Kfin Technologies Limited · NSE:KFINTECH
Kfin Technologies — Q1 FY27 Earnings Presentation
30 slides from Kfin Technologies's earnings presentation, Jun 30, 2026
Slide 1: KFin Technologies Limited Investor Presentation Q1FY27
KFin Technologies Limited Investor Presentation Q1FY27 (for the quarter and period ended June 30, 2026)
Slide 2: Safe Harbour Statement
Safe Harbour Statement This presentation may contain certain forward-looking statements concerning the Company’s future business prospects and business profitability, which are subject to a number of risks and uncertainties and the actual results could materially differ from those in such forward-lo
Slide 3: Today's Presenters
Today’s Presenters Venkata Satya Naga Sreekanth Nadella Vivek Narayan Mathur Ram Gattani Managing Director and Whole Time Director & Head - Investor Relations Chief Executive Officer Group Chief Financial Officer 3 KFin Technologies Limited, Investor Presentation Q1 FY27
Slide 4: Company Overview
1. Company Overview 2. Key Highlights 3. Industry Highlights 4. Business Highlights 5. Financial Highlights 6. Team & Shareholding
Slide 5: KFintech: At a Glance
KFintech: At a Glance Globally scaled platform with integrated FA and RTA capabilities backed by strong track record of growth and leadership Investor Solutions – Domestic Mutual Funds 18 Largest 322 out of 622 Won 244 out of 425 369 Investor Solution provider to AMCs in India; ₹27.3 tn AAUM3 Last n
Slide 6: Key Highlights
1. Company Overview 2. Key Highlights 3. Industry Highlights 4. Business Highlights 5. Financial Highlights 6. Team & Shareholding
Slide 7: Key Highlights
Key Highlights Steady Performance, Led by International Growth and Robust Deal Momentum Revenue growth at 30.1% y-o-y; EBITDA growth at 7.1% y-o-y and margins at 34.2%; PAT declined by 2.6% y-o-y and margin of 21.1% Revenue share of non-domestic mutual fund at ~39.6% of the overall mix; VAS revenue
Slide 8: Industry Highlights
1. Company Overview 2. Key Highlights 3. Industry Highlights 4. Business Highlights 5. Financial Highlights 6. Team & Shareholding
Slide 9: India Performance
India Performance Overall AAUM1 Equity AAUM 1 Monthly SIP inflows Folios (₹ trillion) (₹ trillion) +16.3% y-o-y (₹ billion) (in million) Total Equity SIP +15.3% y-o-y +1.9% q-o-q +2.8% q-o-q 279 317.8 Mutual Fund2 46.6 47.9 186 38.3 149 147.3 105 83.2 30.1 101 81.6 67.4 54.1 20.3 67 40.5 Jun-23 Jun-
Slide 10: Business Highlights
1. Company Overview 2. Key Highlights 3. Industry Highlights 4. Business Highlights 5. Financial Highlights 6. Team & Shareholding
Slide 11: Domestic Mutual Fund investor solutions: Focus on mid-size, equity-oriented AMCs
Domestic Mutual Fund investor solutions: Focus on mid-size, equity-oriented AMCs, providing significant sustainable advantage Overall AAUM 1 & market share2 AAUM1 Growth AAUM1 Market Share2 (₹ trillion) 30. 0 31.5% 31.7% 32.4% 32.5% 32.8% 35. 0% KFintech Industry Q1FY26 Q4FY26 Q1FY27 30. 0% 25. 0 20
Slide 12: International investor solutions: Expanding global footprints
International investor solutions: Expanding global footprints… Growing global footprint1 No of clients +523.2% Y-o-Y +2.4% Q-o-Q Solutions No of Clients RTA 81 394 Fund 517 UK Administration 82 117 Canada (1) (1) Q1FY26 Q1FY27 Jersey Japan Ascent KFIN USA (4) (1) (38) Bahrain Saudi Arabia(2) Cayman
Slide 13: ...with Well Diversified Portfolio
…with Well Diversified Portfolio Overall AAUM (US$ bn) AAUM by Geography (%) Asset Mix (%) 1% 1% 1% 3% +389.9% y-o-y 2% 3% 5% +8.5% q-o-q 2% 21% 4% 5% 15% 31% 5% 12% 49.6 24% 45.7 18% 20% 19% Singapore Malaysia Saudi Arabia 10.1 Cayman Islands Hong Kong India Hedge Fund Public Market BVI USA Bahrain
Slide 14: Issuer solutions - Maintaining the leadership position
Issuer solutions - Maintaining the leadership position No of corporate clients1 No of investor folios1 +27.2% y-o-y (in million) +7.2% y-o-y +6.3% q-o-q +4.8% q-o-q • Added 672 clients in Q1FY27; Total clients’ base increased to 11,275 175 • Folios increased by 8 million in Q1FY26; Total folios incr
Slide 15: Other investor solutions: Younger & faster growing businesses
Other investor solutions: Younger & faster growing businesses Alternates, Private Wealth & PMS National Pension Scheme No of Funds serviced by AAUM2 No of Subscribers2 & market share4 +39.4% y-o-y +22.7% y-o-y +27.9% y-o-y +6.1% q-o-q KFintech1,2 +2.2% q-o-q (₹ billion) +19.3% q-o-q (in million) 11.
