Icra Limited · NSE:ICRA
Icra — Q3 FY2025 Earnings Presentation
13 slides from Icra's earnings presentation, Feb 11, 2025
Slide 1: Exchange filing cover letter for Investor Presentation Q3 FY2025
I ICRA February 11, 2025 ICRALimited BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers Exchange Plaza, Dalal Street Plot no. C/1, G Block Mumbai 400 001, India Bandra-Kurla Complex Scrip Code: 532835 Bandra (East) Mumbai - 400 051, India Symbol: ICRA Dear Sir/Madam, Sub:
Slide 2: Investor Presentation Q3 FY2025
INVESTOR PRESENTATION Q3 FY2025 FEBRUARY 2025 1
Slide 3: Macro-economic outlook
Macro-economic outlook I ICRA CPI Inflation WPI Inflation Fiscal Deficit/GDP ratio FY2025e: +4.8% FY2024: +2.4% FISCAL FY2025e: 4.8% INFLATION FY2026e: +4.2%% FY2025e: +3.1% DEFICIT FY2026e: 4.4% Real GDP Growth Real GVA Growth Current Account Balance Another rate cut of 25 bps in Q1 FY2025e: +6.5%
Slide 4: Growth in economic activity to pick up in H2 FY2025
Growth in economic activity to pick up in H2 FY2025 I ICRA Rural demand is expected to remain upbeat in the near term, aided by the robust output for most kharif crops and a favourable outlook for the ongoing rabi season. The GoI’s capex is budgeted to rise by 10.1% in FY2026, which augurs well for
Slide 5: Consolidated Financial Performance
CONSOLIDATED FINANCIAL PERFORMANCE 4
Slide 6: Revenue grew across businesses: Q3 and 9M FY2025
Revenue grew across businesses: Q3 and 9M FY2025 I ICRA Revenue ` Profit after tax 5.5% 12.3% 30.3% 9.5% 120.9 361.8 42.2 115.2 114.6 105.2 322.2 32.4 Q3 FY 2024 Q3 FY 2025 9M FY 2024 9M FY 2025 Q3 FY 2024 Q3 FY 2025 9M FY 2024 9M FY 2025 The ratings growth momentum continues. Research & Analytics
Slide 7: Segmental performance: Q3 and 9M FY2025
Segmental performance: Q3 and 9M FY2025 I ICRA Segment Revenue ` Segment Results ► 5.5% _ ____.-c:)-----+- 37.2% ►- 114.6 120.9 38.0 27.7 65.9 71.7 23.4 12.0 48.7 49.2 15.7 14.6 Q3 FY 2024 Q3 FY 2025 Q3 FY 2024 Q3 FY 2025 12.3% 16.4% 361.8 106.7 322.2 91.7 185.6 211.8 42.0 63.0 136.6 150.0 49.7 43.7
Slide 8: Media Outreach
MEDIA OUTREACH 7
Slide 9: Research and Outreach
Research and Outreach I ICRA 1 WEBINARS & EVENTS 2 RESEARCH PUBLISHED 3 MEDIA COVERAGE IT sector may log mid-single digit growth in FY25 lcra ,eport~ hiring inthei nd~try m;iypid< upbylhe endofH1fQ6 Capacity utilisation of 5TATIJSCHECK domestic steel may hit ---____ . -a~ ,,, ..,._,., --lo,,il .,.,
Slide 10: Social listening
Social listening I ICRA Latha Venkatesh 0 Deborah Grey • 2nd @latha_venkatesh Susmess & TechnOIOQY Journalist I Cloud & Data Centers I APAC. & MENA Super session on MFI by @ICRAli mited and Mr. AM Karthik was super as 2mo • Edited • ® The number of companies whose rating was upgraded due to comforta
Slide 11: Disclaimer
Disclaimer I ICRA This presentation contains certain forward-looking statements (including expectations and plans) that may be identified by words, phrases, or expressions such as “expected”, “likely”, “will”, “would”, “continue”, “intend to”, “in future”, “opportunities” or their variations. These
Slide 12: Copyright, 2025 ICRA Limited. All Rights Reserved.
I ICRA © Copyright, 2025 ICRA Limited. All Rights Reserved. All information contained herein has been obtained by ICRA from sources believed by it to be accurate and reliable. Although reasonable care has been taken to ensure that the information herein is true, such information is provided 'as is'
Slide 13: Thank You!
Q) cx Thank You! ey /