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Motilal Oswal Financial Services Ltd.

MOTILALOFSFinancial 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

18 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 (1 of 18 documents here); elsewhere sentences render unattributed.

KindDatePeriodServedAttribution rate
TRANSCRIPT202205062022-03-31yes
TRANSCRIPT202208042022-06-30yes
TRANSCRIPT202210282022-09-30yes
TRANSCRIPT202301302022-12-31yes
TRANSCRIPT202402012022-12-31yes
TRANSCRIPT202305032023-03-31yes
TRANSCRIPT202308022023-06-30yes
TRANSCRIPT202311082023-09-30yes
TRANSCRIPT202405062024-03-31yes
TRANSCRIPT202408012024-06-30yes
TRANSCRIPT202508012024-06-30yes
TRANSCRIPT202411052024-09-30yes
TRANSCRIPT202511072024-09-30yes
TRANSCRIPT202502032024-12-31yes
TRANSCRIPT202602032024-12-31yes
TRANSCRIPT202505062025-03-31yes
TRANSCRIPT202605072026-03-31yes
TRANSCRIPT202607312026-06-30yes

MOTILALOFS

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

A split or bonus on this company’s record does not match the move its own price made on the ex-date. 2 of the figures below are computed over a window that crosses it and are not shown; the rest do not cross it and are.

Last close1,022.00
52-week range628.2 – 1091.3
Return 1M1.04%
Return 3M8.02%
Return 1Y8.29%
Return 3Ynot shown — the adjustment is unverified
Return 5Ynot shown — the adjustment is unverified
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 operations3,426.00
Other income6.00
Total income3,432.00
Cost of materials consumed0.00
Purchases of stock-in-trade342.00
Changes in inventories0.00
Employee benefit expense528.00
Finance costs414.00

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

HolderPer centChange
promoter and promoter group0.67-0.00
institutions foreign0.07-0.00
institutions domestic0.070.01
mutual funds0.050.01
public0.330.00

Documents on file

ClassMost recentOn file
TRANSCRIPT2026-06-3018

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

Line2022-09-302022-12-312023-03-312023-06-302023-09-302023-12-312024-03-312024-06-302024-09-302024-12-312025-03-312025-06-302025-09-302025-12-312026-03-312026-06-30
Revenue from operations1,320.001,072.001,027.001,500.001,639.001,784.002,141.002,312.002,838.001,999.001,209.002,737.001,849.002,112.002,676.003,426.00
Other income7.006.006.0031.0011.007.0017.005.008.004.000.007.0011.009.0016.006.00
Total income1,327.001,078.001,034.001,531.001,651.001,791.002,158.002,318.002,846.002,003.001,209.002,744.001,860.002,120.002,692.003,432.00
Cost of materials consumed0.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.00
Purchases of stock-in-trade0.000.000.000.000.000.000.000.000.000.000.000.000.000.000.00342.00
Changes in inventories0.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.00
Employee benefit expense244.00261.00272.00318.00310.00304.00398.00397.00454.00458.00432.00534.00513.00485.00440.00528.00
Finance costs130.00169.00190.00216.00241.00262.00295.00318.00347.00303.00298.00295.00317.00336.00388.00414.00
Depreciation and amortisation16.0017.0013.0017.0017.0024.0024.0022.0023.0027.0026.0026.0028.0029.0028.0028.00
Other expenses331.00325.00103.00103.00134.00111.00132.00146.00178.00179.00206.00143.00181.00185.001,644.00212.00
Total expenses720.00772.00786.00895.00993.00983.001,228.001,259.001,392.001,262.001,235.001,339.001,354.001,372.002,887.001,898.00
Profit before exceptional items and tax607.00307.00247.00636.00658.00809.00930.001,059.001,454.00741.00-27.001,406.00506.00748.00-194.001,534.00
Exceptional items0.000.000.000.000.000.000.000.000.000.000.000.000.000.000.000.00
Profit before tax607.00307.00247.00636.00658.00809.00930.001,059.001,454.00741.00-27.001,406.00506.00748.00-194.001,534.00
Current tax70.0079.0072.0088.0091.00106.00150.00123.00169.00169.00121.00191.00125.00178.00151.00133.00
Deferred tax28.003.009.0022.0033.0042.0056.0052.00163.006.00-85.0059.0018.004.00-127.00127.00
Tax expense98.0081.0081.00110.00124.00147.00205.00175.00332.00175.0037.00250.00143.00182.0025.00260.00
Profit for the period510.00227.00165.00528.00532.00661.00725.00884.001,122.00566.00-63.001,163.00363.00566.00-219.001,274.00
Profit attributable to owners509.00226.00165.00527.00531.00660.00723.00882.001,120.00565.00-65.001,162.00362.00566.00-221.001,273.00
Profit attributable to non-controlling interests1.001.001.001.001.001.002.002.002.001.002.001.000.000.002.001.00
Other comprehensive income40.0014.00-51.00145.0024.00114.00-98.00139.00122.00-109.00-159.00268.00-77.00155.00-172.00240.00
Total comprehensive income550.00241.00115.00672.00556.00775.00626.001,023.001,243.00457.00-223.001,431.00285.00721.00-391.001,513.00
Earnings per share, basic34.4515.4511.3535.6235.8744.4948.6114.7818.749.43-1.0819.396.049.42-3.6921.15
Earnings per share, diluted34.2715.3311.3135.5535.8144.3018.1714.5818.449.26-1.0619.105.979.21-3.6920.77
Interest earned——353.00—449.00490.00556.00587.00666.00605.00585.00570.00642.00689.00720.00746.00
Fees and commission income——688.00—872.00862.001,137.001,094.001,281.001,148.001,023.001,091.001,163.001,205.001,236.001,239.00
Net gain on fair value changes——-40.00—294.00413.00424.00615.00871.00234.00-430.001,068.0018.00197.00-717.001,105.00
Dividend income——5.00—7.000.001.001.008.000.001.001.0019.000.002.001.00
Rental income——0.00—0.000.000.000.000.000.000.000.000.000.000.000.00

