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IndiaPulse

Jio Financial Services Limited (JIOFIN)

Large Cap

Financial Services stocks · Large cap · NSE

Jio Financial Services Limited (JIOFIN) is a financial services holding company in India. It operates through subsidiaries like Jio Credit (NBFC), Jio Payments Bank, Jio Payment Solutions, and Jio Insurance Broking. It also has JVs with BlackRock for Asset & Wealth Management and Allianz for Reinsurance & General/Life Insurance, leveraging a full-stack digital ecosystem and AI.

₹239.5
+2.05 · +0.86%
Quote04 Sept, 03:59 pm IST
Fundamentals05 Sept 2026 · screener
Score05 Sept, 10:20 pm IST · v4.3-runtime-valuation
Tags03 May 2026
Coverage13/14 · 93%
Valuation2026-07-20 · Rf 6.8% · Financial Services P/E 18.5 (n=240)
Data confidence
Fresh enough for analysis
Investor decision lenses

One read, four checks

75+ is strong, 60-74 is usable, 45-59 is mixed, and below 45 needs caution. These are research lenses, not buy/sell instructions.

Weak fundamentals, management trust needs verification, price trend argues for patience, and recent execution is mixed.

Suggested next step
Research, do not rush
The four lenses are not strongly aligned. Compare peers and wait for a cleaner setup.
U-Score
WATCHLIST
38

Fundamental lens: valuation, quality, growth, balance sheet, and cash flow.

Trust
Mixed Trust
58

low confidence · 2/6 claims checked

Technical
Bearish
36

Timing lens: price trend and sector relative strength.

Result consistency
mixed
57

Rolling lens: recent quarterly delivery, not the latest single-result score.

Latest result

Quarter ended 30 Jun 2026

Good · 72/100

Rev +227% YoY · PAT +155% YoY · +97% QoQ · margin compression

Filed 16 Jul 2026
Open results browser →
MetricThis quarterYoYQoQ
Revenue₹2,004 Cr+227.4%+96.7%
EBITDA₹1,397 Cr+205.7%+130.9%
Operating margin70.0%-500 bps+1100 bps
PAT₹830 Cr+155.4%+205.2%
PAT margin41.4%-1168 bps+1473 bps

NDF means not disclosed in the current structured filing feed. It is intentionally not treated as zero.

Business & thesis

Growth engines, tailwinds/headwinds, and risk radar from management commentary

Business and thesis

Where growth can come from, and what can break the case

Thesis intactReviewed 2026-07-17T04:11:36.971Z
Management commentary snapshot

JIOFIN reported strong Q1 FY27 results with Consolidated PBT up 131% YoY to Rs. 970 Cr. NBFC Gross AUM surged 2.6x YoY to Rs. 30,667 Cr, driven by 173% YoY disbursement growth. Payments Bank and Payment Solutions achieved operational turnarounds, while JVs expanded product offerings and market reach.

The company demonstrates robust execution across its diverse financial services portfolio. Significant AUM growth in NBFC, coupled with operational improvements in payments businesses, validates its multi-pronged strategy. Strategic partnerships and AI integration position it for continued expansion, leveraging its its strong capital base.

Current business mix

NBFC AUM Mix

Latest issuer-disclosed distribution across 3 reported categories.

Businessmix
Mortgages (HL + LAP)45.4%
Loan Against Securities (Retail)10.4%
Corporates and SMEs44.2%
Growth engines

NBFC AUM Growth

Jio Credit Limited (JCL) maintained strong organic growth, with quarterly disbursement exceeding Rs. 11,000 Cr.

Payments Bank Operational Turnaround

Jio Payments Bank Limited (JPBL) achieved operational turnaround through product diversification and sharp execution.

Payment Solutions Margin Expansion

Jio Payment Solutions Limited (JPSL) drove margin expansion and operating leverage through focus on high-margin businesses.

Strategic Joint Ventures

JVs with BlackRock and Allianz are expanding product offerings in asset management, wealth, broking, reinsurance, general and life insurance.

Capacity and execution

JCL Office Expansion

Jio Credit Limited (JCL) expanded its footprint to 18 cities with 25 offices.

JPBL Business Correspondent Network

Jio Payments Bank Limited (JPBL) widened its Business Correspondents (BC) network to 527,000+ from 50,000+ in Q1 FY26.

JPSL Merchant Network

Jio Payment Solutions Limited (JPSL) strengthened its merchant network across 26 states.

JioBlackRock AMC Distributor Partnerships

JioBlackRock AMC partnered with 800+ distributors for its Specialised Investment Fund (SIF).

Tailwinds

AI-Native & Conversational Interface

AI/ML-led hyper-personalisation on the app drives 56% customer conversion and 10% conversions via data-led propensity campaigns.

