Geojit Financial Services Ltd · NSE:GEOJITFSL
Geojit Financial Services — Q4 FY24 Earnings Presentation
37 slides from Geojit Financial Services's earnings presentation, Apr 30, 2024
Slide 1: Exchange filing cover letter for Q4 FY24 presentation
30.04.2024 To, To, The Manager, The Manager, listing Department, listing Department, National Stock Exchange of India limited, BSE limited, 'Exchange Plaza', C-1, Block - G, Phiroze Jeejeebhoy Towers, Bandra-Kurla Complex Dalal Street, Bandra (E), Mumbai - 400 051 Mumbai - 400 001. Ph. No. 022-26598
Slide 2: Investor Presentation – 30th April 2024
INVESTOR PRESENTATION – 30th APRIL 2024
Slide 3: Helping our customers create long term wealth
“Helping our customers create long term wealth is our purpose of existence” It was laid down in 1987 and continues to be as valid as ever. Today, we provide all the products Our technology platforms like and services our customers need, be it Flip, TraderX, Smartfolios, financial planning, asset all
Slide 4: Years of excellence
Established in 1987, Geojit is a leading investment services company in India. Promoters: BNP Paribas, C. J. George – Founder & MD of Geojit, and KSIDC*. Joint Ventures/partnerships in UAE, Oman, Bahrain and Kuwait. Assets under custody and management of ₹ 93,091 crore. Multi channel client support
Slide 5: Landmark events
Landmark events ST TO LAUNCH Commodity trading Depository in rubber, cardamom, transactions through gold and silver futures Integrated trading the internet system for both cash and derivative segments Internet and mobile trading
Slide 6: Geojit Milestones
Geojit Milestones 1987 1988 1995 1997 C J George founded Company was Geojit and Co. becomes a Launch of Portfolio M/s C J George and Co., renamed Geojit Public Limited Company Management Services a proprietary firm at and Co. named Geojit Securities Ltd. with SEBI registration Ravipuram, Kochi, Kera
Slide 7: Catering to all investment needs
Catering to all investment needs Advisory Financial Product Broking Services Distribution Services SEBI registered investment advisor Advanced MF platform and App - FundsGenie Online and offline support Separate division named STEPS with MF recommendations by in-house research team Fundamental resea
Slide 8: Our Products and Services
Our Products and Services INVEST MANAGE WEALTH LOANS PROTECTION Equity Private Wealth Management Loan Against Shares/Mutual Funds General Insurance Mutual Fund Portfolio Management Services Margin Trading Funding Health Insurance Currency Global Investments 3rd Party Loan Distribution Life Insurance
Slide 9: STEPS
STEPS It is THE SPECIALISED FINANCIAL PLANNING AND INVESTMENT ADVISORY DIVISION of Geojit. STEPS provides fee based Financial Planning, Investment Analysis, Retirement Planning, Tax Planning and Investor Education Services. Our Certified Financial Planners The financial plan is reviewed provide pers
Slide 10: Portfolio Management Services
Portfolio Management Services Geojit is a SEBI registered Portfolio Manager and offers discretionary portfolio management services. We offer four unique portfolios Advantage Freedom No Entry load. Portfolio Portfolio 1% Exit load if exiting before 12 months Dakshin Ethical Portfolio Portfolio Our di
Slide 11: Our Investment Platforms
Our Investment Platforms Baskets of Stocks Digital Loan MF Investment Trading Against Shares & MF platform Platforms Smartfolios offers baskets Investors can avail Loan Cutting-edge platform Flip and TraderX make of stocks selected by Against Shares, Mutual Funds to analyze and invest in investing e
Slide 12: Smartfolios - Stock Baskets
Smartfolios - Stock Baskets Smartfolios’ baskets of stocks are selected, Recommendations as per the investment Hassle-free process with zero created and given proper weightage to strategy of the basket of stocks are shared additional charges, except reflect risk appetite / strategy or theme. with cl
Slide 13: Our advanced trading platform
Our advanced trading platform WATCHLIST ANALYSIS OPTIONS HEATMAP VIEW CHAIN RESEARCH
Slide 14: Heatmap View, Watchlist, Options Chain
HEATMAP VIEW WATCHLIST OPTIONS CHAIN The "Heatmap View" allows for a Watchlist is a useful tool for "Option Chain" is a listing of all options quick visual representation of the investors because it allows them for a specific Security that provides Percentage Changes in the to easily monitor the per
Slide 15: Research and Analysis
RESEARCH ANALYSIS The "Research" tab on a The "Analysis" tab provides Security Page is a a range of information to dedicated section help investors understand that provides you with the Technical & the Geojit's Research Fundamental aspects of Recommendations for the security. that particular securit
Slide 16: Geojit's National Presence
Geojit’s National Presence Jammu & Kashmir 497 offices across India Punjab Uttarakhand Delhi - NCR Haryana Uttar Pradesh Rajasthan Bihar We have presence in Madhya Pradesh 19 States and 2 Union Territories Gujarat West Bengal Maharashtra Jharkhand Odisha Geojit network Goa Telangana 78% branch netwo
Slide 17: Geojit's presence in the Gulf Cooperation Council countries
Geojit’s presence in the Gulf Cooperation Council countries BARJEEL GEOJIT FINANCIAL SERVICES LLC – UAE Joint Venture with the Al Saud Group since 2001 1st Indian licensed stock brokerage in UAE Headquartered at Dubai, with branches SYRIA in Abu Dhabi and Sharjah IRAQ IRAN BUSINESS PARTNERSHIP WITH
Slide 18: Group Structure
Group Structure GEOJIT FINANCIAL SERVICES LIMITED Subsidiaries Joint Ventures Associates Geojit Credits Geojit Technologies Pvt Ltd Pvt Ltd Barjeel Geojit BBK Geojit Business Financial Services LLC Consultancy and Information Geojit Techloan Geojit IFSC Ltd (KSCC) Pvt Ltd Qurum Business Geojit Group
Slide 19: Geojit's B2B Partnerships
Geojit’s B2B Partnerships For trading in the capital market, we currently have institutional tie ups with prominent banks. 3-in-1 tie up (only NRE accounts) NRI Repatriable (NRE) PIS
Slide 20: Geojit's B2B Partnerships
Geojit’s B2B Partnerships Through Geojit’s Online Trading Platform, partner banks’ clients can: Set aside funds in View their bank Contact exclusive Call their bank account balance & Centre team & toll-free to purchase shares demat holdings number dedicated to partner banks’ clients 3-in-1 integrate
Slide 21: Brokerage Business
Brokerage ( ₹ in Crores ) Business ADTO - Average daily turnover. Derivative includes Equity F&O CDS and Commodity
Slide 22: Brokerage Income, MTF Book and Smartfolios AUM
Brokerage Income, MTF Book and Smartfolios AUM ( ₹ in Crores )
Slide 23: Assets
Assets ( ₹ in Crores ) AUH – Asset under holding – Demat holding value of Geojit Clients AUM – Assets under Management – Mutual Fund holding of Geojit Clients Equity AUM includes Equity ,ELSS, Index funds and Hybrid funds excluding Conservative funds and Arbitrage funds.
