Systematix Corporate Services Limited · NSE:SYSTMTXC
Systematix Corporate Services — Q1 FY27 Earnings Presentation
39 slides from Systematix Corporate Services's earnings presentation, August 2026
Slide 1: Systematix Group Investors Presentation Q1 FY27 Updates
Systematix Group Investors Presentation Q1 FY27 Updates
Slide 2: Disclaimer
Disclaimer This presentation has been prepared for general information purposes in respect of Systematix Corporate Services Ltd (“Company”) together with its Subsidiaries/Associates (together, with the Company, the “Group”) only, without regard to any specific objectives, suitability, financial situ
Slide 3: Table of Contents
Table of Contents 01 Q1 FY27 Updates 02 Systematix Group Overview 03 Management Team 04 Business Verticals 3
Slide 4: Q1 FY27 Updates
01 Q1 FY27 Updates Private & Confidential
Slide 5: Business Highlights of Q1 FY27 – Investment Banking
Business Highlights of Q1 FY27 – Investment Banking Block Deals Rights Issue DRHP Filed BSE Listing INR 168 Cr INR 64 Cr INR 53 Cr INR 1,000 Cr Service Offerings IPO QIP Preferential Issue Block Deal Private Equity M&A Private & Confidential 5
Slide 6: Strong Start, Focused Execution
Strong Start, Focused Execution India SME Growth Fund (AIF – Category I) Fully Subscribed AUM of Launched June 2026 40% September 2025 Fund fully subscribed at ₹125 Cr ₹125 Cr. Capital Drawn Down Investments Made so Far Four portfolio companies across high-growth sectors – capital already at work IT
Slide 7: New Product Launches
New Product Launches India Equity Opportunities fund – AIF-Cat II Portfolio Management Services Strategy: Total Fund Size: Deal Size: Upto Systematix 25%- 25%- 50% ₹1,000 Cr allocation across Large- Mid- Small Cap (including green shoe ₹100 Cr Emerging option of ₹250 Cr) Leaders Investment Portfolio
Slide 8: Systematix Promoters & Founders Forum (June 2026)
Systematix Promoters & Founders Forum (June 2026) Leadership. Insights. Ideas. Beyond presentations and meetings, the Systematix Promoters & Founders Forum 2026 was about conversations that matter Leadership Insights Promoter-Investor Dialogues Strategic Conversations Connecting management teams wit
Slide 9: Systematix Promoters & Founders Forum (June 2026)
Systematix Promoters & Founders Forum (June 2026) Leadership. Insights. Ideas. Post Conference Note Aditya Birla Sun Life Gulf Oil Lubricants India 360 ONE WAM Ltd BSE Ltd Capri Global Capital Ltd Amc Ltd Ltd Jain Resource Recycling National Aluminium Hindustan Foods Ltd Indiabulls Ltd Mahanagar Gas
Slide 10: Financial Highlights for Q1 FY27
Adjusted Total Income from Operation* 26.75 Cr for Q1 FY27 v/s 23.50 Cr for Q4 FY26 (14% QoQ) PBT Financial Highlights for Q1 FY27 (3.08) Cr for Q1 FY27 v/s (12.00) Cr for Q4 FY26 Adjusted PBT** (4.30) Cr for Q1 FY27 v/s (9.63) Cr for Q4 FY26 * Excluding the effect of Sale proceeds from unlisted sha
Slide 11: Key Highlights for Q1 FY27
Key Highlights for Q1 FY27 Financials Performance (Consolidated) Rs. In Lakhs Q1 FY27 / Q4 FY26 Q1 FY27 / Q1 FY26 2,675 3,917 2,675 Adjusted Revenue 2,350 from Operation* Q1 FY27 Q4 FY26 Q1 FY27 Q1 FY26 1,046 PAT -489 -1,179 -489 Q1 FY27 Q1 FY26 Q1 FY27 Q4 FY26 884 -430 Adjusted PBT** -963 -430 Q1 F
Slide 12: Result Snapshot for Q1 FY27
Result Snapshot for Q1 FY27 EXTRACTS OF UNAUDITED FINANCIAL RESULTS FOR THE QUARTER & THREE MONTHS ENDED 30th June 2026 Rs. In Lakhs (Except Earning per share) CONSOLIDATED STANDALONE Three month ended Twelve month ended Three month ended Twelve month ended Sr. No. PARTICULARS 30.06.2026 31.03.2026
Slide 13: FY26 – Benchmarking growth journey