Operational Efficiency through AI

AI agents enable 76% lower TAT for credit assessment, 60%+ reduction in product go-live time, and 90%+ higher efficiency in chargeback processing.

Structural Moats

Management highlights Brand Strength, Strong Capital Base, Cost Engineering at Scale, Late Entrant Advantage, and Zero Tech-Debt as structural moats.

Management accountability

What management said, and what results must prove

Management accountability

What management said, and what results must prove

Issuer guidance and extracted claims are tracked against later reported outcomes. Treat these as management statements, not IndiaPulse forecasts.

Nov 2025
Analyst reading lens
Compare BOTH

YoY comparison is crucial for assessing long-term growth trends and the impact of strategic initiatives. QoQ comparison is vital for tracking sequential momentum in AUM, disbursements, and operational profitability, especially in a rapidly evolving financial services landscape.

Sector KPIs management disclosed

NBFC Gross AUM

NBFC Gross AUM grew 2.6x YoY and 20% QoQ to Rs. 30,667 Cr in Q1 FY27.

NBFC Disbursements

Quarterly disbursements exceeded Rs. 11,000 Cr, growing 173% YoY and 6% QoQ to Rs. 11,252 Cr in Q1 FY27.

NBFC Net Interest Income

NBFC Net Interest Income increased 118% YoY and 27% QoQ to Rs. 257 Cr in Q1 FY27.

Payment Solutions Net Processing Margin

Net Processing Margin was 12bps in Q1 FY27, up from 9bps in Q1 FY26 and flat QoQ from 12bps in Q4 FY26.

Management forward view

Consolidation of RSHL

Full consolidation of Reliance Services and Holdings Limited (RSHL) as a 100% step-down subsidiary, effective April 30, 2026.

Investment in Growth & Incubation

Management maintained targeted investments to scale growth-stage and incubate nascent businesses.

New Fund Offerings

NFO for Prism SIF Hybrid Long-Short fund closed on July 13, 2026, raising Rs. 150 Cr+.

Broking JV Beta-Launch

Beta-launch for the JioBlackRock Broking Private Limited JV is scheduled for Q2 FY27.

Thesis monitor

Numbers and claims to verify in the next filings

CheckpointCurrent evidenceWhat to verify next
NBFC Gross AUM GrowthRs. 30,667 Cr (2.6x YoY, 20% QoQ)Sustained sequential growth in AUM and disbursements, indicating continued market traction.
Consolidated PBT (ex-dividend)Rs. 461 Cr (Q1 FY27)Continued operational profitability and margin expansion across segments, excluding one-off dividend income.
New Product/JV RolloutsBroking JV beta-launch scheduled for Q2 FY27; General Insurance JV regulatory approvals in process.Successful launch and ramp-up of new offerings and JVs, contributing to revenue diversification.
Payments Bank & Payment Solutions ProfitabilityAchieved operational turnaround.Sustained profitability and margin improvement in these segments, demonstrating operating leverage.

Verification checkpoints are IndiaPulse research interpretation, not investment advice.

Show extracted source claims
macro expectationdeliveredquantified

India's projected GDP growth rate of around 7% will significantly benefit the financial services sector in the country.

Timeframe: implied near to medium termDirection: positiveConfidence: high

"projected GDP growth rate of around 7% augurs very well for the financial services sector"

Outcome check: Revenue YoY averaged 106.2% across 2 later quarter(s).

market share expansionnot yet verifiable

Significant expansion of third-party products and services will be available on the JioFinance app.

Timeframe: next few quartersDirection: positiveConfidence: high

"Over the next few quarters, you will see significant expansion of the range of third-party products"

market share expansionnot yet verifiable

The rollout of the self-onboarding platform for Digital PoSPs will enable a rapid scale-up of the insurance distribution network.

Timeframe: once rolled outDirection: positiveConfidence: high

"once it is rolled out, it will allow for rapid scale-up of our insurance distribution network."

project executionnot yet verifiable

JioBlackRock Asset Management has a robust pipeline of future fund launches, including Specialised Investment Funds, Exchange-Traded Funds, and an expanded Mutual Fund offering.

Timeframe: coming monthsDirection: positiveConfidence: high

"Looking ahead, we have a robust pipeline of fund launches subject to regulatory approvals."

revenue outlookdelivered

Jio Financial Services has created a strong base to drive accelerated growth in the years to come.

Timeframe: years to comeDirection: positiveConfidence: high

"driving accelerated growth in the years to come."

Outcome check: Revenue YoY averaged 106.2% across 2 later quarter(s).

sector recoverynot yet verifiable

Our partnership with Allianz for insurance in India is going to be truly transformational by bringing convenient, affordable and accessible insurance solutions to an underpenetrated market.

