JMFINANCIL

Track this name

JM Financial Limited

Financial ServicesStockbroking & AlliedSmall capModerate edge

Track this name

The storyAffordable housing + capital markets

The engine is the pivot to fee-driven earnings: recurring AUM up 33% and affordable housing loans growing 28% YoY.

Overall read

6.1/10

No price read

The three reads · this quarter

The standing reads · change less often

Moat

Moderate edge

Key variables

5 tracked

lead: Recurring AUM / Total AUM ratio

The share of recurring AUM has steadily improved from 28% to 29%, indicating successful shift toward sticky revenue streams. This is a leading quality signal that enhances earnings predictability in wealth management.

Walk the talk

Not enough data

as of Q1 FY27

JMFINANCIL

Track this name

JM Financial Limited

Financial ServicesStockbroking & AlliedSmall cap

Track this name

The storyAffordable housing + capital markets

The engine is the pivot to fee-driven earnings: recurring AUM up 33% and affordable housing loans growing 28% YoY.

Overall read

6.1/10

No price read

The three reads · this quarter

JMFINANCIL

Track this name

JM Financial Limited

Financial ServicesStockbroking & AlliedSmall capModerate edge

Track this name

The storyAffordable housing + capital markets

The engine is the pivot to fee-driven earnings: recurring AUM up 33% and affordable housing loans growing 28% YoY.

Overall read

6.1/10

No price read

Where it sits

#94/146TOP 64%

Where it sits

The three reads · this quarter

Key variables

5 tracked

lead: Recurring AUM / Total AUM ratio

Walk the talk

Not enough data

as of Q1 FY27

Growth readSoftbase 12-15% · Rank 96/100

Affordable housing AUM growing 28% YoY, targeting Rs. 5,000 Cr in 2 years.

bear <10%base 12-15%bull >16%

Valuation readNo price readpriced 34 days ago

Verdict withheld — priced 34 days ago; a valuation read older than 4 days is not shown as a verdict.

P/B vs own history · in-lineP/E vs own history · in-line