Annual results, as filed

Line2019-03-312020-03-312021-03-312022-03-312023-03-312024-03-312025-03-312026-03-31
Revenue from operations2,463.002,358.003,626.004,297.004,177.007,068.008,417.009,374.00
Other income6.008.005.0023.0020.0063.000.0042.00
Total income2,468.002,365.003,631.004,320.004,197.007,131.008,417.009,416.00
Cost of materials consumed0.000.000.000.000.000.000.000.00
Purchases of stock-in-trade0.000.000.000.000.000.000.000.00
Changes in inventories0.000.000.000.000.000.000.000.00
Employee benefit expense502.00540.00644.00868.001,008.001,330.001,741.001,973.00
Finance costs517.00494.00430.00478.00596.001,014.001,298.001,336.00
Depreciation and amortisation24.0040.0047.0048.0058.0083.0099.00111.00
Other expenses1,041.001,006.00965.001,310.00388.00480.00715.002,142.00
Total expenses2,084.002,080.002,086.002,704.002,955.004,099.005,191.006,951.00
Profit before exceptional items and tax384.00285.001,545.001,616.001,242.003,032.003,226.002,465.00
Exceptional items0.000.00-88.000.000.000.000.000.00
Profit before tax384.00285.001,457.001,616.001,242.003,032.003,226.002,465.00
Current tax184.00134.00161.00236.00291.00434.00582.00645.00
Deferred tax-90.00-64.0098.0069.0018.00152.00136.00-45.00
Tax expense94.0070.00259.00305.00309.00586.00718.00600.00
Profit for the period298.00190.001,259.001,312.00935.002,446.002,508.001,872.00
Profit attributable to owners294.00183.001,245.001,310.00932.002,441.002,502.001,869.00
Profit attributable to non-controlling interests4.006.0014.003.003.005.007.003.00
Other comprehensive income-3.00-60.00292.0041.00-46.00185.00-8.00174.00
Total comprehensive income295.00130.001,551.001,354.00888.002,631.002,500.002,047.00
Earnings per share, basic20.0112.4784.6589.1462.89164.6341.8231.12
Earnings per share, diluted19.4712.2082.7188.3862.66162.9141.0030.46
Interest earned————1,228.001,895.002,443.002,621.00
Fees and commission income————2,733.003,625.004,546.004,695.00
Net gain on fair value changes————139.001,465.001,290.00566.00
Dividend income————9.009.0010.0022.00
Rental income————0.001.000.000.00

