Kfin Technologies Limited · NSE:KFINTECH
Kfin Technologies — Shareholder Meeting (September 2025)
29 slides from Kfin Technologies's shareholder meeting presentation, September 2025
Slide 1: KFin Technologies Limited 8th Annual General Meeting FY24-25
KFin Technologies Limited 8th Annual General Meeting FY24-25 1 KFin Technologies Limited, 8th AGM FY25
Slide 2: Chairman's Speech
Chairman’s Speech
Slide 3: Transformational Growth & Global Expansion
Transformational Growth & Global Expansion Diversifying: Anchoring as the first large global fund administrator to emerge from India Strong Operating Performance Market Leadership Revenue up by 30.2% y-o-y India’s largest investor and issuer EBITDA up by 30.7% y-o-y solutions provider PAT up by 35.2
Slide 4: Technology & Innovation Excellence
Technology & Innovation Excellence Differentiating: From Systems Stewardship to Platform-Driven Innovation Purpose-led innovation Technology Modular, scalable, cloud-ready infrastructure A Strategic multiplier and enabling providing real-time AI based analytics, and sustainable advantage automated c
Slide 5: Nurturing talent to deliver service excellence
Nurturing talent to deliver service excellence Driving scale by investing into domain expertise and building a resilient operating model Diversity, Equity & Inclusion Talent Acquisition & Retention Diversity in hiring and equal employment Diversifying talent and broadening reach opportunities Learni
Slide 6: Sustainable Growth & Governance Excellence
Sustainable Growth & Governance Excellence Building an Institution for the Future Strong Governance Sustainability Commitment Stakeholder Value Enhanced risk management, internal UN SDGs alignment, CSR in tribal education Service excellence, customer experience controls focus Improved ESG Score Core
Slide 7: Thank You!
Thank You! 7 KFin Technologies Limited, 8th AGM FY25
Slide 8: MD & CEO's Speech
MD & CEO’s Speech
Slide 9: Our Journey So Far - Milestones that shaped us
Our Journey So Far - Milestones that shaped us Launch of Issuer Launch of Alternative Launch of New CEO appointed Acquired Signed Solutions and Wealth Pension Services Hexagram definitive Acquired Sundaram BNP Business Management Business Business (fund agreements to Paribas Fund Servi
Slide 10: Our Foundation for Tomorrow: Vision that drives, values that guide
Our Foundation for Tomorrow: Vision that drives, values that guide Our governing principles as a Vision responsible listed company To be the trusted technology partner to all financial service providers. As we expand our • Governance & Ethics, Compliance & business to newer geographies and asset cla
Slide 11: Where We Stand: Our Current Scale & Reach
Where We Stand: Our Current Scale & Reach (as on June 30, 2025) Scaled global platform with integrated FA and RTA capabilities - Strong track record of growth and leadership Investor Solutions – Domestic Mutual Funds Largest 282 out of 532 Won 204 out of 325 359 Investor Solution provider to AMCs in
Slide 12: Financial Highlights
Financial Highlights 12 KFin Technologies Limited, 8th AGM FY25
Slide 13: Financial Performance – FY25
Financial Performance – FY25 Strong growth momentum across business segments Particulars FY25 FY24 % Change (y-o-y) Revenue from Operations 10,907.5 8,375.3 30.2% Domestic mutual funds investor solutions 7,799.9 5,865.0 Issuer solutions 1,548.6 1,274.1 International and other investor solutions 1,29
Slide 14: Delivering Consistent Results
Delivering Consistent Results: Sustained growth across all key parameters Revenue from Operations EBITDA & Margin PAT & Margin 5yr CAGR 19.4% 5yr CAGR 24.7% 5yr CAGR 36.0% 10,908 44.1% 45.0% 43.8% 43.9% 41.4% 29.4% 30.5% 27.2% 8,375 23.8% 23.2% 7,200 6,395 3,326 4,811 4,790 2,460 3,666 1,957 2,879 2
Slide 15: Business Highlights & Key Developments
Business Highlights & Key Developments 15 KFin Technologies Limited, 8th AGM FY25
Slide 16: Domestic MF Investor solutions: Structural growth and gain in market share
Domestic MF Investor solutions: Structural growth and gain in market share Focus on mid-size, equity-oriented AMCs, providing significant sustainable advantage • Revenue from domestic mutual funds investor solutions stood at ₹ 7,799.9 million, up by 33.0% YoY Overall AAUM1 & Market Share2 Equity AAU
Slide 17: Issuer solutions: Sustaining and strengthening leadership position
