Indo Thai Securities Limited · NSE:INDOTHAI

Indo Thai Securities — Investor Presentation (May 2026)

47 slides from Indo Thai Securities's investor presentation, Jul 20, 2026

  1. Slide 1: Regulation 30 disclosure cover letter to exchanges

    CIN: L66120MP1995PLC008959 Date: 20th July, 2026 To, To, The Listing Department The Listing Department BSE Limited National Stock Exchange of India Ltd. Department of Corporate Affairs Exchange Plaza, Plot No. C/1, G Block Phiroze Jeejeebhoy Towers Bandra-Kurla Complex, Dalal Street Bandra (E) Mumba

  2. Slide 2: Indo Thai Securities Limited Investor Presentation May 2026

    Indo Thai Securities Limited Investor Presentation May 2026 NSE: INDOTHAI · BSE: 533676 · ISIN: INE337M01021 Public Document

  3. Slide 3: Table of Contents

    Table of Contents Overview of the strategic sections, operating segments, and proposed demerger milestones. Overview & Financial Highlights Prudent Capital Allocation & Subsidiaries & Alternative Assets Broking Pg 03 – 06 Pg 07 – 20 Pg 21-36 Proposed Value Unlock & Strategic Demerger Governance, Man

  4. Slide 4: Indo Thai Securities at a Glance

    COMPANY OVERVIEW Indo Thai Securities at a Glance 1995 2011 ₹9,000+ Cr 15,000+ ₹60.0 Lakh 4 11.2% 5 Exchange Founded Listed Total AUI Inc. HNI Clients Avg AUI Subsidiaries Avg. Dividend Memberships Indore, MP SEBI Registered NSE + BSE (15 Years) Assets Under Influence Active core relationships Per C

  5. Slide 5: FY2026 Performance Highlights (Consolidated)

    PERFORMANCE HIGHLIGHTS FY2026 Performance Highlights (Consolidated) Key performance indicators and profitability metrics for the full year and fourth quarter. ANNUAL PROFITABILITY ENGINE Total Revenue Networth Q4 FY2026 HIGHLIGHTS ₹104.26 Cr ₹286.79 Cr ₹66.16 Cr Highest quarter in 31-year history +2

  6. Slide 6: 31-Year Chronological Evolution

    OPERATIONAL TIMELINE 31-Year Chronological Evolution Key milestones in the building of Indo Thai's multi-asset exchange and wealth platform. 2024 – 2026 5. DEMERGER & VALUE 2012 – 2021 ▪ 2024: Raised ₹155 Crores capital. 4. OFFSHORE & TECH ▪ 2026: Highest Fresh SIP 2008 – 2011 ▪ 2012: Self-clearing

  7. Slide 7: Guiding Philosophy and Corporate Foundations

    CORPORATE PHILOSOPHY Guiding Philosophy and Corporate Foundations A 31-year foundation of shareholder alignment, compliance excellence, and operational longevity. VISION MISSION VALUES To be India's most trusted wealth To deliver institutional-grade financial 01 Shareholder Commitment Dividends paid

  8. Slide 8: Prudent Capital Allocation & Broking

    02 PART TWO Prudent Capital Allocation & Broking Regulated capital market platforms, depository access, and premium client-centric asset advisory platforms.

  9. Slide 9: Wealth Management & Broking

    A SUBSECTION 02A · STRATEGIC PROFILE Wealth Management & Broking Scaling high-density wealth platforms and premium client- centric advisory channels. PART TWO · CORE BROKING

  10. Slide 10: The Opportunity Ahead — India's Projected Wealth Landscape

    MARKET CONTEXT "The Opportunity Ahead — India's Projected Wealth Landscape" $2.3 Trillion +50% ₹100L Cr+ India HNWIs Wealth by FY2029 UHNWI Growth by 2028 PMS + AIF AUM by 2030 Deloitte India, Jan 2025 Knight Frank — fastest globally EY- Julius Bear India Capital Pools Growing Rapidly The Wealth Pyr

  11. Slide 11: Our Clients

    CLIENT FRANCHISE Our Clients Steady expansion across verticals, with emphasis on relationship depth over client volume. ₹60.0 L Broking Depository Mutual Funds (% of Total Clients) 100 Avg AUI per Client As on 31 March 2026 80 37.52 36.46 36.14 Client Profile 60 Primarily HNI/UHNI individuals, corpo