Balance sheet, as filed

Line2022-09-302023-03-312023-09-302024-03-312024-09-302025-03-312025-09-302026-03-31
Total assets19,405.0023,010.0029,184.0031,829.0037,053.0033,987.0035,627.0043,468.00
Non-current assets6,122.00———————
Current assets13,284.00———————
Property, plant and equipment359.00427.00498.00569.00606.00731.00733.00730.00
Capital work-in-progress—0.00———101.00116.00115.00
Goodwill0.000.000.000.000.000.000.000.00
Other intangible assets40.0039.0036.0034.0032.0037.0035.0038.00
Inventories0.000.000.000.000.000.000.000.00
Trade receivables1,144.00———————
Cash and cash equivalents1,733.002,576.004,227.005,286.008,364.006,600.003,644.005,161.00
Total equity and liabilities19,405.0023,010.0029,184.0031,829.0037,053.0033,987.0035,627.0043,468.00
Equity6,001.006,283.007,498.008,769.0011,111.0011,131.0012,933.0012,952.00
Equity share capital15.0015.0015.0015.0060.0060.0060.0060.00
Other equity5,957.006,237.007,450.008,717.0011,010.0011,019.0012,811.0012,828.00
Total liabilities13,405.00——23,060.00—22,856.0022,694.0030,516.00
Non-current liabilities7,245.00———————
Current liabilities6,159.00———————
Borrowings, non-current5,418.00———————
Borrowings, current2,357.00———————
Trade payables3,720.00———————

Cash flow, as filed

Line2022-09-302023-03-312023-09-302024-03-312024-09-302025-03-312025-09-302026-03-31
Net cash from operating activities-1,546.00-3,058.0069.00-349.001,600.001,215.00-2,345.00-6,071.00
Net cash from investing activities-217.00-287.00-115.00-247.00-366.00-1,077.00-1,034.00-958.00
Net cash from financing activities1,380.003,784.001,697.003,305.002,130.00745.00783.006,154.00
Purchase of property, plant and equipment71.00168.0090.000.0058.00101.0030.0072.00
Net increase in cash-383.00439.001,651.002,709.003,363.00882.00-2,596.00-875.00
con:CFO.BEFORE_TAX-1,416.00-2,775.00228.0089.001,821.001,780.00-2,041.00-5,408.00
con:INTEREST_RECEIVED.OPERATING0.000.000.00-2.00-0.00-0.00-0.000.00
con:INTEREST_PAID.OPERATING0.000.000.000.000.000.000.000.00
con:DIVIDENDS_RECEIVED.OPERATING0.00-9.000.00-9.00-9.00-10.00-20.000.00
con:TAX_PAID.OPERATING130.00274.00159.00428.00212.00555.00284.00663.00
con:CF_OTHER.OPERATING0.000.000.000.000.000.000.000.00
con:INVESTMENTS_PURCHASED0.00483.000.000.000.000.000.009,941.00
con:INVESTMENTS_SOLD0.00353.000.000.000.000.000.009,049.00
con:PPE_DISPOSALS0.000.003.00-151.000.00-180.000.000.00
con:CF_INVESTING.SUBSIDIARIES_SOLD0.000.000.000.000.000.000.000.00
con:CF_INVESTING.SUBSIDIARIES_ACQUIRED0.000.000.000.000.000.000.000.00
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.

Holder2023-06-302023-09-302023-12-312024-03-312024-06-112024-06-302024-09-302024-12-312025-03-312025-06-302025-09-302025-12-312026-03-312026-06-30
Promoter and promoter group69.6669.5369.3969.1669.0469.0468.8668.7168.4467.800.680.680.680.67
Domestic institutions6.116.286.766.946.216.076.406.395.715.440.060.060.060.07
Mutual funds————————5.124.790.050.050.050.05
Insurance companies0.000.020.050.110.120.100.130.210.320.230.000.000.000.01
Foreign institutions6.416.296.486.736.396.466.345.896.017.290.080.070.070.07
Government————————————0.000.00
Public30.3430.4730.6130.8430.9630.9631.1431.2931.5632.200.320.320.320.33
Non-institutional17.8217.9017.3717.1618.3618.4318.3919.0119.8319.470.190.190.190.19
Shares outstanding147951126148237485148530616149007291597043612597043612598574276599278608599313828599510682600509232601131194601860072602146704