FY26 – Benchmarking growth journey Revenue from Operation PAT 14 146 During the past 5 years, 22% 69% Systematix has: 55 1 • Grown Revenue at a CAGR of 21.60%, FY 21 FY 26 FY 21 FY 26 INR Crores INR Crores • Grown its Profits at a CAGR of 69.00%, Net Worth ROE • Grown its Networth at 314 4% a CAGR o
Slide 14: Robust Pipeline of Transactions driving Future Growth
Robust Pipeline of Transactions driving Future Growth Pipeline Active Value ₹ 14,000+ Cr Opportunities 26+ IPO M&A PE Capital Goods ₹ 1,500 Cr ₹ 1,375 Cr ₹ 600 Cr Industrials Technical Metals FMCG ₹ 250 Cr ₹ 35 Cr 3 IPOs 2 IPOs Logistics ₹ 400 Cr Block Infrastructure Renewables ₹ 1,000 Cr ₹ 1,000 Cr
Slide 15: Systematix Group Overview
02 Systematix Group Overview Private & Confidential
Slide 16: Overview of Systematix Group
Overview of Systematix Group Systematix Group, a diversified financial services firm established in 1985 by Mr. CP Khandelwal, backed by 40 years of industry experience with a team of more than 300+ diverse professionals Equity Brokerage Private Wealth Investment Banking Asset Management Listed on N
Slide 17: Client Solutions across Holistic Financial Ecosystem
Client Solutions across Holistic Financial Ecosystem Investment Banking Equity Brokerage Private Wealth Asset Management ₹36,300 Cr +/ $4.2B* 40,000+ Clients | ∼₹11,800 Cr** IB Transactions Executed/Value 62+ Franchise Network Assets Under Management Comprehensive Product Offerings (Retail + HNI Rea
Slide 18: Group Strengths
Group Strengths 01 03 05 End-to-End Solutions Under Wide Network of Corporate Extensive Industry Experience Single Umbrella Relationships 02 04 06 12:00 Comprehensive Product Experienced Management Access to a Large Pool of Offerings & Team Global Relationships Private & Confidential 18
Slide 19: Management Team
03 Management Team Private & Confidential
Slide 20: Top Management
Top Management Mr. Nikhil Khandelwal Mr. Sunil Sarda Mr. Ratnadeep Acharyya (Chairman and Managing Director) (Managing Director) (Managing Director & CEO - IB) • Nikhil is the MD of Systematix Group with • Sunil brings more than 30 years of • Ratnadeep brings over 24 years of extensive over 18 years
Slide 21: Senior Leadership Team
Senior Leadership Team Investment Banking (IB) and Research Mr. Dhananjay Sinha Mr. Vipul Sanghvi Ms. Rupam Lal Das Mr. Ankur Rajoria (CEO & Co-Head of Equities (CEO & Co- Head of Equities (Joint MD) (Executive Director - IB) & Head of Research) & Head of Sales) Head-Healthcare Pharmaceutical Consum
Slide 22: Senior Leadership Team
Senior Leadership Team Private Wealth Asset Management Mr. Partha Sengupta Mr. Bhaskar Hazra Mr. Vijay Sarda Mr. Rajeev Bajaj (Joint Managing Director & CEO) (Joint Managing Director & CEO) (CIO- Equity) (Director – Wealth) Private Wealth Business Private Wealth Business Operations Mr. Vinit Maheshw
Slide 23: Business Verticals
04 Business Verticals Private & Confidential
Slide 24: Investment Banking
Investment Banking Private & Confidential
Slide 25: Investment Banking: Service Offerings | Partner of choice
Investment Banking: Service Offerings | Partner of choice INDIA’s Fastest Growing Investment Bank We offer a full spectrum of services including Investment Advisory Services Fund Raising Mergers & Acquisitions Structured Finance • Private Equity • Strategic Buyout • Mezzanine Financing • Venture Cap
Slide 26: Select Transactions Experience – Capital Markets (1/3)
Select Transactions Experience – Capital Markets (1/3) Initial Public Offering Left Lead BRLM BRLM BRLM BRLM Sole BRLM Sole BRLM Sole BRLM VIKRAN Mangal Electrical Indogulf Veranda Learning Knack Packaging INOX Green Energy Exicom Telesystems Jaro Education Engineering Industries Cropsciences Soluti
Slide 27: Select Transactions Experience – Capital Markets (2/3)
