360 One Wam Limited · NSE:360ONE
360 One Wam — Q1 FY25 Earnings Presentation
48 slides from 360 One Wam's earnings presentation, Jul 30, 2024
Slide 1: Cover letter to stock exchanges
July 30, 2024 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 Code:
Slide 2: Results Update - Q1 FY25 Key Highlights
Annexure I 360 ONE WAM Ltd. Results Update - Q1 FY25 Key Highlights Q1 FY25 PAT AT RS 243 CRORE - UP 34.2% YoY Q1 FY25 TOTAL REVENUES AT RS 697 CRORE - UP 60.6% YoY AND 11.9% QoQ OVERALL ASSETS UNDER MANAGEMENT (AUM) AT RS 5,21,208 CRORE AS ON JUNE 2024 ANNUAL RECURRING REVENUE (ARR) AUM AT RS 2,21,
Slide 3: Business and Financial Performance for Q1 FY25
Mumbai, July 30, 2024: 360 ONE WAM Limited, one of India’s largest wealth and alternates asset managers, announced its financial results for the quarter ended June 30, 2024. Business Performance • Assets under Management for 360 ONE stood at Rs 5,21,208 Crs, consisting of ARR AUM of Rs 2,21,287 Crs
Slide 4: CEO commentary
Mr. Karan Bhagat (Founder, MD & CEO) said “the Union Budget's emphasis on economic growth and fiscal stability reflects a solid foundation of growth for India, which will provide increased opportunities for our clients. With regulatory changes for various asset classes and potential for further valu
Slide 5: 360 ONE Q1 FY25
560 ONE Investor Presentation - Q1 FY25
Slide 6: Agenda
AGENDA 1. 360 ONE at a Glance 2. Business Introduction 3. Financial Update - Q1 FY25
Slide 7: Agenda
AGENDA 1. 360 ONE at a Glance 2. Business Introduction 3. Financial Update - Q1 FY25
Slide 8: 360 ONE WAM - India's leading wealth and alternates-focused asset firm
360 ONE WAM - India’s leading wealth and alternates-focused asset firm
Slide 9: 360 ONE - Corporate Overview
360 ONE - Corporate Overview • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • •
Slide 10: Built a strong foundation and competitive moat in the last 16 years
360 ONE - Built a strong foundation and competitive moat in the last 16 years
Slide 11: 360 ONE - Consistent growth story
360 ONE - Consistent growth story
Slide 12: Story in Charts
360 ONE - Story in Charts Transition to Annual Recurring Revenue High quality revenue model (Rs Crs) Assets 521 TBR ARR 1,846 (Rs ‘000 Crs) 426% 467 CAGR 519 915 ARR 72 335 ARR AUM um _ Ey +24% FY21 FY24 CAGR . oo, 246 Operating efficiencies in place (Rs Crs) ARR 37 Cost / Income % - 300 266 150 87%
Slide 13: Performance at a Glance - Annual
Performance at a Glance - Annual Strong trends in growth and profitability demonstrated…
Slide 14: Performance at a Glance - Quarterly
Performance at a Glance - Quarterly Strong trends in growth and profitability demonstrated…
Slide 15: Agenda
AGENDA 1. 360 ONE at a Glance 2. Business Introduction 3. Financial Update - Q1 FY25
Slide 16: Wealth Management: An Overview
Wealth Management An Overview
Slide 17: Addressable asset pool for UHNI + HNI households is USD 1+ trillion
The addressable asset pool for UHNI + HNI households, is USD 1+ trillion and will almost double in 5 years taking the total market to USD 2+ trillion • • • •
Slide 18: 360 ONE Wealth - One of India's largest wealth managers servicing 7,400+ clients
360 ONE Wealth - One of India’s largest wealth manager servicing 7,400+ clients
Slide 19: Wealth Management - Story in Charts
Wealth Management - Story in Charts • • • •
Slide 20: Wealth Management - Key Annual Financial Highlights
Wealth Management - Key Annual Financial Highlights
Slide 21: Wealth Management - Key Quarterly Financial Highlights
Wealth Management - Key Quarterly Financial Highlights
Slide 22: Core WM proposition and new strategic initiatives will provide growth opportunities