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
Motilal Oswal Financial Services LimitedHolding CompanyAny other transaction27,678,048,000.008
Motilal Oswal Wealth LimitedWholly Owned Subsidiary CompanyAny other transaction, Interest paid, Interest recei7,734,998,000.0016
Motilal Oswal Home Finance LimitedSubsidiary CompanyAny other transaction, Interest paid, Sale of goods 4,146,966,000.0010
Motilal Oswal Asset Management Company LimitedWholly Owned Subsidiary CompanyAny other transaction, Interest paid, Interest recei1,917,154,000.0013
Motilal Oswal Finvest LimitedWholly Owned Subsidiary CompanyAny other transaction, Investment, Sale of goods or 1,264,740,000.007
MO Alternate Investment Advisors Private LimitedWholly Owned Subsidiary CompanyAny other transaction, Interest received, Sale of go671,577,000.006
Motilal Oswal Investment Advisors LimitedWholly Owned Subsidiary CompanyAny other transaction, Interest paid, Interest recei568,398,000.0012
Motilal Oswal Finsec IFSC LimitedWholly Owned Subsidiary CompanyAny other transaction, Interest received308,907,000.003
Director of MO Alternate Investment Advisors Private LimitedDirectorRemuneration228,182,000.001
Ajay MenonDirectorAny other transaction, Remuneration, Sale of goods o215,676,000.003
Director of Motilal Oswal Asset Management Company LimitedDirectorRemuneration196,545,000.002
Director of SubsidiaryDirector of Subsidiary CompanyRemuneration193,641,000.0010
Rajat RajgarhiaDirectorAny other transaction, Remuneration, Sale of goods o148,492,000.003
Navin AgarwalDirectorRemuneration, Sale of goods or services114,346,000.002
Motilal Oswal Broking and Distribution LimitedWholly Owned Subsidiary CompanyAny other transaction, Interest received, Investment91,423,000.008

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
2026-07-31Q1FY27Read the call
2026-05-07Q4FY26Read the call
2026-02-03Read the call
2025-11-07H1FY25Read the call
2025-08-01Q1FY25Read the call
2025-05-06Q4FY25Read the call
2025-02-03Q3FY25Read the call
2024-11-05Q2FY25Read the call
2024-08-01Q1FY25Read the call
2024-05-06Q4FY24Read the call
2024-02-01Q3FY23Read the call
2023-11-08Q2FY24Mr Ajay Menon, Mr Ashish Shanker, Mr Chetan Parmar, Mr Motilal Oswal, Mr Navin Agarwal, MrRead the call
2023-08-02Q1FY24Mr Ajay Menon, Mr Ashish Shanker, Mr Chetan Parmar, Mr Motilal Oswal, Mr Navin Agarwal, MrRead the call
2023-05-03Q4FY23Mr Ajay Menon, Mr Ashish Shanker, Mr Chetan Parmar, Mr Motilal Oswal, Mr Navin Agarwal, MrRead the call
2023-01-30Q3FY23Mr Ajay Menon, Mr Chetan Parmar, Mr Motilal Oswal, Mr Navin Agarwal, Mr Shalibhadra ShahRead the call
2022-10-28Q2FY23Mr Ajay Menon, Mr Chetan Parmar, Mr Motilal Oswal, Mr Navin Agarwal, Mr Raamdeo Agrawal, MRead the call
2022-08-04Q1FY23Mr Ajay Menon, Mr Chetan Parmar, Mr Navin Agarwal, Mr Raamdeo Agrawal, Mr Shalibhadra ShahRead the call
2022-05-06Q4FY22Mr Ajay Menon, Mr Motilal Oswal, Mr Navin Agarwal, Mr Raamdeo Agrawal, Mr Rakesh Shinde, MRead the call

