Kfin Technologies Limited · NSE:KFINTECH
Kfin Technologies — Q1 FY2027 Earnings Presentation
49 slides from Kfin Technologies's earnings presentation, Jul 24, 2026
Slide 1: Exchange filing cover letter: Investor Presentation and Factsheet
July 24, 2026 CS&G/STX/SQ2026/14 1) National Stock Exchange of India Limited 2) BSE Limited Exchange Plaza, C-1, Block G, Phiroze Jeejeebhoy Towers, Bandra Kurla Complex, Bandra (E), Dalal Street, Mumbai – 400 051 Mumbai – 400 001 Scrip Symbol: KFINTECH Scrip Code: 543720 Sub. : Investor Presentatio
Slide 2: Steady performance, led by international growth and robust deal momentum
STEADY PERFORMANCE, LED BY INTERNATIONAL GROWTH AND ROBUST DEAL MOMENTUM Mumbai, July 24, 2026: KFin Technologies Limited announced its financial results for the quarter ended 30th June 2026 today. Financial Highlights – Q1FY27 − Revenue from operations stood at ₹ 3,565.4 million, up 30.1% y-o-y; co
Slide 3: About KFin Technologies Limited
About KFin Technologies Limited (www.kfintech.com/; BSE: 543720; NSE: KFINTECH): KFin Technologies Limited (“KFintech”) is a leading technology driven financial services platform providing comprehensive services and solutions to the capital markets ecosystem including asset managers and corporate is
Slide 4: KFin Technologies Limited Q1FY27
KFin Technologies Limited Investor Presentation Q1FY27 (for the quarter and period ended June 30, 2026)
Slide 5: Safe Harbour Statement
Safe Harbour Statement This presentation may contain certain forward-looking statements concerning the Company’s future business prospects and business profitability, which are subject to a number of risks and uncertainties and the actual results could materially differ from those in such forward-lo
Slide 6: Today's Presenters
Today’s Presenters Venkata Satya Naga Sreekanth Nadella Vivek Narayan Mathur Ram Gattani Managing Director and Whole -Time Director & Head - Investor Relations Chief Executive Officer Chief Financial Officer 3 KFin Technologies Limited, Investor Presentation Q1 FY27
Slide 7: Company Overview
1. Company Overview 2. Key Highlights 3. Industry Highlights 4. Business Highlights 5. Financial Highlights 6. Team & Shareholding
Slide 8: KFintech: At a Glance
KFintech: At a Glance Globally scaled platform with integrated FA and RTA capabilities backed by strong track record of growth and leadership Investor Solutions – Domestic Mutual Funds 18 Largest 322 out of 622 Won 244 out of 425 369 Investor Solution provider to AMCs in India; ₹27.3 tn AAUM3 Last n
Slide 9: Key Highlights
1. Company Overview 2. Key Highlights 3. Industry Highlights 4. Business Highlights 5. Financial Highlights 6. Team & Shareholding
Slide 10: Key Highlights
Key Highlights Steady Performance, Led by International Growth and Robust Deal Momentum Revenue growth at 30.1% y-o-y; EBITDA growth at 7.1% y-o-y and margins at 34.2%; PAT declined by 2.6% y-o-y and margin of 21.1% Revenue share of non-domestic mutual fund at ~39.6% of the overall mix; VAS revenue
Slide 11: Industry Highlights
1. Company Overview 2. Key Highlights 3. Industry Highlights 4. Business Highlights 5. Financial Highlights 6. Team & Shareholding
Slide 12: India Performance
