Kfin Technologies Limited · NSE:KFINTECH

Kfin Technologies — Q4 FY26 Earnings Presentation

55 slides from Kfin Technologies's earnings presentation, Apr 29, 2026

  1. Slide 1: Exchange intimation letter: Investor Presentation and Factsheet

    April 29, 2026 CS&G/STX/JQ2026/13 1) National Stock Exchange of India Limited 2) BSE Limited Exchange Plaza, C-1, Block G, Phiroze Jeejeebhoy Towers, Bandra Kurla Complex, Bandra (E), Dalal Street, Mumbai – 400 051 Mumbai – 400 001 Scrip Symbol: KFINTECH Scrip Code: 543720 Sub. : Investor Presentati

  2. Slide 2: Stable performance amidst global uncertainty (press release)

    STABLE PERFORMANCE AMIDST GLOBAL UNCERTAINTY, BACKED BY DIVERSIFIED BUSINESS MODEL AND EXPANDING GLOBAL FOOTPRINT S Mumbai, April 29, 2026: KFin Technologies Limited announced its financial results for the quarter and year ended 31st March 2026 today. Financial Highlights – Q4FY26 − Revenue from ope

  3. Slide 3: About KFin Technologies Limited

    About KFin Technologies Limited (www.kfintech.com/; BSE: 543720; NSE: KFINTECH): KFin Technologies Limited (“KFintech”) is a leading technology driven financial services platform providing comprehensive services and solutions to the capital markets ecosystem including asset managers and corporate is

  4. Slide 4: KFin Technologies Limited Q4 & FY26

    KFin Technologies Limited Investor Presentation Q4 & FY26 (for the quarter and period ended March 31, 2026) - KFINT~C.J:i EXPERIENCE TR

  5. Slide 5: Safe Harbour Statement

    Safe Harbour Statement This presentation may contain certain forward-looking statements concerning the Company’s future business prospects and business profitability, which are subject to a number of risks and uncertainties and the actual results could materially differ from those in such forward-lo

  6. Slide 6: Today's Presenters

    Today’s Presenters Venkata Satya Naga Sreekanth Nadella Vivek Narayan Mathur Amit Murarka Managing Director and Additional Director Chief Financial Officer - Chief Executive Officer (Whole Time Director) & International Business, Head Chief Financial Officer Investor Relations and M&A 3 KFin Technol

  7. Slide 7: Company Overview

    1. Company Overview 2. Key Highlights 3. Industry Highlights 4. Business Highlights 5. Financial Highlights 6. Team & Shareholding

  8. Slide 8: KFintech: At a Glance

    KFintech: At a Glance Globally scaled platform with integrated FA and RTA capabilities backed by strong track record of growth and leadership Investor Solutions – Domestic Mutual Funds 18 Largest 312 out of 592 Won 234 out of 395 369 Investor Solution provider to AMCs in India; ₹26.4 tn AAUM3 Last n

  9. Slide 9: Key Highlights

    1. Company Overview 2. Key Highlights 3. Industry Highlights 4. Business Highlights 5. Financial Highlights 6. Team & Shareholding

  10. Slide 10: Key Highlights

    Key Highlights Stable Performance amid Global Uncertainty, Backed by Diversified Business Model and Expanding Global Footprints Q4FY26: Revenue growth at 22.9% y-o-y; EBITDA growth at 5.1% y-o-y and margins at 37.0%; Core PAT1 declined by 1.0% y-o-y and margin of 24.2% FY26: Revenue growth at 19.3%

  11. Slide 11: Industry Highlights

    1. Company Overview 2. Key Highlights 3. Industry Highlights 4. Business Highlights 5. Financial Highlights 6. Team & Shareholding

  12. Slide 12: India Performance

    India Performance Overall AAUM1 Equity AAUM 1 Monthly SIP inflows Folios (₹ trillion) (₹ trillion) (₹ billion) (in million) Total Equity SIP +21.0% y-o-y +21.5% y-o-y +0.7% q-o-q -0.2% q-o-q 274 Mutual Fund2 320.9 46.6 183 38.3 146 81.6 30.1 142.8 99 104 67.4 54.1 20.3 64 38.4 40.5 18.4 Jun-23 Sep-2

  13. Slide 13: Business Highlights

    1. Company Overview 2. Key Highlights 3. Industry Highlights 4. Business Highlights 5. Financial Highlights 6. Team & Shareholding

  14. Slide 14: Domestic Mutual Fund investor solutions: Focus on mid-size equity-oriented AMCs

    Domestic Mutual Fund investor solutions: Focus on mid-size, equity-oriented AMCs, providing significant sustainable advantage Overall AAUM 1 & market share2 AAUM1 Growth AAUM1 Market Share2 (₹ trillion) 30. 0 30.3% 31.5% 31.7% 32.4% 32.5% 35. 0% KFintech Industry Q4FY25 Q3FY26 Q4FY26 30. 0% 25. 0 20

