360 One Wam Limited · NSE:360ONE
360 One Wam — Q3 FY25 Earnings Presentation
47 slides from 360 One Wam's earnings presentation, Jan 27, 2025
Slide 1: Cover letter to stock exchanges
January 27, 2025 The Manager, The Manager, Listing Department, Listing Department, BSE Limited, National Stock Exchange of India Ltd., Phiroze Jeejeebhoy Tower, Exchange Plaza, 5 Floor, Plot C/1, G Block, Dalal Street, Bandra - Kurla Complex, Bandra (E), Mumbai 400 001. Mumbai 400 051. BSE Scrip Cod
Slide 2: Results Update - Q3 FY25 Key Highlights
Annexure I 360 ONE WAM Ltd. Results Update - Q3 FY25 Key Highlights Q3 FY25 PAT AT RS 275 CRORE - UP 41.7% YoY Q3 FY25 TOTAL REVENUES AT RS 678 CRORE - UP 45.4% YoY OVERALL ASSETS UNDER MANAGEMENT (AUM) AT RS 5,79,222 CRORE AS ON DECEMBER 2024 ANNUAL RECURRING REVENUE (ARR) AUM AT RS 2,47,999 CRORE
Slide 3: Business and Financial Performance press release
Mumbai, January 27, 2025: 360 ONE WAM Limited, one of India’s largest wealth and alternates asset managers, announced its financial results for the quarter ended December 31, 2024. Business Performance • Assets under Management for 360 ONE stood at Rs 5,79,222 Crs, consisting of ARR AUM of Rs 2,47,9
Slide 4: CEO quote and investor relations contact
Mr. Karan Bhagat (Founder, MD & CEO) said “our focus continues to deliver a comprehensive platform for wealth and asset management, ensuring unmatched value for our clients and stakeholders. With the strategic acquisition of B&K, we are seamlessly integrating advisory, research, and execution capabi
Slide 5: 360 ONE Q3 FY25
360 Zz 560 ONE Investor Presentation - Q3 FY25
Slide 6: Agenda
AGENDA 1. 360 ONE at a Glance 2. Business Introduction 3. Financial Update - Q3 FY25 4. Proposed Acquisition of B&K Securities and B&K Finserv
Slide 7: Agenda
AGENDA 1. 360 ONE at a Glance 2. Business Introduction 3. Financial Update - Q3 FY25 4. Proposed Acquisition of B&K Securities and B&K Finserv
Slide 8: 360 ONE WAM - leading wealth and alternates-focused asset firm
360 ONE WAM - India’s one of the leading wealth and alternates-focused asset firm
Slide 9: 360 ONE - Corporate Overview
360 ONE - Corporate Overview • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • •
Slide 10: 360 ONE - Story in Charts
360 ONE - Story in Charts Transition to Annual Recurring Revenue Assets 579 (INR 000 Crs) 467 ARR |AUM +24% ARR 72 CAGR AUM 246 AUM 331 266 150 FY21 FY24 9M FY25 TBR mWealth Management ARR mi Asset Management ARR g growth in assets coupled with disciplined cost and capital management High quality re
Slide 11: Performance at a Glance - Annual
Performance at a Glance - Annual Strong trends in growth and profitability demonstrated…
Slide 12: Performance at a Glance - Quarterly
Performance at a Glance - Quarterly Strong trends in growth and profitability demonstrated…
Slide 13: Agenda
AGENDA 1. 360 ONE at a Glance 2. Business Introduction 3. Financial Update - Q3 FY25 4. Proposed Acquisition of B&K Securities and B&K Finserv
Slide 14: Wealth Management
Wealth Management An Overview
Slide 15: 360 ONE Wealth - one of India's largest wealth managers
360 ONE Wealth - One of India’s largest wealth manager servicing 7,500+ clients
Slide 16: Wealth Management - Story in Charts
Wealth Management - Story in Charts • • • •
Slide 17: Wealth Management - Key Annual Financial Highlights
Wealth Management - Key Annual Financial Highlights
Slide 18: Wealth Management - Key Quarterly Financial Highlights
Wealth Management - Key Quarterly Financial Highlights
Slide 19: Asset Management
Asset Management An Overview
Slide 20: 360 ONE Asset - leader in alternate asset management in India
360 ONE Asset - Pioneer and leader in alternate asset management in India
