360 One Wam Limited · NSE:360ONE
360 One Wam — Q4 FY24 Earnings Presentation
64 slides from 360 One Wam's earnings presentation, 2024
Slide 1: Investor Presentation - Q4 and Full Year FY24
360 Zz 560 ONE Investor Presentation - Q4 and Full Year FY24
Slide 2: Agenda
AGENDA 1. Performance at a Glance 2. Business Introduction 3. Annual Strategy Update 4. 360 ONE Foundation and ESG Update 5. Financial Update - Q4 and Full Year FY24
Slide 3: Agenda
AGENDA 1. Performance at a Glance 2. Business Introduction 3. Annual Strategy Update 4. 360 ONE Foundation and ESG Update 5. Financial Update - Q4 and Full Year FY24
Slide 4: Performance at a Glance - Annual
Performance at a Glance - Annual Strong trends in growth and profitability demonstrated…
Slide 5: Performance at a Glance - Quarterly
Performance at a Glance - Quarterly Strong trends in growth and profitability demonstrated…
Slide 6: Agenda
AGENDA 1. Performance at a Glance 2. Business Introduction 3. Annual Strategy Update 4. 360 ONE Foundation and ESG Update 5. Financial Update - Q4 and Full Year FY24
Slide 7: 360 ONE WAM - A Leader in Wealth and Alternates Asset Management
360 ONE WAM - A Leader in Wealth and Alternates Asset Management
Slide 8: Wealth Management - An Overview
Wealth Management An Overview
Slide 9: 360 ONE Wealth - One of India's largest wealth managers
360 ONE Wealth - One of India’s largest wealth manager servicing ~7,200 clients
Slide 10: Wealth Management - Key Financial Highlights
Wealth Management - Key Financial Highlights
Slide 11: Asset Management - An Overview
Asset Management An Overview
Slide 12: 360 ONE Asset - Pioneer and leader in alternate asset management
360 ONE Asset - Pioneer and leader in alternate asset management in India
Slide 13: Asset Management - Key Financial Highlights
Asset Management - Key Financial Highlights
Slide 14: 360 ONE's unique proposition and competitive moats
360 ONE’s unique proposition has been created with deep, competitive moats that we have built since our inception
Slide 15: Agenda
AGENDA 1. Performance at a Glance 2. Business Introduction 3. Annual Strategy Update 4. 360 ONE Foundation and ESG Update 5. Financial Update - Q4 and Full Year FY24
Slide 16: Our 16-year journey
Our 16-year journey has created a resilient, high-growth business that proactively responds to client and market needs • • • • • • • • • • • • •
Slide 17: Wealth Management - Strategic Agenda
Wealth Management Strategic Agenda
Slide 18: Addressable asset pool for UHNI + HNI households
The addressable asset pool for UHNI + HNI households, is USD 1+ trillion and will almost double in 5 years taking the total market to USD 2+ trillion • • • •
Slide 19: Transition to high-quality Annual Recurring Revenues
360 ONE aligned clients and shareholders’ interests by successful transition to high-quality Annual Recurring Revenues ✓ ✓ ✓ ✓
Slide 20: Innovative culture with focus on client and continuity
We continue to embrace a highly innovative culture, with strong focus on client and continuity
Slide 21: Core WM proposition and new strategic initiatives
Core WM proposition and new strategic initiatives will provide significant growth opportunities over the near and long term • • • • • • •
Slide 22: New client additions and increasing share with existing clients
New client additions and increasing share with existing clients continue to be our key focus areas
Slide 23: Expansion in domestic market coverage
Expansion in our domestic market coverage is expected to fuel growth in flows over next few years
Slide 24: Deep client understanding as a differentiator
Our deep and unparalleled client understanding, built over the years, continues to be a significant differentiator across segments
Slide 25: Synergies driving growth in HNI wealth segment
Synergies with core proposition and our innovative approaches will drive high growth in our HNI wealth segment as Leveraging core strength G& Building new muscle 2 3600NE brand power and wealth expertise Shared P Cost synergies through shared functions functions ynere! 8 Flexible engagement platform
Slide 26: Positioned for global Indian wealth management opportunity
We are well positioned to address the growing Global Indian wealth management opportunity
Slide 27: Asset Management - Strategic Agenda
Asset Management Strategic Agenda
Slide 28: Addressable asset pool for Asset Management
The addressable asset pool for Asset Management will be in excess of USD 1 trillion by 2028 - nearly 2x of where it is today • • •
Slide 29: 360 ONE Asset has a unique platform in Indian AMC industry
360 ONE Asset has a unique platform in Indian AMC industry
