Geojit Financial Services Ltd · NSE:GEOJITFSL
Geojit Financial Services — Q2 FY26 Earnings Presentation
38 slides from Geojit Financial Services's earnings presentation, Oct 20, 2025
Slide 1: Exchange filing cover letter
20.10.2025 To, To, The Manager, The Manager, Listing Department, Listing Department, National Stock Exchange of India Limited, BSE Limited, ‘Exchange Plaza’, C-1, Block – G, Phiroze Jeejeebhoy Towers, Bandra-Kurla Complex Dalal Street, Bandra (E), Mumbai – 400 051 Mumbai – 400 001. Ph. No. 022-26598
Slide 2: Investor Presentation 20th October 2025
INVESTOR PRESENTATION 20th OCTOBER 2025
Slide 3: Helping our customers create long term wealth
“Helping our customers create long term wealth is our purpose of existence” It was laid down in 1987 and continues to be as valid as ever. Today, we provide all the products Our technology platforms like and services our customers need, be it Flip, TraderX, Smartfolios, financial planning, asset all
Slide 4: Years of excellence
Established in 1987, Geojit is a leading investment services company in India. Promoters: BNP Paribas, C. J. George – Founder, Chairman and Managing Director of Geojit, and KSIDC*. Joint Ventures/partnerships in UAE, Oman, Bahrain and Kuwait. Customer Assets of ₹ 1,09,947 crore. Multi channel client
Slide 5: Landmark events
Landmark events ST TO LAUNCH Commodity trading Depository in Bullions, Energy, Base transactions through Metals and Agri Products Integrated trading the internet system for both cash and derivative segments Internet and mobile trading
Slide 6: Geojit Milestones
Geojit Milestones 1987 1988 1995 1997 2000 C J George founded Company was Geojit and Co. Launched Portfolio Launched India’s M/s C J George and renamed Geojit becomes a Public Management Services first internet Co., a proprietary firm and Co. Limited Company with SEBI registration trading facility a
Slide 7: Catering to All Investment Needs
Catering to All Investment Needs Advisory Financial Product Broking Services Distribution Services Advanced MF platform and App - FundsGenie Online and offline support SEBI registered investment advisor MF recommendations by in-house research team Fundamental research on 200+ stocks across Separate
Slide 8: Our Products and Services
Our Products and Services INVEST PROTECTION LOANS MANAGE WEALTH Equity General Insurance Loan Against Shares Private Wealth Services Mutual Fund Health Insurance Loan Against Mutual Funds Portfolio Management Services Currency Life Insurance 3rd Party Loan Distribution Global Investments Commodities
Slide 9: STEPS
STEPS It is THE SPECIALISED FINANCIAL PLANNING AND INVESTMENT ADVISORY DIVISION of Geojit. STEPS provides fee based Financial Planning, Investment Analysis, Retirement Planning, Tax Planning and Investor Education Services. Our Certified Financial Planners The financial plan is reviewed provide pers
Slide 10: Portfolio Management Services
Portfolio Management Services We offer five unique discretionary Geojit is a SEBI registered Portfolio Manager. portfolios Advantage Freedom Portfolio Portfolio Dakshin Ethical Beacon Portfolio Portfolio Portfolio Our discretionary portfolios are managed by a dedicated team of experts, according to
Slide 11: Alternate Investment Fund
Alternate Investment Fund Geojit launched its maiden Alternate Investment Fund offering, Geojit Yield Plus - A Cat III AIF with an absolute return strategy.
Slide 12: Geojit Private Wealth
Geojit Private Wealth Wealth solutions tailored with precision and care. Equities Expertise you can count on. Portfolio Management Service ▪ Prudent Risk Management Careful and thoughtful approach taken to identify, assess, mitigate, and monitor risks in a manner that aligns with clients' objectives
Slide 13: Geojit's B2B Partnerships
Geojit’s B2B Partnerships For trading in the capital market, we currently have institutional tie ups with prominent banks. 3-in-1 tie up (only NRE accounts) NRI Repatriable (NRE) PIS
Slide 14: Geojit's B2B Partnerships
Geojit’s B2B Partnerships Through Geojit’s Online Trading Platform, partner banks’ clients can: Set aside funds in View their bank Contact exclusive Call their bank account balance & Centre team & toll-free to purchase shares demat holdings number dedicated to partner banks’ clients 3-in-1 integrate
Slide 15: Our Platforms
Our Platforms Smartfolios offers baskets of stocks selected by professionals and driven by data intelligence to make investments easy. Cutting-edge platform to analyze and invest in mutual funds. It provides a user friendly, clutter-free experience. It also features mutual fund recommendations by in
Slide 16: Smartfolios - Stock Baskets
Smartfolios - Stock Baskets Smartfolios are baskets of stocks Smartfolios offer clients a choice of created and given proper weightage 27 baskets to meet the varied risk to reflect risk appetite, strategy or profiles. The baskets are classified theme. The baskets are curated by as Conservative, Mode
Slide 17: FundsGenie - User Friendly Mutual Fund App
FundsGenie - User Friendly Mutual Fund App SYNC EXTERNAL WATCHLIST INVESTMENTS Watchlist is a powerful tool Clients having mutual fund to help clients keep track investments with any other of their mutual funds’ broker, can import their performance. external mutual fund investments to FundsGenie app
Slide 18: Our Advanced Trading Platform
Our Advanced Trading Platform HEATMAP VIEW WATCHLIST OPTIONS CHAIN The "Heatmap View" allows for a Watchlist is a useful tool for "Option Chain" lists all strike prices for quick visual representation of the investors because it allows them a security, displaying key metrics such Percentage Changes
Slide 19: Research and Analysis
RESEARCH ANALYSIS The "Research" tab on a The "Analysis" tab provides Security Page is a a range of information to dedicated section help investors understand that provides you with the Technical & Geojit's Research Fundamental aspects of Recommendations for the security. that particular security.