Issuer solutions: Sustaining and strengthening leadership position Leading India’s capital market infrastructure with unmatched scale and reliability No of corporate clients1 No of investor folios1 Revenue from issuer solutions stood at ₹ 1,548.6 million, up by +31.6% y-o-y (in million) +32.1% y-o
Slide 18: International investor solutions: Expanding global footprint
International investor solutions: Expanding global footprint Transforming global asset management industry with innovative platforms and strong domain expertise Overall AAUM2 No of clients1 Growing global footprint (₹ billion) 76 813 57 609 545 41 Canada (1) FY23 FY24 FY25 FY23 FY24 FY25 Middle East
Slide 19: Other investor solutions: Younger & faster growing businesses
Other investor solutions: Younger & faster growing businesses Capturing emerging opportunities in evolving investment landscape AIF AAUM1 No of Subscribers3 & market share3 No of Funds serviced by KFintech1 (₹ billion) (in million) National Pension Scheme Alternates & Wealth 12. 0% 9.8% 1. 80 1,453
Slide 20: Technology & Digital Transformation: A key differentiator
Technology & Digital Transformation: A key differentiator Building a unified and future-ready ecosystem Technology Investment & Workforce: Product & Revenue Performance: • ₹2,088 million technology spend in FY25 (19.1% of revenue) • ₹774.5 million VAS revenue with 53.2% YoY growth • 1,123 IT employe
Slide 21: Driving Significant Product Innovation
Driving Significant Product Innovation Industry-first innovative solutions driving client success and operational efficiency Select Technology Platforms Data aggregation, processing, Integrated Fund Marquee Wealth Management Platform for analysing and customized Administration Platform ass asset cla
Slide 22: The People Behind the Success
The People Behind the Success: Strong leadership team Venkata Satya Naga 22+ years of experience Sreekanth Nadella Vivek Narayan 28+ years of experience Previously served as Managing Director at Managing Director Accenture Services and Transformation manager at Mathur Previously worked at Bh
Slide 23: Guided by: Experienced and independent board of directors
Guided by: Experienced and independent board of directors Vishwanathan Mavila Nair Ex-CMD of Union Bank of India & Ex-Chairman IBA; Director of TransUnion CIBIL (Chairman and Non- Ex-non-executive chairman of SWIFT India Domestic Services Executive Director) 48 years of experience in financial
Slide 24: Nurturing High Performance Culture and Inclusive Growth
Nurturing High Performance Culture and Inclusive Growth Unflinching commitment of our people delivering growth and profitability with scale and excellence Diversity in hiring Inclusivity and Ownership Total Employees: 6,371 ESOP Pool: 2.87% Women in workforce: 1,865 (28% of total) Long term incentiv
Slide 25: Sustainability & CSR Impact
Sustainability & CSR Impact Leading environmental stewardship and social responsibility Environmental Sustainability Social Impact & CSR Programs 17.89 59.4% 7,714 38 Total Waste Waste reduction vs CSR Beneficiaries Student Scholarships (Metric Tonnes) previous year 100% 1,000+ 3 1,865 Waste Recycle
Slide 26: Strong Culture of Governance and Maximum Compliance
Strong Culture of Governance and Maximum Compliance Strengthening compliance culture through expanded systems, refined processes, and enhanced technology solutions Regulatory Oversight Cyber security and cyber resilience policy Several regulatory entities (including international) have oversight ove
Slide 27: Awards & Accolades
Awards & Accolades: A year of remarkable growth, strategic expansion, and industry recognition Leadership and Cybersecurity Excellence Strategic Communications and Branding • Cyber Excellence Award – CISO Award Awarded for outstanding • Platinum Award – Global Communications Competition 2024–25 lead
Slide 28: The Road Ahead: Vision for the Future
The Road Ahead: Vision for the Future Strategies that transform our growth and profitability Maintain market leadership by further deepening Attract and retain talent relationship with existing clients 6 1 Expand client base and market share 5 2 Pursue strategic acquisitions through enhanced sales a
Slide 29: Thank You!
Thank You! 29 KFin Technologies Limited, 7 8th AGM FY24 FY25
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