Slide 16: Financial Highlights
1. Company Overview 2. Key Highlights 3. Industry Highlights 4. Business Highlights 5. Financial Highlights 6. Team & Shareholding
Slide 17: Financial Performance
Financial Performance Consolidated KFin excl. Ascent Consolidated KFin incl. Ascent Particulars Q1FY27 % Change Q1FY27 % Change 9.6% y-o-y 30.1% y-o-y Revenue from Operations 3.004.1 3,565.4 1.6% q-o-q 2.7% q-o-q 4.0% y-o-y 7.1% y-o-y EBITDA 1,184.4 1,219.8 4.3% q-o-q 5.1% q-o-q 212 bps y-o-y 278 bp
Slide 18: Quarterly Financial Trend
Quarterly Financial Trend Revenue from Operations EBITDA & Margin* PAT & Margin** 30.1% Y-o-Y 7.1% Y-o-Y -2.6% Y-o-Y 35. 0% 43.9% 30.2% 41.5% 40.9% 28.2% 30. 0% 37.0% 34.2% 24.8% 23.4% 25. 0% 21.1% 20. 0% 3,709 3,473 3,565 1,516 15. 0% 3,092 1,357 1,285 2,741 1,139 1,220 933 920 773 811 752 10. 0% 5
Slide 19: Yearly Financial Trend
Yearly Financial Trend Revenue from Operations EBITDA & Margin* PAT & Margin** 60. 0% 35. 0% 19.3% Y-o-Y 10.6% Y-o-Y 55. 0% 3.3% Y-o-Y 33. 0% 13,015 50. 0% 30.5% 43.8% 43.9% 29.4% 31. 0% 41.4% 45. 0% 10,908 40.7% 27.2% 29. 0% 40. 0% 26.4% 27. 0% 8,375 7,200 25. 0% 35. 0% 5,297 3,437 23. 0% 4,790 30.
Slide 20: Consolidated Financial Summary excl. Ascent
Consolidated Financial Summary excl. Ascent Particulars Q1FY27 Q4FY26 Q-o-Q Q1FY26 Y-o-Y FY26 Revenue Domestic Mutual Fund Investor Solutions 2,152.0 2,132.4 0.9% 2,013.9 6.9% 8,527.6 International & Other Investor Solutions 469.6 444.0 5.8% 365.6 28.4% 1,681.3 Issuer Solutions 319.3 326.2 -2.1% 305
Slide 21: Consolidated Financial Summary incl. Ascent
Consolidated Financial Summary incl. Ascent Particulars Q1FY27 Q4FY26 Q-o-Q Q1FY26 Y-o-Y FY26 Revenue Domestic Mutual Fund Investor Solutions 2,152.0 2,132.4 0.9% 2,013.9 6.9% 8,527.6 International & Other Investor Solutions 1,030.8 960.1 7.4% 365.6 182.0% 2,675.8 Issuer Solutions 319.3 326.2 -2.1%
Slide 22: Revenue Break-up
Revenue Break-up Q1FY26 % Share Q4FY26 % Share Q1FY25 % Share FY26 % Share Domestic Mutual Fund 2,152.0 60.4% 2,132.4 61.4% 2,013.9 73.5% 8,527.6 65.5% International Investor Solutions 729.8 20.5% 709.1 20.4% 117.6 4.3% 1,587.2 12.2% Issuer Solution 319.3 9.0% 326.2 9.4% 305.1 11.1% 1,539.5 11.8% Al
Slide 23: Team & Shareholding
1. Company Overview 2. Key Highlights 3. Industry Highlights 4. Business Highlights 5. Financial Highlights 6. Team & Shareholding
Slide 24: Leadership Team
Leadership Team Venkata Satya Naga Sreekanth Nadella 22+ years of experience Managing Director and Chief Executive Officer Previously served as Managing Director at Accenture Services and Transformation manager at IBM Global Services Vivek Narayan Mathur 28+ years of experience Amit Murarka
Slide 25: Board of Directors
Board of Directors Ex-CMD of Union Bank of India & Ex-Chairman IBA; Vishwanathan Mavila Director of TransUnion CIBIL Ex-Chairman of SBI Bank & ; Managing Director Nair Ex-non-executive chairman of SWIFT India Domestic Dinesh Khara (Associates & Subsidiaries) (Chairman and Non- Services (Indepe
Slide 26: Shareholding Pattern: as on 30th June 2026
Shareholding Pattern: as on 30th June 2026 Stock information BSE Ticker 543720 NSE Symbol KFINTECH Face Value (₹) 10.00 Others 29.2% No. of shares outstanding 17,28,27,638 Free Float 10,97,38,355 Depositories, Clearing Houses and Other Industry Intermediaries Promoters (General Atlantic) 22.8% Top I
Slide 27: Appendix
Appendix EXPERIENCE TRANSFORMATION
Slide 28: Our Journey So Far
Our Journey So Far ◼ Launch of ◼ New CEO appointed ◼ Acquired Hexagram ◼ Selected by Blackrock ◼ Acquired 2% stake in Pension Services (fund accounting) Aladdin Provider Sahamati Foundation ◼ Launch of Issuer ◼ Launch of Alternative ◼ Acquired Sundaram BNP Business Network as ninth (AA SRO) Solution
Slide 29: Our Growth Strategies
Our Growth Strategies Maintain market leadership by further deepening Attract and retain talent relationship with existing clients 6 1 Expand client base and market share 5 2 Pursue strategic acquisitions through enhanced sales and marketing 4 3 Focused, selective international expansion Investing i
Slide 30: Thank You!
Thank You! 30 KFin Technologies Limited, Investor Presentation Q1 FY27