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* On the basis of FY26 Net Worth Ranking amongst non-bank peers Investor Presentation Q2 & H1FY27 Motilal Oswal Financial Services Limited Largest Integrated Capital Market Player* Primed to Benefit From India’s Multi-Trillion Dollar Opportunities
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Table Of Content Compounding Machine MOFSL Value Proposition Q2FY27 Highlights Others (Tech, Marketing, ESG) Pg 03 - 06 Pg 44 - 47 Pg 07 - 11 Pg 12 - 43
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MOFSL’s Power of Compounding, Demonstrated Over ~4 Decades 1987 1990 - 95 2006 2007 2010 2014 2018 2024 2025 2026 H1FY27 ₹1 lac ₹10 Cr ₹107 Cr ₹333 Cr ₹946 Cr ₹1,170 Cr ₹2,886 Cr ₹8,732 Cr ₹12,888 Cr Started as a Sub- Broking Outfit - Prudential Portfolio Services Started Retail & Institutional Equities Capital raised through Private Equity. Enters into Investment Banking, Private Equity, and Wealth Management businesses Goes public. The IPO was oversubscribed 26.4 times Asset Management Company launches its maiden mutual fund offering Entered into Affordable Housing Finance Business and started deploying free cash flows into Treasury Investments Crossed 1 mn customers in Wealth Management Assets Under Advice (AUA) crossed ₹ 4 Tn mark Employee count crossed 10,000 Total client base crossed 15 mn.* AUA crossed ₹6 Tn. Mark LT Credit Rating at AA+ Stable. First amongst non-bank domestic capital market Segment to have AA+ Stable rating by CRISIL, India Ratings and ICRA Highest ever Half Yearly Total PAT (incl. OCI) of ₹ 2,583 Cr Asset Management AUM crossed major milestone of ₹2 Tn. Received Custodian license from SEBI ₹15,541 Cr *Aggregated nos. of customers of each business 3 Net Worth Trend
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Mar-16 Sept-26 3,885 59,870 29% CAGR Total Revenue in ₹ Cr Total PAT (incl OCI) in ₹ Cr Assets under Advice (AUA) in ₹ Cr Net Worth in ₹ Cr Nifty 500MOFSL Market Cap in ₹ Cr 1,081 9,423 Mar-16 Mar-26 24% CAGR 169 2,043 Mar-16 Mar-26 28% CAGR 47,074 ~6.6 lakh Mar-16 Mar-26 30% CAGR 1,437 12,888 Mar-16 Mar-26 25% CAGR 6,452 22,072 Mar-16 Sept-26 12% CAGR TTM PAT Ranking 160# M-cap Rank 187* MOFSL’s Strong Decadal Compounding Journey In Past Decade Profit growth has been higher than revenue growth MOFSL’s market cap has outperformed the Nifty 500 Index by 17% CAGR Assets under Advice have posted 30% CAGR in the last decade *As on Oct 28, 2026. #TTM for period from Jul’25 to Jun’26 amongst listed entities CAGR = Compounded Annual Growth Rate 4 TTM PAT Ranking 160# M-cap Rank 175* TTM PAT Ranking 161#