Iifl Capital Services Ltd · NSE:IIFLCAPS
Iifl Capital Services — Q3 FY2025 Earnings Presentation
25 slides from Iifl Capital Services's earnings presentation, Feb 11, 2025
Slide 1: Filing cover letter to BSE and NSE
February 11, 2025 The Manager, The Manager, Listing Department, Listing Department, BSE Limited, The National Stock Exchange of India Ltd., Phiroze Jeejeebhoy Tower, Exchange Plaza, 5 Floor, Plot C/1, G Block, Dalal Street, Bandra - Kurla Complex, Mumbai 400 001 Bandra (E), Mumbai 400 051 Tel No.: 2
Slide 2: For the quarter ended December 31, 2024
For the quarter ended December 31, 2024 NSE: IIFLCAPS | BSE: 542773 1
Slide 3: IIFL Capital: Performance Snapshot & Growth Strategy
IIFL CAPITAL : SECTION PERFORMANCE 01 SNAPSHOT & GROWTH STRATEGY 2
Slide 4: IIFL Capital – A leading player in Indian Equity Markets
IIFL Capital – A leading player in Indian Equity Markets 1. Large Scaled Up Player with Strong Financials 2. Proven Track Record • INR 2,448 Bn of custody and distribution assets. • Legacy of over two decades in retail and Institutional • Strong delivery across key metrics in 9MFY25 - INR broking an
Slide 5: Performance Snapshot – Q3 FY25
Performance Snapshot – Q3 FY 25 ₹2,448 billion ₹ 2,783 billion ₹6,464 million ₹1,967 million ₹24.5 billion Assets Under Average Daily Management & Custody Turnover * Revenue PAT [ TCI ] Net worth YOY growth 35% YOY down by 8% YOY growth 11% YOY growth 31% YOY growth 45% ₹14.27 billion 305 billion 3,
Slide 6: Financials – Consistent Performance
Financials – Consistent Performance Total Revenue (₹ mn) Profit after tax (TCI)(₹ mn) Return on Equity (%) 31% 22,313 76% 19,940 35% 33% 5,835 29% 15,269 5,121 13,704 24% 13,164 20% 3,057 3,317 8,676 2,210 2,480 FY21 FY22 FY23 FY24 9MFY24 9MFY25 FY21 FY22 FY23 FY24 9MFY24 9MFY25 FY21 FY22 FY23 FY24
Slide 7: IIFL Capital: Offering One Stop Solution for all Capital Market needs
IIFL Capital: Offering One Stop Solution for all Capital Market needs Institutions Corporate Affluent, HNI & UHNI COMPREHENSIVE SUITE OF PRODUCTS ACROSS CUSTOMER SEGMENTS Distribution solutions – Mutual Wealth Management for Research Solutions Funds, Insurance, AIFs, PMS, HNI / UHNI Fixed Income Cap
Slide 8: Building in Focus Segments - Key Business Lines
Building in Focus Segments - Key Business Lines Non - Institutional Institutional Investment Institutional Affluent, HNI & UHNI Retail Banking Broking Transforming from legacy execution focused platform into a comprehensive wealth management Continue to build on market leading Institutional player w
Slide 9: Growth Strategy
Growth Strategy 3. Evolve into a Wealth 1. Further Scale up of Market Leading 2. Continue to Expand Investment Management Platform for the Institutional Broking Practice Banking Franchise Affluent, HNI & UHNI Segment Expand market share Be a ‘Banker of choice’ for the Indian Increasing focus to capi
Slide 10: Key Business Segment Analysis: Institutional Segment
SECTION KEY BUSINESS SEGMENT ANALYSIS: 02 INSTUTIONAL SEGMENT 9
Slide 11: Market Leading Institutional Broking Platform
Market Leading Institutional Broking Platform Among the top franchises on the street, 987+ Empanelled Clients with sales teams based in Mumbai, Singapore, London and New York. Wide customer base covering investors including sovereign wealth funds, pension funds, private equity funds, international &
Slide 12: Strong Bottom-Up Research Coverages
Strong Bottom-Up Research Coverages Sector-wise break up of stocks under coverage (in Nos) Market cap break up of stocks under coverage Pharma & Healthcare IIFL Banking & Fin Market cap bracket Research 11 29 Universe 12 Capital Goods Above US$ 10 Billion 90 13 Auto Between US$ 5 Billion and US$ 10
Slide 13: Leading Investment Banking Franchise
