually improving upon and that we continue to be very optimistic on this long-term…Quarter 3 performance reflects an 82% growth in Protection and Health, indicating robust demand in this segment supported by innovative launches.So, is it a kind of a strategic shift that, okay, now you are comfortable with selling even higher ULIPs if there is a demand?So it is, I think it has it is there is a demand component to it, which always remains structurally intact given the inherent role long-term guarantee…—So of course, there is a pipeline of products.So there was a period of time of tightening of demand which affected growth in FY '22-23, but as we look forward, even in this particular year, we hav…
GuidanceAs you had mentioned that you are maintaining the growth guidance but if I look at your base in second half, it is slightly more benign than what we h…This revision has been done consequent to the guidance received by Max Life from IRDAI.We anticipate these partnerships to become meaningful in the next financial year.And with further investments, we expect that brands will reach out to the segments that we intend to cover more and more as we go forward.We continue to reinforce our guidance, which we had set out at the start of the year that -- which is for FY '26, the NBMs will land in the range of 2…I mean, very, very strong performance for Q4.First question is on the growth outlook for FY '24 considering the base effect, whatever happened, the ta…We anticipate these partnerships to become a significant part of our total business in the upcoming financial year and going forward.And in that backdrop, how do you see the growth in this FY '26 and margins, would you be kind of guiding for FY '26 margin by and large stable or sort…
MarginSo adjusting for that, that 250-odd bps, if you can break it down between how much has come from the product mix, how much may be product level improv…Overall, from a margin perspective, this quarter has been pretty satisfying.In pursuit of a balanced approach that considers both shareholder outcomes and customer needs, we introduced several new offerings for the year, contr…Product Innovation to Drive Margins The last quarter also saw us being compliant with the surrender guidelines and my second topic, hence, is to talk …Some quantification or granularity in this figure from the current margin perspective and how do we see it in the next year would be very helpful.Second, on the margin side, sir, what I wanted to understand is that this quarter, as I see the product mix has moved favourably in the direction of n…All these achievements culminated in achieving new business margin of 26.5% within our guided range of 26% to 27% right at the midpoint.At a total level, our Banca contributes now about 55%-56%, of that absolute 48% is from Axis Bank and it remains a solid number and we are very hopefu…
People—Sir, I just wanted to understand which way those low hanging fruits which were available, where you have managed to cut the cost despite deploying mor…———We are making investments to grow our headcount in the direct channel.——
PricingIs there any system you have built or you will be putting into place like smarter sourcing, pricing discipline or any digital efficiencies that will h…And Max Financial Services Limited January 31, 2023 number two, if the pricing has changed from an Axis Bank perspective and given that the regulator …Just wanted to understand, from the perspective that now that Axis deal has happened at a different pricing than what envisaged four years back, and o…Coming to the other areas, on product, just like to clarify that we have taken all actions with respect to pricing as well as the negotiations that we…This the proportion of that also in the book is kind of reducing and some bit of likely drop in persistency was also baked into our thinking when we w…—Secondly, on the non-par business, what kind of pricing actions we would have taken in possibly Q4 or afterwards?Have we started to take any action on pricing to reflect brand strength?
Revenue growthAxis Bank, since you specifically asked, we have seen a growth of almost around 7% as far as Axis Bank is concerned.Our proprietary channel APE resulted in a growth of 19% for the first 9 months, led by strong growth in both online and offline crop channels.Furthermore, our focus on product segments of our choice is evident in the growth of our Protection, Health, Annuity segment, which constitutes now 16…In Quarter 3, individual adjusted sales grew by 16%, outperforming both private sector growth, which was at 13%, and overall growth of industry, which…A quick update on key financial metrics. • At the MFSL level, the revenue, excluding investment income now stands at INR 24,625 crore. a strong growth…So at a very high level, I think as management, we remain bullish on growth at Axis Bank.I'm very happy to share that our full year individual adjusted first-year premium sales experienced a robust growth of 16%, surpassing the private sec…32,620 crore, a growth of 12% in FY '25 Consolidated PAT stands at Rs.