360 One Wam Limited · NSE:360ONE
360 One Wam — Q2 FY25 Earnings Presentation
41 slides from 360 One Wam's earnings presentation, 2024
Slide 1: 360 ONE Investor Presentation Q2 FY25
360 Zz 560 ONE Investor Presentation - Q?2 FY25
Slide 2: Agenda
AGENDA 1. 360 ONE at a Glance 2. Business Introduction 3. Financial Update - Q2 FY25
Slide 3: Agenda
AGENDA 1. 360 ONE at a Glance 2. Business Introduction 3. Financial Update - Q2 FY25
Slide 4: 360 ONE WAM - India's leading wealth and alternates-focused asset firm
360 ONE WAM - India’s one of the leading wealth and alternates-focused asset firm
Slide 5: 360 ONE - Corporate Overview
360 ONE - Corporate Overview • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • •
Slide 6: Built a strong foundation and competitive moat in the last 16 years
360 ONE - Built a strong foundation and competitive moat in the last 16 years
Slide 7: 360 ONE - Story in Charts
360 ONE - Story in Charts Transition to Annual Recurring Revenue ___569 High quality revenue model (Rs Crs) Assets TBR ARR 1,846 (Rs ‘000 Crs) +15% 519 467 1,396 CAGR 1,189 my ARR 477 416 UM ARR AUM 327 +19% FY22 FY24 H1 FY25 CAGR . ve oe ARR Operating efficiencies in place (Rs Crs) AUM Cost / Incom
Slide 8: Performance at a Glance - Annual
Performance at a Glance - Annual
Slide 9: Performance at a Glance - Quarterly
Performance at a Glance - Quarterly
Slide 10: Agenda
AGENDA 1. 360 ONE at a Glance 2. Business Introduction 3. Financial Update - Q2 FY25
Slide 11: Wealth Management - An Overview
Wealth Management An Overview
Slide 12: 360 ONE Wealth - One of India's largest wealth managers servicing 7,500+ clients
360 ONE Wealth - One of India’s largest wealth manager servicing 7,500+ clients
Slide 13: Wealth Management - Story in Charts
Wealth Management - Story in Charts • • • •
Slide 14: Wealth Management - Key Annual Financial Highlights
Wealth Management - Key Annual Financial Highlights
Slide 15: Wealth Management - Key Quarterly Financial Highlights
Wealth Management - Key Quarterly Financial Highlights
Slide 16: Core Wealth Management proposition and new strategic initiatives
Core Wealth Management proposition and new strategic initiatives will provide significant growth opportunities over the near and long term • • • • • • • •
Slide 17: UHNI proposition
UHNI proposition - Focused on new client additions, geographic expansion & increasing share with existing clients
Slide 18: HNI segment
HNI segment - Our deep client understanding, built over the years, continues to be a differentiator
Slide 19: Global platform
Global platform - We are well positioned to address the growing Global Indian wealth management opportunity
Slide 20: ET Money - Completing the Flywheel for 360 ONE
ET Money - Completing the Flywheel for 360 ONE
Slide 21: Asset Management - An Overview
Asset Management An Overview
Slide 22: 360 ONE Asset - Leader in alternate asset management in India
360 ONE Asset - Leader in alternate asset management in India
Slide 23: Product innovation, institutional mandates and domestic distribution
Product innovation, institutional mandates and domestic distribution are key focus areas for the business • • • • • • • • •
Slide 24: Asset Management - Story in Charts
Asset Management - Story in Charts • • • •
Slide 25: Asset Management - Key Annual Financial Highlights
Asset Management - Key Annual Financial Highlights
Slide 26: Asset Management - Key Quarterly Financial Highlights
Asset Management - Key Quarterly Financial Highlights
Slide 27: Agenda
AGENDA 1. 360 ONE at a Glance 2. Business Introduction 3. Financial Update - Q2 FY25
Slide 28: Business Snapshot - Q2 FY25
Business Snapshot - Q2 FY25 Total ARR Net Flows - Wealth Management INR 9,786 cr in Q2 FY25 INR 157k cr / $19bn ARR AUM INR 8.4k cr ARR Net Flows ARR AUM eee INR 243k cr INR 449 cr / $53 mn Op. Revenue in Q2 FY25 Sn TBR AUM 7,500+ Relevant Families INR 327k cr Distribution, Brokerage, Advisory, Lend
Slide 29: Key Financial Highlights (1/2)
Key Financial Highlights (1/2) • • • • • • •
Slide 30: Key Financial Highlights (2/2)
Key Financial Highlights (2/2) • • • • • • •
Slide 31: Consolidated Business Summary
Consolidated Business Summary
Slide 32: Segmental Business Snapshot - Quarterly
Segmental Business Snapshot - Quarterly
Slide 33: ARR AUM Build-Up
ARR AUM Build-Up Financial Performance - Q2 FY25
Slide 34: ARR AUM Build-up - Across Business Segments and Asset Classes
ARR AUM Build-up - Across Business Segments and Asset Classes
Slide 35: ARR AUM Segmental Snapshot - Wealth Management - Quarterly
ARR AUM Segmental Snapshot - Wealth Management - Quarterly
Slide 36: ARR AUM Segmental Snapshot - Asset Management - Quarterly
ARR AUM Segmental Snapshot - Asset Management - Quarterly
Slide 37: Capital Allocation & Dividend History
Capital Allocation & Dividend History • • •
Slide 38: Awards & Recognitions - 170+ Awards
Awards & Recognitions - Reinforcing our leadership position 170+ AWARDS IN 16 YEARS
Slide 39: Link to download data book
Link to download data book Click here to access the Databook
Slide 40: Disclaimer
Disclaimer ‘This presentation and the accompanying slides contain elected information about the activities of 360 ONE WAM Limited (the “Company")and its subsidiaries and affiliates (together, the “Group"}as at the date of the presentation. Itdoes not purport to present a comprehensive overview of th
Slide 41: Thank you
360 Zz Thank you