Iifl Capital Services Ltd · NSE:IIFLCAPS
Iifl Capital Services — Q4 FY25 Earnings Presentation
26 slides from Iifl Capital Services's earnings presentation, Apr 28, 2025
Slide 1: Exchange filing cover letter
April 28, 2025 The Manager, The Manager, Listing Department, Listing Department, BSE Limited, The National Stock Exchange of India Ltd., Phiroze Jeejeebhoy Tower, Exchange Plaza, 5 Floor, Plot C/1, G Block, Dalal Street, Bandra - Kurla Complex, Mumbai 400 001 Bandra (E), Mumbai 400 051 Tel No.: 2272
Slide 2: Investor Presentation for the quarter and year ended March 31, 2025
Investor Presentation For the quarter and year ended March 31, 2025 NSE: IIFLCAPS | BSE: 542773 1
Slide 3: Table of Contents
TA B L E O F CO N T E N T S About IIFL Capital Services 3–7 Key Business Segments 8 – 17 Financials 18 – 20 Other Corporate Updates 21 – 24 2
Slide 4: 1. About IIFL Capital
1. ABOUT IIFL CAPITAL 3
Slide 5: Our Journey
OUR JOURNEY TODAY 2019 Re-branded as IIFL ET Now and Broadcast Capital One recognized, IIFL Started Probity Research and Group as “Disruptors in Services Ltd, 2016 Financial Services space” Client-centric Wealth doing equity research Internet trading Best Technological Management leveraging started
Slide 6: Q4 FY25 Performance Snapshot
PERFORMANCE SNAPSHOT Q4 FY25 ₹ 2,205 billion ₹ 1,929 billion ₹ 5,735 million ₹ 1,273 million ₹ 25.1 billion ASSETS UNDER AVERAGE DAILY REVENUE PAT [ TCI ] NET WORTH MANAGEMENT & TURNOVER * CUSTODY YoY growth 17% YoY down by 36% YoY down by 19% YoY down by 29% YoY growth 40% ₹ 12.05 billion ₹ 313 3,5
Slide 7: IIFL Advantage: A Leading Full Service Financial Services Player
A DVA N TAG E I I F L A L E A D I N G F U L L S E RV I C E F I N A N C I A L S E R V I C E S P L AY E R I N T H E I N D U S T R Y Large, Financially Wide Distribution Market Leading Research Strong Player Network Capabilities Assets Under Management and Custody 3,500+ partners and 100+ branches Team
Slide 8: The Power of Synergy
A HOLISTIC APPROACH THE POWER OF SYNERGY Reputation & Franchise Client Relationship • Stronger overall brand • Multi-service offering to same clients Private Client deepen wallet share Group Cost Deal Origination & Cross-Selling • Better economies of scale with Institutional Investment • Private Cli
Slide 9: 2. Key Business Segments: Institutional Equities & Investment Banking
2. KEY BUSINESS SEGMENTS I. INSTITUTIONAL EQUITIES & INVESTMENT BANKING 8
Slide 10: Institutional Equities: Market Leading Practice
INSTITUTIONAL EQUITIES MARKET LEADING PRACTICE Stocks under research Experienced team Empanelled coverage accounting for over 999+ Clients 118 Across sales, research & 299 74% of India’s market trading capitalization Institutional Equities & Investment Banking Revenue (₹ Mn) • Among the top franchis
Slide 11: IIFL Research: Strong Bottom-Up Coverage
IIFL RESEARCH ST RO N G B OT TO M - U P COV E R AG ES Sector-wise break up of stocks under coverage (in Nos) Market cap break up of stocks under coverage Banking & Fin IIFL Market cap bracket Research 13 Pharma & Healthcare Universe 13 30 Auto Above US$ 10 Bn 85 15 Capital Goods Between US$ 5 Bn and
Slide 12: Leading Investment Banking Franchise
LEADING INVESTMENT BANKING FRANCHISE IIFL delivered strong performance in Q4FY25 in the investment banking division, despite market volatility • Completed 6 transactions in the last quarter across capital markets and private placements/advisory • Includes 2 IPOs, 1 QIPs, 3 private equity/private pla
Slide 13: 2. Key Business Segments: Non-Institutional Business
2. KEY BUSINESS SEGMENTS II. NON-INSTITUTIONAL BUSINESS 12
Slide 14: Wealth Management: Core Ingredients for Success in Place
