360 One Wam Limited · NSE:360ONE

360 One Wam — Q1 FY27 Earnings Presentation

29 slides from 360 One Wam's earnings presentation, Jul 16, 2026

  1. Slide 1: Exchange filing cover letter

    360 zm July 16, 2026 The Manager, The Manager, Listing Department, Listing Department, BSE Limited, National Stock Exchange of India Ltd., Phiroze Jeejeebhoy Tower, Exchange Plaza, 5th Floor, Plot C/1, G Block, Dalal Street, Bandra - Kurla Complex, Bandra (E), Mumbai 400 001. Mumbai 400 051. BSE Scr

  2. Slide 2: Results Update - Q1 FY27 Key Highlights

    Annexure I 360 zm 360 ONE WAM Ltd. Results Update - Q1 FY27 Key Highlights Q1 FY27 PAT AT RS 330 CRORE - UP 14.8% YoY Q1 FY27 TOTAL REVENUE AT RS 870 CRORE - UP 20.0% YoY OVERALL ASSETS UNDER MANAGEMENT (AUM) AT RS 7,76,755 CRORE AS ON JUNE 2026 ANNUAL RECURRING REVENUE (ARR) AUM AT RS 3,42,035 CROR

  3. Slide 3: Results press release - business and financial performance

    Mumbai, July 16, 2026: 360 ONE WAM Limited, one of India’s largest wealth and alternates asset managers, announced its financial results for the quarter ended June 30, 2026. Business Performance • Assets under Management for 360 ONE stood at Rs 7,76,755 Crs, consisting of ARR AUM of Rs 3,42,035 Crs

  4. Slide 4: Annexure II - Q1 FY27 Investor Presentation

    Annexure II 360 ONE Investor Presentation - Q1 FY27 360 ONE

  5. Slide 5: Ringing in 18 Years of Excellence

    360 z Ringing in '18 Years m of Excellence. Bringing Home the Oscars of Wealth and Asset Management. Best Private Bank - India at As ian Private Banker's EUROMONEY PRIVATE BANKING / , 5 th Awards for Distinction / AWARDS :> ~lOlffl Inda'• S.t WHtlll MINI« Best Private Credit Deal - 3600t£WNlth 360 O

  6. Slide 6: Built to Generate Sustainable, High-Quality Growth

    360 ONE – Built to Generate Sustainable, High-Quality Growth ₹7.8L Cr 8,900+ 01 02 03 Total AUM Client Families Uniquely Positioned Full Stack Platform Shareholder Value Capitalize on one of the most Robust fundamentals driving Prudent capital allocation compelling global markets high-quality earnin

  7. Slide 7: Key Business Lines, One Platform for Enduring Wealth

    2 Key Business Lines, One Platform for Enduring Wealth . - - - - - - - - -36i---------,l wealth asset 360 360 z m z m Wealth Management Asset Management Comprehensive, unbiased advice and execution Disciplined investment philosophies that align capabilities across our clients’ financial & our strate

  8. Slide 8: Building a Resilient Business Model

    Building a Resilient Business Model Wealth Management Asset Management Consolidated Carry Income Transaction Income Transaction Income 15% 25% 34% Carry Income 4% Recurring Fee Recurring Fee Recurring Fee 66% 71% 85% • Wealth driven with a focus on fee generating • Combination of Alternates and Publ

  9. Slide 9: Key Financial Highlights - Q1 FY27

    Key Financial Highlights - Q1 FY27 ▪ Continued focus on ARR AUM at INR 3,42,035 Crs - up 19.0% YoY ▪ ARR Net flows at INR 10,815 Crs AUM ▪ Total AUM at INR 7,76,755 Crs - up 17.0% YoY ▪ As on June 2026, clients, having AUM of INR 10 Crs+, stood at 4,000+ and account for ~95% of Wealth AUM (excl. cus

  10. Slide 10: Performance at a Glance - Quarterly

    Performance at a Glance - Quarterly Strong trends in growth and profitability demonstrated… P/L Summary (INR Crs) Q1 FY26 Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27 YoY% Total AUM 6,63,924 6,71,625 7,11,398 6,74,492 7,76,755 17.0% Wealth Management AUM 5,71,380 5,79,509 6,12,449 5,79,286 6,76,616 18.4% Asset M

  11. Slide 11: Capital Allocation & Dividend History

    Capital Allocation & Dividend History Net Worth (INR Crs) Consistent Dividend History INR / share Wealth Management 1,404 Total FY22 13.8 Asset Management 1,655 Total FY23 17.3 Fixed Assets 374 Total FY24 16.5 Lending 3,449 Total FY25 6.0 (A) Tangible 6,822 Total FY26 12.0 Total FY27 till date 6.0 (

  12. Slide 12: Wealth Management

    Wealth Management | |

  13. Slide 13: 360 ONE Wealth - Most Trusted Wealth Management Brand

    Wealth Management 360 ONE Wealth - Amongst India's Most Trusted Wealth Management Brand Servicing 8,900+ clients t "-i0i~ .,.l;J,)..,. ,I. I? 360 ONE Plus Product Distribution Lending Allied Services Flagship engagement model, Innovative and unmatched Distinctive lending solutions enabling Privilege

  14. Slide 14: Wealth Management - Key Quarterly Financial Highlights

    Wealth Management Key Quarterly Financial Highlights P/L Summary (INR Crs) Q1 FY26 Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27 YoY% Total Wealth AUM (ex-custody) 4,05,995 4,20,898 4,36,697 4,20,608 4,74,159 16.8% Wealth ARR AUM 1,94,773 2,03,208 2,18,957 2,16,734 2,41,896 24.2% 360 ONE Plus (DPMS / NDPMS-RIA) 7

