Aurum Proptech Limited · NSE:AURUM

Aurum Proptech — Majesco — Merger or Acquisition (October 2020)

11 slides from Aurum Proptech's merger presentation, Oct 8, 2020

  1. Slide 1: Transaction Update

    Transaction Update October 8th 2020

  2. Slide 2: Disclaimer

    Disclaimer: The material in this presentation is given in summary form and does not purport to be complete. Information in this presentation, including forecast financial information, should not be considered as advice or a recommendation to investors or potential investors in relation to holding, p

  3. Slide 3: Agenda

    AGENDA 1. Q2 FY 2021 Financial Performance 2. Transaction Closure Update • Timelines • Value Realization • Investment Portfolio 3. Proposed Distribution Plan • Buyback & Dividend 4. Shareholding Summary

  4. Slide 4: Q2 FY 2021 – Financial Performance

    Q2 FY 2021 – Financial Performance Majesco Ltd (Standalone) - Q2 FY 2020-21 INR Crore Q2 FY 2021 Q2 FY 2020 H1 FY 2021 H1 FY 2020 Total Income 5.81 5.48 9.43 10.37 % growth 6.0% -9.1% EBITDA 2.46 2.78 4.21 3.99 ⚫ The Standalone Financials for the % to revenue 42.4% 50.7% 44.7% 38.5% period ended Sep

  5. Slide 5: Transaction Closure - Timelines

    Transaction Closure - Timelines Regulatory / Statutory Approval Date of Approval Execution of Amended Merger Agreement 8-Aug-20 India Income Tax No Objection 10-Aug-20 HSR - Anti Trust Approval 12-Aug-20 SEC Clearance 15-Aug-20 Reserve Bank of India (RBI) Approval 2-Sep-20 Majesco Ltd India Sharehol

  6. Slide 6: Transaction Closure – Value Realized

    Transaction Closure – Value Realized Majesco Ltd (India) - Value realisation ⚫ The INR / $ value realization was lower than plan Unit Value by INR 77 crore, which impacted the cash value Nos of Shares held in MJCO (US) Nos Mn 32.11 per share by INR 25 per share Price Offered per share USD 16.0 ⚫ The

  7. Slide 7: Transaction Closure – Investment Portfolio

    Transaction Closure – Investment Portfolio Asset Class Bank / Fund / Institution Amt (INR Cr) % allocation Exposure by Fund / Institution Amt (INR Cr) % allocation Fixed Deposit Kotak 881 23.1% ICICI Bank 500 13% HDFC 875 22.9% Kotak Bank 500 13% ICICI 856 22.4% Standard Chartered Bank 150 4% HDFC L

  8. Slide 8: Proposed Distribution Plan

    Proposed Distribution Plan Cash to be distributed after Transaction Closure (INR cr) ⚫ The proposed distribution plan is as under 3,825 ‒ Buyback of shares to the extent of 25% of outstanding shares subject to Shareholder and SEBI approval; expected (22) to be completed by Dec’20 3,072 ‒ Balance amo

  9. Slide 9: Proposed Distribution Plan (Cont’d.)

    Proposed Distribution Plan (Cont’d.) Buyback for 74.7 lakh shares (25% of outstanding shares) Balance funds, net of expenses, to be distributed through at a price of INR 845 per share dividend* for 2.25 cr* shares (immediately after buyback) (INR crore) 147 778 (INR crore) 2,295 – 2,305 631 Buyback

  10. Slide 10: Shareholding Summary as of Sept 30, 2020

    Shareholding Summary as of Sept 30, 2020 Shareholding Summary as of Sept 30, 2020 Nos of Shares % to total No. of shareholders % to total Foreign (incl. Promoters) (A) NRI's/NRN/OCB /FN/FPC/FPR/FPI 9,231,736 30.9% 722 3.0% Domestic Institutions/Funds/Companies (B) MF/FI/AIF/LTD/BANKS/CM/NBF/HUF/TRUS

  11. Slide 11: Thank You

    Thank You © 2020 Majesco. All rights reserved 11

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