Slide 1: Exchange filing cover letter: Investor Presentation and Factsheet
July 24, 2025 CS&G/STX/SQ2025/08 1) National Stock Exchange of India Limited 2) BSE Limited Exchange Plaza, C-1, Block G, Phiroze Jeejeebhoy Towers, Bandra Kurla Complex, Bandra (E), Dalal Street, Mumbai – 400 051 Mumbai – 400 001 Scrip Symbol: KFINTECH Scrip Code: 543720 Sub. : Investor Presentatio
Slide 2: Strong performance led by growth across diverse businesses
STRONG PERFORMAN CE LED BY GROWTH ACROSS DI VERSE BUSINESSES, STRONG DEAL WINS, AND STABLE MARGINS WITH PROFITABLE GROWTH Mumbai, July 24, 2025: KFin Technologies Limited announced its financial results for the quarter ended 30th June 2025 today. Financial Highlights – Q1FY26 − Revenue from operatio
Slide 3: About KFin Technologies Limited
About KFin Technologies Limited (www.kfintech.com/; BSE: 543720; NSE: KFINTECH): KFin Technologies Limited (“KFintech”) is a leading technology driven financial services platform providing comprehensive services and solutions to the capital markets ecosystem including asset managers and corporate is
Slide 4: KFin Technologies Limited Q1FY26
KFin Technologies Limited Investor Presentation Q1FY26 (for the quarter ended June 30, 2025) - KFINI~C..ti EXPERIENCE T
Slide 5: Safe Harbour Statement
Safe Harbour Statement This presentation may contain certain forward-looking statements concerning the Company’s future business prospects and business profitability, which are subject to a number of risks and uncertainties and the actual results could materially differ from those in such forward-lo
Slide 6: Today's Presenters
Today’s Presenters Venkata Satya Naga Sreekanth Nadella Vivek Narayan Mathur Amit Murarka Managing Director and Chief Financial Officer Head of Global Business Finance, Chief Executive Officer M&A, and Investor Relations 3 KFin Technologies Limited, Investor Presentation Q1 FY26
Slide 7: Company Overview
1. Company Overview 2. Key Highlights 3. Industry Highlights 4. Business Highlights 5. Financial Highlights 6. Team & Shareholding
Slide 8: KFintech: At a Glance
KFintech: At a Glance 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 India; ₹23.5 tn AAUM3 Last new AMCs launc
Slide 9: Key Highlights
1. Company Overview 2. Key Highlights 3. Industry Highlights 4. Business Highlights 5. Financial Highlights 6. Team & Shareholding
Slide 10: Key Highlights
Key Highlights Strong performance backed by growth across diverse businesses, strong deal wins, and stable margins with profitable growth Q1FY26: Revenue growth at 15% y-o-y; EBITDA growth at 14% y-o-y and margins at 41.5%; PAT growth at 13% y-o-y and margins at 28.2% International and other investo
Slide 11: Industry Highlights
1. Company Overview 2. Key Highlights 3. Industry Highlights 4. Business Highlights 5. Financial Highlights 6. Team & Shareholding
Slide 12: India Performance
India Performance Overall AAUM1 Equity AAUM 1 Monthly SIP inflows Folios (₹ trillion) (₹ trillion) (₹ billion) (in million) Total Equity SIP +22.3% y-o-y +23.1% y-o-y +7.0% q-o-q +7.5% q-o-q 272.7 Mutual Fund2 241 41.2 38.3 72.2 168 67.4 30.1 122.8 135 54.1 40.5 92 38.4 20.3 90 18.4 55 Jun-22 Jun-23
Slide 13: Business Highlights
1. Company Overview 2. Key Highlights 3. Industry Highlights 4. Business Highlights 5. Financial Highlights 6. Team & Shareholding
Slide 14: Domestic Mutual Fund investor solutions
Domestic Mutual Fund investor solutions: Focus on mid-size, equity-oriented AMCs, providing significant sustainable advantage Overall AAUM 1 & market share2 AAUM1 Growth AAUM1 Market Share2 (₹ trillion) 25. 0 30.3% 31.5% 31.7% 32.4% 32.5% 35. 0% KFintech Industry Q1FY25 Q4FY25 Q1FY26 30. 0% 20. 0 15
Slide 15: Issuer solutions - Maintaining the leadership position
Issuer solutions - Maintaining the leadership position No of corporate clients1 No of investor folios1 ▪ 880 clients added during Q1, taking total count to 8,867 clients +40.3% y-o-y (in million) +19.2% y-o-y +11.0% q-o-q -0.8% q-o-q ▪ New RTA mandates won during the quarter includes Canara HSBC Lif
