Geojit Financial Services Ltd · NSE:GEOJITFSL
Geojit Financial Services — Q4 FY2023 Earnings Presentation
36 slides from Geojit Financial Services's earnings presentation, Apr 28, 2023
Slide 1: Covering letter to stock exchanges
28.04.2023 To, To, The Manager, The Manager, listing Department, listing Department, National Stock Exchange of India Limited, BSE Limited, 'Exchange Plaza', C-1, Block - G, Phiroze Jeejeebhoy Towers, Bandra-Kurla Complex Dalal Street, Bandra (E), Mumbai - 400 051 Mumbai - 400 001. Ph. No. 022-26598
Slide 2: Investor Presentation – 28th April 2023
INVESTOR INVESTOR PRESENTATION – 28th APRIL 2023 PRESENTATION
Slide 3: Our Approach
Our Approach 2. Environmental empathy, Social responsibility 1. Wealth creation for customers and Governance (ESG) Our purpose of existence is to help our customers to Geojit is at the forefront of bringing positive change 1 2 create long term wealth. We discourage investors from becoming gamblers i
Slide 4: Our legacy and what we have built
Our legacy and what we have built 36 years in the Indian capital market Geojit has 500 offices and Rs 64,475 Multichannel and wide 01 crore AUM and Custody as on end of range of products Q4FY23. This is a reflection of the Clients can trade using Internet, Phone, trust reposed in our expertise and W
Slide 5: Geojit - Milestones
1987 1995 C J George founded Company was Geojit and Co. becomes Launch of Portfolio M/s C J George and Co., renamed Geojit and a Public Limited Management a proprietary firm at Co. Company named Geojit Services with SEBI Ravipuram, Kochi, Kerala 1988 Securities Ltd. registration 1997 Geojit - 2000 2
Slide 6: Our Unique Propositions
Our Unique Propositions Advisory Digitization Diversified Drive Hybrid Model Products Services • Extensive offline • Strong team of • Robust trading and • Equity Certified Financial investment platform with 500 office network • Mutual funds Planners platforms • Strong presence in • Insurance (Life,
Slide 7: Products and Services
Products and Services BUILD WEALTH • Financial Planning • Portfolio Analysis INVEST LOANS • Equity • LAS – physical and digital • Commodities by Geojit Credits • Mutual Fund • MTF • Global • 3rd party loan distribution Investment • SGB, Gold ETF PROTECTION MANAGE WEALTH • Life insurance • PMS • Heal
Slide 8: Geojit was the first to launch
Internet Geojit was the and mobile first to launch trading Depository Integrated transactions trading system for through the both cash and internet derivative segment Loan Against Shares (Geojit Credits)through Commodity digital platform to trading in rubber, any NSDL demat cardamom, account holder
Slide 9: Investment Platforms
Trading Platforms Investment Platforms Selfie and TraderX make investing easy, reliable and helps one take informed choices. They are available across devices including MF Investment installable desktop platform software, HTML trading Cutting-edge platform to platform and mobile App. analyze and inv
Slide 10: Smartfolios - Stock Baskets
Smartfolios - Stock Baskets Aggressive • Prestige • Ace • CANSLIM • Southern Icons ▪ Smartfolios’ baskets of stocks are • Ethical selected, created and given proper • Select weightage to reflect risk appetite / • LV Growth strategy or theme. ▪ Review of the recommendations are done as per the invest
Slide 11: Wealth management
Wealth management PMS Financial Planning We offer four unique types of PMS portfolios: Financial planning business is • Advantage Portfolio under our exclusive Investment • Freedom Portfolio Advisory division called STEPS. • Dakshin Portfolio FINANCIAL Geojit provides professional fee • Ethical Port
Slide 12: One-stop shop for all investment needs
One-stop shop for all Advisory Services investment needs • Strong team of Certified Financial Planners (CFP) supported by advanced technologies • Customized and personalized solutions 1 Financial Product Broking Services Distribution • Online and offline support • Advanced MF platform / app • Resear
Slide 13: B2B Partnerships
B2B Partnerships For trading in the capital market, we currently have institutional tie-ups with prominent banks.
