360 One Wam Limited · NSE:360ONE
360 One Wam — Q1 FY25 Earnings Presentation
44 slides from 360 One Wam's earnings presentation, 2024
Slide 1: Investor Presentation - Q1 FY25
360 Zz 560 ONE Investor Presentation - Q1 FY25
Slide 2: Agenda
AGENDA 1. 360 ONE at a Glance 2. Business Introduction 3. Financial Update - Q1 FY25
Slide 3: Agenda
AGENDA 1. 360 ONE at a Glance 2. Business Introduction 3. Financial Update - Q1 FY25
Slide 4: 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 5: 360 ONE - Corporate Overview
360 ONE - Corporate Overview • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • •
Slide 6: 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 7: 360 ONE - Consistent growth story
360 ONE - Consistent growth story
Slide 8: 360 ONE - 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 9: Performance at a Glance - Annual
Performance at a Glance - Annual Strong trends in growth and profitability demonstrated…
Slide 10: Performance at a Glance - Quarterly
Performance at a Glance - Quarterly Strong trends in growth and profitability demonstrated…
Slide 11: Agenda
AGENDA 1. 360 ONE at a Glance 2. Business Introduction 3. Financial Update - Q1 FY25
Slide 12: Wealth Management - An Overview
Wealth Management An Overview
Slide 13: 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 14: 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 15: Wealth Management - Story in Charts
Wealth Management - Story in Charts • • • •
Slide 16: Wealth Management - Key Annual Financial Highlights
Wealth Management - Key Annual Financial Highlights
Slide 17: Wealth Management - Key Quarterly Financial Highlights
Wealth Management - Key Quarterly Financial Highlights
Slide 18: 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 19: UHNI proposition - Focused on new client additions and geographic expansion
UHNI proposition - Focused on new client additions, geographic expansion & increasing share with existing clients
Slide 20: HNI segment - Deep client understanding is a significant differentiator
HNI segment - Our deep and unparalleled client understanding, built over the years, continues to be a significant differentiator
Slide 21: Global platform - Positioned to address growing Global Indian wealth opportunity
Global platform - We are well positioned to address the growing Global Indian wealth management opportunity
Slide 22: ET Money - Completing the Flywheel for 360 ONE
ET Money - Completing the Flywheel for 360 ONE 9L+ 1.1L+ 75K+ 1,200 Crs+
Slide 23: Asset Management - An Overview
Asset Management An Overview
Slide 24: 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 25: 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 26: 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 27: Asset Management - Story in Charts
Asset Management - Story in Charts • • • •
Slide 28: Asset Management - Key Annual Financial Highlights
Asset Management - Key Annual Financial Highlights
Slide 29: Asset Management - Key Quarterly Financial Highlights
Asset Management - Key Quarterly Financial Highlights
Slide 30: Agenda
AGENDA 1. 360 ONE at a Glance 2. Business Introduction 3. Financial Update - Q1 FY25
Slide 31: 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 32: Key Financial Highlights (1/2)
Key Financial Highlights (1/2) • • • • • • • •
Slide 33: Key Financial Highlights (2/2)
Key Financial Highlights (2/2) • • • • • • • •
Slide 34: Consolidated Business Summary
Consolidated Business Summary
Slide 35: Segmental Business Snapshot - Quarterly
Segmental Business Snapshot - Quarterly
Slide 36: ARR AUM Build-Up
ARR AUM Build-Up Financial Performance - Q1 FY25
Slide 37: ARR AUM Build-up - Across Business Segments and Asset Classes
ARR AUM Build-up - Across Business Segments and Asset Classes
Slide 38: ARR AUM Segmental Snapshot - Wealth Management - Quarterly
ARR AUM Segmental Snapshot - Wealth Management - Quarterly
Slide 39: ARR AUM Segmental Snapshot - Asset Management - Quarterly
ARR AUM Segmental Snapshot - Asset Management - Quarterly
Slide 40: Capital Allocation & Dividend History
Capital Allocation & Dividend History • •
Slide 41: Awards & Recognitions - 170+ Awards in 16 years
Awards & Recognitions - Reinforcing our leadership position 170+ AWARDS IN 16 YEARS
Slide 42: Link to download data book
Link to download data book Click here to access the Databook
Slide 43: 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 44: Thank you
360 Zz Thank you