Geojit Financial Services Ltd · NSE:GEOJITFSL
Geojit Financial Services — Q2 FY22 Earnings Presentation
36 slides from Geojit Financial Services's earnings presentation, Oct 27, 2021
Slide 1: Exchange filing cover letter
27.10.2021 To, To, The Manager, The Manager, Listing Department, Listing Department, National Stock Exchange of India Limited, BSE Limited, -1, Block G, Phiroze Jeejeebhoy Towers, Bandra-Kurla Complex Dalal Street, Bandra (E), Mumbai 400 051 Mumbai 400 001. Ph. No. 022-26598100 Ph. No.022 22721233 S
Slide 2: Investor Presentation 27 October 2021
INVESTOR PRESENTATION 27 October 2021
Slide 3: Our Approach
Our Approach 1. Wealth creation for customers Our purpose of existence is to help customers to create long term wealth. We discourage investors becoming gamblers in the market by informing them that ‘Gambling is injurious to wealth’. 4. Corporate Governance 2. Environmental empathy, Social Geojit st
Slide 4: Our legacy and what we have built
Our legacy and what we have built 34 years in the Indian capital market Multichannel and wide range of products 467 offices and Rs 61,557 crore AUM and Clients can trade using Internet, Phone, Custody as on end of Q2FY22. This is a WhatsApp, or through Branch network. We reflection of the trust repo
Slide 5: Geojit – The Milestones
Geojit – The Milestones 1987 1988 1995 1997 C J George founded M/s Company was Geojit and Co. Launch of Portfolio C J George and Co., a renamed Geojit becomes a Public Management proprietary firm at and Co. Limited Company Services with SEBI Ravipuram, Kochi, Kerala named Geojit registration Securit
Slide 6: Our Unique Propositions
Our Unique Propositions • Extensive offline platform with 465+ office network Hybrid Model • Strong presence in Tier II & III cities • Maintains strong relationship with customers • Equity • Mutual funds • Insurance (Life, Health & General) Diversified Products • PMS • Software • Loans • Strong team
Slide 7: Products and Services
Products and Services 1 INVEST Equity Commodities Mutual Fund BUILD WEALTH 2 Global Investment 1 Financial Planning SGB, Gold ETF Portfolio Analysis 2 3 LOANS LAS MANAGE WEALTH 4 MTF 3 PMS 3rd party Loan distribution Equity SIP Smartfolios 5 Wealth Management PROTECTION 4 Life insurance Health insur
Slide 8: First to Launch
First to Launch Internet and mobile trading GEOJIT WAS Depository transactions through the internet THE FIRST TO LAUNCH Integrated trading system for both cash and derivative segment Commodity trading in rubber, cardamom, gold and silver futures
Slide 9: Investment Platforms
Investment Platforms Smartfolios offers baskets of MF Investment stocks selected by professionals and driven by platform data intelligence to make investment easy. The stocks SELFIE Cutting-edge platform to STEPS in these portfolios are selected analyze and invest in based on parameters like Mutual
Slide 10: Smartfolios - Stock Baskets
Smartfolios - Stock Baskets Aggressive Moderate Conservative • Prestige • Magic • Prime • Ace • Classic • Defensive • Growth • Vision • Southern Icons • Alpha ❑ Smartfolios’ baskets of stocks are selected, created and given proper weightage to reflect a strategy / theme. ❑ Recommendations for rebala
Slide 11: Wealth creation with Insightful Research
Wealth creation with Insightful Research Research Financial Planning We offer research driven Financial planning business is recommendations. In fundamental under our exclusive Investment research, total coverage is 160+ Advisory division called STEPS. companies of which 50% is large cap, Geojit pro
Slide 12: One-Stop shop for all investment needs
One- Stop shop for all investment needs Broking Services ➢Online and offline support 01 01 ➢Research on 160+ stocks across multiple sectors and economy and technical research ➢State-of-the-art trading and investment platform powered with latest web technology and designed to maximize user experience
Slide 13: B2B Partnership
B2B Partnership For trading in the capital market, we currently have institutional tie-ups with prominent banks. Domestic: NRI Portfolio Investment Scheme:
Slide 14: Technology Edge – Digital Transformation
Technology Edge – Digital Transformation CLIENT ONBOARDING TRADING & OPTION VOLUME Low yield volumes are happening online ➢ Digital Marketing • Automated environment for campaigns, measuring effectiveness and end-to-end integration • New Interfaces – Partner Portal, Customised Communication, Cloud T
Slide 15: Sustained Wealth Creation for Customers
Sustained Wealth Creation for Customers Provide diversified mix of products with advisory and personalized attention to LOREM IPSUM help customers protect and grow their wealth while developing long-term relations to facilitate cross-sales SOLUTIONS OFFERED FOR DIVERSE NEEDS OF CUSTOMERS USING OUR U
Slide 16: Business Performance
Business Performance
Slide 17: Key Performance Indicators - Q2FY22
Key Performance Indicators - Q2FY22 BRANCH NETWORK CUSTOMER BASE 467 OFFICES AUH 1.14 MILLION Across India & GCC Rs 51,255CR countries MARKET CAP NETWORTH MF AUM Rs 1824CR Rs 690.85CR Rs 10302CR TOTAL REVENUE EMPLOYEES #ROE Rs 127.24CR 2345 21.98% # ROE is annualized ROE based on half year result AU
Slide 18: Assets, Distribution income and MTF book
Assets, Distribution income and MTF book Amount in Crores Equity AUM includes Equity ,ELSS, Index funds and Hybrid funds excluding Conservative funds and Arbitrage funds.