  15. Slide 15: International investor solutions: Expanding global footprints

    International investor solutions: Expanding global footprints… Growing global footprint1 No of clients +612.9% Y-o-Y +16.6% Q-o-Q Solutions No of Clients RTA 80 390 Fund 512 UK Administration 76 109 Canada (1) (1) FY25 FY26 Jersey Japan KFIN Ascent USA (4) (1) (35) Bahrain Saudi Arabia(2) • Number o

  16. Slide 16: …with Well Diversified Portfolio

    …with Well Diversified Portfolio Overall AAUM (US$ bn) AAUM by Geography (%) Asset Mix (%) +381.5% y-o-y 1% 5% 1% 1% 14% +11.8% q-o-q 2% 3% 24% 3% 30% 5% 5% 4% 13% 15% 45.7 40.9 24% 18% 19% 15% 9.5 Singapore Malaysia Saudi Arabia Cayman Islands Hedge Fund Public Market Digital Asset Private Equity H

  17. Slide 17: Issuer solutions - Maintaining the leadership position

    Issuer solutions - Maintaining the leadership position • Added 726 clients in Q4FY26; 2,616 clients during FY26; Total clients’ base No of corporate clients1 No of investor folios1 increased to 10,603 +32.8% y-o-y (in million) +1.6% y-o-y +7.4% q-o-q -0.8% q-o-q • Folios declined by 1.3 million in Q

  18. Slide 18: Other investor solutions: Younger & faster growing businesses

    Other investor solutions: Younger & faster growing businesses Alternates, Private Wealth & PMS National Pension Scheme No of Funds serviced by AAUM2 No of Subscribers2 & market share4 +35.6% y-o-y +25.0% y-o-y +18.8% y-o-y +10.1% q-o-q KFintech1,2 +6.8% q-o-q (₹ billion) -6.3% q-o-q (in million) 14.

  19. Slide 19: Financial Highlights

    1. Company Overview 2. Key Highlights 3. Industry Highlights 4. Business Highlights 5. Financial Highlights 6. Team & Shareholding

  20. Slide 20: Financial Performance

    Financial Performance Consolidated KFin excl. Ascent Consolidated KFin incl. Ascent Particulars Q4FY26 % Change FY26 % Change Q4FY26 % Change FY26 % Change Revenue from 4.6% y-o-y 22.9% y-o-y 2,957.2 12,020.5 10.2% y-o-y 3,473.3 13,014.9 19.3% y-o-y Operations 8.5% q-o-q 6.3% q-o-q 1.3% y-o-y 5.1% y

  21. Slide 21: Quarterly Financial Trend

    Quarterly Financial Trend Revenue from Operations EBITDA & Margin Core PAT* & Margin 22.9% Y-o-Y 5.1% Y-o-Y 55. 0% -1.0% Y-o-Y 40. 0% 50. 0% 35. 0% 43.2% 43.9% 41.5% 45. 0% 30.1% 30.2% 40.9% 28.2% 30. 0% 37.0% 40. 0% 26.5% 24.2% 3,709 25. 0% 35. 0% 3,473 1,516 3,092 1,357 2,827 2,741 1,223 1,285 984

  22. Slide 22: Yearly Financial Trend

    Yearly Financial Trend Revenue from Operations EBITDA & Margin Core PAT* & Margin 60. 0% 35. 0% 19.3% Y-o-Y 10.6% Y-o-Y 6.2% Y-o-Y 55. 0% 33. 0% 30.5% 50. 0% 13,015 43.8% 43.9% 29.4% 31. 0% 41.4% 45. 0% 10,908 40.7% 27.2% 27.1% 29. 0% 40. 0% 27. 0% 8,375 25. 0% 7,200 35. 0% 5,297 3,531 4,790 23. 0%

  23. Slide 23: Consolidated Financial Summary excl. Ascent

    Consolidated Financial Summary excl. Ascent Particulars Q4FY26 Q3FY26 Q-o-Q Q4FY25 Y-o-Y FY26 FY25 Y-o-Y Revenue Domestic Mutual Fund Investor Solutions 2,132.4 2,217.1 -3.8% 1,969.8 8.3% 8,527.6 7,704.0 10.7% International & Other Investor Solutions 444.0 441.8 0.5% 410.8 8.1% 1,681.3 1,555.1 8.1%

  24. Slide 24: Consolidated Financial Summary incl. Ascent

    Consolidated Financial Summary incl. Ascent Particulars Q4FY26 Q3FY26 Q-o-Q Q4FY25 Y-o-Y FY26 FY25 Y-o-Y Revenue Domestic Mutual Fund Investor Solutions 2,132.4 2,217.1 -3.8% 1,969.8 8.3% 8,527.6 7,704.0 10.7% International & Other Investor Solutions 960.1 920.1 4.3% 410.8 133.7% 2,675.8 1,555.1 72.