Timeframe: implied futureDirection: positiveConfidence: high

"our partnership with Allianz for insurance in India is going to be truly transformational"

Technical timing lens

Trend score and candlestick chart

36Bearish

MACD −

Stock trend: 36
Sector RS:

Technical chart

JIOFINdaily · 1Y · AUTO-1.5%
Latest close ₹239.50 on 2026-09-04
Bar
+0.7%
RSI
44
MACD hist
-0.99
52W pos
16%
2026-09-04O ₹237.80H ₹240.63L ₹237.80C ₹239.50Vol 1.2Cr sh
₹220.99₹233.67₹246.35₹259.03₹271.7152L239.502026-032026-06VolRSIMACD2026-032026-042026-062026-072026-09
Up bar
Down bar
EMA 20
EMA 50
Volume + 20D avg
Result date
RSI(14)
MACD / signal

Daily technical trend read

Mixed signals

Signals are conflicting — long-term trend down. RSI 44. Wait for confirmation.

  • Price below SMA200 (long-term downtrend) — short-term bounces likely countertrend.
  • SMA20 roughly flat — short-term momentum stalled.
  • RSI(14) at 44 — rising, no extreme reading.
  • MACD below signal but histogram contracting — bearish momentum easing.
  • 26% off 52W high · 7% above 52W low.

Mechanical read from the price + indicator series above. Not a recommendation — technical setups can reverse without warning, especially around earnings and macro events.

Nifty 500 leadership

Relative Strength & Trend Stage

25
RS percentile
Stage 1 Base / Transition
1M return
-6.7%
3M return
+2.3%
6M return
-1.1%
1Y return
-24.1%
RS 1D
+1
RS 20D
0
Sector rank
#9
Industry rank
#7
Stage evidence
  • Price is within 1.4% of the 30-week proxy.
  • The 30-week proxy changed -1.2% over 20 sessions.
  • The moving-average structure does not confirm Stage 2 or Stage 4.
50-DMA
price below
200-DMA
price below
Sector
neutral
Industry
neutral
Relative-strength line vs Nifty 500 (base 100)
264 observations
04 Sept 2026Value 71.08+0.87%
68768593102Aug 25Dec 25Apr 26Sept 2671
RS vs Nifty 50071

Valuation & score drivers

U-Score 38 · WATCHLIST · pillar breakdown, sector model, fair-value anchor

38U-SCORE
WATCHLIST

Fundamental score breakdown

WATCHLIST
Valuation1/30
Growth24/25
Quality0/20
Balance Sheet9/15
Cash Flow0/10
Piotroski
6/9 (+3)
Penalties
1
Raw sum
38

Why this score?

Top U-Score contributors and drags from the latest stored fundamentals.

38/100 · WATCHLIST

Positive drivers

  • Growth contributes 24/25 to the score.
  • Balance sheet contributes 9/15 to the score.
  • Valuation contributes 1/30 to the score.

Main drags

  • Fair-value margin of safety is negative at -169.7%.
  • Quality is weaker at 0/20; verify the latest quarterly trend.
  • Cash flow is weaker at 0/10; verify the latest quarterly trend.
Sector valuation model

Blended valuation: PE, EV/EBITDA, FCF yield, and balance-sheet checks

For this sector, IndiaPulse uses a blended lens rather than relying on a single valuation ratio.

Blended relative
Primary lens
PE, EV/EBITDA, margin of safety, and FCF yield together.
Secondary checks
ROE/ROCE, growth, cash conversion, leverage, promoter risk.
Main risk check
One cheap metric is not enough if quality or cash flow is weak.
PE
76.5
PB
1.1
EV/EBITDA
54.9
ROE
1.2%
ROCE
1.9%
FCF Yield
Debt/Equity
0.2
MoS
-169.7%
Score movement

Stored run vs live recompute

This shows the stored score trend when snapshots exist, and also compares the latest stored nightly score with a live recompute from current fundamentals and price.

Stored run: 05 Sept 2026
v4.3-runtime-valuation
Final score
38
Previous: 38
Verdict
WATCHLIST
Previous: WATCHLIST
Margin of safety
-169.7%
Previous: -169.7%

Score history

12 stored score snapshots. Latest stored move: +1 points.

05 Sept 2026
v4.3-runtime-valuation
41
41
37
37
37
37
37
38
37
37
37
38

Factor attribution

No pillar movement versus the latest stored run. Historical score trend will appear after snapshot storage is enabled.

