Edelweiss Financial Services Limited · NSE:EDELWEISS
Edelweiss Financial Services — Corporate Update (January 2022)
15 slides from Edelweiss Financial Services's corporate update, January 2022
Slide 1: Alternative Asset Management Business Update
Alternative Asset Management Business Update 1
Slide 2: We are the largest player in India Alternatives…
We are the largest player in India Alternatives… AuM (INR Cr) 29,950 30,200 #1 Private Debt player in India 21,700 One of the only two Asian players featured in PDI list of 19,600 the top 100 fund raisers globally for 2021 12,000 4th largest by capital raise over 10 years in Asia 8,800 Largest fund
Slide 3: …with a robust, diversified business established over the last decade
…with a robust, diversified business established over the last decade INR 30,200 Cr 700+ 300+ Assets under Unique LP Relationships Repeat LPs across Management across 5 Geographies Strategies 50+ 50+ 4 Investment Team Asset Management + Key Fund Strategies Legal Team 3
Slide 4: Strong performance over last 5 years…
Strong performance over last 5 years… Fund Raise Deployment Exits INR 27,000 Cr. INR 15,000 Cr. INR 6,500 Cr. 4
Slide 5: …enabled by a high-quality business franchise
…enabled by a high-quality business franchise 1 Clients • Deeply entrenched relationships with marquee clients • Significant pool of repeat clients 2 Investment and asset management expertise • Focused credit and yielding solutions across four strategies • Proven expertise across investment value ch
Slide 6: Deeply entrenched relationships with marquee clients
1 Deeply entrenched relationships with marquee clients 3rd generation of 9+ LPs with a 20+ global LPs across 300+ LPs subscribing funds in our flagship mandate of over ~INR 5 geographies to multiple funds series currently 800 Cr underway AUM split by Geography AUM split by Investor Type India Family
Slide 7: Focused on solutions across four core strategies
2 Focused on solutions across four core strategies 1 Performing 2 Residential 3 4 Corporate Real Estate Special Infrastructure Credit Credit Situations Yield Flexible capital to Structured credit to Debt buyouts, Primary Buying good quality corporates for mid-income and financing to stressed operati
Slide 8: Strong in-house investment and asset management expertise
2 Strong in-house investment and asset management expertise Strong Origination • 50+ member investment team provides us direct access to promoters, developers and financial institutions Unique Structuring Ability • Deep understanding of legal and regulatory landscape provides an ability to create un
Slide 9: With a high focus on governance and risk management
3 With a high focus on governance and risk management Institutional set-up with key policies and frameworks • Dedicated risk management team monitoring 11 risk vectors • Focus 3C framework (Counterparty, Collateral and Cashflows) for credit risk management Independent name clearance, investment comm
Slide 10: ESG and Sustainability is a key part of our offering
3 ESG and Sustainability is a key part of our offering ESG Policy guided by UNPRI and UN Global Compact ESG Integration: Exclusionary sector-list, pre-investment ESG assessment and ESG risk map Transparency & Reporting: Annual sustainability report based on GRI standards Governance Structure: ESG Go
Slide 11: Business in growth phase, poised to enter compounding phase
Business in growth phase, poised to enter compounding phase Compounding Phase Annuity + Operating Leverage + Carry Income Growth Phase Multiple annuity steams, each amplified with carry income Investment Phase Annuity + Operating Leverage Annuity Improving Profitability Robust platform development M
Slide 12: Well-placed to leverage the significant opportunity ahead
Well-placed to leverage the significant opportunity ahead Allocation to Alternatives is on a rise globally Major themes driving allocation to Alternatives 1 Low or negative interest rates in major 2000 2018 2030 geographies across the world 5% 25% 2 Credit flow from traditional players is constraine
Slide 13: What will the future look like
What will the future look like 1 Preferred port of call for India Credit and Yield focused Alternatives 2 Annuity business to expand, AuM to grow by ~3X over the next 5 years 3 Operating leverage and carry income will drive profitability over the next 5 years 4 Franchise of 20+ large global institut
Slide 14: Our Long-Term Vision and Purpose is..
Our Long-Term Vision and Purpose is.. “To be India’s best governed and preferred alternatives asset manager” 1 2 3 Provide top quartile Drive positive impact Positive contribution risk-adjusted returns to for our investee to community at large the investors companies 14
Slide 15: Safe Harbour
Safe Harbour This document may contain certain forward - looking statements, which are tentative, based on current expectations of the management of Edelweiss Alternate Asset Advisors Ltd or any of its subsidiaries and associate companies (“EAAA”). The results in future may vary from the forward-loo
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