Leading Investment Banking Franchise Investment banking revenues (₹ mn) Q3FY25 continued to be a prolific period for the investment banking business 40% 2,245 • Completed 14 transactions in Q3FY25 across capital markets and 2,081 private placements/advisory 1,504 1,482 Includes 7 IPOs, 3 QIPs, 1 o
Slide 14: Awards & Recognition - Institutional Business
Awards & Recognition - Institutional Business The IIFL Group The IIFL Group Wins “The Asset Triple A” Sustainable Awarded India Equity Finance Awards & Finance Asia award for House in 2023 by IFR Asia best PE deal IIFL Securities wins awards at 'The Asset Triple A‘ Finance Asia – Best Private Sustai
Slide 15: Key Business Segment Analysis: Non-Institutional Segment
SECTION KEY BUSINESS SEGMENT ANALYSIS : 03 NON-INSTUTIONAL SEGMENT 14
Slide 16: Affluent Wealth Management – Core Ingredients for success already in place
Affluent Wealth Management– Core Ingredients for success already in place Deep client Senior experienced Strong core engagement with a hires made to set Comprehensive Market leading Vintaged and capabilities in wide network up HNI / UHNI wealth Product Portfolio Research Growing Customer execution o
Slide 17: Key Business Metrics: Non-Institutional Business
Key Business Metrics : Non-Institutional Business Assets Under Management - Custody (₹ bn) Asset Under Management – Distribution Assets # (₹ bn) Distribution Assets # ₹ 305 billion CAGR 67 % CAGR 28 % Mutual Fund 47% 2,143 305 Others 261 6% Distribution 1,622 Assets break-up December 31, 2024 196 1,
Slide 18: Key Business Metrics: Non-Institutional Business (Contd.)
Key Business Metrics : Non-Institutional Business (Contd.) Retail Brokerage (₹ mn) Life Insurance Premium (₹ mn) Mutual Fund AUM (₹ bn) 19% 6,426 50% 1,588 5,338 4,695 4,483 144.1 4,106 18% 947 108.0 3,038 816 96.1 606 616 71.3 68.5 507 51.5 FY21 FY22 FY23 FY24 9MFY24 9MFY25 FY21 FY22 FY23 FY24 9MFY
Slide 19: Financial Performance
SECTION FINANCIAL 04 PERFORMANCE 18
Slide 20: Financial Results – A Snapshot
Financial Results – A Snapshot ₹ Mn Q3FY25 Q3FY24 Y-o-Y Q2FY25 Q-o-Q 9MFY25 9MFY24 Y-o-Y Revenue from Operations 5,826 5,588 4% 6,454 (10%) 18,679 14,748 27% Other income * 639 235 172% 583 9% 1,261 521 142% Total income 6,464 5,823 11% 7,037 (8%) 19,940 15,269 31% Employee cost 1,489 1,178 26% 1,49
Slide 21: Governance & CSR
SECTION GOVERNANCE 05 & CSR 20
Slide 22: Led by an Independent and Illustrious Board
Led by an Independent and Illustrious Board R Venkataraman V. Krishnan Shamik Das Sharma Chairman & Non-Executive Director Independent Director Independent Director PG Diploma in Management from IIM Cost Accountant, LLB M.S., University of Maryland Bangalore, Bachelor’s degree in Electronics (USA),
Slide 23: Our ESG Strong Focus and Commitment
Our ESG Strong Focus and Commitment Launched online ESG profile platform, which aligns with various ESG frameworks operating globally such as IFC, GRI, SASB, CDP etc. ENVIRONMENTAL SOCIAL GOVERNANCE • Procurement of green energy for our • Promoted mental and physical wellbeing through • Diverse boar
Slide 24: Corporate Social Responsibility
Corporate Social Responsibility Electrification of Village using Electric Bikes for Mumbai Training in Beauty & Wellness, Skill Development Programme Solar, Maharashtra Dabbawalas, Maharashtra Jammu & Kashmir (Baramulla) for Rag Pickers, Maharashtra • Installation of 100 Solar Street • 25 Electric B
Slide 25: Thank you!
Thank you! Published on February 11, 2025 IIFL Capital Services Ltd This report is for information purposes only and does not construe to be any information contained herein, but do not represent that it is accurate or complete. investment, legal or taxation advice. It is not intended as an offer or
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