India Performance Overall AAUM1 Equity AAUM 1 Monthly SIP inflows Folios (₹ trillion) (₹ trillion) +16.3% y-o-y (₹ billion) (in million) Total Equity SIP +15.3% y-o-y +1.9% q-o-q +2.8% q-o-q 279 317.8 Mutual Fund2 46.6 47.9 186 38.3 149 147.3 105 83.2 30.1 101 81.6 67.4 54.1 20.3 67 40.5 Jun-23 Jun-
Slide 13: Business Highlights
1. Company Overview 2. Key Highlights 3. Industry Highlights 4. Business Highlights 5. Financial Highlights 6. Team & Shareholding
Slide 14: Domestic Mutual Fund investor solutions
Domestic Mutual Fund investor solutions: Focus on mid-size, equity-oriented AMCs, providing significant sustainable advantage Overall AAUM 1 & market share2 AAUM1 Growth AAUM1 Market Share2 (₹ trillion) 30. 0 31.5% 31.7% 32.4% 32.5% 32.8% 35. 0% KFintech Industry Q1FY26 Q4FY26 Q1FY27 30. 0% 25. 0 20
Slide 15: International investor solutions: Expanding global footprints
International investor solutions: Expanding global footprints… Growing global footprint1 No of clients +523.2% Y-o-Y +2.4% Q-o-Q Solutions No of Clients RTA 81 394 Fund 517 UK Administration 82 117 Canada (1) (1) Q1FY26 Q1FY27 Jersey Japan Ascent KFIN USA (4) (1) (38) Bahrain Saudi Arabia(2) Cayman
Slide 16: With Well Diversified Portfolio
…with Well Diversified Portfolio Overall AAUM (US$ bn) AAUM by Geography (%) Asset Mix (%) 1% 1% 1% 3% +389.9% y-o-y 2% 3% 5% +8.5% q-o-q 2% 21% 4% 5% 15% 31% 5% 12% 49.6 24% 45.7 18% 20% 19% Singapore Malaysia Saudi Arabia 10.1 Cayman Islands Hong Kong India Hedge Fund Public Market BVI USA Bahrain
Slide 17: Issuer solutions - Maintaining the leadership position
Issuer solutions - Maintaining the leadership position No of corporate clients1 No of investor folios1 +27.2% y-o-y (in million) +7.2% y-o-y +6.3% q-o-q +4.8% q-o-q • Added 672 clients in Q1FY27; Total clients’ base increased to 11,275 175 • Folios increased by 8 million in Q1FY26; Total folios incr
Slide 18: Other investor solutions: Younger & faster growing businesses
Other investor solutions: Younger & faster growing businesses Alternates, Private Wealth & PMS National Pension Scheme No of Funds serviced by AAUM2 No of Subscribers2 & market share4 +39.4% y-o-y +22.7% y-o-y +27.9% y-o-y +6.1% q-o-q KFintech1,2 +2.2% q-o-q (₹ billion) +19.3% q-o-q (in million) 11.
Slide 19: Financial Highlights
1. Company Overview 2. Key Highlights 3. Industry Highlights 4. Business Highlights 5. Financial Highlights 6. Team & Shareholding
Slide 20: Financial Performance
Financial Performance Consolidated KFin excl. Ascent Consolidated KFin incl. Ascent Particulars Q1FY27 % Change Q1FY27 % Change 9.6% y-o-y 30.1% y-o-y Revenue from Operations 3.004.1 3,565.4 1.6% q-o-q 2.7% q-o-q 4.0% y-o-y 7.1% y-o-y EBITDA 1,184.4 1,219.8 4.3% q-o-q 5.1% q-o-q 212 bps y-o-y 278 bp
Slide 21: Quarterly Financial Trend
Quarterly Financial Trend Revenue from Operations EBITDA & Margin* PAT & Margin** 30.1% Y-o-Y 7.1% Y-o-Y -2.6% Y-o-Y 35. 0% 43.9% 30.2% 41.5% 40.9% 28.2% 30. 0% 37.0% 34.2% 24.8% 23.4% 25. 0% 21.1% 20. 0% 3,709 3,473 3,565 1,516 15. 0% 3,092 1,357 1,285 2,741 1,139 1,220 933 920 773 811 752 10. 0% 5
Slide 22: Yearly Financial Trend
Yearly Financial Trend Revenue from Operations EBITDA & Margin* PAT & Margin** 60. 0% 35. 0% 19.3% Y-o-Y 10.6% Y-o-Y 55. 0% 3.3% Y-o-Y 33. 0% 13,015 50. 0% 30.5% 43.8% 43.9% 29.4% 31. 0% 41.4% 45. 0% 10,908 40.7% 27.2% 29. 0% 40. 0% 26.4% 27. 0% 8,375 7,200 25. 0% 35. 0% 5,297 3,437 23. 0% 4,790 30.
