Geojit Financial Services Ltd · NSE:GEOJITFSL
Geojit Financial Services — Q4 FY2022 Earnings Presentation
41 slides from Geojit Financial Services's earnings presentation, Apr 29, 2022
Slide 1: Exchange filing cover letter
29.04.2022 To, To, The Manager, The Manager, listing Department, Listing Department, National Stock Exchange of India limited, BSE Limited, 'Exchange Plaza', C·l, Block -G, Phiroze Jeej eebhoy Towers, Bandra-Kurla Compli;x Dalal Street, Sandra (E), Mumbai -400 051 Mumbai - 400 001. Ph. No. 022·26S98
Slide 2: Investor Presentation 29th April 2022
INVESTOR PRESENTATION 29th April 2022
Slide 3: Our Approach
Our Approach 2. Environmental empathy, Social responsibility 1. Wealth creation for customers and Governance (ESG) Our purpose of existence is to help our customers to Geojit is at the forefront of bringing positive change 1 2 create long term wealth. We discourage investors from in society with ini
Slide 4: Our legacy and what we have built
Our legacy and what we have built 35 years in the Indian capital market Geojit has 479 offices and Rs 63,975 Multichannel and wide 01 crore AUM and Custody as on end of range of products Q4FY22. This is a reflection of the Clients can trade using Internet, Phone, trust reposed in our expertise and W
Slide 5: Geojit - Milestones
1987 1995 C J George founded Company was Geojit and Co. becomes Launch of Portfolio M/s C J George and Co., renamed Geojit and a Public Limited Management a proprietary firm at Co. Company named Geojit Services with SEBI Ravipuram, Kochi, Kerala Securities Ltd. registration 1988 1997 2000 2005 Geoji
Slide 6: Our Unique Propositions
Our Unique Propositions Advisory Digitization Diversified Drive Hybrid Model Products Services • Extensive offline • Strong team of • Robust trading and • Equity Certified Financial investment platform with 479 office network • Mutual funds Planners platforms • Strong presence in • Insurance (Life,
Slide 7: Products and Services
Products BUILD WEALTH and Services • • Financial Planning Portfolio Analysis INVEST LOANS • Equity • LAS – physical and • Commodities digital • Mutual Fund • MTF • Global • 3rd party loan Investment distribution • SGB, Gold ETF PROTECTION MANAGE WEALTH • Life insurance • PMS • Health insurance • Equ
Slide 8: Geojit was the first to launch
Internet and mobile trading Geojit was the first to launch Depository Integrated transactions trading system for through the both cash and internet derivative segment Loan Against Shares through digital platform to Commodity any NSDL demat trading in rubber, account holder cardamom, gold and silver
Slide 9: Investment Platforms
Trading Platform Selfie makes investing easy, Investment reliable and helps one take informed choices. Selfie is available across devices Platforms MF Investment platform including installable desktop software, HTML Cutting-edge platform to trading platform and analyze and invest in mobile App. mutu
Slide 10: Smartfolios - Stock Baskets
Smartfolios - Stock Baskets Aggressive • Prestige • Ace ▪ Smartfolios’ baskets of stocks are • CANSLIM selected, created and given proper • Southern Icons weightage to reflect a strategy / • Ethical theme. ▪ Recommendations for rebalancing/restructuring some buckets are generated by a system and sen
Slide 11: Wealth creation with insightful research
Wealth creation with insightful research Financial Planning Financial planning business is under our exclusive Investment PMS Advisory division called STEPS. We offer four unique types of PMS Geojit provides professional fee portfolios: FINANCIAL based Financial Planning service • Advantage Portfoli
Slide 12: One-stop shop for all investment needs
One-stop shop for all Advisory Services • Strong team of Certified Financial investment needs Planners (CFP) supported by advanced technologies • Customized and personalized solutions 1 Broking Services • Online and offline support • Research on 175+ stocks across multiple sectors and 3 2 Financial
Slide 13: B2B Partnership
B2B Partnership For trading in the capital market, we currently have institutional tie-ups with prominent banks. NRI Portfolio Domestic: Investment Scheme:
Slide 14: Technology Edge – Digital Transformation
Technology CLIENT TRADING & ONBOARDING # OPTION VOLUME $ Edge – Digital Transformation 89% 83% Online Online Digital Marketing CRM • Automated environment • Sales Cloud for campaigns, measuring ✓ Comprehensive Lead and Sales • Cloud Telephony, Email integration effectiveness and end-to- Management w
Slide 15: Sustained Wealth Creation for Customers
Sustained Wealth Creation for Customers Provide diversified mix of products with advisory HYBRID Customer Work Phygital and personalized Service Ethics Model attention to help customers protect and Key differentiator in We nurture our skilled grow their wealth while Our offline platform with people
Slide 16: Geojit - Geographic Presence
Geojit - Geographic Presence Jammu & Kashmir 479 Offices across India In India, we have presence in & GCC countries 19 States and 2 Union Territories Punjab Uttarakhand Haryana Delhi -NCR UP Bihar Rajasthan Jharkhand Madhya Pradesh West Bengal Four GCC Countries: Gujarat • Kuwait • Bahrain Maharasht
Slide 17: Group Company Structure
Group Company Structure • GFSL – Geojit Financial Services Ltd. • GISL – Geojit Investment Services Ltd.