W E A LT H M A N A G E M E N T CORE INGREDIENTS FOR SUCCESS IN PL ACE Strong core capabilities in Deep client engagement with a wide Senior experienced hires made to set up execution network of 500+ Private Client Group HNI / UHNI wealth and asset RM & 3,500+ External Wealth Managers management plat
Slide 15: A Full Suite Investment Offering
W E A LT H M A N A G E M E N T A FULL SUITE INVESTMENT OFFERING Client Focused Wide range of Open Platform Multi-product Consolidated Tax Advisory Portfolio Reporting products Architecture research and Review Investment / Risk Management Solutions Strategic Allied Services INVESTMENT Mutual Funds He
Slide 16: Key Business Metrics
KEY BUSINESS METRICS Equity Assets (DP Assets) (₹ Bn) Distribution Assets (₹ Bn) CAGR 27 % CAGR 57 % Distribution Assets # ₹ 313 billion 1,891 Mutual Fund 313 46% 1,622 261 1,135 Distribution 1,050 196 Assets break-up 170 PMS 10% March 31, 2025 122 AIF 10% 315 Fixed Income 34% FY21 FY22 FY23 FY24 FY
Slide 17: Key Business Metrics
KEY BUSINESS METRICS Retail Brokerage (₹ Mn) Life Insurance Premium (₹ Mn) Mutual Fund AUM (₹ Bn) CAGR 21 % CAGR 5 % CAGR 29 % 6,426 6,504 1,588 4,695 143.0 4,106 947 108.0 3,038 816 735 606 71.3 68.5 51.5 FY21 FY22 FY23 FY24 FY25 FY21 FY22 FY23 FY24 FY25 FY21 FY22 FY23 FY24 FY25 Financial Product D
Slide 18: Key Business Metrics: Affluent Clients
KEY BUSINESS METRICS AUM (₹ Bn) Revenue (₹ Mn) 4% 13% 0% 143% 284 1,150 (Networth < ₹1 Cr) 4,699 4,714 Legacy Broking 273 138 122 473 FY24 FY25 FY24 FY25 FY24 FY25 FY24 FY25 Equity AUM Distribution AUM Brokerage Distribution Income 19% 26% 4% 168% (Networth >= ₹1 Cr) Affluent Clients 175 1,790 1,425
Slide 19: 3. Financials
3. FINANCIALS 18
Slide 20: Financials - Consistent Performance
FINANCIALS - CONSISTENT PERFORMANCE Total Revenue (₹ Mn) Profit after tax (TCI) (₹ Mn) Return on Equity (%) CAGR 31 % CAGR 34 % 25,674 7,108 33% 33% 22,313 29% 5,121 24% 13,164 13,704 20% 3,057 8,676 2,210 2,480 FY21 FY22 FY23 FY24 FY25 FY21 FY22 FY23 FY24 FY25 FY21 ^ FY22 FY23 FY24 FY25 Networth (₹
Slide 21: Financial Results
F I N A N C I A L R E S U LT S ₹ Mn Q4FY25 Q4FY24 Y-o-Y Q3FY25 Q-o-Q FY 25 FY 24 Y-o-Y Revenue from Operations 5,371 6,864 (22%) 5,826 (8%) 24,050 21,613 11% Other income * 363 179 103% 639 (43%) 1,624 700 132% Total income 5,735 7,044 (19%) 6,464 (11%) 25,674 22,313 15% Employee cost 1,628 1,224 33
Slide 22: 4. Other Corporate Updates
4. OTHER CORPORATE UPDATES 21
Slide 23: Independent and Illustrious Board
GOVERNED BY INDEPENDENT AND ILLUSTRIOUS BOARD Rekha Warriar R Venkataraman V. Krishnan Chairperson & Independent Managing Director Independent Director Director PGDM-IIM Bangalore, Cost Accountant, LLB Masters - Applied Mathematics BE – IIT, Kharagpur (Mumbai) & Public Policy Over 3 decades of diver
Slide 24: Our ESG Strong Focus and Commitment
OUR ESG STRONG FOCUS AND COMMITMENT Launched online ESG profile platform, which aligns with various ESG frameworks operating globally such as IFC, GRI, SASB, CDP etc. ENVIRONMENTAL SOCIAL GOVERNANCE • Procurement of green energy for our • Promoted mental and physical wellbeing through various • Dive
Slide 25: Corporate Social Responsibility
CO R P O R AT E S O C I A L R E S P O N S I B I L I T Y Project Hunar – Applique Work Computer Lab at Girls Govt. Project E-Shiksha – 50 Smart Construction of School, Training, Barmer, Rajasthan School, Rajsamand, Rajasthan Boards, Kota, Rajasthan Atru (Baran), Rajasthan • Empowering 220 women appli
Slide 26: Thank you!
Thank you! Published in April 2025 IIFL Capital Services Ltd Email: investor.relations@iiflcapital.com | Website: https://www.iiflcapital.com This report is for information purposes only and does not construe to be any IIFL CAPS or any of its subsidiaries or associates or employees shall not be in a
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