Geojit Financial Services Ltd · NSE:GEOJITFSL
Geojit Financial Services — Q4 FY21 Earnings Presentation
35 slides from Geojit Financial Services's earnings presentation, May 16, 2021
Slide 1: Exchange filing cover letter
16.05.2021 To, To, The Manager, The Manager, Listing Department, Listing Department, National Stock Exchange of India Limited, BSE Limited, ‘Exchange Plaza’, C-1, Block – G, Phiroze Jeejeebhoy Towers, Bandra-Kurla Complex Dalal Street, Bandra (E), Mumbai – 400 051 Mumbai – 400 001. Ph. No. 022-26598
Slide 2: Investor Presentation
INVESTOR PRESENTATION May 15, 2021
Slide 3: Our Approach
Our Approach 1. Wealth creation for Customers Our written and practiced purpose of existence is to help customers to create long term wealth. We discourage investors becoming gamblers in the market by campaigns like’ Gambling is Injurious to wealth’ 2. Corporate Social Responsibility 01 Geojit is at
Slide 4: Our Legacy and What we have built
Our Legacy and What we have built 34 Years in the Indian Capital Market Multichannel and wide range of +450 offices and 51,600 crore AUM and products Custody as on end of FY 21, This is a Clients can trade using Internet, Phone, reflection of the trust reposed in our WhatsApp, or Branch. We offer va
Slide 5: Geojit – The milestones
Geojit – The milestones 1987 1988 1995 1997 C J George founded M/s Company was Geojit and Co. Launch of Portfolio C J George and Co., a renamed Geojit becomes a Public Management proprietary firm at and Co. Limited Company Services with SEBI Ravipuram, Kochi, Kerala named Geojit registration Securit
Slide 6: Our Unique propositions
Our Unique propositions • Extensive offline platform with 450+ office network Hybrid Modell • Strong presence in Tier II& III cities • Maintain deep relationship with customers • Brokerage • Mutual funds • Insurance (Life, Health & General) Diversified Products • PMS • Software • Loans • Strong team
Slide 7: Products and Services
Products and Services 1 INVEST Equity Commodities BUILD WEALTH 2 Mutual Fund 1 Financial Planning Global Investment Portfolio Analysis SGB,Gold ETF 2 3 LOANS LAS MANAGE WEALTH 4 MTF 3 PMS 3rd party Loan distribution Equity SIP Smart Folio 5 PROTECTION 4 Wealth Management Life insurance Health insura
Slide 8: First to Launch
First to Launch Internet and mobile trading GEOJIT WAS Depository transactions through the internet THE FIRST TO LAUNCH Integrated trading system for both cash and derivative segment Commodity trading in rubber, cardamom, gold and silver futures
Slide 9: Investment Platforms
Investment Platforms Smart folio Smartfolios offers baskets of MF Investment stocks selected by professionals and driven by platform data intelligence to make investment easy. The stocks Cutting-edge platform to STEPS SELFIE analyze and invest in Mutual in these portfolios are selected based on fund
Slide 10: Wealth creation with Insightful Research
Wealth creation with Insightful Research Financial Planning Financial planning business under exclusive Investment advisory division called STEPS. Geojit provide professional fee based Financial Planning service RESEARCH through certified and CUSTOMERS Research driven experienced financial recommend
Slide 11: One-Stop shop for all Investment Needs
One- Stop shop for all Investment Needs Broking Services Online and offline support 01 Research on 160 stocks across multiple sectors and economy and technical research State-of-the-art trading and investment platform powered with latest web technology and 01 designed to maximize user experien
Slide 12: B2B Partnership
B2B Partnership For trading in the capital market, we currently have institutional tie ups with prominent banks. Domestic: NRI Portfolio Investment Scheme:
Slide 13: Technology Edge – Digital Transformation
Technology Edge – Digital Transformation CLIENT ONBOARDING TRADING VOLUME Low yield volumes are happening Chart based on 2021 March month business online Digital Marketing • Automated environment for campaigns, measuring effectiveness and end-to-end integration • New Interfaces – Partner Portal, C
Slide 14: Sustained Wealth Creation for Customers
Sustained Wealth Creation for Customers Provide diversified mix of products with advisory and personalized attention to LOREM IPSUM help customers protect and grow their wealth while developing long-term relations to facilitate cross-sales SOLUTIONS OFFERED FOR DIVERSE NEEDS OF CUSTOMERS USING OUR U
Slide 15: Business Performance
Business Performance
Slide 16: Key Performance Indicators - 2020-21
Key Performance Indicators - 2020-21 BRANCH NETWORK CUSTOMER BASE AUH 465 OFFICES I MILLION 43,182CR Across India & Middle East MARKET CAP NETWORTH MF AUM 1198CR 658.66CR 8466CR TOTAL REVENUE EMPLOYEES ROE 426.81CR 2259 20.68% AUH means Asset under holding. –Equity holding of clients MF AUM -Mutual
Slide 17: Assets
Assets Amount in Crores Mutual Fund holding including other schemes of Geojit is 6154 cr at the end of Mar.21. Barjeel AUM is 2312 cr .Total AUM 8466 cr From FY17 to FY19 Equity AUM means Equity +ELSS +Balanced Fund., from FY20 it means Equity Schemes including ELSS, Index funds ,and Hybrid Funds ex
Slide 18: ADTO, Brokerage, Yield and Online business
ADTO,Brokerage ,Yield and Online business Amount in Crores .ADTO means Average daily turnover
Slide 19: Client and Employee count
Client and Employee count .Active clients are those who have transacted in any product of Geojit atleast once in the preceding 12 months Income per client = Total operational income / Total Active clients
Slide 20: Financial Performance
Financial Performance
Slide 21: Consolidated Result
Consolidated Result Amount in Lakhs
Slide 22: Consolidated Revenue mix
Consolidated Revenue mix Amount in Lakhs Equity related income includes income from Broking ,DP, Overdue fees from clients and Interest from Margin funding.