Slide 23: Consolidated Financial Summary excl. Ascent
Consolidated Financial Summary excl. Ascent Particulars Q1FY27 Q4FY26 Q-o-Q Q1FY26 Y-o-Y FY26 Revenue Domestic Mutual Fund Investor Solutions 2,152.0 2,132.4 0.9% 2,013.9 6.9% 8,527.6 International & Other Investor Solutions 469.6 444.0 5.8% 365.6 28.4% 1,681.3 Issuer Solutions 319.3 326.2 -2.1% 305
Slide 24: Consolidated Financial Summary incl. Ascent
Consolidated Financial Summary incl. Ascent Particulars Q1FY27 Q4FY26 Q-o-Q Q1FY26 Y-o-Y FY26 Revenue Domestic Mutual Fund Investor Solutions 2,152.0 2,132.4 0.9% 2,013.9 6.9% 8,527.6 International & Other Investor Solutions 1,030.8 960.1 7.4% 365.6 182.0% 2,675.8 Issuer Solutions 319.3 326.2 -2.1%
Slide 25: Revenue Break-up
Revenue Break-up Q1FY26 % Share Q4FY26 % Share Q1FY25 % Share FY26 % Share Domestic Mutual Fund 2,152.0 60.4% 2,132.4 61.4% 2,013.9 73.5% 8,527.6 65.5% International Investor Solutions 729.8 20.5% 709.1 20.4% 117.6 4.3% 1,587.2 12.2% Issuer Solution 319.3 9.0% 326.2 9.4% 305.1 11.1% 1,539.5 11.8% Al
Slide 26: Team & Shareholding
1. Company Overview 2. Key Highlights 3. Industry Highlights 4. Business Highlights 5. Financial Highlights 6. Team & Shareholding
Slide 27: Leadership Team
Leadership Team Venkata Satya Naga Sreekanth Nadella 22+ years of experience Managing Director and Chief Executive Officer Previously served as Managing Director at Accenture Services and Transformation manager at IBM Global Services 28+ years of experience Amit Murarka 17+ years of experien
Slide 28: Board of Directors
Board of Directors Ex-CMD of Union Bank of India & Ex-Chairman IBA; Vishwanathan Mavila Director of TransUnion CIBIL Ex-Chairman of SBI Bank & ; Managing Director Nair Ex-non-executive chairman of SWIFT India Domestic Dinesh Khara (Associates & Subsidiaries) (Chairman and Non- Services (Indepe
Slide 29: Shareholding Pattern: as on 30th June 2026
Shareholding Pattern: as on 30th June 2026 Stock information BSE Ticker 543720 NSE Symbol KFINTECH Face Value (₹) 10.00 Others 29.2% No. of shares outstanding 17,28,27,638 Free Float 10,97,38,355 Depositories, Clearing Houses and Other Industry Intermediaries Promoters (General Atlantic) 22.8% Top I
Slide 30: Appendix
Appendix EXPERIENCE TRANSFORMATION
Slide 31: Our Journey So Far
Our Journey So Far ◼ Launch of ◼ New CEO appointed ◼ Acquired Hexagram ◼ Selected by Blackrock ◼ Acquired 2% stake in Pension Services (fund accounting) Aladdin Provider Sahamati Foundation ◼ Launch of Issuer ◼ Launch of Alternative ◼ Acquired Sundaram BNP Business Network as ninth (AA SRO) Solution
Slide 32: Our Growth Strategies
Our Growth Strategies Maintain market leadership by further deepening Attract and retain talent relationship with existing clients 6 1 Expand client base and market share 5 2 Pursue strategic acquisitions through enhanced sales and marketing 4 3 Focused, selective international expansion Investing i
Slide 33: Thank You!
Thank You! 30 KFin Technologies Limited, Investor Presentation Q1 FY27
Slide 34: Fact Sheet
Fact Sheet Q1FY27 ₹ 3,565.4 million ₹ 4.67 ₹ 1,284.8 million ₹ 811.5 million Revenue EPS EBITDA PAT +30.1% Y-o-Y -2.6% Y-o-Y Margin at 37.0% Margin at 23.4% 2.7% Q-o-Q -7.1% Q-o-Q Domestic Mutual Fund Investor Solutions Q1FY27 Q4FY26 Q1FY26 FY26 No of Operating Clients 26.0 26.0 24.0 26.0 AAUM Servi
Slide 35: International Investor Solutions and Issuer Solutions
International Investor Solutions: KFintech SEA Q1FY27 Q4FY26 Q1FY26 FY26 No of clients 117.0 109.0 82.0 109.0 AAUM Serviced (₹ billion) 1,265.6 1,162.6 863.6 1,162.6 (at the end of the period) Transctions handled (million) 0.9 1.0 0.8 3.8 (for the period) International Investor Solutions: Ascent Fun
Slide 36: Other Investor Solutions: National Pension Services
Other Investor Solutions: National Pension Services Q1FY27 Q4FY26 Q1FY26 FY26 No of Subscribers 2,328,318 2,193,796 1,669,972 2,193,796 Market share - on subscribers' base (end of 12.2% 11.9% 9.9% 11.9% period) Number of Corporates clients (end of 6,194.0 5,554.0 3,820.0 5,554.0 period) AAUM (₹ bill
Slide 37: Consolidated Income Statement (₹ million)
