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Motilal Oswal Financial Services • Transitioning from a transaction-led broker to an AUM-led wealth & asset management platform, driving more predictable and recurring earnings. • MOFSL will be a key beneficiary of India's financialization trend, with strong exposure to wealth management, asset management, and alternatives. 🔶️ Growth Outlook • AUM CAGR (FY26-30E): 21% • Revenue CAGR (FY26-29E): 19% • Earnings CAGR (FY26-29E): 22% • Mutual fund industry AUM expected to grow 18% CAGR till FY30. • HNI wealth and alternatives expected to grow 20%+ CAGR. 🔶️ Key Growth Drivers • Asset Management (67% of FY30 AUM mix) >> Mutual Funds: 24% CAGR >> Alternatives (PMS+AIF): 19% CAGR >> PE/RE: 36% CAGR Supported by strong SIP flows, product expansion, and private credit opportunities. • Private Wealth (24% of FY30 AUM mix) >> Overall AUM growth: 35% CAGR >> PMS & AIF: 45% CAGR Driven by strong alternatives demand and new strategy launches. • Wealth Management >> Distribution assets: 25% CAGR Benefiting from advisory-led distribution and deeper cross-selling. 🔶️ Margin & Business Quality Improvement • Operating leverage from scalable AUM platform expected to drive profits faster than revenue • Shift toward fee-based, recurring income reduces dependence on broking and market cycles • Annuity revenue share expected to rise from 34% (FY26) to 41% (FY30) 🔴 Disclaimer: No recommendation. For educational purposes only. Src - UBS