Systematix Corporate Services Limited · NSE:SYSTMTXC
Systematix Corporate Services — Q3 FY24 Earnings Presentation
26 slides from Systematix Corporate Services's earnings presentation, February 2024
Slide 1: Investments Re-defined
© ™ Investments Re-defined SYSTEMATIX CORPORATE SERVICES LTD INVESTOR PRESENTATION
Slide 2: Disclaimer (1/2)
Disclaimer (1/2) This presentation has been prepared for general information purposes in respect of Systematix Corporate Services Ltd (“Company”) together with its Subsidiaries (together, with the Company, the “Group”) only, without regard to any specific objectives, suitability, financial situation
Slide 3: Disclaimer (2/2)
Disclaimer (2/2) This presentation includes certain industry data and projections that have been obtained from industry publications and surveys. Industry publications and surveys and forecasts generally state that the information contained therein has been obtained from sources believed to be relia
Slide 4: Table of Contents
Table of Contents i> © Q3 & 9M FY24 UPDATES I> (©) EXECUTIVE SUMMARY I> @) MANAGEMENT TEAM I> ©) BUSINESS VERTICALS
Slide 5: Q3 & 9M FY24 Update
Q3 & 9M FY24 Update Systematix Corporate Services reports a robust Q3FY24 with Revenues of Rs 50.72 crs, a growth of 95% YoY with PBT/PAT of Rs 30.7/23.9 cr, up 357%/308% YoY respectively We remain a ‘Partner of Choice’ for mid-market companies 9MFY24: Investment Banking and ECM businesses achieved
Slide 6: Investment Banking and ECM – 9MFY24 Transaction Highlights
Investment Banking and ECM – 9MFY24 Transaction Highlights Private Equity Deals QIP Secondary Sale to A91 Equity Fund Raise: Sole Acquisition: Sole Advisor FY24 - INR 100 Cr Sole Advisor BRLM Left Lead & BRLM Advisor to RK Lighting to Acquirer - HCG Advisors to Pushp INR 125 Cr INR 1,000 Cr INR 403
Slide 7: Result Snapshot – Q3FY24/9MFY24
Result Snapshot – Q3FY24/9MFY24 Rs in Lacs (except per share data) Consolidated Standalone 12 months 12 months 3 months ended 9 months ended 3 months ended 9 months ended Sr. No. Particulars ended ended 31 12 2023 30 09 2023 31 12 2022 31 12 2023 31 12 2022 31 03 2023 31 12 2023 30 09 2023 31 12 202
Slide 8: 1. Executive Summary
1. Executive Summary
Slide 9: Systematix: decades old financial services firm founded by Mr. CP Khandelwal
Systematix: 3 decades old financial services firm founded by Mr. CP Khandelwal The Systematix Group was founded in 1985 by Mr. Chandra Prakash Khandelwal. We are one of India’s premier financial institution that rests on the strong foundations of ethics and trust ▪ An array of services: We offer rob
Slide 10: Mission & Vision Statement
Mission & Vision Statement Our Vision To be amongst the most admired financial institutions in India with a reputation built on strong To enhance the economic ethics and trust value of our client’s business by providing integrated financial & investment products and services Our Mission 10
Slide 11: Group Strengths
Group Strengths 1 3 5 Extensive Industry End-to-End Solutions Wide Network of Experience Under Single Umbrella Corporate Relationships 2 4 6 Comprehensive Experienced Access to a Large Pool Product Offerings Management & Team of Global Relationships 11
Slide 12: Client Solutions across Holistic Ecosystem
Client Solutions across Holistic Ecosystem Institutional Small & Medium Investors Businesses Family Offices HNI & Business Corporates Affluent Individuals 12
Slide 13: 2. Management Team
2. Management Team
Slide 14: Senior Leadership
Senior Leadership • Nikhil is CMD of Systematix Group with 18 years of experience in Investment Banking, Equity Capital Markets and Wealth Management. • Under his leadership and strong relationships with leading Indian Corporates and Institutional Investors, Systematix Group has emerged as one of th
