Guidance ledger · Q4 FY26

Jio Financial Services Limited JIOFIN

3 revisions on record · 0 lowered · 3 raised — the strikethrough is what management used to say

directional guidance only · held across quarters

Holding view → · latest concall · The pulse

↑ raised Net Income from Business Operations as share of consolidated net income Q2 FY26 → Q4 FY26

~~52% in Q2FY26 (5x YoY growth vs 14% same period prior year)~~ → 54% for FY26 vs 20% FY25 — primary driver of performance

“firmly established itself primary driver performance, contributing 54% Consolidated Net Income, 20% FY25”

↑ raised Jio Credit AUM trajectory Q2 FY26 → Q4 FY26

~~Rs. 14,712 crore in Q2FY26 (12x FY25)~~ → Rs. 25,700 crore at FY26 close — 149x FY24, 2.4x FY25

“Management standing Rs. 25,700 crores 2026. represents remarkable 149x FY24, 2.4x FY25”

↑ raised Capital return policy — maiden dividend Q2 FY26 → Q4 FY26

~~no dividend; CIC reinvesting treasury into incubation~~ → Rs. 0.60/share maiden dividend recommended

“True philosophy returning stakeholders, Board Directors Company recommended dividend Rs. 0.60 per equity share face Rs. 10 each”

Method. Revisions come from management's own stated numbers, compared quarter over quarter across the covered concalls; each carries the verbatim quote. “No revisions” can also mean guidance too vague to pin down — see the posture chip above. Not investment advice.