What they said about it, quarter by quarter

TopicQ2FY24Q2FY25Q3FY23Q3FY25Q4FY23Q4FY24Q4FY25Q4FY26
Capital allocation—And related question to that is that you have articulated that your dividend policy is 20% of your operating profit.We declared an interim dividend of Rs 7 per share.—We declared a final dividend of Rs 3 per share and including the interim dividend, the total dividend for the year stands at Rs 10 per share.———
Costs————————
Debt and cash—We are paying out at least 20% of the profits as dividend from operating profit which is largely free cash flow.Our consolidated net worth stood at Rs 6,230 crores and net debt stood at INR 6,330 crores.——So, where does the long-term debt go into? − Mr. Shalibhadra Shah – CFO: − So, the long-term debt would go into our working capital in the exchanges b…——
Demand———The third and the last question is more on -- again, going back to the Private Wealth division and maybe in sync with the Capital Markets division, yo…——So, I wanted to get some color on incrementally, how are you seeing the pipeline of both fresh flows coming in from these newly acquired clients also …How do you see the pipeline going into FY 2027 given the backdrop of whatever has been going on globally?
GuidanceAs per a study done by us, we expect this to rise meaningfully to over $100 trillion in the next 25 years, led by various factors, including an ascend…And we expect the cash volumes to continue the growth journey.Our RPLR increased by 50 basis points with effect from 1st of January 2023, and we expect impact of this to show up in the fourth quarter of the year.—And secondly, the overall impact of the MCLR re-pricing has also averaged out and bulk of that would come in FY24. Opening cost of fund is around 8.25…We expect a similar traction over the coming quarters as well.We have been guiding that our cross-sell ratios are quite low, particularly in the Wealth Management business and that there is a lot of headroom.Secondly, what is the guidance for net flows in the AMC business for FY '27?
MarginSo is this mainly due to the margin funding book accretion.The NIMs in the Wealth Management is a function of the funding book and the opportunity that we get in the margin trade financing segment.Our interest income for the quarter was at Rs 211 crores, up by 27% quarter-on-quarter, led by a 14% growth in the margin trading book at Rs 3,320 cro…But do you see the trend reversing or in terms of people not wanting to do as much speculative activity or taking margin trading funding as in the pas…On your first question on the broking business, the overall margin funding book, if you see YoY, this book has grown almost 50% for us.The pipeline of signed mandates provides a strong visibility of growth for the next year as well. − The overall Capital Market profit before tax margi…The questions are in your loan against share and margin trading funding, I just wanted to know the size of the book and what kind of gearing you use i…—
People682 million, mainly due to low AIF upfront income because of changing AIF regulations in April '23 and also increase in employee cost on account of co…—In addition, we've also bolstered the leadership team with senior management hiring, to strengthen ultra HNI offering and advisory capabilities.—Basically, we continue to invest in hiring good wealth managers, in growing our client franchise and in products and platforms.And the second question is, how is the management thinking about entering into the affluent and the mass affluent segment some of our competitors have…——
Pricing——So we don't see any pricing going up from our end, but not sure about the industry on an overall basis.And secondly, have we changed the pricing in F&O because there is a change in regulation and it impacts your revenue directly.————
Revenue growthAnd in Q2, we have actually improved our NIM by almost 65 to 70 bps on our interest lending book.  The lending book comprised of certainly the margin…—Our profit grew by 2% quarter-on-quarter to Rs 136 crores during the quarter, led by strong volume growth of 32% quarter-on-quarter.—Profit mix stood at Rs 135 crores in Q4FY23, led by healthy volume growth of 10% QoQ and almost 2.6 times on YoY basis.—So, if I look at the distribution income, the QoQ revenue growth remains substantially high as compared to the flat asset growth.Whereas in the HNI segment, we are increasing footprint by having presence in many more locations where we see high growth of HNIs.

What they said they would do

Sentences in which management set an expectation. Each names the speaker and the page of the transcript it came from.

DateQuarterWhoWhat they said
2022-08-04Q1FY23Mr Shalibhadra ShahWe expect to maintain spreads over 5.5% in this business on a consistent basis.
2022-08-04Q1FY23Mr Shalibhadra ShahOverall, we expect the slippage to be around 25% of that total book.
2023-01-30Q3FY23Mr Navin AgarwalOur RPLR increased by 50 basis points with effect from 1st of January 2023, and we expect impact of this to show up in the fourth quarter of the year.
2023-01-30Q3FY23Mr Shalibhadra ShahSo opex will remain elevated overall, but because we have robust NIMs of almost 7.8% and our credit costs are now meaningfully lower in the business, we expect a good ROA moving forward in the business despite the elevated opex in the next couple of years.
2023-01-30Q3FY23Mr Navin AgarwalSo without trying to look at it from a quarter-to-quarter basis, the management expectation is that we should be able to generate on this Rs 4,900 crores book, some returns in that facility of what we've delivered over the last years.
2023-05-03Q4FY23Mr Shalibhadra ShahAnd secondly, the overall impact of the MCLR re-pricing has also averaged out and bulk of that would come in FY24. Opening cost of fund is around 8.25% for FY24 and we expect the cost of fund to marginally rise from here for the balance MCLR impacts.
2023-11-08Q2FY24Mr Navin AgarwalWe expect to recoup these margins in the coming years as we newly onboarded RMs turn are profitable.  The net worth of the Motilal Oswal Financial Services firm has grown at a 23% compounded rate over the last 8 years and this is after an average dividend payout during this 8-year period of 26%.