5paisa Capital Ltd. · NSE:5PAISA
5paisa Capital — Q1 FY27 Earnings Presentation
30 slides from 5paisa Capital's earnings presentation, Jul 17, 2026
Slide 1: Cover letter to stock exchanges on revised press release
July 17, 2026 To, To, The Manager, The Manager, Listing Department, Listing Department, BSE Limited, The National Stock Exchange of India Limited, 1st Floor, Phiroze Jeejeebhoy Tower, Exchange Plaza, C-1, Block G, Dalal Street, Bandra Kurla Complex, Bandra (East), Mumbai – 400 001. Mumbai – 400 051.
Slide 2: Press Release: Q1FY27 Results update
5paisa Capital Limited Press Release July 16, 2026 For immediate publication 5paisa Capital Q1FY27 Results update Q1FY27 consolidated income at Rs. 88.4 crore, up 3% q-o-q Q1FY27 consolidated profit after tax at Rs. 11.6 crore, up 8% q-o-q Financial Highlights: Summary: Quarter ended June 30, 2026 (
Slide 3: About 5paisa Capital
5paisa Capital Limited Press Release July 16, 2026 For immediate publication About 5paisa Capital 5paisa Capital Limited (NSE: 5PAISA, BSE: 540776) is engaged in providing financial products through its online technology platform and mobile applications. It is registered with SEBI as a stockbroker,
Slide 4: Investor Presentation, Quarter Ended June 30th, 2026
INVESTOR PRESENTATION QUARTER ENDED JUNE 30TH, 2026
Slide 5: Table of content
Table of content Q1 FY27 Highlights & Digital Wealth 01 Platform 02 Industry Outlook • Key Highlights of Q1 FY27 • Consistent Surge in Participation • Our Journey & Focus • Ownership for DIIs & Retail on the Rise • 5paisa Digital Wealth Ecosystem • Impact of regulatory Changes 03 Financial Informati
Slide 6: Q1 FY27 Highlights & Digital Wealth Platform
Q1 FY27 HIGHLIGHTS & DIGITAL WEALTH PLATFORM 5paisa
Slide 7: Key highlights – Q1 FY27 vs. Q4 FY26
Q1 FY27 HIGHLIGHTS Key highlights – Q1 FY27 vs. Q4 FY26 CUSTOMER FINANCIALS BUSINESS Customer base Revenue Avg Daily Turnover (Notional) 52.6 Lakh ₹884 Mn ₹3.04 Tn ▲ +1% QoQ ▲ +3% QoQ ▼ -12% QoQ Customer acquisition Broking income Mutual Fund AUM 74K ₹394 Mn ₹2,073 Cr ▼ -28% QoQ ▼ -6% QoQ ▲ +18% QoQ
Slide 8: Our Journey so far
OUR JOURNEY Our Journey so far 2027 NEXT GROWTH 2026 PHASE NEW 2024-25 FRONTIERS 2020-21 SCALE UP • Investor Confidence PROFITABLE – Raised capital of 2018-19 GROWTH • Crossed customer ₹469 Cr through base of 5 Mn+ ECOSYSTEM Rights Issue • ADTO reached all- BUILDING time high ₹3.8 Tn+ • Enhanced pro
Slide 9: Five year key focus areas
OUR FOCUS Five year key focus areas Maximizing Client Value at Every Touchpoint 2023 2024 2025 2026 2027 Hyper Acquisition Monetization Tech Ecosystem & Product & Tech Experience Engine Flywheel Distribution Scale Acceleration led-growth • Scaled Digital Onboarding • Launched Web Trade • Improved Th
Slide 10: 5paisa at a glance: Digital Wealth Ecosystem
DIGITAL WEALTH ECOSYSTE M 5paisa at glance Empowering every Indian to build wealth with our, full-stack digital wealth management platform. Amplifies trading (pay later) AlgoSpace Smart leverage solutions for higher buying power like Pre -built strategies with one click execution MTF, BTST, CUSPA Pr
Slide 11: Built for the Serious Trader
TRADING Built for the Serious Trader Speed, precision & edge — the complete trading and derivatives ecosystem Scalper Pay Later (MTF) AlgoSpace Screenshot 1 3-in-1 charts, ultra-fast 4x leverage · 1,500+ stocks Readymade Algo strategies execution T+5 VTT Basket Orders Scalper / FnO360 2x Leverage on
Slide 12: Investing Made Effortless
INVESTING Investing Made Effortless One platform. Every instrument. Real-time intelligence. EVERY ASSET CLASS, ONE LOGIN Equities Mutual Funds SIP (MF/Stock) ETFs IPOs US Stock Portfolio Intelligence (AI) Global Market Access Health score, diversification, P&L insights, rebalancing International ETF
Slide 13: AI at the Core of Everything We Build
AI AI at the Core of Everything We Build Embedding intelligence across products, platforms and the way we operate Smarter Investing Sharper Trading AI-Native Platform AI-guided research & decisions Intelligent signals & strategy Across App, Web & Algo AI Insights & Research Conversational Advisory O
Slide 14: AlgoSpace by 5paisa
ALGOSPACE AlgoSpace by 5paisa Algo Trading for Everyone — simple, accessible and powerful ALGO BY ASSET CLASS Equity Algo Option Algo Futures Algo Automated cash-market Options automation Systematic futures execution strategies WHY ALGOSPACE Strategy Marketplace No Coding Required Zero Platform Fees