Core WM proposition and new strategic initiatives will provide significant growth opportunities over the near and long term • • • • • • • •
Slide 23: UHNI proposition - new client additions, geographic expansion
UHNI proposition - Focused on new client additions, geographic expansion & increasing share with existing clients
Slide 24: HNI segment - deep client understanding as differentiator
HNI segment - Our deep and unparalleled client understanding, built over the years, continues to be a significant differentiator
Slide 25: Global platform - Global Indian wealth management opportunity
Global platform - We are well positioned to address the growing Global Indian wealth management opportunity
Slide 26: ET Money - Completing the Flywheel for 360 ONE
ET Money - Completing the Flywheel for 360 ONE 9L+ 1.1L+ 75K+ 1,200 Crs+
Slide 27: Asset Management: An Overview
Asset Management An Overview
Slide 28: Addressable asset pool for Asset Management in excess of USD 1 trillion by 2028
The addressable asset pool for Asset Management will be in excess of USD 1 trillion by 2028 - nearly 2x of where it is today • • •
Slide 29: 360 ONE Asset - Pioneer and leader in alternate asset management in India
360 ONE Asset - Pioneer and leader in alternate asset management in India
Slide 30: Product innovation, institutional mandates and domestic distribution are key focus areas
Product innovation, institutional mandates and domestic distribution are key focus areas for the business • • • • • • • • •
Slide 31: Asset Management - Story in Charts
Asset Management - Story in Charts • • • •
Slide 32: Asset Management - Key Annual Financial Highlights
Asset Management - Key Annual Financial Highlights
Slide 33: Asset Management - Key Quarterly Financial Highlights
Asset Management - Key Quarterly Financial Highlights
Slide 34: Agenda
AGENDA 1. 360 ONE at a Glance 2. Business Introduction 3. Financial Update - Q1 FY25
Slide 35: Business Snapshot - Q1 FY25
Business Snapshot - Q1 FY25 Total ARR Net Flows - INR 5,549 cr in Q1 FY25 Wealth Management INR 142k cr / $17bn ARR AUM INR 4.7k cr ARR Net Flows ARR AUM sos oaesssesosessseseggsesesssesesssessses556 INR 221ker INR 462 cr / $55 mn Op. Revenue in Q1 FY25 en TBR AUM* 7 400+ Relevant Families INR 300k
Slide 36: Key Financial Highlights (1/2)
Key Financial Highlights (1/2) • • • • • • • •
Slide 37: Key Financial Highlights (2/2)
Key Financial Highlights (2/2) • • • • • • • •
Slide 38: Consolidated Business Summary
Consolidated Business Summary
Slide 39: Segmental Business Snapshot - Quarterly
Segmental Business Snapshot - Quarterly
Slide 40: ARR AUM Build-Up
ARR AUM Build-Up Financial Performance - Q1 FY25
Slide 41: ARR AUM Build-up - Across Business Segments and Asset Classes
ARR AUM Build-up - Across Business Segments and Asset Classes
Slide 42: ARR AUM Segmental Snapshot - Wealth Management - Quarterly
ARR AUM Segmental Snapshot - Wealth Management - Quarterly
Slide 43: ARR AUM Segmental Snapshot - Asset Management - Quarterly
ARR AUM Segmental Snapshot - Asset Management - Quarterly
Slide 44: Capital Allocation & Dividend History
Capital Allocation & Dividend History • •
Slide 45: Awards & Recognitions - 170+ awards in 16 years
Awards & Recognitions - Reinforcing our leadership position 170+ AWARDS IN 16 YEARS
Slide 46: Link to download data book
Link to download data book Click here to access the Databook
Slide 47: Disclaimer
Disclaimer This document is for the personal information of the authorised recipient(s) and does not construe to be an offer or solicitation of an offer to buy/sell any securities. It does not construe to be any investment, legal or taxation advice or recommendation in relation to holding, purchasin
Slide 48: Thank you
360 Zz Thank you