JMFINANCIL

Current scenario - Corporate advisory and capital markets businesses showed strong performance in Q2 FY27 with leadership in IPOs and QIPs; pipeline remains robust at INR130,000 crores. - Private markets disbursement doubled to nearly INR1,000 crores driven by bespoke vertical; cash equivalents reduced from INR3,000 crores to INR1,700 crores as leverage resumes. - Wealth management recurring AUM and loans grew 17% YoY to nearly INR40,000 crores; business broke even in September. Management Guidance & Outlook - Targeting blended revenue growth of 15%-20% and profit growth of 20%-25% over the next three to five years. - Aiming to achieve a return on equity in the mid-teens towards the end of the investment cycle. - Expecting to reach a final dividend decision based on future performance, building on the interim dividend of INR1.65 per share. Growth Drivers - Expansion in alternative asset space with the first close of the Pre-IPO Fund raising over INR700 crores and expected first close of the second performing credit fund. - Affordable housing finance business reported 30% YoY growth in AUM, crossing INR4,000 crores.

- JM Financial Limited has informed the exchanges about the audio recording link of the earnings conference call held on November 5, 2026. - The call was conducted to discuss the financial performance for the second quarter and half year ended September 30, 2026. - The audio recording is accessible on the company's website.

- JM Financial released its Q2 FY27 investor presentation. - Net Revenue stood at ₹712 Cr (up 0.5% YoY), while Consolidated Net Profit was ₹240 Cr (down 11.3% YoY). - Declared an interim dividend of ₹1.65 per share. - Affordable Home Loans AUM rose 30% YoY to ₹3,929 Cr.

- Consolidated Net Revenue at ₹712 Cr; PAT at ₹240 Cr (down 11% YoY). - Declared an interim dividend of ₹1.65 per share. - Ranked #1 by deal value across IPOs and QIPs; closed transactions worth ~₹83,000 Cr in Q2FY27. - Affordable home loans AUM grew 30% YoY to ₹3,929 Cr.

Q2 FY27 Consolidated Revenue ₹1,032.22Cr vs ₹1,031.28Cr (▲0.1% YoY) EBITDA ₹579.77Cr vs ₹604.81Cr (▼4.1% YoY) PAT ₹227.66Cr vs ₹261.89Cr (▼13.1% YoY) EBITDA Margin 56.17% vs 58.65% (▼248bps) Declared interim dividend of ₹1.65 per share (Record Date: November 11, 2026)

- JM Financial Limited announced an interim dividend of Rs. 1.65 per equity share for the financial year 2026-27. - The decision was approved by the Board of Directors at their meeting held on November 4, 2026.

- JM Financial Limited submitted financial results for the period ended September 30, 2026. - Detailed financial figures were not disclosed in the text provided.

Concall Schedule Concall Date: November 5, 2026 Concall Time: 4:00 p.m. (IST)

- JM Financial Limited incorporated a new wholly owned step-down subsidiary named 'JM Financial (Middle East) Limited' on October 12, 2026. - The subsidiary was incorporated in the Abu Dhabi Global Market (ADGM). - It will engage in financial services activities including arranging investments, credit, custody, and asset management.

- JM Financial announced that its step-down subsidiary, JM Financial Asset Reconstruction Company Limited (JMFARC), has allotted 16,25,85,928 equity shares on a rights basis to JM Financial Credit Solutions Limited (JMFCSL). - The total consideration for the rights issue is ₹162.59 crore, paid in cash. - Post-allotment, JMFCSL's shareholding in JMFARC increased from 81.77% to 84.87%. - The funds raised will be utilized for working capital requirements, business growth plans, and general corporate purposes.

- Trading window for dealing in equity shares will remain closed from October 1, 2026. - Closure relates to announcement of Unaudited Standalone and Consolidated Financial Results for Q2 and half year ending September 30, 2026. - Window will re-open 48 hours after financial results declaration. - Board meeting date will be intimated later.

- JM Financial Limited allotted 45,000 equity shares of face value ₹1 each on September 25, 2026, pursuant to the exercise of stock options under ESOS. - Breakdown: 25,000 shares under ESOS Series 17 and 20,000 shares under ESOS Series 19. - Post-allotment, the paid-up equity share capital stands at ₹95,70,04,936 representing 95,70,04,936 equity shares.

- JM Financial Private Wealth, Inc., a Delaware-incorporated subsidiary, was dissolved on November 10, 2025. - The dissolution was completed upon necessary processes in the State of Delaware.

- JM Financial received an ESG score of '76' under the 'Leader' category from NSE Sustainability for FY 2025-26. - This rating was independently assigned based on publicly available information.

- CRISIL Ratings reaffirmed 'AA/Stable' for Long-term Bank Loan Facility (₹100 Cr) and Commercial Paper (₹100 Cr), and assigned 'AA/Stable' for Non-Convertible Debentures (₹100 Cr) for JM Financial Limited, indicating high safety for timely financial obligations.

- JM Financial received ESG ratings from Crisil ESG Ratings & Analytics Limited on August 24, 2026. - Assigned ESG rating: Crisil ESG 66 (Strong Category). - Assigned Core ESG rating: Crisil Core ESG 74 (Strong Category). - These ratings were independently assigned by Crisil based on public domain information.

- JM Financial Limited received an unsolicited ESG score of "69 (Strong)" from ESG Risk.ai for FY 2025-26.

- Q1 FY27 Consolidated Net Revenue increased 13% YoY to INR883 crores. - Pre-provision Operating Profit grew 21% YoY to INR469 crores. - PAT (ex-provisions) before minorities increased 24% YoY to INR379 crores. - Private Markets segment had a strong quarter with net revenue doubling YoY to INR462 crores due to robust asset resolutions (over INR2,000 crores collected). - Corporate Advisory & Capital Markets experienced a slow quarter due to lack of IPO issuances, but maintains a strong pipeline of DRHP filed IPO transactions worth INR220,000 crores. - Affordable Housing business reported strong YoY growth in disbursements (87%) and AUM (28% to INR3,715 crores). - Management expects ROE for the year to be similar to or better than previous year's 11.5% and aims for 2x debt-equity ratio within 3 years to improve ROEs.

- Audio recording of the Earnings Conference Call held on August 4, 2026, to discuss Q1 FY27 financial performance (ended June 30, 2026) is available. - The recording has been uploaded to the company's investor relations website.

- JM Financial Limited declared the voting results of its 41st Annual General Meeting held on August 3, 2026. - All resolutions, including the adoption of financial statements for FY26, declaration of final dividend, and re-appointments of directors, were passed by the shareholders.

- The 41st Annual General Meeting of JM Financial Limited was held on August 3, 2026. Members adopted the financial statements for FY2025-26 and declared a final dividend. - Key directors were re-appointed, and material related party transactions up to ₹600 Crore were approved.

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- Consolidated Revenue for Q1 FY27 was ₹1,200.53 Cr vs ₹1,111.34 Cr (▲8.02% YoY) - EBITDA for Q1 FY27 was ₹690.04 Cr vs ₹850.22 Cr (▼18.84% YoY) - PAT for Q1 FY27 was ₹368.57 Cr vs ₹458.77 Cr (▼19.66% YoY) - EBITDA Margin 57.48% vs 76.50% (▼1902 bps) - The company is appealing tax disallowances related to its arbitrage business; the financial impact is currently unquantifiable.