Slide 20: For Superior Customer Experience
For Superior Customer Experience ONLINE IPO, OFS & 360o DASHBOARD BUYBACK APPLICATIONS ACCESS ESSENTIAL TAX P&L REQUESTS STATEMENTS
Slide 21: Geojit's National Presence
Geojit’s National Presence Jammu & Kashmir 504 offices across India Punjab Uttarakhand Chandigarh Delhi - NCR Haryana Uttar Pradesh Rajasthan Bihar Assam We have presence in Madhya Pradesh 20 States and 3 Union Territories Gujarat West Bengal Maharashtra Jharkhand Odisha Geojit network Goa Telangana
Slide 22: Geojit's Presence in the Gulf Cooperation Council Countries
Geojit’s Presence in the Gulf Cooperation Council Countries BARJEEL GEOJIT FINANCIAL SERVICES LLC – UAE Joint Venture with the Al Saud Group since 2001 1st Indian licensed stock brokerage in UAE Headquartered at Dubai, with branches in Abu SYRIA Dhabi and Sharjah IRAQ IRAN BUSINESS PARTNERSHIP WITH
Slide 23: Group Structure
Group Structure GEOJIT FINANCIAL SERVICES LIMITED Subsidiaries Joint Ventures Associates Geojit Credits Geojit Technologies Pvt Ltd Pvt Ltd Barjeel Geojit Financial Services LLC BBK Geojit Business Consultancy and Information (KSCC) Geojit Fintech Geojit IFSC Ltd Pvt Ltd Qurum Business Geojit Group
Slide 24: Customer Assets
( ₹ in Crores ) Customer Assets Customer assets includes Demat holding (AUH) and Recurring revenue assets (AUM) of clients in Geojit (including JVs)
Slide 25: Recurring Revenue-Based Assets
Recurring Revenue-Based Assets ( ₹ in Crores ) Excluding MF AUM of Overseas JV
Slide 26: SIP Book, New Clients and Employee count
SIP Book , New Clients and Employee count SIP Book value ₹ in Crores
Slide 27: Brokerage Business
Brokerage Business ( ₹ in Crores )
Slide 28: Market capitalization, networth, clients added and employees
MARKET CLIENTS ADDED CAPITALIZATION Currently DURING Q2 FY26 EMPLOYEES ₹2187 crore 40,013 3501 over 88% of trading, F&O volumes are done via the internet (including mobile app) Currently NETWORTH ₹1255 crore over 97% Clients are onboarded Figures as on 30th Sep.2025 online
Slide 29: Consolidated Results
Consolidated Results ( ₹ in lacs )
Slide 30: Consolidated Results
Consolidated ( ₹ in lacs ) Results
Slide 31: Consolidated Revenue mix
( ₹ in lacs ) Consolidated Revenue mix
Slide 32: Financial Trend
Financial Trend ( ₹ in lacs ) PAT includes share in profit of associate and joint ventures
Slide 33: Revenue Mix
. GEOJIT Revenue Mix CS PEOPLE YOU PROSPER WITh (3 in lacs ) Revenue Mix Financial Products & Geojit PMS Mutual Fund Income Recurring Income} ( rf ) 3,086 2969 3,306 —— | 7,027 6,735, 10% EES 02 FY25 Qa F26 C2 FY26 47% 4,484 Insurance Income 2333 2,737 618 ca Fyas Qa r26 a2 ry26 Geojit PMS income 1,
Slide 34: Awards and Recognition
Awards and Recognition Geojit was awarded The Brandon Hall Group Annual HCM Excellence Awards® in four categories. The awards, announced in an online global broadcast held on 22 August 2024, were given to Geojit for the ‘Management Development Programme’ ‘Cultivating Branches of Excellence’ training
Slide 35: ESG Performance
ESG Performance • Undertake CSR activities in • Active oversight from • Green Building accreditation fields of women empowerment, education Board of Directors for Corporate office and health • Dedicated Board-level Corporate Responsibility • Care and protect biodiversity • Prioritizing a lean, flexi
Slide 36: Corporate Social Responsibility
Corporate Social Responsibility EDUCATION Janal - digital asset creation of the modern history of Kerala ProdiG, Financial Education for Growth - Financial Literacy Program for college students in collaboration with NISM Student Police Cadet project in 10 schools in Ernakulam district Toys and Plays
Slide 37: Corporate Social Responsibility
Corporate Social Responsibility HEALTH SOCIAL INCLUSION SPARSH- A community health project that provides medical support to those with chronic medical conditions from UDBODH- Free dementia day care center deprived backgrounds,who are identified by employees Cancer Screening Project at Paingottoor an
Slide 38: Thank You
THANK YOU GEOJIT FINANCIAL SERVICES LTD. 34/659-P, Civil Line Road, Padivattom, Kochi – 682024 Phone: 484 4001000 / 6411000 www.geojit.com This presentation is for information purposes only and does not constitute an offer or recommendation to buy or sell any securities of Geojit. This presentation
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