360 One Wam Limited · NSE:360ONE
360 One Wam — Q3 FY25 Earnings Presentation
43 slides from 360 One Wam's earnings presentation, 2025
Slide 1: Investor Presentation - Q3 FY25
360 Zz 560 ONE Investor Presentation - Q3 FY25
Slide 2: Agenda
AGENDA 1. 360 ONE at a Glance 2. Business Introduction 3. Financial Update - Q3 FY25 4. Proposed Acquisition of B&K Securities and B&K Finserv
Slide 3: Agenda
AGENDA 1. 360 ONE at a Glance 2. Business Introduction 3. Financial Update - Q3 FY25 4. Proposed Acquisition of B&K Securities and B&K Finserv
Slide 4: 360 ONE WAM - India's leading wealth and alternates-focused asset firm
360 ONE WAM - India’s one of the leading wealth and alternates-focused asset firm
Slide 5: 360 ONE - Corporate Overview
360 ONE - Corporate Overview • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • •
Slide 6: 360 ONE - Story in Charts
360 ONE - Story in Charts Transition to Annual Recurring Revenue Assets 579 (INR 000 Crs) 467 ARR |AUM +24% ARR 72 CAGR AUM 246 AUM 331 266 150 FY21 FY24 9M FY25 TBR mWealth Management ARR mi Asset Management ARR g growth in assets coupled with disciplined cost and capital management High quality re
Slide 7: Performance at a Glance - Annual
Performance at a Glance - Annual Strong trends in growth and profitability demonstrated…
Slide 8: Performance at a Glance - Quarterly
Performance at a Glance - Quarterly Strong trends in growth and profitability demonstrated…
Slide 9: Agenda
AGENDA 1. 360 ONE at a Glance 2. Business Introduction 3. Financial Update - Q3 FY25 4. Proposed Acquisition of B&K Securities and B&K Finserv
Slide 10: Wealth Management
Wealth Management An Overview
Slide 11: 360 ONE Wealth - One of India's largest wealth managers servicing 7,500+ clients
360 ONE Wealth - One of India’s largest wealth manager servicing 7,500+ clients
Slide 12: Wealth Management - Story in Charts
Wealth Management - Story in Charts • • • •
Slide 13: Wealth Management - Key Annual Financial Highlights
Wealth Management - Key Annual Financial Highlights
Slide 14: Wealth Management - Key Quarterly Financial Highlights
Wealth Management - Key Quarterly Financial Highlights
Slide 15: Asset Management
Asset Management An Overview
Slide 16: 360 ONE Asset - Pioneer and leader in alternate asset management in India
360 ONE Asset - Pioneer and leader in alternate asset management in India
Slide 17: Product innovation, institutional mandates and domestic distribution are key focus areas
Product innovation, institutional mandates and domestic distribution are key focus areas for the business • • • • • • • • •
Slide 18: Asset Management - Story in Charts
Asset Management - Story in Charts • • • •
Slide 19: Asset Management - Key Annual Financial Highlights
Asset Management - Key Annual Financial Highlights
Slide 20: Asset Management - Key Quarterly Financial Highlights
Asset Management - Key Quarterly Financial Highlights
Slide 21: Agenda
AGENDA 1. 360 ONE at a Glance 2. Business Introduction 3. Financial Update - Q3 FY25 4. Proposed Acquisition of B&K Securities and B&K Finserv
Slide 22: Business Snapshot - Q3 FY25
Business Snapshot - Q3 FY25 Total ARR Net Flows - INR 6,643 cr in Q3 FY25 Wealth Management INR 163k cr / $19bn ARR AUM INR 5.9k cr ARR Net Flows ARR AUM woe INR 248k cr INR 468 cr /$55 mn Op. Revenue in Q3 FY25 OO TBR AUM 7,500+ Relevant Families INR 331k cr Distribution, Brokerage, Advisory, Lendi
Slide 23: Key Financial Highlights (1/2)
Key Financial Highlights (1/2) • • • • • • •
Slide 24: Key Financial Highlights (2/2)
Key Financial Highlights (2/2) • • • • • • •
Slide 25: Consolidated Business Summary
Consolidated Business Summary
Slide 26: Segmental Business Snapshot - Quarterly
Segmental Business Snapshot - Quarterly
Slide 27: ARR AUM Build-Up
ARR AUM Build-Up Financial Performance - Q3 FY25
Slide 28: ARR AUM Build-up - Across Business Segments and Asset Classes
ARR AUM Build-up - Across Business Segments and Asset Classes
Slide 29: ARR AUM Segmental Snapshot - Wealth Management - Quarterly
ARR AUM Segmental Snapshot - Wealth Management - Quarterly
Slide 30: ARR AUM Segmental Snapshot - Asset Management - Quarterly
ARR AUM Segmental Snapshot - Asset Management - Quarterly
Slide 31: Agenda
AGENDA 1. 360 ONE at a Glance 2. Business Introduction 3. Financial Update - Q3 FY25 4. Proposed Acquisition of B&K Securities and B&K Finserv
Slide 32: B&K - One of India's leading brokerage and corporate advisory houses
B&K - One of India’s leading brokerage and corporate advisory houses 75%+ 32
Slide 33: B&K Securities - Key businesses
B&K Securities - Key businesses • • • • • • • 33
Slide 34: Business Synergies 1: Equity Broking
Business Synergies 1: Equity Broking • • • • • • 34
Slide 35: Business Synergies 2: Equity Capital Markets
Business Synergies 2: Equity Capital Markets Promoter Connect Private Equity Connect 35
Slide 36: Business Synergies 3: Corporate Treasury
Business Synergies 3: Corporate Treasury • • • • • • 36
Slide 37: Recap of Business Synergies
Recap of Business Synergies • • • 37
Slide 38: Strong and experienced leadership and team - Committed to continue
Strong and experienced leadership and team - Committed to continue in the next phase of the business journey • • • • • • • • • 38
Slide 39: Proposed transaction is a combination of upfront cash and stock issuance to promoters
Proposed transaction is a combination of upfront Cash and Stock issuance to promoters - EPS accretive on an as-is basis • • • • INR 267 Crs INR 102 Crs ~17-18x ~13-15x ~3-5% ~7-10% Revenues PAT Trailing PE Forward PE As-is With Basis Synergies 39 39
Slide 40: Awards & Recognitions - Reinforcing our leadership position
Awards & Recognitions - Reinforcing our leadership position 170+ AWARDS IN 16 YEARS
Slide 41: Link to download data book
Link to download data book Click here to access the Databook
Slide 42: Disclaimer
Disclaimer This presentation and the accompanying slides contain selected information about the activities of 360 ONE WAM Limited (the “Company”? and its subsidiaries and affiliates (together, the “Group")as atthe date of the presentation, It does not purport to present a comprehensive overview of t
Slide 43: Thank you
360 Zz Thank you