  12. Slide 12: What We Do

    SERVICE CAPABILITIES What We Do A full-stack financial services platform — from broking and advisory to alternatives and global market access. CAPITAL MARKETS ADVISORY & WEALTH INSTITUTIONAL & STRATEGIC Equity & Commodity Broking Research Advisory & MF Distribution Institutional Broking Research-bac

  13. Slide 13: National Distribution and Business Network

    GEOGRAPHIC FOOTPRINT National Distribution and Business Network Strategic presence across key financial centers and regional high-growth corridors. Ratlam, MP PRESENCE ACROSS 4 STATES Authorized Person Ujjain, MP Madhya Pradesh (Founding) Ahmedabad, Gujarat Authorized Person Authorized Person Incorp

  14. Slide 14: Financial Performance Metrics

    B SUBSECTION 02B · FINANCIAL PERFORMANCE Financial Performance Metrics Unlocking institutional-grade profitability, market-leading margins, and compounding standalone return on equity. PART TWO · CORE BROKING

  15. Slide 15: Highest Ever Quarterly and Yearly PAT (Consolidated)

    FINANCIALS Highest Ever Quarterly and Yearly PAT (Consolidated) Particulars (Rs. In Crores) Q4FY26 Q4FY25 YoY(%) Q3FY26 QoQ(%) FY26 FY25 YoY(%) Net Revenue Fees and Commission Income 2.86 2.80 2.14% 2.65 7.92% 10.70 10.12 5.73% Net Gain on Fair Value Changes 32.26 0.00 NA 20.93 54.13% 79.05 8.34 847

  16. Slide 16: Revenue Composition — FY2026 vs FY2025 (Consolidated)

    REVENUE Revenue Composition — FY2026 vs FY2025 (Consolidated) Total revenue grew from ₹27.19 Cr to ₹104.26 Cr, driven by treasury operations. Rs. in Crores Fair Value Changes Interest Income Fees & Commission FY26 FY25 YoY Other Income 120 Fees & Commission 10.70 10.12 +5.7% Fair Value Changes 79.05

  17. Slide 17: Dividend Track Record

    DIVIDENDS Dividend Track Record Consistent distributions reflecting sustained profitability and shareholder commitment. 20% 20% 16% 15% 10% 10% 10% 10% 10% 10% 10% 10% 6% 5% 0% 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 9.33% 11.2% 20% Avg. payout since FY15 Excl. FY2020 (COVID-19)

  18. Slide 18: Treasury & Strategic Roadmap

    C SUBSECTION 02C · TREASURY OPERATIONS Treasury & Strategic Roadmap Deploying systematic quantitative treasury overlays and scaling international financial gateways via GIFT City IFSC. PART TWO · CORE BROKING

  19. Slide 19: Treasury Capital

    TREASURY Treasury Capital 76% of FY2026 revenue. Systematic deployment, not speculative trading. 76% ₹79 Cr 848% 31Yrs Of FY26 Revenue Fair Value Gains YoY Growth Track Record Treasury Operations FY2026 Net Gain FY25: ₹8.34 Cr Compounding since 1995 Market Neutrality Optimal Risk Management Cost MTM

  20. Slide 20: The Next Chapter — Alternatives Platform + GIFT City

    ROADMAP PLAN The Next Chapter — Alternatives Platform + GIFT City AIF Category 2 Research & IB GIFT City IFSC 01 Alternatives for HNIs & Corporate 02 Proprietary Deal Flow 03 Global Capital Access The platform focuses on pre-IPO The group’s treasury operations, combined Via its wholly-owned IFSC sub

  21. Slide 21: The Compounding Flywheel Model

    COMPOUNDING ENGINE The Compounding Flywheel Model How client franchise profits drive treasury compounding, reinforcing balance sheet credibility to attract larger scale. 01 · CLIENT FRANCHISE 02 · TREASURY DEPLOYMENT 01 15K Clients | ₹9K+ Cr AUI Compounding Book Platform generating recurring Fee & I

  22. Slide 22: Subsidiaries & Alternative Assets

    03 PART THREE Subsidiaries & Alternative Assets Scaling asymmetric value compounders spanning institutional fuel decarbonization technologies and physical real estate platforms.