Slide 14: Technology Edge – Digital Transformation
Technology CLIENT TRADING & ONBOARDING # OPTION VOLUME $ Edge – Digital Transformation 91% 84% Online Online Digital Marketing CRM • Automated environment • Sales Cloud for campaigns, measuring ✓ Comprehensive Lead and Sales • Cloud Telephony, Email integration effectiveness and end-to- Management w
Slide 15: Sustained Wealth Creation for Customers
Sustained Wealth Creation for Customers Provide diversified mix of products with advisory HYBRID Customer Work Phygital and personalized Service Ethics Model attention to help customers protect and Key differentiator in We nurture our skilled grow their wealth, while Our offline platform with people
Slide 16: Geojit - Geographic Presence
Geojit - Geographic Presence 500 Offices across India & GCC countries In India, we have presence in 19 States and 2 Union Territories We have presence in four GCC countries: • Kuwait • Bahrain • UAE • Oman As on 31st Mar.2023
Slide 17: Group Company Structure
Group Company Structure GEOJIT PEOPLE YOU PROSPER WITH Group Company Structure (as on 31.03.2023) GEOJIT FINANCIAL SERVICES LIMITED Joint Ventures Subsidiary ates Geojit Credits Pvt Ltd Barjeel Geojit 94.32% held by GFSL Geojit Technologies Financial Services LLC Pvt Ltd 30% held by GFSL 65% held by
Slide 18: Business Performance
Business Performance
Slide 19: Key Performance Indicators –Q4FY23
Key Performance Indicators –Q4FY23 BRANCH NETWORK AUH $ CUSTOMER BASE $ 500 OFFICES 1.29 MILLION Across India & GCC Rs 53,275 crore ❑ $ As on 31.03..2023 countries $ ❑ ^Total Revenue for the quarter Q4FY23 ❑ AUH means Asset under holding Equity holding (DP holding) of clients $ MARKET CAP $ NETWORTH
Slide 20: Brokerage Business
Brokerage Business Amount in Crores ADTO - Average daily turnover. Derivative includes Equity F&O CDS and Commodity
Slide 21: Brokerage Income, MTF Book and Smartfolios AUM
Brokerage Income, MTF Book and Smartfolios AUM Amount in Crores
Slide 22: Assets
Assets Amount in Crores AUH – Asset under holding – Demat holding value of Geojit Clients AUM – Assets under Management – Mutual Fund holding of Geojit Clients Equity AUM includes Equity ,ELSS, Index funds and Hybrid funds excluding Conservative funds and Arbitrage funds.
Slide 23: Client and Employee count
Client and Employee count GEOVIT PEOPLE YOU PROSPER WITH New clients Total clients (Mn) 41,392 120 1.27 1.29 31,362 a 22,785 4 Fv22 Q3 FY23 a4 FY23 Mar.22 Dec.22 Mar.23 Number of Offices Employees 479 497 500 2,490 2,610 2,633 Mar.22 Dec.22 Mar.23 Mar.22 Dec.22 Mar.23
Slide 24: Financial Performance
Financial Performance
Slide 25: Consolidated Result
Consolidated Result Amount in Lakhs The Current tax expense for the quarter ended 31 March 2023 and 31 December 2022, includes reversals of tax provision pertaining to earlier years of Rs.667.79 lakhs and Rs.117.89 lakhs respectively. Current tax expense for the year ended 31 March 2023 and 31 March
Slide 26: Consolidated Revenue mix
Consolidated Revenue mix Amount in Lakhs
Slide 27: Financial Trend
Financial Trend Amount in Lakhs
Slide 28: Revenue Mix
GEOVIT PEOPLE YOU PROSPER WITH Revenue Mix Amount in Lakhs Revenue Mix 3% Distribution Income 7% 3,296 2,524 2,322 2,367 1,891 6% 5% Q4FY22 Q1IFY23 Q2FY23 Q3FY23 Q4FY23 Mutual Fund Income Insurance Income 1,795 1,861 1,838 1,641 1,613 1,308 834 466 418 204 Q4FY22 © QIFY23. © Q2FY23. 3 FY23 QA FY23 Q
Slide 29: 5 Year Financial trend
@ GEOVIT PEOPLE YOU PROSPER WITH 5 Year Financial trend Networth in Crores Book value per share 798 768 659 _ 27.63 L ; | | ; ; | Mar.19° Mar.20 Mar.21 Mar.22 Mar.23, Mar.13° Mar.20 Mar.21 Mar.22 Mar.23, Earning per share (Basic) ROE 6.31 21.61% 20.68% 5.17 4.06 12.92% 197 8.75% = J | [] FYIS FY 20
Slide 30: Revenue Mix
@ GEOVIT PEOPLE YOU PROSPER WITH Revenue Mix Amount in Crores ~~ za 4% 9 Brokerage income Distribution Income 99 396 274-288 = 209 187177 50 57 41 2% - = 6% 5% 6% 6% 6% Fyig FY20 Fy2a FY22 FY 23 Fyi9) sFY20) «FY21 «sO FY22~—sOFY.23 Mutual Fund Income Insurance Income 24 18 nu 14 13 FY19 FY20 Fy2a Fy
Slide 31: Environment Social Governance
Environment Social Governance
Slide 32: ESG – Non-Financial Parameters
ESG – 3 Non-Financial Parameters 3 1 2 Social Governance Geojit is Environmental Empathy Responsibility committed Business Duty Integrity towards Relationship towards with External and Ethics fulfilling the the Planet and Internal stakeholders ESG parameters
Slide 33: ESG - our commitments
ESG - our commitments Environmental Empathy • Waste Management 1 2 Social Responsibility • Quality Products & Services • Gender Equality ESG • Conserve Energy • Conserve Water • Woman Empowerment • Prevent Pollution • Labor Welfare and Rights • Address Climate Change • Donation to Social Causes 3 Co
Slide 34: ESG – our commitments
Social Responsibility ESG – our ✓ Senior Management Remuneration linked to growth, sustainability and profitability of business with focus on safety and capital commitments management ✓ Formula-based plan based on pre-established performance driven metrics ✓ To discourage any hard selling of Intrada
Slide 35: ESG – Geojit's performance snapshots
ESG – Geojit’s performance snapshots
Slide 36: Thank You
THANK YOU GEOJIT FINANCIAL SERVICES LTD. 34/659-P, Civil Line Road, Padivattom, Kochi – 682024 Phone: 484 2901000 www.geojit.com This presentation is for information purposes only and does not constitute an offer or recommendation to buy or sell any securities of Geojit. This presentation also does
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