360 One Wam Limited · NSE:360ONE
360 One Wam — Q2 FY25 Earnings Presentation
45 slides from 360 One Wam's earnings presentation, Oct 21, 2024
Slide 1: Cover letter to stock exchanges
October 21, 2024 The Manager, The Manager, Listing Department, Listing Department, BSE Limited, National Stock Exchange of India Ltd., Phiroze Jeejeebhoy Tower, Exchange Plaza, 5 Floor, Plot C/1, G Block, Dalal Street, Bandra - Kurla Complex, Bandra (E), Mumbai 400 001. Mumbai 400 051. BSE Scrip Cod
Slide 2: Annexure I: Results Update - Q2 FY25 Key Highlights
Annexure I 360 ONE WAM Ltd. Results Update - Q2 FY25 Key Highlights Q2 FY25 PAT AT RS 247 CRORE - UP 33.4% YoY Q2 FY25 TOTAL REVENUES AT RS 618 CRORE - UP 40.1% YoY OVERALL ASSETS UNDER MANAGEMENT (AUM) AT RS 5,69,372 CRORE AS ON SEPTEMBER 2024 ANNUAL RECURRING REVENUE (ARR) AUM AT RS 2,42,619 CRORE
Slide 3: Business and financial performance for the quarter
Mumbai, October 21, 2024: 360 ONE WAM Limited, one of India’s largest wealth and alternates asset managers, announced its financial results for the quarter ended September 30, 2024. Business Performance • Assets under Management for 360 ONE stood at Rs 5,69,372 Crs, consisting of ARR AUM of Rs 2,42,
Slide 4: For further information, please contact
For further information, please contact: Mr. Akshay Gavankar Investor Relations | 360 ONE WAM Ltd. Email: ir@360.one Phone: +91 86558 09111 Click here to register for conference call Click here for investor presentation 360 ONE WAM Q2 FY25 Analyst Conference call is scheduled for Tuesday, October 22
Slide 5: 360 ONE Q2 FY25
360 Zz 560 ONE Investor Presentation - Q?2 FY25
Slide 6: Agenda
AGENDA 1. 360 ONE at a Glance 2. Business Introduction 3. Financial Update - Q2 FY25
Slide 7: Agenda
AGENDA 1. 360 ONE at a Glance 2. Business Introduction 3. Financial Update - Q2 FY25
Slide 8: 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 9: 360 ONE - Corporate Overview
360 ONE - Corporate Overview • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • •
Slide 10: Built a strong foundation and competitive moat in the last 16 years
360 ONE - Built a strong foundation and competitive moat in the last 16 years
Slide 11: 360 ONE - Story in Charts
360 ONE - Story in Charts Transition to Annual Recurring Revenue ___569 High quality revenue model (Rs Crs) Assets TBR ARR 1,846 (Rs ‘000 Crs) +15% 519 467 1,396 CAGR 1,189 my ARR 477 416 UM ARR AUM 327 +19% FY22 FY24 H1 FY25 CAGR . ve oe ARR Operating efficiencies in place (Rs Crs) AUM Cost / Incom
Slide 12: Performance at a Glance - Annual
Performance at a Glance - Annual
Slide 13: Performance at a Glance - Quarterly
Performance at a Glance - Quarterly
Slide 14: Agenda
AGENDA 1. 360 ONE at a Glance 2. Business Introduction 3. Financial Update - Q2 FY25
Slide 15: Wealth Management: An Overview
Wealth Management An Overview
Slide 16: 360 ONE Wealth - servicing 7,500+ clients
360 ONE Wealth - One of India’s largest wealth manager servicing 7,500+ clients
Slide 17: Wealth Management - Story in Charts
Wealth Management - Story in Charts • • • •
Slide 18: Wealth Management - Key Annual Financial Highlights
Wealth Management - Key Annual Financial Highlights
Slide 19: Wealth Management - Key Quarterly Financial Highlights
Wealth Management - Key Quarterly Financial Highlights
Slide 20: Core Wealth Management proposition and new strategic initiatives
Core Wealth Management proposition and new strategic initiatives will provide significant growth opportunities over the near and long term • • • • • • • •
Slide 21: UHNI proposition - client additions and geographic expansion
UHNI proposition - Focused on new client additions, geographic expansion & increasing share with existing clients
Slide 22: HNI segment - deep client understanding as differentiator
HNI segment - Our deep client understanding, built over the years, continues to be a differentiator
Slide 23: Global platform - Global Indian wealth opportunity
Global platform - We are well positioned to address the growing Global Indian wealth management opportunity
Slide 24: ET Money - Completing the Flywheel for 360 ONE
ET Money - Completing the Flywheel for 360 ONE
Slide 25: Asset Management: An Overview
Asset Management An Overview
Slide 26: 360 ONE Asset - Leader in alternate asset management in India
360 ONE Asset - Leader in alternate asset management in India
Slide 27: Product innovation, institutional mandates and domestic distribution
Product innovation, institutional mandates and domestic distribution are key focus areas for the business • • • • • • • • •
Slide 28: Asset Management - Story in Charts
Asset Management - Story in Charts • • • •
Slide 29: Asset Management - Key Annual Financial Highlights
Asset Management - Key Annual Financial Highlights
Slide 30: Asset Management - Key Quarterly Financial Highlights
Asset Management - Key Quarterly Financial Highlights
Slide 31: Agenda
AGENDA 1. 360 ONE at a Glance 2. Business Introduction 3. Financial Update - Q2 FY25
Slide 32: Business Snapshot - Q2 FY25
Business Snapshot - Q2 FY25 Total ARR Net Flows - Wealth Management INR 9,786 cr in Q2 FY25 INR 157k cr / $19bn ARR AUM INR 8.4k cr ARR Net Flows ARR AUM eee INR 243k cr INR 449 cr / $53 mn Op. Revenue in Q2 FY25 Sn TBR AUM 7,500+ Relevant Families INR 327k cr Distribution, Brokerage, Advisory, Lend
Slide 33: Key Financial Highlights (1/2)
Key Financial Highlights (1/2) • • • • • • •
Slide 34: Key Financial Highlights (2/2)
Key Financial Highlights (2/2) • • • • • • •
Slide 35: Consolidated Business Summary
Consolidated Business Summary
Slide 36: Segmental Business Snapshot - Quarterly
Segmental Business Snapshot - Quarterly
Slide 37: ARR AUM Build-Up
ARR AUM Build-Up Financial Performance - Q2 FY25
Slide 38: ARR AUM Build-up - Across Business Segments and Asset Classes
ARR AUM Build-up - Across Business Segments and Asset Classes
Slide 39: ARR AUM Segmental Snapshot - Wealth Management - Quarterly
ARR AUM Segmental Snapshot - Wealth Management - Quarterly
Slide 40: ARR AUM Segmental Snapshot - Asset Management - Quarterly
ARR AUM Segmental Snapshot - Asset Management - Quarterly
Slide 41: Capital Allocation & Dividend History
Capital Allocation & Dividend History • • •
Slide 42: Awards & Recognitions - 170+ awards in 16 years
Awards & Recognitions - Reinforcing our leadership position 170+ AWARDS IN 16 YEARS
Slide 43: Link to download data book
Link to download data book Click here to access the Databook
Slide 44: Disclaimer
Disclaimer ‘This presentation and the accompanying slides contain elected information about the activities of 360 ONE WAM Limited (the “Company")and its subsidiaries and affiliates (together, the “Group"}as at the date of the presentation. Itdoes not purport to present a comprehensive overview of th
Slide 45: Thank you
360 Zz Thank you