Slide 18: Business Performance
Business Performance
Slide 19: Key Performance Indicators - Q4FY22
Key Performance Indicators - BRANCH NETWORK Q4FY22 CUSTOMER BASE 479 OFFICES AUH Rs 53,466CR $ 1.20 MILLION $ Across India & GCC countries $ ❑ $ As on 31.03.2022 ❑ ^Total Revenue for the quarter Q4FY22 ❑ AUH means Asset under holding MARKET CAP NETWORTH Equity holding (DP holding) of clients MF AUM
Slide 20: Brokerage Business
Brokerage Business Amount in Crores ADTO - Average daily turnover. Derivative includes Equity F&O CDS and Commodity
Slide 21: Brokerage Income, MTF Book and Smartfolios AUM
Brokerage Income, MTF Book and Smartfolios AUM Amount in Crores
Slide 22: Assets
Assets Amount in Crores AUH – Asset under holding – Demat holding value of Geojit Clients AUM – Assets under Management – Mutual Fund holding of Geojit Clients Equity AUM includes Equity ,ELSS, Index funds and Hybrid funds excluding Conservative funds and Arbitrage funds.
Slide 23: Client and Employee count
S @ceEoit YEARS OF PEOPLE YOU PROSPER WITH ee Client and Employee count New clients Total clients 11,58,100 11,98,700 41,392 11,09,700 28,955 a — Q4FY21 Q3FY22 Q4FY22 ‘ Mar.21 , Dec.21 , Mar.22 , Number of Offices Employees 2,490 2,259 2,428 z Mar.21 Dec.22 Mar.21 Dec2i Mar.22
Slide 24: Financial Performance
Financial Performance
Slide 25: Consolidated Result
Consolidated Result Amount in Crores
Slide 26: Consolidated Revenue mix
Consolidated Revenue mix Amount in Crores
Slide 27: Financial Trend
Financial Trend Amount in Crores
Slide 28: 5 Year Financial trend (1/2)
5 Year Financial trend (1/2) Amount in Crores PBT before exceptional items
Slide 29: 5 Year Financial trend (2/2)
Ks) GeEoVIT YEARS OF PEOPLE YOU PROSPER WITH a5 Year Financial trend (2/2) Networth in Crores Book value per share 768 _ 32.12 659 25.76 24.68 - 613 588 567 ; 23.81 : Mar.18 Mar.19 Mar.20 Mar.21 Mar.22 Mar.18 Mar.19 Mar.20 Mar.21 Mar.22 Earning per share (Basic) ROE 6.31 20.68% 21.61% 5.17 13.70% 3.
Slide 30: Revenue Mix
@ GEOVIT YEARS OF PEOPLE YOU PROSPER WITH —— Revenue Mix Amount in Crores Revenue Mix 2% in 3% 2% rm Brokerage income 288 Distribution Income 81 om E = E 7 187477 57 6% 43 50 5% 6% o Fyig8FY19.«-FY20.—«FY21_—FY22 Fyig. os FY19FY20.«FY21_—s«FY22 Mutual Fund Income Insurance Income 61 4 ap gg 8 18 un
Slide 31: Other Statistics
Other Statistics Amount in Crores
Slide 32: ESG
ESG
Slide 33: ESG – Non-Financial Parameters
ESG – 3 Non-Financial Parameters 3 1 2 Social Governance Geojit is Environmental Empathy Responsibility committed Business Duty Integrity towards Relationship towards with External and Ethics fulfilling the the Planet and Internal stakeholders ESG parameters
Slide 34: ESG - our commitments
ESG - our commitments Environmental Empathy • Waste Management 1 2 • Social Responsibility Quality Products & Services • Gender Equality ESG • Conserve Energy • Conserve Water • Woman Empowerment • Prevent Pollution • Labor Welfare and Rights • Address Climate Change • Donation to Social Causes 3 Co
Slide 35: ESG – our commitments
Social Responsibility ESG – our ✓ Senior Management Remuneration linked to growth, sustainability and profitability of business with focus on safety and capital commitments management ✓ Formula-based plan based on pre-established performance driven metrics ✓ To discourage any hard selling of Intrada
Slide 36: ESG – Geojit's performance snapshots
ESG – Geojit’s performance snapshots
Slide 37: COVID-19 Response - Protecting our people is protecting our business
COVID-19 Response - Protecting our people is protecting our business Maintaining Resiliency & Value • Rapid response efforts initiated Protecting Supporting at corporate and sites Our Workforce & Our Local Communities • Wide-ranging controls in place Their Families across all operations including •
Slide 38: Corporate Social Responsibility
Corporate Social Responsibility
Slide 39: COVID-19 - CSR Initiatives
COVID-19 - CSR Initiatives Invasive and Non-Invasive Ventilators for Covid ICU at Indira Gandhi Hospital, Ernakulam, Covid Relief Project - Installed Central Gas Kerala Manifold System and Oxygen Pipelines in four Government Hospitals in Kerala at Ventilator for Covid ICU at Amala Kanjirappilly, Ram
Slide 40: COVID-19 - CSR Initiatives
S YEARS OF EXCELLENCE COVID-19 - CSR Initiatives is Aster GEO)IT Covid Field Hospital *Blunteers In May 2021, Geojit teamed up with Aster Medcity and set up a 100-Oxygen bed COVID Field Hospital, at Ambalamugal in Kerala, to address the growing needs of COVID care facilities. In June 2021, Geojit su
Slide 41: Thank You
THANK YOU GEOJIT FINANCIAL SERVICES LTD. 34/659-P, Civil Line Road, Padivattom, Kochi – 682024 Phone: 484 2901000 www.geojit.com This presentation is for information purposes only and does not constitute an offer or recommendation to buy or sell any securities of Geojit. This presentation also does
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