Slide 15: Industry Outlook
INDUSTRY OUTLOOK 5paisa
Slide 16: Consistent surge in participation - Industry trend
PARTICIPATION INDUSTRY Consistent surge in participation- Industry trend Demat Accounts Base (in Mn) Derivative ADTO - Notional (in ₹ Tn) Active Clients (in Mn) 224 231 49.2 192 488 45.7 445 44.2 429 40.8 151 35.3 360 31.9 114 90 154 68 FY22 FY23 FY24 FY25 FY26 Q1 FY27 FY22 FY23 FY24 FY25 FY26 Q1 FY
Slide 17: Ownership for DIIs & retail on the rise
OWNERSHI P - INDUSTRY Ownership for DIIS & retail on the rise Ownership trend in NSE listed universe (in %) 409 Market cap 203 261 254 382 409 (₹ lakh crore) • Individual investors’ direct holding in NSE 6.0 6.7 4.5 4.7 4.7 5.5 9.0 9.7 9.4 9.5 9.5 9.1 listed companies grew marginally from 9.0% to 13
Slide 18: Impact of regulatory changes on industry
REGULATORY IMPACT Impact of regulatory changes on industry Transaction Weekly Income Expiry Elimination Limitation 700 28,000 592 537 519 Lot Size Nifty 532 600 514 516 483 485 497 497 501 Revision Correction 481 472 486 486 492 26,000 450 460 445 453 467 500 436 24,000 358 352 364 400 307 314 415 2
Slide 19: Financials
FINANCIALS 5paisa
Slide 20: Business metrics
Business Business metrics Client Acquisition (In Lakhs) DIY (in %age)1 96.6% 96.8% 94.6% 90.5% 0.95 1.03 86.4% 85.5% 0.91 0.80 0.78 0.74 Q4FY25 Q1FY26 Q2FY26 Q3FY26 Q4FY26 Q1FY27 Q4FY25 Q1FY26 Q2FY26 Q3FY26 Q4FY26 Q1FY27 Total Client Acquisition: 0.74 lakh for Q1FY27 (Down 28% Q-o-Q) DIY Acquisition
Slide 21: Net worth & margins
Financials Net worth & margins Net-worth (In ₹ Cr) Return on Net Worth 1,131 7.6% 7.8% 6.7% 6.7% 6.9% 6.1% 616 626 639 650 604 Q4FY25 Q1FY26 Q2FY26 Q3FY26 Q4FY26 Q1FY27 Q4FY25 Q1FY26 Q2FY26 Q3FY26 Q4FY26 Q1FY27 Cost to Income Ratio Net Profit Margins 15% 15% 14% 83% 83% 83% 13% 13% 12% 81% 80% 79% Q
Slide 22: MTF spread over wide customer base
MTF MTF spread over wide customer base Avg MTF Book Size (in ₹ Mn) 4,053 MTF Book Segmentation 3,666 (% age of client using the facility) 3,258 3,359 Less than 1L 1L to 5L More Than 5L 8.9% 9.0% 8.9% 10.6% Q2FY26 Q3FY26 Q4FY26 Q1FY27 13.6% 13.6% 13.9% 18.7% Per Client Exposure (In ₹) 2,78,600 77.6%
Slide 23: Consolidated financial performance
Financials Consolidated financial performance Gross Revenue & Revenue Mix EBDTA (In ₹ Mn) & EBDTA Margin (%) Profit after Tax (In ₹ Mn) Revenue (in ₹ Mn) EBTDA (in ₹ Mn) EBTDA Margin % PAT (in ₹ Mn) QoQ growth % 23% 24% 778 773 793 855 884 20% 20% 20% 123 115 116 108 31% 30% 28% 27% 31% 95 23% 25% 2
Slide 24: Consolidated P&L – Q1FY27
Financials Consolidated P&L – Q1FY27 Quarter Ended Variances INR Million Q1FY27 Q4FY26 Q1FY26 Q-o-Q Y-o-Y Income From Operations Brokerage Income 394 419 356 -6% 11% Allied Broking Income 216 207 180 4% 20% Other Operating Income 274 229 242 20% 13% Total Income from operations 884 855 778 3% 14% Em
Slide 25: About Us
ABOUT US 5paisa
Slide 26: Environmental, social & governance (ESG)
ESG Environmental, social & governance (ESG) CORPORATE HUMAN ENVIRONMENTAL INFORMATION AND GOVERNANCE CAPITAL FOOTPRINT CYBER SECURITY • Smooth whistle blower • Adopt all employee's welfare • 100% digital onboarding • Defense in Depth Security policy adopted schemes (Gratuity, PF, process & treatmen
Slide 27: Events & employee engagements
EVENTS Events & employee engagements Client Awareness Events Employee Engagements Options & Algo Conventions: A curated knowledge-driven event series People-First Culture: Fostered a healthy, engaging, and inspiring workplace tailored for equity and derivative traders, enabling structured learning,
Slide 28: Board of directors & core management team
MANAGEMENT TEAM Board of directors & core management team Independent Directors Core Management Team Dr. Archana Hingorani Ms. Nirali Sanghi Mr. Gaurav Seth Mr. Gourav Munjal Mr. Ameya Agnihotri Ms. Geetha Menon Chairperson & Independent Managing Director & Whole-Time Director & Whole-Time Director
Slide 29: Disclaimer
Disclaimer This presentation and the accompanying slides (the “Presentation”), which have been prepared by 5paisa Capital Limited (the “Company”), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any securit
Slide 30: Thank You
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