Select Transactions Experience – Capital Markets (2/3) Qualified Institutional Placement Sole BRLM Sole BRLM Co BRLM Co BRLM Left Lead Co Left Lead Sole BRLM Oct 24 - Co Left Lead Left Lead for all 3 QIPs and Jun 23 Co BRLM Swan Energy Ltd Ratnaveer Bank Of Central Bank of Indian Overseas Veranda Le
Slide 28: Select Transactions Experience – Capital Markets (3/3)
Select Transactions Experience – Capital Markets (3/3) Block Deals Swan Energy Ltd Lighthouse/ Blackstone/ Blackstone/ Happy Forgings Jindal Saw Inox Wind Swan Energy Welspun Stylam Industries/ Indiabulls Housing Jupiter Wagons Essel Propack Abakkus Finance ₹504 Cr ₹350 Cr ₹250 Cr ₹310 Cr ₹1,800 Cr
Slide 29: Select Transactions Experience – Private Market and M&A(1/2)
Select Transactions Experience – Private Market and M&A(1/2) Private Market ₹408 Cr ₹350 Cr ₹350 Cr ₹325 Cr (Deals between FY20 to FY25) (Apr-21) (Dec-22) (Mar-21) ₹305 Cr ₹227 Cr ₹225 Cr ₹200 Cr ₹150 Cr (Jun-25) (Dec-23) (Mar-22) (Jun-21, Nov-21) (Nov-21) & Others ₹125 Cr ₹105 Cr ₹100 Cr (Jan-26) 1
Slide 30: Select Transactions Experience – Private Market and M&A(2/2)
Select Transactions Experience – Private Market and M&A(2/2) M&A Acquired M&A – Acquired Acquired Sell side ₹416 Cr ₹170 Cr ₹150 Cr ₹145 Cr (Dec-19) (Jun-22) (May-15) (July-24) Acquired Acquired Acquired Acquired Acquired Sole Advisor -Asia Climate Partners Sole Advisor (Mar-19) (Oct-23) (June-24) (
Slide 31: Equity Brokerage
Equity Brokerage Private & Confidential
Slide 32: Strong distribution network across FII, DII, and Global HNI client segments
Strong distribution network across FII, DII, and Global HNI client segments Institutional Equities Clients Strategic Locations Across India FII Strength 95 Funds Coverage across Singapore/ Hong Kong, UAE, UK, US Delhi Jaipur Lucknow DII Strength 145 Funds Coverage across Ujjain Ahmedabad Kolkata Ind
Slide 33: Research Coverage of ~317 Companies
Research Coverage of ~317 Companies Consumer Durables, EMS, Building Materials, Small-Mid Caps 39 IT & ITES 18 Consumer Discretionary 27 Cement 8 Consumer Staples & Paints 30 Oil & Gas, Logistics, Wagons 24 Banking, Insurance 30 Pharmaceuticals and Healthcare 28 NBFCs & Diversified Financials 19 Met
Slide 34: Private Wealth
Private Wealth Private & Confidential
Slide 35: Wealth Management Offerings: We Provide Access to
Wealth Management Offerings Third Party Product Distribution Tailored Investment Plans 01 Products (Mutual Funds, AIFs, PMS) (Corporate Treasury/ Private market solutions) Equity Broking, Insurance Solutions , Proprietary Product ideas Off-shore investment solutions Trust & Estate Planning ∼₹11,800
Slide 36: Asset Management
Asset Management Private & Confidential
Slide 37: Asset Management Services- AIF Offerings
Asset Management Services- AIF Offerings Alternative Investment Funds (AIFs) Active Funds Upcoming Funds Category I AIF Category II AIF Category II AIF Category III AIF India SME Growth Fund India Equity Opportunities Fund Systematix Real Estate Fund • Launched Status: August 2025 • Launched Status:
Slide 38: Asset Management Services- PMS Offerings
Asset Management Services- PMS Offerings Portfolio Management Services Dynamic Investment Systematix Emerging Million to Billion PMS Portfolio PMS Leaders PMS • Strategy: Multi-cap strategy, 25%- 25%- 50% • Launch Status: July 2026 • Launch Status: July 2026 allocation across Large- Mid- Small Cap •
Slide 39: Thank you!
Thank you! For any queries please contact Anil Bhagchandani Chief Financial Officer anilbhagchandani@systematixgroup.in Media Enquiry: Mrunal Pawar SVP & Group Head, Corp Access & Comm. mrunalpawar@systematixgroup.in CORPORATE OFFICE SYSTEMATIX GROUP The Capital, A-wing, No. 603 – 606, 6th Floor, Pl
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