Slide 16: International investor solutions: Expanding global footprints
International investor solutions: Expanding global footprints Growing global footprint No of clients1 Solutions No of Contracts RTA 65 82 60 Fund 46 Administration Canada (1) Q1FY25 Q1FY26 Middle East (1) Gift City (34) IndiaThailand Hong Kong (1) X new clients added Number of clients (1) • • Malays
Slide 17: Other investor solutions: Younger & faster growing businesses
Other investor solutions: Younger & faster growing businesses No of Funds serviced by +21.1% y-o-y AAUM1 +38.1% y-o-y Alternates & Wealth KFintech1 +4.0% q-o-q (₹ billion) +10.7% q-o-q ▪ Total no of funds1 at 592, market share2 at 37.0% ▪ Won 23 new AIF funds including from Sorigin, Arnya RE Fund, 1
Slide 18: Financial Highlights
1. Company Overview 2. Key Highlights 3. Industry Highlights 4. Business Highlights 5. Financial Highlights 6. Team & Shareholding
Slide 19: Financial Performance
Financial Performance Particulars Q1FY26 Q1FY25 % Change Revenue from Operations* 2,740.6 2,375.6 15.4% y-o-y EBITDA** 1,138.6 996.6 14.2% y-o-y EBITDA Margin (%) 41.5% 42.0% 41 bps y-o-y PAT 772.6 680.7 13.5% y-o-y PAT Margin (%) 28.2% 28.7% 46 bps y-o-y Cash & Cash Equivalents*** 7,500.0 4,519.3 6
Slide 20: Quarterly Financial Trend
Quarterly Financial Trend Revenue from Operations EBITDA & Margin PAT & Margin 15.4% Y-o-Y 14.2% Y-o-Y 13.5% Y-o-Y 45.1% 45.0% 43.2% 31.8% 31.1% 42.0% 41.5% 30.1% 28.7% 28.2% 2,805 2,900 2,827 902 2,741 893 851 2,376 773 681 1,265 1,306 1,223 1,139 997 Q1FY25 Q2FY25 Q3FY25 Q4FY25 Q1FY26 Q1FY25 Q2FY2
Slide 21: Yearly Financial Trend
Yearly Financial Trend Revenue from Operations EBITDA & Margin PAT & Margin 30.2% Y-o-Y 30.7% Y-o-Y 35.2% Y-o-Y 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 2,980 1,485 2,124 1,143 FY21 FY22 FY23 FY24 FY25 FY21 FY22 FY
Slide 22: Consolidated Financial Summary
Consolidated Financial Summary Particulars Q1FY26 Q4FY25 Q-o-Q Q1FY25 Y-o-Y FY25 Revenue Domestic Mutual Fund Investor Solutions 2,013.9 1,969.8 2.2% 1,717.8 17.2% 7,704.0 Issuer Solutions 305.1 390.7 -21.9% 243.1 25.5% 1,404.0 International & Other Investor Solutions* 366.0 410.8 -10.9% 364.4 0.4%
Slide 23: Team & Shareholding
1. Company Overview 2. Key Highlights 3. Industry Highlights 4. Business Highlights 5. Financial Highlights 6. Team & Shareholding
Slide 24: Leadership Team
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 Mathur Previously worked at Bharti BT Internet, American Accenture Services and Transformation manager at and Chief E
Slide 25: Board of Directors
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 services and advising fintech start up
Slide 26: Shareholding Pattern: as on 30th June 2025
Shareholding Pattern: as on 30th June 2025 Stock information BSE Ticker 543720 Others NSE Symbol KFINTECH 25.6% Face Value (₹) 10.00 No. of shares outstanding 17,21,75,801 Free Float 10,90,86,518 Promoters Depositories, Clearing Houses and Other Industry (General Atlantic) Intermediaries 22.9% Top I
Slide 27: Appendix
Appendix KFINTECH EXPERIENCE TRANSFORMATION
Slide 28: Ascent | KPIs in Numbers
Ascent | KPIs in Numbers EoP Number of Funds under Administration EoP Assets under Administration # Funds US$ Billion +35% +44% 606 +156% 25.2 494 20.7 +57% 449 17.5 302 +21% 200 8.1 6.7 FYE-Jul’22 FYE-Jul’23 FYE-Jul’24 9mE-Apr’24 9mE-Apr’25 FYE-Jul’22 FYE-Jul’23 FYE-Jul’24 9mE-Apr’24 9mE-Apr’25 Rev
Slide 29: Our Journey So Far
Our Journey So Far ◼ Launch of Issuer ◼ Launch of Alternative ◼ Launch of ◼ General ◼ New CEO appointed ◼ Acquired Hexagram ◼ Selected by Blackrock Solutions and Wealth Pension Services Atlantic buyout (fund accounting) Aladdin Provider ◼ Acquired Sundaram BNP Network as ninth Business Management Bu
Slide 30: Our Growth Strategies
Our Growth Strategies 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 and marketing 4 3 Focused, selective international expansion Investing i
Slide 31: Thank You!