Slide 30: Product innovation, institutional mandates and domestic distribution
Product innovation, institutional mandates and domestic distribution are key focus areas for the business • • • • • • • • •
Slide 31: Key enablers - Strategic Agenda
Key enablers Strategic Agenda
Slide 32: Core tenets to support the next phase of growth
We remain focused on our core tenets to support the next phase of growth
Slide 33: Culture - Our values enable our motto - Performance Plus
Culture - Our values enable our motto - Performance Plus
Slide 34: Risk & Governance - Robust risk framework
Risk & Governance - Robust risk framework forms the foundation of all we do across our businesses
Slide 35: Technology-led and Data-first Philosophy
Technology-led and a Data-first Philosophy across all business areas • • •
Slide 36: Awards & Recognitions
Awards & Recognitions - Reinforcing our leadership position in India 160+ AWARDS IN 16 YEARS
Slide 37: Agenda
AGENDA 1. Performance at a Glance 2. Business Introduction 3. Annual Strategy Update 4. 360 ONE Foundation and ESG Update 5. Financial Update - Q4 and Full Year FY24
Slide 38: 360 ONE Foundation - Our Thematic Priority
360 ONE Foundation Our Thematic Priority FPOs Students Artisans Tribal Rural & Social Skill Training Communities Entrepreneurs Institutes MSMEs Farmers Migrants
Slide 39: Outcomes-based Financing and Blended Finance
360 ONE Foundation Our Approach to Outcomes-based Financing and Blended Finance
Slide 40: 360 ONE Foundation FY24 Select Flagship Programs
360 ONE Foundation FY24 | Select Flagship Programs • • • • • • • • • • • • • • • • • • • • • •
Slide 41: 360 degree approach to ESG - Key Highlights
We are committed to a 360o approach to ESG - Key Highlights • • • • • • • • • • • • • • • •
Slide 42: Agenda
AGENDA 1. Performance at a Glance 2. Business Introduction 3. Annual Strategy Update 4. 360 ONE Foundation and ESG Update 5. Financial Update - Q4 and Full Year FY24
Slide 43: Business Snapshot - FY24
Business Snapshot - FY24 Wealth Management INR 156k cr / $19bn arr AUM Total ARR Net Flows - INR 27K cr in FY24 Asset Management INR 72k cr / $8.6bn ARR AUM ARR AUM ae eannan ee nanneeneenana INR 228k cr INR 1,362 cr / $164 mn Op. Revenue in FY24 OO TBR AUM ~7,200 Relevant Families INR 239k cr Distr
Slide 44: Key Financial Highlights (1/2)
Key Financial Highlights (1/2) • • • • • • • •
Slide 45: Key Financial Highlights (2/2)
Key Financial Highlights (2/2) • • • • • • • •
Slide 46: Consolidated Business Summary
Consolidated Business Summary
Slide 47: FY24 Total Costs (as a % of Total Revenue)
FY24 Total Costs (as a % of Total Revenue) • • • •
Slide 48: Segmental Business Snapshot - Annual
Segmental Business Snapshot - Annual
Slide 49: Segmental Business Snapshot - Quarterly
Segmental Business Snapshot - Quarterly
Slide 50: ARR AUM Build-Up
ARR AUM Build-Up Financial Performance - Q4 and Full Year FY24
Slide 51: ARR AUM Build-up Across Segments and Asset Classes - Annual
ARR AUM Build-up - Across Business Segments and Asset Classes - Annual
Slide 52: ARR AUM Build-up Across Segments and Asset Classes - Quarterly
ARR AUM Build-up - Across Business Segments and Asset Classes - Quarterly
Slide 53: ARR AUM Segmental Snapshot - Wealth Management - Annual
ARR AUM Segmental Snapshot - Wealth Management - Annual
Slide 54: ARR AUM Segmental Snapshot - Wealth Management - Quarterly
ARR AUM Segmental Snapshot - Wealth Management - Quarterly
Slide 55: ARR AUM Segmental Snapshot - Asset Management - Annual
ARR AUM Segmental Snapshot - Asset Management - Annual
Slide 56: ARR AUM Segmental Snapshot - Asset Management - Quarterly
ARR AUM Segmental Snapshot - Asset Management - Quarterly
Slide 57: Active ARR AUM Build-Up
Active ARR AUM Build-Up Financial Performance - Q4 and Full Year FY24
Slide 58: FY24 Active Annual Recurring Revenue (ARR) AUM
FY24 Active Annual Recurring Revenue (ARR) AUM
Slide 59: Combined Active ARR Assets - Annual
Combined Active ARR Assets - Annual • • •
Slide 60: Combined Active ARR Assets - Quarterly
Combined Active ARR Assets - Quarterly
Slide 61: Capital Allocation & Dividend History
Capital Allocation & Dividend History • • •
Slide 62: 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: Re-classified Result Table Consolidated Data Segmental - Wealth Manag
Slide 63: Disclaimer
Disclaimer This document is for the personal information of the authorised recipient(s) and does not construe to be an offer or solicitation of an offer to buy/sell any securities. It does not construe to be any investment, legal or taxation advice or recommendation in relation to holding, purchasin
Slide 64: Thank you
360 Zz Thank you