Slide 15: Leadership across Verticals
Leadership across Verticals Mr. Dhananjay Sinha Mr. Vipul Sanghvi (Co Head of Equities & (Co Head of Equities & Mr. Amit Kumar Head of Research) Head of Sales) (Director – ECM) Mr. Jigar Kamdar Mr. Ankur Rajoria Mr. Rajeev Bajaj (Director – ECM) (Director – IB) (Senior VP– Wealth) 15
Slide 16: 3. Business Verticals
3. Business Verticals
Slide 17: Investment Banking: Service Offerings
1 Investment Banking: Service Offerings We offer full spectrum of Investment Advisory Services 1 Fund Raising Mergers & Acquisitions Structured Finance ▪ Private Equity ▪ Strategic buyout ▪ Mezzanine financing ▪ Venture Capital ▪ Management buyout ▪ Structured debt ▪ Family offices / HNI ▪ Asset sal
Slide 18: Select Transaction Experience – PE and M&A
Select Transaction Experience – PE and M&A Secondary Sale to A91 Equity Fund Raise: Sole Advisor Acquisition: Sole Advisor to Equity Fund Raise: Sole Advisor Equity Fund Raise: Sole Advisor FY24 - INR 100 Cr to RK Lighting Acquirer - HCG to Magicrete to Eastman Exports Advisors to Pushp INR 130 Cr I
Slide 19: Equity Capital Markets: Service Offerings
2 Equity Capital Markets: Service Offerings Fund Raising Restructuring Services Advisory and Valuation Services Valuation / Fairness IPO / FPO Buyback of Shares Opinion QIP Delisting ESOP Merger / Preferential Issue AIF Amalgamation Rights Issue Takeovers (Open Offer) Direct Listing Institutional Pl
Slide 20: Select Transaction Experience – Capital Markets
Select Transaction Experience – Capital Markets QIP IPO Open Offer INR 403 Cr INR 2,550 Cr INR 1,000 Cr INR 740 Cr INR 200 Cr INR 240 Cr + 125 Cr Preferential Issue of Shares Buyback of Shares Block Deal Advisors Advisors Book Runner & Broker Book Runner & Broker Advisor INR 150 Cr INR 150 Cr INR 40
Slide 21: Institutional Equities Desk: Service Offerings
3 Institutional Equities Desk: Service Offerings Expertise Coverage across the Large, Mid and Small Cap space - 234 companies Cash Market Turnover Expertise in identifying “Hidden Gems” from the Small and the Mid Cap space FY22-23 Road shows and Conferences with senior managements of high repute USD
Slide 22: Note: Midcap constitute of chemicals, packaging, pipes, textiles
Note:* Midcap constitute of chemicals, packaging, pipes, textiles 22
Slide 23: Trading Desk
Trading Desk Trading Desk 1. State of the art infrastructure for execution of equity and derivatives markets 2. Order execution through Bloomberg via Fix Protocol 3. Latest trading platform “Omnesys & Greek software” with advance algorithms 4. Specialized in executing cash future arbitrage trades 5.
Slide 24: Wealth management / PMS: Service Offerings
4 Wealth management / PMS: Service Offerings • The Systematix DIP PMS is the multi-cap strategy equity portfolio under Systematix Wealth Management, catering to investors from clients to corporates • Following a Core + Satellite approach, the PMS is focused on delivering risk-adjusted returns in an
Slide 25: Investment Philosophy
Investment Philosophy • Carrying a Value tilt, the Systematix DIP PMS is a function of qualitative and quantitative factors, subject to rigorous and recurring study • The modus operandi welcomes dynamic balance between agility and conviction, amplifying capital appreciation and arresting downside ri
Slide 26: THANK YOU
THANK YOU CORPORATE OFFICE SYSTEMATIX GROUP The Capital, A-wing, No. 603 - 606, ©) 6th Floor, Plot No. C-70, G Block, BKC eli Bandra (East), Mumbai - 400 051 1 1 Board :+91 (22) 6704 8000 Fax : +91 (22) 6704 8022 www.systematixgroup.in
Systematix Corporate Services — Q3 FY24 Earnings Presentation on 6ix