  23. Slide 23: Unlocking Group Value: The Subsidiary Network

    GROUP STRUCTURE Unlocking Group Value: The Subsidiary Network Separating core financial service operations from green-tech and real estate assets. PARENT ENTITY: INDO THAI SECURITIES LTD · LISTED ON NSE & BSE REGULATED FINANCIAL SERVICES ENGINE (99.6% OF TURNOVER) INNOVATION & REAL ESTATE PORTFOLIO

  24. Slide 24: Femto Green Hydrogen Ltd

    A SUBSECTION 03A · CLEAN TECH ASSETS Femto Green Hydrogen Ltd Pioneering patented Terahertz-frequency wave technologies to deliver commercial-scale green fuel carbon reduction. PART THREE · SUBSIDIARIES

  25. Slide 25: Fuel Industry Challenge: Internal Combustion Engine Thermal Efficiency

    THE PROBLEM Fuel Industry Challenge: Internal Combustion Engine Thermal Efficiency Today's engines convert only ~35% of the fuel's energy into useful work — The remaining ~65% is lost as heat, pumping losses, friction, and exhaust energy—not because fuel doesn't burn, but because energy is not used

  26. Slide 26: What Femto Solves? : E20 Petrol and Complex Diesel

    THE PROBLEM What Femto Solves? : E20 Petrol and Complex Diesel PETROL & E20 - FEMTO TURNS LOSS INTO GAIN DIESEL - FEMTO AS A NATIONAL EFFICIENCY LEVER 12-15% Net Efficiency Gain on E20 15-25% Diesel Efficiency Gain E20's inherent 6-7% calorific loss (acknowledged by NITI Aayog) is not just recovered

  27. Slide 27: The Industry This Problem Sits Inside

    MARKET SCALE The Industry This Problem Sits Inside Femto sits inside India's fuel supply chain — the country's largest industrial vertical by revenue. ₹26.96 L Cr ₹8.74 L Cr Combined Domestic OMC Revenue Indian Oil Corporation Alone IOC, BPCL, HPCL, MRPL, and Reliance domestic ops. Every litre passe

  28. Slide 28: How Femto Fuels with THz Treatment Increases Engine Thermal Efficiency

    THE SOLUTION How Femto Fuels with THz Treatment Increases Engine Thermal Efficiency Not by burning more fuel — by converting more of the released energy into useful work. Better combustion, measurable impact. 01 WHAT THZ CHANGES 02 WHAT IT DELIVERS 03 WHY THIS MATTERS Better fuel chemistry Cleaner,

  29. Slide 29: The Femto Device — Molecular Restructuring Fuel Optimization

    THE SOLUTION The Femto Device — Molecular Restructuring Fuel Optimization A non-contact, fuel-agnostic substrate device that emits Terahertz-frequency electromagnetic waves to restructure fuel molecular clusters — delivering more complete combustion. What It Is Non-contact substrate device · Placed

  30. Slide 30: Established spectroscopy. Proprietary execution.

    FEMTO — THE PHYSICS Established spectroscopy. Proprietary execution. Normal Fuel Femto-Treated Fuel Long, complex hydrocarbon chains with irregular molecular Molecular chains partially restructured — more uniform — structure more complete combustion → Terahertz exposure Irregular — incomplete combus

  31. Slide 31: Independent Test Results

    THE PROOF Independent Test Results Verified by Purdue University CREATE, Roush Industries (Warren, Michigan)- Validation Study. PETROL VALIDATION E20 VALIDATION DIESEL VALIDATION Roush Gasoline Study Creta BS6 E20 Study ** Purdue CREATE Study 2021 AWD Jeep Compass · Sept 26, 2023 2021 Hyundai Creta

  32. Slide 32: A Protected Moat — Patented, Exclusive, Backed

    THE SOLUTION A Protected Moat — Patented, Exclusive, Backed PCT Patent Filed — Jan 2026 (Patented on the name of Mr. Nandan Kundetkar) 01 Application PCT/IN2026/050049 · "Method for Treating Fuel with Electromagnetic Waves" · Enables patent extension across multiple international jurisdictions US Ut

  33. Slide 33: Three Revenue Streams. One Device Deployment.

    REVENUE MODEL Three Revenue Streams. One Device Deployment. 01 CORE REVENUE 02 DATA MONETISATION 03 IP MONETISATION Operating Revenue Carbon Credit Revenue International Licensing Device deployment and service contracts across four customer Every device generates real-time, registry-grade CO₂ data a