Modelled fair value

Graham Number
₹123.26
-94.3% MoS
Growth-justified P/E
27.8
Growth-justified Value
₹88.8
-169.7% MoS
PEG
0.27

Trust score

Does management behaviour match later outcomes? Claim delivery, forensic breakdown, evidence depth

Trust Score
58Mixed Trust · low confidenceTrust Lite

Trust asks: does management behaviour match later outcomes? Higher is better, but confidence and evidence depth matter as much as the number.

Mixed Trust: Management has 100% delivered/partly-delivered outcomes on 2 checked claims. It ranks around the 23rd percentile of the scored universe and 39th percentile within Financial Services. Main check: cash conversion is weak at 28/100.

Mixed Trust Lite: Promoter pledge is zero. Key concern: Operating cash flow is negative at ₹-15439 Cr.

Computed 05 Sept 2026
management-trust-v1
55 docs text-extracted · 22 concalls text-extracted
Score band
Mixed Trust

Usable, but needs evidence. Treat guidance with a margin of safety.

Relative rank
23rd percentile

overall median 67 · Financial Services: 39th pctile, median 62 · Large: 13th pctile, median 73

Evidence depth
Financial-only

55 documents have extracted text, but claim history is not strong enough yet.

Claim delivery
100% delivered or partly delivered

2/6 claims checked · No contradicted claim yet

How to read this Trust Score

Mixed Trust · low confidence
What it measures
Reliability of management and financial delivery, using financial behaviour only.
Confidence
Treat this as an early read until more concalls and outcomes are matched.
Investor use
Needs extra due diligence; demand valuation comfort and recent improvement.

Read Trust alongside U-Score, result consistency, and technical trend. A cheap stock with weak Trust needs a larger margin of safety; a high Trust score does not make an expensive stock attractive by itself.

Forensic breakdown

Read low sub-scores as due-diligence warnings, not automatic sell signals.

Promoter
82
strong · holding, pledge, alignment
Cash flow
28
weak · profit to cash conversion
Balance sheet
81
strong · leverage and solvency
Discipline
48
watch · capital discipline
Results
57
watch · quarterly consistency

Trust positives

  • Promoter pledge is zero.
  • Promoter holding increased 2%.
  • 4/4 latest quarters had positive YoY revenue growth.

Trust risks

  • Operating cash flow is negative at ₹-15439 Cr.
  • Only 0 years of positive FCF.
  • ROCE is low at 1.9%.
  • ROE is low at 1.2%.

Trust Lite uses financial behaviour only. Prefer claim-tested Trust when enough concall claims have later outcomes.

Financials

Full fundamentals table and 10-year revenue / profit / ROE history

Fundamentals

Valuation

P/E
76.50
P/B
1.14
EV/EBITDA
54.88
Market Cap
158145.00Cr

Profitability

ROE
1.19%
ROCE
1.86%
ROA
0.95%
Dividend Y
0.25%

Growth (CAGR)

Revenue 5Y
377.69%
EPS 5Y
269.27%
Revenue 3Y
328.00%
EPS 3Y
293.00%

Balance Sheet

Debt/Equity
0.16
Interest Coverage
3.05×
Altman Z
4.69
Book Value
211.00

Cash Flow

FCF Yield
FCF Positive Y
0/5
OCF
-15439.00 Cr
EPS TTM
3.20

Shareholding

Promoter Hold
49.13%
Promoter Pledge
0.00%
Momentum 52W
17%

Financial History

Updated 5/9/2026

Revenue

₹ Cr
Latest: 949+17.7% vs prev
-105.00949.0Mar 2018: 3.0Mar 2019: -105Mar 2020: 349Mar 2021: 303Mar 2022: 149Mar 2023: 45.0Mar 2024: 638Mar 2025: 806Mar 2026: 949FY18FY19FY20FY21FY22FY23FY24FY25FY26

Net Profit

₹ Cr
Latest: 681+24.0% vs prev
-402.00681.0Mar 2018: 2.0Mar 2019: -402Mar 2020: 230Mar 2021: 123Mar 2022: 168Mar 2023: 31.0Mar 2024: 382Mar 2025: 549Mar 2026: 681FY18FY19FY20FY21FY22FY23FY24FY25FY26

Return on Equity

%
Latest: 10.7+24.1% vs prev
-23.6010.7Mar 2018: 9.5%Mar 2019: -23.6%Mar 2020: 10.3%Mar 2021: 0.5%Mar 2022: 0.9%Mar 2023: 0.2%Mar 2024: 1.3%Mar 2025: 8.6%Mar 2026: 10.7%FY18FY19FY20FY21FY22FY23FY24FY25FY26

Peers

Business-comparable names in Financial Services, ranked by similarity

Verify on:NSE India ↗
All information is for study purposes only. For investment decisions, consult your financial advisor. See Playbook for methodology.