Icra Limited · NSE:ICRA
Icra — Q3 FY2024 Earnings Presentation
15 slides from Icra's earnings presentation, Jan 24, 2024
Slide 1: Investor Presentation Q3 FY2024 filing letter
I ICRA ICRA Limited January 24, 2024 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 FY2024
Investor Presentation Q3 FY2024 JANUARY 2024 1
Slide 3: ICRA Insights
ICRA INSIGHTS 2
Slide 4: Macro outlook
Macro outlook INFLATION FISCAL DEFICIT CPI Inflation WPI Inflation FD/GDP FY2024: 5.3% FY2024: : -0.6% FY2024: 6.0% GDP REPO RATE EXTERNAL ACCOUNT Real Growth Nominal Growth Expect no change in rates in the remaining Current Account Balance part of FY2024; earliest rate cut foreseen in FY2024: -1.4%
Slide 5: Near-term outlook for economic activity remains uneven
Near-term outlook for economic activity remains uneven With cumulative rabi sowing for Although forward-looking urban The momentum of the GoI’s capex On a positive note, global some crops trending lower than consumer sentiments remain growth is likely to moderate in H2 commodity prices were benign i
Slide 6: Consolidated Financial Performance
CONSOLIDATED FINANCIAL PERFORMANCE 5
Slide 7: Growth across businesses: Q3 and 9M FY2024 (INR Cr)
Growth across businesses: Q3 and 9M FY2024 (INR Cr) Revenue ` Profit before Tax 11.3% 9.5% 5.7% 15.0% 322.2 137.7 114.6 130.3 103.0 294.2 47.9 40.7 Q3 FY2023 Q3 FY2024 9M FY2023 9M FY2024 Q3 FY2023 Q3 FY2024 9M FY2023 9M FY2024 ▪ ICRA’s revenue for the quarter and nine months was driven by Ratings.
Slide 8: Segmental performance: Q3 and 9M FY2024 (INR Cr)
Segmental performance: Q3 and 9M FY2024 (INR Cr) Segment Revenue ` Segment Results 114.6 103.0 33.6 27.7 59.6 65.9 15.4 12.0 19.3 18.1 38.3 39.4 (1.1) (2.4) 5.1 9.3 Q3 FY2023 Q3 FY2024 Q3 FY2023 Q3 FY2024 322.2 97.8 91.7 294.2 40.2 42.0 166.6 185.6 58.2 54.1 110.8 116.0 (0.6) (4.4) 16.8 20.6 9M FY20
Slide 9: ICRA Analytics completed acquisition of D2K
ICRA Analytics completed acquisition of D2K About D2K Key D2K Details ▪ D2K is an established provider of ▪ Revenue FY 2023 ~ INR 15 Cr software solutions to banks and other ▪ Client Segments: Bank, NBFC and financial institutions in India other financial sector organisations ▪ Offers tools and serv
Slide 10: Media Outreach
MEDIA OUTREACH 9
Slide 11: Research and outreach
Research and outreach 1 WEBINARS and EVENTS 2 RESEARCH PUBLISHED 3 MEDIA COVERAGE 10 10 www.icra.in
Slide 12: Social listening
Social listening 11 11 www.icra.in
Slide 13: Disclaimer
Disclaimer This Investor 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. Thes
Slide 14: Copyright, 2024 ICRA Limited
© Copyright, 2024 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' without
Slide 15: Thank You!
GY crs Thank You! ey