Arif Habib Limited · PSX:AHL
Arif Habib — Investor Presentation (2024)
23 slides from Arif Habib's investor presentation, 2024
Slide 1: Corporate Briefing FY 2024
Unlocking Exceptional Corporate Briefing Returns FY 2024 Innovation & Growth
Slide 2: Arif Habib Limited overview
Arif Habib Limited (“AHL”) is one of the largest securities brokerage, investment banking and economic research firm in terms of market share. The company won numerous awards from Asiamoney, CFA Society Pakistan, FinanceAsia, Asset Asian Awards, SAFE Awards, MEA Markets UAE Business Awards, Internat
Slide 3: Awards & Accolades
Awards & Accolades • Best Investment Bank: 2023, 2022 • Best Corporate Finance House of the Year – • Best Securities House: 2023, 2022 Equity & Advisory: 2023, ‘22, ‘21, ‘19, ‘18, ‘17, ‘16, ‘15 • Best Corporate & Investment Bank: 2020, • Best Brokerage House 2023, ‘22, ‘21, ‘19 ‘13 • Best Domestic E
Slide 4: Arif Habib Group
Arif Habib Group Aisha Steel Mills Limited 4
Slide 5: Arif Habib Group | Promoting Investments in Pakistan
Arif Habib Group | Promoting Investments in Pakistan ▪ Mr. Arif Habib began as a sole proprietor in the early 1990s to establish what would eventually become the Arif Habib Group. AHG has a history of building Joint Venture (JV) partnerships and continues to expand business collaborations with domes
Slide 6: Brokerage Performance
Brokerage Performance 6
Slide 7: Brokerage
Brokerage Historical Trend of Revenue and Traded Value Year Revenue (PKR Million) Average Traded Value (RHS) Revenue Generated (PKR mn) (PKR mn) 650 21,000 FY24 619 19,201 600 18,000 550 15,572 FY23 355 15,000 500 450 12,000 FY22 422 9,647 400 9,000 7,214 350 6,127 FY21 619 6,000 300 3,000 250 FY20
Slide 8: Total Number of Accounts
Total Number of Accounts DESCRIPTION ACCOUNT DETAILS Total number of accounts opened during the 6,248 period Total number of accounts 26,654 Total online accounts 16,763 - Total RDA accounts 3,584
Slide 9: Total RDA Accounts
13,051 1,674 • Total RDA Accounts 3,584 27.46% AHL Accounts as Percentage per our record
Slide 10: Roshan Digital Accounts
Roshan Digital Accounts Country wise RDA Accounts RDA DETAILS Others, 9% Kuwait, 2% ▪ No. of RDA accounts till Jun’24: 712,778 USA, 2% Bahrain, 2% ▪ Gross Inflows: US$ 8,255mn Canada, 2% Australia, 2% ▪ Total Investment: US$ 978mn Oman, 3% KSA, 40% • NPC (Conventional): US$ 348mn UK, 4% • NPC (Islam
Slide 11: Our Presence
Our Presence 11
Slide 12: Office locations
7° ARIF HABIB MtTEOD HEAD OFFICE ISLAMABAD OFFICE LAHORE OFFICE ARIE HARIR CENTRE, 25, M.T. KHAN ROAD, KARACHI OFFICE NO. 506, STH FLOOR. ISE TOWERS, OFFICE NO. G-O5 & G-06, GROUND FLOOR WAM) ©9221 171 245 TH FAX, #92 27 5242 BORE 2NNAH AVENUE. ISLAMABAD LSE PLAZA 19, KHAYABAN-E-AIWAN-E“QBAL, CSONUN
Slide 13: Strategic & Operational Developments
Strategic & Operational Developments 13
Slide 14: Scheme of Arrangement and demerger
Subsequent to the year ended June 30, 2024, the Scheme of Arrangement, dated November 17, 2023, as approved by the overwhelming shareholders of the Company and Arif Habib Corporation Limited, the Parent Company (AHCL) on December 26, 2023, was sanctioned by the Honorable High Court of Sindh on Octob
Slide 15: Exceptional Shareholder Value
Exceptional Shareholder Value 15
Slide 16: Shareholder value and total return
Arif Habib Limited (AHL) has generated substantial value for its shareholders, posting an impressive total return of 233% since FY23TD. This exceptional performance is primarily driven by the successful execution of a strategic initiative to carve out its investment portfolio while retaining its cor
Slide 17: Analysis FY24 Results
Analysis FY24 Results 17
Slide 18: Introductory Snapshot – Data as of June 30, 2024
Introductory Snapshot – Data as of June 30, 2024 Introductory Snapshot – Data as of June 30, 2024 Commencement of Operations 7-Sep-04 Head Office Karachi Major Sponsors Arif Habib Corporation Credit Rating (Long Term / Short Term) AA- / A-1 Management Rating BMR1 Fiduciary Rating BFR1 Branches 7 Mar
Slide 19: Balance Sheet
Balance Sheet PKR Million FY24 FY23 Change Explanation Share capital 653 653 - Reserves 620 4,341 -86% The Scheme of Arrangement, dated November 17, 2023, was approved by the overwhelming majority of shareholders of the Company and its Parent, Arif Habib Total Equity 1,273 4,994 -75% Corporation Lim
Slide 20: Profit and Loss Account
Profit and Loss Account PKR Million FY24 FY23 Change Explanation Revenue surged by 66% to PKR 782 million, driven by digital trading and strong participation from high-net-worth individuals (HNWIs) and retail investors in major cities. The Treasury department generated record brokerage revenues of P
Slide 21: Credit Rating
Credit Rating Rating Type Rating Rating Agency Rating Indication Prominent market position; business strategy has been aligned to focus on HNWIs Credit Rating (Long and institutions through strengthening of human resources, sales team reorganization, AA- / A-1 JCR-VIS Term / Short Term) branch expan
Slide 22: Disclaimer
Disclaimer Disclaimer This presentation may contain forward-looking statements. Forward-looking statements are statements that are not historical facts; they include statements about our beliefs and expectations and the assumptions underlying them. These statements are based on plans, estimates and
Slide 23: Thank You
Thank You 23