Consolidated Income Statement (₹ million) Q1FY27 Q4FY26 Q1FY25 FY26 Domestic Mutual Fund Investor Solutions 2,152.0 2,132.4 2,013.9 8,527.6 Issuer Solutions 1,030.8 960.1 365.6 2,675.8 International & Other Investor 319.3 326.2 305.1 1,539.5 Solutions Net Sale of Services 3,502.1 3,418.7 2,684.6 12,
Slide 38: B S R and Co Limited Review Report
Salarpuria Knowledge City, Orwell B S R and Co B Wing, 6th Floor, Unit-3, Sy No. 83/1 Plot No. 02, Raidurg Chartered Accountants Hyderabad – 500 081, India Telephone + 91 407 182 2000 Fax + 91 407 182 2399 Limited Review Report on unaudited consolidated financial results of KFin Technologies Limited
Slide 39: Limited Review Report (Continued)
B S R and Co Limited Review Report (Continued) KFin Technologies Limited 6 KFin Global Technologies (IFSC) India Subsidiary Limited 7 WebileApps (India) Private Limited India Subsidiary 8 WebileApps Technology Services India Subsidiary Private Limited 9 KFin Technologies (Thailand) Limited Thailand
Slide 40: Limited Review Report (Continued)
B S R and Co Limited Review Report (Continued) KFin Technologies Limited 24 Ascent FS (India) LLP India Subsidiary 25 Ascent Fund Services (USA) LLC United States of Subsidiary America 26 Ascent Fund Services (UK) Limited United Kingdom Subsidiary 27 Ascent Management Consulting Saudi Arabia Subsidi
Slide 41: Limited Review Report (Continued)
B S R and Co Limited Review Report (Continued) KFin Technologies Limited Our conclusion is not modified in respect of this matter. 8. We did not review the financial information of 24 Subsidiaries included in the Statement, whose financial information reflect total revenues (before consolidation adj
Slide 42: Statement of unaudited consolidated financial results
KFin Technologies Limited CIN: L72400MH2017PLC444072 Registered office address: 301, The Centrium, 3rd Floor, 57, Lal Bahadur Shastri Road, Nav Pada, Kurla (West), Mumbai — 400070, Maharashtra Statement of unaudited consolidated financial results for the quarter ended June 30, 2026 (Zin millions) Co
Slide 43: Operating segments
Operating segments: (2 in millions) Consolidated SL Quarter ended Year ended Particulars No. June 30, 2026 March 31, 2026 June 30, 2025 March 31, 2026 (Unaudited) (Audited - Refer Note 3) (Unaudited) (Audited) 1 [Segment revenue (Domestic mutual fund investor solutions 2,178.15 2,154.95 2,044.14 8,6
Slide 44: Notes
KFin Technologies Limited Notes: 1. The above consolidated financial results of KFin Technologies Limited ("the Parent Company"/ "the Company"), its subsidiaries and its employee welfare trust (the Company, its subsidiaries and its employee welfare trust together referred to as "the Group") and its
Slide 45: Notes (continued)
KFin Technologies Limited Notes (continued): 6. The statement of unaudited consolidated financial results include the results of the following: i) Parent: a) KFin Technologies Limited ii) Subsidiaries (including step-down subsidiaries): a) KFin Technologies (Bahrain) W.L.L. b) KFin Technologies (Mal
Slide 46: Limited Review Report on standalone results
Salarpuria Knowledge City, Orwell B S R and Co B Wing, 6th Floor, Unit-3, Sy No. 83/1 Plot No. 02, Raidurg Chartered Accountants Hyderabad – 500 081, India Telephone + 91 407 182 2000 Fax + 91 407 182 2399 Limited Review Report on unaudited standalone financial results of KFin Technologies Limited f
Slide 47: Limited Review Report (Continued)
B S R and Co Limited Review Report (Continued) KFin Technologies Limited financial year 2021-22 of INR 4.08 million was also transferred to the Client. The Company has recognised an amount of INR 91.55 million as a provision as of 30 June 2026 in the standalone financial results related to potential
Slide 48: Statement of unaudited standalone financial results
KFin Technologies Limited CIN: L72400MH2017PLC444072 Registered office address: 301, The Centrium, 3rd Floor, 57, Lal Bahadur Shastri Road, Nav Pada, Kurla (West), Mumbai — 400070, Maharashtra Statement of unaudited standalone financial results for the quarter ended June 30, 2026 (Zin millions) Stan
Slide 49: Notes
KFin Technologies Limited Notes: 1. The above standalone financial results of KFin Technologies Limited ("the Company") have been prepared in accordance with and comply in all material aspects with the Indian Accounting Standards (Ind AS) notified under Section 133 of the Companies Act, 2013 ("the A