Icra Limited · NSE:ICRA
Icra — Q3 FY2023 Earnings Presentation
13 slides from Icra's earnings presentation, Feb 13, 2023
Slide 1: Exchange filing cover letter: Investor Presentation Q3 FY2023
I ICRA ICRA Limited February 13, 2023 BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers Exchange Plaza, Dalal Street Plot no. C/1, G Block Mumbai 400 001, India Bandra-Kurla Complex Scrip Code: 532835 Bandra (East) Mumbai - 400 051, India Symbol: ICRA Dear Sir/Madam, Sub
Slide 2: Investor Presentation: Q3 FY2023
Investor Presentation: Q3 FY2023 FEBRUARY 2023 1
Slide 3: Disclaimer
Disclaimer This Investor Presentation contains certain forward-looking statements (including expectations and plans) that may be identified by words, phrases, or expressions such as “expected”, “likely”, “will”, “would”, “continue”, “intend to”, “in future”, “opportunities” or their variations. Thes
Slide 4: ICRA Insights
ICRA Insights = = = =; =: = >
Slide 5: ICRA's baseline forecasts
ICRA’s baseline forecasts ₹ Macro Outlook FISCAL EXTERNAL GDP INFLATION REPO RATE DEFICIT ACCOUNT ₹ ₹ ₹ ₹ ₹ Real Growth CPI Inflation MPC to be extremely FD/GDP CAD FY2023: 7.2% FY2023: 6.6% data dependent. FY2023: 6.4% FY2023: -3.2% of GDP FY2024: 6.0% FY2024: 5.2% Window remains open FY2024: -3.5%
Slide 6: Near-term outlook for economic activity remains uneven
Near-term outlook for economic activity remains uneven External demand is expected to GoI has enhanced high-multiplier Private sector capex is likely to pick Consumption of services be cautious following the capital spending in the Union Budget up in FY2024, amidst the rise in remains quite robust w
Slide 7: Ratings: Business Environment
Ratings: Business Environment ▪ Strong growth of 63.3% YoY in Q3 FY2023 ▪ Non-Food credit grew by 15.3% YoY in Q3 FY2023 due to high interest rates ▪ All the key segments - Banks, NBFCs and globally and for domestic bonds Corporates had strong growth ▪ Large corporates, NBFCs and retail led the grow
Slide 8: ICRA Consolidated Financial Performance
ICRA Consolidated Financial Performance 7
Slide 9: Strong growth across businesses
Strong growth across businesses Revenue Profit before Tax 19% 18% 16% 24% 44.3% 46.5% 42.4% 103.0 47.7% 294.2 130.3 47.9 105.5 86.6 249.1 41.3 Q3 FY22 Q3 FY23 9M FY22 9M FY23 Q3 FY22 Q3 FY23 9M FY22 9M FY23 ` Profit after Tax • Q3 FY2023 performance reflects the resurgence of economic 26% 23% confid
Slide 10: Segmental Performance: 9M FY2023
Segmental Performance: 9M FY2023 Segment Revenue Segment Results 18% 28% 294.7 97.8 249.7 76.6 166.6 40.2 148.2 32.6 110.8 58.2 85.4 43.9 16.1 17.3 0.1 (0.6) 9M FY22 9M FY23 9M FY22 9M FY23 Rating, research and other services Knowledge Services Others • During Q3 FY2023, Bond issuances registered a
Slide 11: Research and Media Outreach
Research and Media Outreach 1 Webinars & Events 2 Research published 3 Media Coverage 10 10 www.icra.in
Slide 12: © Copyright, 2023 ICRA Limited. All Rights Reserved.
© Copyright, 2023 ICRA Limited. All Rights Reserved. All information contained herein has been obtained by ICRA from sources believed by it to be accurate and reliable. Although reasonable care has been taken to ensure that the information herein is true, such information is provided 'as is' without
Slide 13: Thank You!
GY crs Thank You! ey