Share India Securities Ltd · NSE:SHAREINDIA
Share India Securities — Group Conference organized by Valorem Advisors (March 2026)
31 slides from Share India Securities's conference presentation, Mar 20, 2026
Slide 1: Exchange filing cover letter for investor presentation
(CIN: L67120GJ1994PLC115132) Member: NSE, BSE, MCX, NCDEX & MSEI Depository Participant with CDSL&NSDL AMFI Registered Mutual Fund Distributor MAY 2025-MAY 2026 INDIA SEBI Registered Research Analyst & Portfolio Manager March 20, 2026 To, To, BSE Limited National Stock Exchange of India Limited Scri
Slide 2: Investor Presentation March 2026
INVESTOR PRESENTATION MARCH 2026
Slide 3: Share India at a Glance
Share India at a Glance Trust of Branches & Franchises States Covered Employees In house Tech Expert MTF AUM 30+ Years Across India 18 4,037 200+ INR 4,570 Mn 262 No of Clients in No of Institutional ADTO Cumulative AUM under Insurance IPO’s Listed Broking Clients INR 88 Bn NBFC/MF Premium till now
Slide 4: Company Overview
Company COMPANY Overview OVERVIEW
Slide 5: Company Overview
Company Overview Consolidated Revenue (INR Mn) & EBITDA Margin (%) • Share India Securities Ltd was founded in 1994 and is headquartered in Noida, Uttar Pradesh, India. 14,828 14,486 • A 30-year young, technology-driven financial services leader, recognised for strong 10,882 10,543 capabilities in A
Slide 6: Journey
Journey 2025-2026 • Incorporated 2024-2025 Share India Wealth • Strategic 2023-2024 Investment in Multiplier Solutions Private • Launched Algo Metropolitan Limited to 2022-2023 Platform – Stock undertake uTrade Algos Exchange Launched Category III AIF, for automated (MSE) by 2021 Retail Platform Por
Slide 7: Management Team
Management Team Mr. Parveen Gupta Mr. Kamlesh Vadilal Shah Mr. Sachin Gupta Mr. Vijay Vora Mr. Rajesh Gupta Mr. Suresh Arora Chairman and Managing Director Managing Director CEO & Whole Time Director Whole Time Director Director Whole Time Director Mr. Abhinav Gupta Mr. Kunal Nandwani Mr. Ajay Patel
Slide 8: Business Overview
Company BUSINESS Overview OVERVIEW
Slide 9: Growing Financial Services Conglomerate
Growing Financial Services Conglomerate Standalone Business Broking in Equity, F&O and Commodities segment Prop Trading Mutual Funds distribution Research Depository Participant Institutional Business Business in Subsidiaries Equity Trading Asset Management Digital Investment Insurance Broking NBFC
Slide 10: Broking, Trading & Merchant Banking
Broking, Trading & Merchant Banking • Share India operates a technology-led, multi-asset trading platform that enables retail investors, Broking and Trading Revenue (INR Mn) HNIs, and corporates to seamlessly participate across equities, derivatives and commodities market. • Offers a transparent pri
Slide 11: Broking and Trading Segment Performance
Broking and Trading Segment Performance ADTO (INR Bn) Margin Trading Facility AUM (INR Mn) 4,570 120 110 88 2,390 73 710 FY23 FY24 FY25 9M-FY26 FY24 FY25 9M-FY26 No of Clients in Broking No of Institutional Clients 46,252 46,977 174 35,380 137 27,887 52 35 FY23 FY24 FY25 9M-FY26 FY23 FY24 FY25 9M-FY
Slide 12: NBFC
NBFC • Through its wholly owned subsidiary, Share India Fincap Private Limited, an RBI-registered AUM (INR Mn) NBFC, the Company offers personal, business and SME loans diversifying revenues beyond stock market–linked income. 2,590 2,600 2,470 • Supported by a physical network of 76 NBFC branches, f
Slide 13: Mutual Fund Distribution and Insurance Broking
Mutual Fund Distribution and Insurance Broking Mutual Funds Insurance INR 2,201 Mn 45 15,575 5,377 INR 347 Mn 97,256 AUA Distributorship Mutual Fund No. Policies Sold Premium collected Total Lives Covered Customers • Share India is registered with AMFI and offers clients a diverse range • Share Indi
Slide 14: Mutual Fund Distribution and Insurance Broking Segment Performance
Mutual Fund Distribution and Insurance Broking Segment Performance MUTUAL FUNDS Mutual Fund AUA (INR Mn) Unique SIPs Registered Mutual Fund Customers 5,675 2,201 5,416 1,742 4,086 15,575 3,379 1,208 11,421 823 6,598 5,185 FY23 FY24 FY25 9M-FY26 FY23 FY24 FY25 9M-FY26 FY23 FY24 FY25 9M-FY26 INSURANCE
Slide 15: An Integrated Algorithmic Trading Ecosystem
An Integrated Algorithmic Trading Ecosystem uTrade Solutions Pvt Ltd • Operates uTrade Algos, a no-code, institutional-grade algorithmic trading platform aligned with the “Har Ghar Algo” vision. • Enables retail and HNI investors to deploy pre-built or custom strategies with AI-powered analytics, ba