Thank You! 28 KFin Technologies Limited, Investor Presentation Q1 FY26
Slide 32: Fact Sheet
Fact Sheet Q1FY26 2Q ₹ 2,740.6 million ₹ 4.45 ₹ 1,138.6 million ₹ 772.6 million Revenue EPS EBITDA PAT +15.4% Y-o-Y +13.0% Y-o-Y Margin at 41.5% Margin at 28.2% -3.1% Q-o-Q -9.3% Q-o-Q Domestic Mutual Fund Investor Solutions Q1FY26 Q4FY25 Q1FY25 FY25 No of Operating Clients 24.0 24.0 24.0 24.0 AAUM
Slide 33: Issuer Solutions and International and Other Investor Solutions
Issuer Solutions Q1FY26 Q4FY25 Q1FY25 FY25 No of Clients 8,867.0 7,987.0 6,319.0 7,987.0 No of folios (million) 162.9 164.2 136.6 164.2 (end of the period) No of Tranactions (million) 0.7 0.6 0.7 2.8 (for the period) No of IPOs Handled (Main board) 6.0 4.0 5.0 28.0 (for the period) Main Board IPOs –
Slide 34: Consolidated Income Statement (₹ million)
Consolidated Income Statement (₹ million) Q1FY26 Q4FY25 Q1FY25 FY25 Domestic Mutual Fund Investor 2,013.9 1,969.8 1,717.8 7,704.0 Solutions Issuer Solutions 305.1 390.7 243.1 1,404.0 International & Other Investor 366.0 410.8 364.4 1,555.1 Solutions Net Sale of Services 2,685.0 2,771.3 2,325.3 10,66
Slide 35: Limited Review Report on consolidated results
Salarpuria Knowledge City, Orwell B S R and Co B Wing, 6th Floor, Unit-3, Sy No. 83/1 Plot No. 02, Raidurg Chartered Accountants Hyderabad – 500 081, India Telephone + 91 407 182 2000 Fax + 91 407 182 2399 Limited Review Report on unaudited consolidated financial results of KFin Technologies Limited
Slide 36: Limited Review Report (Continued)
B S R and Co Limited Review Report (Continued) KFin Technologies Limited 7 WebileApps (India) Private Limited India Subsidiary 8 WebileApps Technology Services Private India Subsidiary Limited 9 KFin Technologies (Thailand) Limited Thailand Subsidiary 10 KFin Technologies (Singapore) Pte. Ltd. Singa
Slide 37: Limited Review Report (Continued)
B S R and Co Limited Review Report (Continued) KFin Technologies Limited 8. We did not review the financial information of 6 Subsidiaries included in the Statement, whose financial information reflect total revenues (before consolidation adjustments) of INR 278 million, total net profit after tax (b
Slide 38: Statement of unaudited consolidated financial results
KFin Technologies Limited CIN: L72400MH2017PLC444072 Registered office address: 301, The Centrinm, 3rd Floor, 57, Lal Bahadnr Shastri Road, Nav Pada, Knrla (West), Mnmbai - 400070, Maharashtra Statement of Unandited consolidated financial resnlts for the qnarter ended Jnne 30, 2025 (~- in millions)
Slide 39: Operating segments
Operating segments: (t. in millions) Consolidated SI. Qnarter ended For the year ended Particnlars No. Jnne 30, 2025 March 31, 2025 Jnne 30, 2024 March 31, 2025 (Unandited) (Audited - Refer Note 3) (Unaudited) (Audited) 1 Segment revenue Domestic mutual fund investor solutions 2,044.14 1,991.09 1,74
Slide 40: Notes to consolidated financial results
KFin Technologies Limited Notes: 1. The above consolidated financial results of K.Fin Technologies Limited ("the Parent Company"/ "the Company"), its subsidiaries and its employee welfare trust (the Company, its subsidiaries and its employee welfare trust together referred to as "the Group") and its
Slide 41: Notes (continued)
KFin Technologies Limited Notes (continued): 7. The statement of unaudited consolidated financial results include the results of the following: i) Parent: a) KFin Technologies Limited ii) Subsidiaries: a) KFin Technologies (Bahrain) W.L.L. b) KFin Technologies (Malaysia) SDN. BHD. c) KFin Services P
Slide 42: Limited Review Report on standalone results
Salarpuria Knowledge City, Orwell B S R and Co B Wing, 6th Floor, Unit-3, Sy No. 83/1 Plot No. 02, Raidurg Chartered Accountants Hyderabad – 500 081, India Telephone + 91 407 182 2000 Fax + 91 407 182 2399 Limited Review Report on unaudited standalone financial results of KFin Technologies Limited f
Slide 43: Limited Review Report (Continued)
B S R and Co Limited Review Report (Continued) KFin Technologies Limited financial year 2021-22 of INR 4.08 million was also transferred to the Client. The Company has recognised an amount of INR 85.71 million as a provision as of 30 June 2025 in the standalone financial results related to potential
Slide 44: Statement of unaudited standalone financial results
KFin Technologies Limited CIN: L 72400MH2017PLC444072 Registered office address: 301, The Centrium, 3rd Floor, 57, Lal Bahadur Shastri Road, Nav Pada, Kurla (West), Mumbai-400070, Maharashtra Statement of Unaudited standalone financial results for the quarter ended June 30, 2025 (<. in millions) Sta
Slide 45: Notes to standalone financial results
KFin Technologies Limited Notes: 1. The above standalone financial results ofKFin Technologies Limited ("the Company") have been prepared in accordance with and comply in all material aspects with the Indian Accounting Standards (Ind AS) notified under Section 133 of the Companies Act, 2013 ("the Ac