Slide 19: ADTO, Brokerage, Yield and Online business
ADTO, Brokerage, Yield and Online business Amount in Crores ADTO means Average daily turnover. Derivative includes Equity F&O CDS and Commodity)
Slide 20: Client and Employee count
Client and Employee count New clients Total clients 20,094 1,069,800 1,121,600 1,139,600 13,348 i a i Q2FY21 QUFY22 Q2FY22 ‘ Sep.20 ‘ jun21 ‘ Sep.21 Number of Offices Employees 463 466 467 2,243 2,253 2,345 ‘ Sep.20 ‘ jun2i ‘ Sep.21 ‘ Sep.20 ‘ jun21 , Sep.21 ; 4 GEOJIT
Slide 21: Financial Performance
Financial Performance
Slide 22: Consolidated Result
Consolidated Result Amount in Lakhs
Slide 23: Consolidated Revenue mix
Consolidated Revenue mix Amount in Lakhs
Slide 24: Financial Trend
Financial Trend Amount in Lakhs
Slide 25: Consistent growth in Revenue and PBT
Consistent growth in Revenue and PBT PBT before exceptional items
Slide 26: Geojit - Geographic Presence
Geojit - Geographic Presence 19 States 2 Union Territories and 467 Offices across India Jammu & Kashmir & GCC countries 4 Countries in GCC Punjab Uttarakhand Haryana Delhi -NCR Rajasthan UP Bihar Madhya Pradesh Jharkhand West Bengal Four GCC Countries Gujarat ✓ Kuwait ✓ Bahrain Maharashtra Odessa ✓
Slide 27: ESG
ESG
Slide 28: ESG – Non Financial Parameters
ESG – 3 Non Financial Parameters 01 02 03 Environmental Social Responsibility Governance Empathy Relationship Business with External Integrity and and Internal Ethics stake holders Geojit is committed towards fulfilling the ESG Parameters
Slide 29: ESG – Our Commitments
ESG – Our Commitments Environmental Empathy Social Responsibility • Waste Management • Quality Products & Services • Conserve Energy • Gender Equality • Conserve Water 01 02 • Woman Empowerment • Prevent Pollution • Labor Welfare and Rights • Address Climate Change • Donation to Social Causes . Corp
Slide 30: ESG – Geojit's Performance snapshots
ESG – Geojit’s Performance snapshots S G ✓ Active oversight from Board E ✓ Green Building ✓ Undertake CSR activities in of Directors accreditation for fields of women empowerment, education ✓ Dedicated Board-level Corporate office Corporate Responsibility ✓ Care and protect and health ✓ Dedicate 2%
Slide 31: ESG – Geojit's Commitments
ESG – Geojit’s Commitments E Governance ✓ 50% of the Board comprises of Independent Directors ✓ Board Committees comprise of Majority Independent Directors ✓ Audit Committee headed by Independent Director Environmental Empathy ✓ Greening of Supply chain by integration of ESG aspects in vendor select
Slide 32: COVID-19 Response - Protecting our people is protecting our business
COVID-19 Response - Protecting our people is protecting our business Protecting our Supporting Maintaining Workforce & our Local Resiliency their Families Communities & Value • Adhering to global standards to • Rapid response efforts initiated • Partnering with local governments, manage health and h
Slide 33: Corporate Social Responsibility
Corporate Social Responsibility SOME OF OUR COVID RELIEF INITIATIVES EDUCATION 1. Thermal screening facility and automatic ticket • We have procured tablets and smart verification system at Ernakulam South Railway station phones for poor students for facilitating 2. Distribution of food to migrant l
Slide 34: COVID-19 CSR Initiatives
COVID-19 CSR Initiatives Covid Relief Project - Installed Central Gas Manifold System and Oxygen Pipelines in four Government Hospitals in Kerala at Kanjirappilly, Ramamangalam, Pariyaram and Nedungolam. Invasive and Non-Invasive Ventilators for Covid ICU at Indira Gandhi Hospital, Ernakulam, Kerala
Slide 35: COVID-19 CSR Initiatives
COVID-19 CSR Initiatives In May 2021, Geojit teamed up with Aster Medcity and set up a 100-Oxygen bed COVID Field Hospital, at Ambalamugal in Kerala, to address the growing needs of COVID care facilities. In June 2021, Geojit supported A P Varkey Mission Hospital at Arakkunnam in setting up an exclu
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
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