Slide 16: Technology Platform Interface
Technology Platform Interface 15
Slide 17: Industry Overview
Company INDUSTRY Overview OVERVIEW
Slide 18: Indian Equity Market Landscape
Indian Equity Market Landscape Increasing Number of Capital Market Issuances SME IPO Issues Total PAN Demat Active 241 Population Holders Holders Investors 217 196 125 69 1.46 Bn 0.80 Bn 0.22 Bn 0.07 Bn FY22 FY23 FY24 FY25 9M-FY26 Factors Driving this Growth: FY25 has recorded 4x Fundraise than FY23
Slide 19: Expanding Wealth Creating a Strong Distribution Opportunity
Expanding Wealth Creating a Strong Distribution Opportunity Indian Wealth Management Market (USD Bn) Number of HNWIs in India Mutual Fund QAAUM (INR Tn) 2,300 93,753 147-155 1,100 85,698 67 27 12 FY24 FY29P CY24 CY28 2015 2020 2025 2030P • India is set to become the world’s 4th-largest private wealt
Slide 20: Algorithmic Trading in India: Adoption, Scale & Growth Drivers
Algorithmic Trading in India: Adoption, Scale & Growth Drivers Indian Algo Trading Market (USD Mn) NSE Equity Cash NSE Equity Derivatives 1,350 54% Segment Trades 70% Segment Trades Executed via Algorithms Executed via Algorithms 616 2025 2034P Key Growth Drivers for Algorithmic Trading Adoption: •
Slide 21: Strategic Overview
Company STRATEGIC Overview OVERVIEW
Slide 22: A Structural Shift in Business Quality
A Structural Shift in Business Quality Share India’s Evolution from Traditional Broker to Fintech Platform Traditional Broker Fintech Platform Manual/Dealer Driven Algorithmic & API-driven Transaction Dependent Platform + subscription + Revenue interest-led revenue Limited IP Proprietary strategies,
Slide 23: Key Strengths
Key Strengths Over 30 Years of Management experience in industry Proprietary fintech platform powered by algorithmic and low-latency technology Pan-India presence combining digital and physical platforms with a strong relationship-led network Large and sticky client ecosystem, spanning institutions,
Slide 24: Future Growth Strategies
Future Growth Strategies Providing Portfolio Management Services and Scale algorithmic trading adoption through uTrade strengthening presence in Wealth Management by enabling open API–based algo trading for retail investors Establish flagship retail branches in high- Retail Algo trading Offer intuit
Slide 25: Financial Overview
FINANCIAL OVERVIEW:
Slide 26: Historical Consolidated Income Statement
Historical Consolidated Income Statement Particulars (INR Mn) FY23 FY24 FY25 9M-FY26 Income from Operations 10,882 14,828 14,486 10,543 Total Expenses 5,955 8,259 9,316 6,008 EBITDA 4,927 6,569 5,170 4,535 EBITDA Margins (%) 45.28% 44.30% 35.69% 43.01% Finance Costs 576 900 895 948 Depr. & Amort. Ex
Slide 27: Historical Consolidated Balance Sheet
Historical Consolidated Balance Sheet Particulars (INR Mn) FY24 FY25 H1-FY26 Financial Assets (a) Cash and Cash Equivalents 4,572 5,451 3,921 (b) Other Bank Balances 15,613 19,147 22,809 (c) Derivative financial instruments 296 578 544 (d) Securities for trade 1,041 1,748 4,513 (e) Receivables 142 3
Slide 28: Consolidated Financial Performance
Consolidated Financial Performance Revenue (INR Mn) EBITDA (INR MN) & EBITDA Margin (%) PAT (INR MN) & PAT MARGIN (%) 14,828 14,486 4,258 7,200 6,569 10,882 10,543 6,800 6,400 6,000 3,307 3,281 5,600 4,927 5,170 5,200 4,800 4,535 2,664 4,400 4,000 30.39% 3,600 28.72% 25.27% 3,200 2,800 45.28% 44.30%
Slide 29: Capital Market Information
Capital Market Information 1 Year Stock Market Performance (as on 31st Dec, 2025) 70% 50% 30% 10% -10% -30% -50% -70% Jan-25 Feb-25 Mar-25 Apr-25 May-25 Jun-25 Jul-25 Aug-25 Sep-25 Oct-25 Nov-25 Dec-25 SHAREINDIA SENSEX Price Data (As on 31st Dec, 2025) Shareholding Pattern (as on 31st Dec, 2025) Fa
Slide 30: Disclaimer
Disclaimer No representation or warranty, express or implied, is made as to, and no reliance should be placed on, the fairness, accuracy, completeness or correctness of the information or opinions contained in this presentation. Such information and opinions are in all events not current after the d
Slide 31: Thank You
Share India You generate, we multiply Certified May 2025 - MAY 2026 INDIA THANK YOU
Share India Securities — Group Conference organized by Valorem Advisors (March 2026) on 6ix