Slide 24: Assets - 5 Year trend
Assets- ( ₹ in Crores ) 5Year trend AUH – Asset under holding – Demat holding value of Geojit Clients AUM – Assets under Management – Mutual Fund holding of Geojit Clients Equity AUM includes Equity ,ELSS, Index funds and Hybrid funds excluding Conservative funds and Arbitrage funds. * Excluding Mut
Slide 25: Market capitalization, clients, employees, networth
MARKET ClLIENTS ADDED CAPITALIZATION Currently DURING Q4 FY24 EMPLOYEES ₹1535 crore 32,080 2904 over 86% of retail trading volumes are done via the internet (including mobile app) Currently NETWORTH ₹912 crore over 94% Client Onboarding are done via online Figures as on 31st Mar 2024
Slide 26: Consolidated Results
Consolidated Results ( ₹ in lacs )
Slide 27: Consolidated Results
Consolidated ( ₹ in lacs ) Results
Slide 28: Consolidated Revenue mix
Consolidated ( ₹ in lacs ) Revenue mix
Slide 29: Financial Trend
Financial Trend GEOVIT (Rin lacs ) Total Income Total Expenses 20,856 15,392 14,218 11,683 10,578 8,790 Q4FY23 Q3FY24 Q4Fy24 Q4FY23 Q3FY24 QaFY24 PBT PBT Margin PAT 32% 31% 5,191 6,638 , 3,791 25% 3,015 4,814 2,893 Q4ry23 a3rv24 aary24 Qary23 asry24 Qary24
Slide 30: Revenue Mix
Revenue (3 in lacs ) A% 5% 4% 8% | Distribution Income | 2% am 6,406 18% 19% ws 20% 3,296 3,119 3,437 20% , 5% 2,208 6% GES 5% a 21% 22% 31% Q4FY23 QLFY24 Q2FY24 Q3FY24 Q4FY24 28% ~ Mutual Fund Income Insurance Income a7 2338 sss 1871 7017 4,022 OES 47% AA% 38% 43% 1,308 1066 1,263 266 Q4FY23 Q1FY24
Slide 31: Financial Trend - 5 Years
( ₹ in Crores ) Financial Trend -5 Years
Slide 32: Revenue Mix – Last 5 Years
Revenue Mix –Last 5 Years ( ₹ in Crores )
Slide 33: Awards and Recognition
Awards and Recognition Geojit received CRISIL-PMS Bazaar Award At the annual “NCDEX Commodity for its Advantage Portfolio Awards” held on 19th May 2023 in at an event held in Mumbai. Mumbai, Geojit was presented the Our Advantage Portfolio strategy is one award for Best Broking of the top performing
Slide 34: ESG performance
ESG performance • Green Building accreditation • Undertake CSR activities in • Active oversight from for Corporate office fields of women empowerment, Board of Directors education and health • Care and protect biodiversity • Dedicated Board-level Corporate • Prioritizing a lean, flexible and Respons
Slide 35: Corporate Social Responsibility
Corporate Social Responsibility EDUCATION Janal - digital asset creation of the ProdiG, Financial Education for Growth - Financial literacy modern history of Kerala Program for College students in collaboration with NISM Student Police Cadet project in 10 Capability Exploration & Enhancement Program
Slide 36: Corporate Social Responsibility
Corporate Social Responsibility HEALTH SOCIAL INCLUSION SPARSH- A community health project that provides medical Livelihood enhancement program for visually impaired women at support to chronic patients from deprived backgrounds, Pothanikkad, Kerala. identified by employees Operation of mobile blood
Slide 37: Thank You
THANK YOU GEOJIT FINANCIAL SERVICES LTD. 34/659-P, Civil Line Road, Padivattom, Kochi – 682024 Phone: 484 2901000 www.geojit.com This presentation is for information purposes only and does not constitute an offer or recommendation to buy or sell any securities of Geojit. This presentation also does
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