Slide 23: Financial Trend
Financial Trend Amount in Lakhs
Slide 24: Revenue Break up
Revenue Break up 2% 3% 2% 2% 2% 2% 7% 5% 4% 3% 12% 13% 15% 15% 15% 13% 8% 12% 13% 16% Others 6% 5% 6% Software 5% 6% Interest Distribution Depository 62% 62% 60% 64% Gross Broking 58% FY 17 FY 18 FY 19 FY 20 FY 21 Interest Income includes interest on margin funding, Overdue fees collected from clien
Slide 25: Financial Trend
Financial Trend Dividend of FY21 includes Final dividend announced in May.2021
Slide 26: Geojit - Geographic Presence
Geojit - Geographic Presence 19 States 2 Union Territories and 465 Offices across India Jammu & Kashmir & Middle East 4 Countries in Middle East Punjab Uttarakhand Haryana Delhi -NCR Rajasthan UP Bihar Madhya Pradesh Jharkhand West Bengal 4 Countries in Middle east Gujarat Kuwait, Bahrin, Mahara
Slide 27: ESG
Slide 28: ESG – Non Financial Parameters
ESG – 3 Non Financial Parameters 01 02 03 Environmental Social Responsibility Governance Empathy Relationship Business with External Integrity and and Internal Ethics stake holders . Geojit is committed towards fulfilling the ESG Parameters.
Slide 29: ESG – Our Commitments
ESG – Our Commitments Environmental Empathy Social Responsibility Waste management • Quality Products & Services Conserve Energy • Gender Equality Conserve Water 01 02 • Woman empowerment Prevent Pollution • Labor welfare and Rights Address Climate change • Donation to social causes . Corp
Slide 30: ESG – Geojit's Performance snapshots
ESG – Geojit’s Performance snapshots S G Active oversight from Board E Green Building Undertake CSR activities in fields of women of Directors accreditation for Dedicated Board-level Corporate office empowerment, Education and Health Corporate Responsibility Care and protect Committee Biod
Slide 31: ESG – Geojit's Commitments
ESG – Geojit’s Commitments E Governance 50% of the Board comprises of Independent Directors Board Committees comprise of Majority Independent Directors Audit Committee headed by Independent Director Environmantal Empathy Greening of Supply chain by integration of ESG aspects in vendor select
Slide 32: COVID-19 Response - Protecting our people is protecting our business
COVID-19 Response - Protecting our people is protecting our business Protecting our Supporting Maintaining Workforce & our Local Resiliency their Families Communities & Value • Adhering to global standards to • Rapid response efforts initiated • Partnering with local governments, manage health and h
Slide 33: Social Service Responsibility
Social Service Responsibility SOME OF OUR COVID RELIEF INITIATIVES EDUCATION 1. Thermal screening facility and automatic ticket • We have procured 130 TVs for poor verification system at Ernakulam South Railway students for facilitating online classes station during lockdown. 2. Distribution of food
Slide 34: COVID-19 CSR Initiatives
COVID-19 CSR Initiatives Thermal screening and contactless ticket verification system at Ernakulam South Distribution of food to migrant Railway Station labourers Distribution of foot pedal sanitizers to Online Education Support for Break the Chain campaign in association General hospital, village o
Slide 35: Thank You
Thank You GEOJIT FINANCIAL SERVICES LTD. 34/659-P, Civil Line Road, Padivattom, Kochi - 682024 Phone: 484 2901000 www.geojit.com
Geojit Financial Services — Q4 FY21 Earnings Presentation on 6ix