  34. Slide 34: Femto vs Conventional Carbon Capture vs Direct Air Capture

    COMPETITIVE ADVANTAGE Femto vs Conventional Carbon Capture vs Direct Air Capture The primary alternatives to source-level emissions reduction are post-combustion carbon capture and direct air capture. Comparing their cost structures and operational realities makes the choice clear. PARAMETER CONVENT

  35. Slide 35: From Fleet Data to OMC Distribution

    ROADMAP From Fleet Data to OMC Distribution Oil companies and OEMs are structurally conservative institutions. They move when the evidence is too substantial to dismiss. Every step below builds that evidence while generating commercial revenue in parallel. 01 Fleet Deployment Current → Month 12 → 02

  36. Slide 36: Indo Thai Realties Limited

    B SUBSECTION 03B · PHYSICAL INFRASTRUCTURE Indo Thai Realties Limited Compounding asset-light co-working property yields and long- lease recurring infrastructure annuity stability. PART THREE · SUBSIDIARIES

  37. Slide 37: Indo Thai Realties Ltd. — Portfolio Profile & Yield Model

    SUBSIDIARY PROFILE Indo Thai Realties Ltd. — Portfolio Profile & Yield Model A strategic blend of high-visibility recurring lease income and high-upside developmental assets. STRATEGIC ENTITY PROFILE Strategic Land Monetization Flexible Workspaces INDO THAI REALTIES LTD. Unlocking the hidden value o

  38. Slide 38: Proposed Value Unlock & Strategic Demerger

    04 PART FOUR Proposed Value Unlock & Strategic Demerger Strategic legal demerger separation of core regulated platforms from alternative clean-tech and real estate assets.

  39. Slide 39: After demerger, every shareholder holds two separately valued companies.

    STRUCTURE After demerger, every shareholder holds two separately valued companies. Indo Thai Financial Services (ITFSL) Indo Thai Securities Ltd (ITSL) Full Broking & Distribution (99.6% of revenue) Femto Green Hydrogen Ltd. (decarbonisation tech) Treasury Trading Desk Indo Thai Realties Ltd. (real

  40. Slide 40: Corporate Governance & Leadership

    05 PART FIVE Corporate Governance & Leadership Uncompromising governance standards, veteran board of directors, management oversight, and corporate social responsibility pipelines.

  41. Slide 41: The Infrastructure Behind Every Trade We Execute

    CERTIFICATIONS The Infrastructure Behind Every Trade We Execute SEBI NSE BSE Depository NCDEX MCX Mutual Fund Research MSEI NSEIX Registered Membership Membership Participant Membership Membership Distributor Analyst Membership Membership Stock Broker Of CDSL SEBI registered Stock Trading & Clearing

  42. Slide 42: Board of Directors & Leadership

    BOARD OF DIRECTORS Board of Directors & Leadership Mrs. Sweta Sharma Mr. Amber Mr. Dharmendra Mr. Parasmal Doshi Mr. Rajendra Bandi Mr. Dhanpal Doshi Pastaria Chaurasia Jain Chairman cum Whole Time Director Managing Director Independent Woman Director Independent Director Independent Director Whole

  43. Slide 43: Management Team : The Executors Behind the Strategy

    MANAGEMENT Management Team : The Executors Behind the Strategy Mr. Sarthak Doshi Mr. Nishit Doshi Chief Executive Officer Chief Financial Officer / Chief Operating Officer Chartered Accountant, CFA & MBA Master’s Degree in Finance & from London Business School, with Master of Science in Quantitative

  44. Slide 44: Recognised by India's Most Respected Financial Institutions

    AWARDS Recognised by India's Most Respected Financial Institutions Indo Thai Securities Limited · Investor Presentation · May 2026 43

  45. Slide 45: Capital That Gives Back

    CSR Capital That Gives Back Indo Thai Securities Limited · Investor Presentation · May 2026 44

  46. Slide 46: Disclaimer

    Disclaimer This presentation and the accompanying slides contain selected information about the activities of Indo Thai Securities Limited (the “Company”) and its subsidiaries and affiliates (together, the “Group”) as at the date of the presentation. It does not purport to present a comprehensive ov

  47. Slide 47: Thank You

    Thank You We appreciate your time and look forward to the conversation ahead. INDO THAI SECURITIES LIMITED INVESTOR RELATIONS NSE: INDOTHAI · BSE: 533676 BlueChariot ISIN: INE337M01021 Deck Strategy & Design Web www.indothai.co.in Web bluechariotinvestment.in Email indothaigroup@indothai.co.in Email

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