5paisa Capital Ltd. · NSE:5PAISA
5paisa Capital — Merger or Acquisition (December 2022)
18 slides from 5paisa Capital's merger presentation, Dec 7, 2022
Slide 1: Cover letter to stock exchanges
December 07, 2022 To, To, The Manager, The Manager, Listing Department, Listing Department, BSE Limited, The National Stock Exchange of India Ltd., Phiroze Jeejeebhoy Tower, Exchange Plaza, 5th Floor, Plot C/1, G Block, Dalal Street, Bandra ‐ Kurla Complex, Bandra (E), Mumbai 400 001 Mumbai 400 051
Slide 2: Acquisition of IIFL Securities Ltd Online Retail Trading business by 5paisa Capital Ltd
Acquisition of IIFL Securities Ltd - “Online Retail Trading business (ORT)” by 5paisa Capital Ltd Dec 6th,2022 1
Slide 3: Points Covered
Points Covered Business overview – 5paisa Capital Ltd Acquisition scheme – Overview 5paisa.com Opportunities & Rationale Valuers & Advisors Regulators/ Authorities 2
Slide 4: Business overview – 5paisa Capital Ltd
5paisa.com Business overview – 5paisa Capital Ltd 3
Slide 5: 5paisa Capital Ltd. – Business overview
5paisa Capital Ltd. – Business overview 3.2 Mn+ Total Customers 75% first time investors INR 1.8 Tn+ ADTO from April 22 to Nov 22 74% customers in 18-35 age group *As of Nov’22 INR 1,643 Mn Revenues in H1FY23* INR 181 Mn PAT in H1FY23* *Period from Apr’22 to Sep’22 *Period from Apr’22 to Sep’22 14.5
Slide 6: 5paisa Capital Ltd. – Customer segmentation
5paisa Capital Ltd. – Customer segmentation % customers by age group % customers by geography Statewise concentration of customers 4% 10% 22% 33% 23% 67% 41% 18-25 25-35 35-50 50+ Tier 1 Tier 2 Tier 3+ Low High 5
Slide 7: Acquisition scheme – overview
5paisa.com Acquisition scheme - overview 6
Slide 8: 5paisa Capital Ltd is poised for next phase of growth
5paisa Capital Ltd is poised for next phase of growth IIFL Securities 5Paisa Capital Limited Limited Online Retail Trading Digital Discount business Broking Acquiring by 5paisa Appointment date : 1st April 2023 7
Slide 9: Flow of Transactions
Flow of Transactions IIFL Securities 15.2 lac customers 5Paisa Capital Limited(Online Limited Online Retail Trading Customer of IIFL Retail Trading) 1 Securities will be transfer to 5Paisa Capital 3 There will be change in shareholding pattern of 5paisa Shareholders of IIFL Securities Shareholders o
Slide 10: Share Holding Pattern – Before & After Acquisition
Share Holding Pattern – Before & After Acquisition 5paisa Before Merger 5paisa After Merger 32.69% 32.45% 67.31% 67.55% Promoter Group Public Shareholding/Others Promoter Group Public Shareholding/Others Investors % age of holding Investors % age of holding Promoter Group 32.69% Promoter Group 32.45
Slide 11: Acquisition will significantly increase the scale for 5paisa
Acquisition will significantly increase the scale for 5paisa 5Paisa Capital IIFL Securities 5Paisa Capital Ltd (Pre Limited (ORT Ltd (Post acquisition) Customers) acquisition) Total Customer 4.7 Mn ` 3.2 Mn ` 1.5 Mn ` base Market share(Number of 3.2% ` 1.5% ` 4.5% ` customers basis)* * Considered 10
Slide 12: 5paisa.com Opportunities & Rationale
Market 5paisa.com Opportunities & Rationale
Slide 13: Synergies
Market Opportunities & Rationale Increase in 5paisa Capital Ltd will be able to generate additional revenues from 1.5 revenues million+ acquired customers from our existing range of products and offerings Cross sale Acquisition will open doors for 5paisa to offer cross sale products to additiona
Slide 14: Valuers & Advisors
Valuers & 5paisa.com Advisors 13
Slide 15: Transaction Advisors
Transaction Advisors Implementation under the oversight of Independent Advocates Directors Committee & Audit Committee consisting of: • Mr. Ravindra Report On Share Garikipati (Chairman, Entitlement Ratio/Swap Ratio BANSI S. MEHTA VALUERS LLP Independent Director Committee) • Mr. Milin Fairness Opin
Slide 16: Regulators/ Authorities
5paisa.com Regulators/ Authorities 15
Slide 17: Regulators / Authorities Involved
Regulators / Authorities Involved National Law Securities and Tribunal(NCLT) Exchange Board of India (SEBI) Share Holders of Ministry of Stock Exchanges- both companies Corporate Affairs • NSE (MCA) • BSE • MCX 16
Slide 18: Thank You
Disclaimer: This press release has been prepared by IIFL Securities Limited ("Demerged Company") and 5paisa Capital Limited ("Resulting Company") for information purposes only and in relation to the proposed scheme of arrangement between the Demerged Company and the Resulting Company and their respe
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