Slide 21: Key focus areas for the Asset Management business
Product innovation, institutional mandates and domestic distribution are key focus areas for the business • • • • • • • • •
Slide 22: Asset Management - Story in Charts
Asset Management - Story in Charts • • • •
Slide 23: Asset Management - Key Annual Financial Highlights
Asset Management - Key Annual Financial Highlights
Slide 24: Asset Management - Key Quarterly Financial Highlights
Asset Management - Key Quarterly Financial Highlights
Slide 25: Agenda
AGENDA 1. 360 ONE at a Glance 2. Business Introduction 3. Financial Update - Q3 FY25 4. Proposed Acquisition of B&K Securities and B&K Finserv
Slide 26: Business Snapshot - Q3 FY25
Business Snapshot - Q3 FY25 Total ARR Net Flows - INR 6,643 cr in Q3 FY25 Wealth Management INR 163k cr / $19bn ARR AUM INR 5.9k cr ARR Net Flows ARR AUM woe INR 248k cr INR 468 cr /$55 mn Op. Revenue in Q3 FY25 OO TBR AUM 7,500+ Relevant Families INR 331k cr Distribution, Brokerage, Advisory, Lendi
Slide 27: Key Financial Highlights (1/2)
Key Financial Highlights (1/2) • • • • • • •
Slide 28: Key Financial Highlights (2/2)
Key Financial Highlights (2/2) • • • • • • •
Slide 29: Consolidated Business Summary
Consolidated Business Summary
Slide 30: Segmental Business Snapshot - Quarterly
Segmental Business Snapshot - Quarterly
Slide 31: ARR AUM Build-Up
ARR AUM Build-Up Financial Performance - Q3 FY25
Slide 32: ARR AUM Build-up - Across Business Segments and Asset Classes
ARR AUM Build-up - Across Business Segments and Asset Classes
Slide 33: ARR AUM Segmental Snapshot - Wealth Management - Quarterly
ARR AUM Segmental Snapshot - Wealth Management - Quarterly
Slide 34: ARR AUM Segmental Snapshot - Asset Management - Quarterly
ARR AUM Segmental Snapshot - Asset Management - Quarterly
Slide 35: Agenda
AGENDA 1. 360 ONE at a Glance 2. Business Introduction 3. Financial Update - Q3 FY25 4. Proposed Acquisition of B&K Securities and B&K Finserv
Slide 36: B&K - leading brokerage and corporate advisory house
B&K - One of India’s leading brokerage and corporate advisory houses 75%+ 32
Slide 37: B&K Securities - Key businesses
B&K Securities - Key businesses • • • • • • • 33
Slide 38: Business Synergies 1: Equity Broking
Business Synergies 1: Equity Broking • • • • • • 34
Slide 39: Business Synergies 2: Equity Capital Markets
Business Synergies 2: Equity Capital Markets Promoter Connect Private Equity Connect 35
Slide 40: Business Synergies 3: Corporate Treasury
Business Synergies 3: Corporate Treasury • • • • • • 36
Slide 41: Recap of Business Synergies
Recap of Business Synergies • • • 37
Slide 42: Strong and experienced leadership and team
Strong and experienced leadership and team - Committed to continue in the next phase of the business journey • • • • • • • • • 38
Slide 43: Proposed transaction: upfront cash and stock issuance, EPS accretive
Proposed transaction is a combination of upfront Cash and Stock issuance to promoters - EPS accretive on an as-is basis • • • • INR 267 Crs INR 102 Crs ~17-18x ~13-15x ~3-5% ~7-10% Revenues PAT Trailing PE Forward PE As-is With Basis Synergies 39 39
Slide 44: Awards & Recognitions
Awards & Recognitions - Reinforcing our leadership position 170+ AWARDS IN 16 YEARS
Slide 45: Link to download data book
Link to download data book Click here to access the Databook
Slide 46: Disclaimer
Disclaimer This presentation and the accompanying slides contain selected information about the activities of 360 ONE WAM Limited (the “Company”? and its subsidiaries and affiliates (together, the “Group")as atthe date of the presentation, It does not purport to present a comprehensive overview of t
Slide 47: Thank you
360 Zz Thank you