  15. Slide 15: Wealth Management - Financial Snapshot

    Wealth Management Financial Snapshot ARR AUM ARR Net Flows ARR Revenue ARR Retention Particulars (INR Crs) Q4 FY26 Q1 FY27 Q4 FY26 Q1 FY27 Q4 FY26 Q1 FY27 Q4 FY26 Q1 FY27 Wealth Management 2,16,734 2,41,896 6,957 13,379 396 406 0.74% 0.71% UHNI Segment HNI Segment Mass Affluent Institutional Total P

  16. Slide 16: Wealth Management - Business Snapshot

    Wealth Management Business Snapshot ARR AUM Build up - Q1 FY27 Revenue Build up - Q1 FY27 Products (INR Crs) Opening AUM Closing AUM Average AUM Retentions Revenue Total ARR 2,16,734 2,41,896 2,30,145 0.71% 406 360 ONE Plus 85,039 99,105 92,709 0.26% 60 Discretionary (PMS) 12,133 13,013 12,761 0.35%

  17. Slide 17: Asset Management

    Asset Management | |

  18. Slide 18: 360 ONE Asset - Pioneer & Leader in Alternate Asset Management

    Asset Management 360 ONE Asset - Pioneer & Leader in Alternate Asset Management in India Focused on Product Innovation, Institutional Mandates & Domestic Distribution 360 ONE Asset’s strategies span the PUBLIC MARKETS ALTERNATES full spectrum - from public markets to INR 45,698 Crs INR 54,441 Crs nu

  19. Slide 19: Asset Management - Key Quarterly Financial Highlights

    Asset Management Key Quarterly Financial Highlights P/L Summary (INR Crs) Q1 FY26 Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27 YoY% Total Asset Management AUM 92,544 92,116 98,949 95,206 1,00,139 8.2% Alternative Investment Fund 45,141 45,473 50,934 52,533 56,294 24.7% Discretionary PMS 34,644 33,572 34,536 30,1

  20. Slide 20: Asset Management - Financial Snapshot

    Asset Management Financial Snapshot ARR AUM ARR Net Flows ARR Revenue ARR Retention Particulars (INR Crs) Q4 FY26 Q1 FY27 Q4 FY26 Q1 FY27 Q4 FY26 Q1 FY27 Q4 FY26 Q1 FY27 Asset Management 95,206 1,00,139 2,028 -2,564 209 208 0.86% 0.83% Asset Management Particulars (INR Crs) Alternates Public Markets

  21. Slide 21: Asset Management - Business Snapshot

    Asset Management Business Snapshot ARR AUM Build up - Q1 FY27 Revenue Build Up - Q1 FY27 Products (INR Crs) Opening AUM Closing AUM Average AUM Retentions Revenue Total ARR 95,206 1,00,139 1,00,660 0.83% 208 Alternate Investment Manager 52,533 56,294 55,088 1.08% 148 Listed Equity 4,448 4,974 4,801

  22. Slide 22: Awards & Recognitions - Reinforcing our Leadership Position

    Awards & Recognitions - Reinforcing our Leadership Position 200+ AWARDS IN 18 YEARS - A TESTAMENT TO THE TRUST OF OUR CLIENTS AND OUR COMMITMENT TO EXCELLENCE EUROMONEY PRIVATE BANKIN: / AWARDSlOU EUROMONEY PRIVATE BANKIN: / AWARDSlOU EUROMONEY PRIVATE BANKIN: / AWARDSlOl& 2025~ AS IAN I'll VA i L B

  23. Slide 23: Link to Download Data Book

    Link to Download Data Book Data reported across previous quarters is now continued to be reported in a Data Book, maintained in an excel format on our website. The Link for the data book is hosted below. Contents of the Data Book: 1 ,__________,I . .____:_I ,. ____:_I ,. ____:_ Consolidated Data 2 S

  24. Slide 24: Annexure

    Annexure

  25. Slide 25: Consolidated - Key Annual Highlights

    Consolidated - Key Annual Highlights P/L Summary (INR Crs) FY21 FY22 FY23 FY24 FY25 FY26 CAGR % Total AUM 2,46,083 3,27,237 3,40,834 4,66,909 5,81,498 6,74,492 22% Wealth Management AUM 2,08,711 2,71,663 2,82,536 3,94,661 4,97,104 5,79,286 23% Asset Management AUM 37,372 55,574 58,298 72,248 84,395

  26. Slide 26: Wealth Management - Key Annual Highlights

    Wealth Management - Key Annual Highlights P/L Summary (INR Crs) FY21 FY22 FY23 FY24 FY25 FY26 CAGR % Total Wealth AUM (ex-custody) 1,69,672 2,06,170 2,16,045 2,66,892 3,51,321 4,20,608 20% Wealth ARR AUM 58,280 82,733 95,702 1,28,171 1,62,433 2,16,734 30% 360 ONE Plus (DPMS / NDPMS-RIA) 21,622 26,60

  27. Slide 27: Asset Management - Key Annual Highlights

    Asset Management - Key Annual Highlights P/L Summary (INR Crs) FY21 FY22 FY23 FY24 FY25 FY26 CAGR % Total Asset Management AUM 37,372 55,574 58,298 72,248 84,395 95,206 21% Alternative Investment Fund 23,700 32,550 34,770 38,313 41,613 52,533 17% Discretionary PMS 11,196 18,505 18,642 24,355 31,296

  28. Slide 28: 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 at the date of the presentation. It does not purport to present a comprehensive overview of

  29. Slide 29: Thank you

    360 zm Thank you 360 ONE

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