  25. Slide 25: Revenue Break-up

    Revenue Break-up Q4FY26 % Share Q3FY26 % Share Q4FY25 % Share FY26 % Share FY25 % Share Domestic Mutual Fund 2,132.4 61.4% 2,217.1 59.8% 1,969.8 69.7% 8,527.6 65.5% 7,704.0 70.6% International Investor Solutions 709.1 20.4% 618.7 16.7% 116.5 4.1% 1,587.2 12.2% 442.1 4.1% Issuer Solution 326.2 9.4% 4

  26. Slide 26: Team & Shareholding

    1. Company Overview 2. Key Highlights 3. Industry Highlights 4. Business Highlights 5. Financial Highlights 6. Team & Shareholding

  27. Slide 27: Leadership Team

    Leadership Team Venkata Satya Naga Sreekanth Nadella  22+ years of experience Managing Director and Chief Executive Officer  Previously served as Managing Director at Accenture Services and Transformation manager at IBM Global Services Vivek Narayan Mathur  28+ years of experience Amit Murarka 

  28. Slide 28: Board of Directors

    Board of Directors  Ex-CMD of Union Bank of India & Ex-Chairman IBA; Director  Ex-chairman of State Bank of India; Chairperson of NPS Trust, Vishwanathan Mavila of TransUnion CIBIL; Ex-non-executive chairman of SWIFT Chairman of Corporate Bond and Securitisation Advisory Nair Dinesh Khara India Do

  29. Slide 29: Shareholding Pattern: as on 31st March 2026

    Shareholding Pattern: as on 31st March 2026 Stock information BSE Ticker 543720 Promoters NSE Symbol KFINTECH Others General Atlantic Face Value (₹) 10.00 25.7% 22.9% No. of shares outstanding 17,25,24,054 Free Float 10,94,34,771 Depositories, Clearing Houses and Other Industry Intermediaries MFs 13

  30. Slide 30: Appendix

    Appendix KFINTECH EXPERIENCE TRANSFORMATION

  31. Slide 31: Our Journey So Far

    Our Journey So Far ◼ Launch of ◼ New CEO appointed ◼ Acquired Hexagram ◼ Selected by Blackrock ◼ Acquired 2% stake in Pension Services (fund accounting) Aladdin Provider Sahamati Foundation ◼ Launch of Issuer ◼ Launch of Alternative ◼ Acquired Sundaram BNP Business Network as ninth (AA SRO) Solution

  32. Slide 32: Our Growth Strategies

    Our Growth Strategies Maintain market leadership by further deepening Attract and retain talent relationship with existing clients 6 1 Expand client base and market share 5 2 Pursue strategic acquisitions through enhanced sales and marketing 4 3 Focused, selective international expansion Investing i

  33. Slide 33: Thank You!

    Thank You! 30 KFin Technologies Limited, Investor Presentation Q4 FY26

  34. Slide 34: Fact Sheet Q4FY26 & FY26

    Fact Sheet Q4FY26 & FY26 Q4FY26 ₹ 3,473.3 million ₹ 4.67 ₹ 1,285.1 million ₹ 811.5 million Revenue EPS EBITDA PAT +22.9% Y-o-Y -4.9% Y-o-Y Margin at 37.0% Margin at 23.4% -6.3% Q-o-Q -11.8% Q-o-Q FY26 ₹ 13,014.9 million ₹ 5,297.0 million ₹ 3,437.1 million ₹ 19.81 Revenue EBITDA PAT EPS +19.3% Y-o-Y

  35. Slide 35: Domestic Mutual Fund and International Investor Solutions KPIs

    Domestic Mutual Fund Investor Solutions Q4FY26 Q3FY26 Q4FY25 FY26 FY25 SIP book AAUM market share 31.7% 31.7% 31.8% 31.7% 31.8% (last quarter of the period) SIP live folios (million) 37.5 37.3 43.4 37.5 43.4 (end of the period) No of Transactions (million) 158.0 150.4 134.3 588.1 503.4 (for the peri

  36. Slide 36: Other Investor Solutions: AIF, Wealth Management and NPS

    Other Investor Solutions: AIF and Wealth Management Q4FY26 Q3FY26 Q4FY25 FY26 FY25 No of funds being handled 716.0 669.0 569.0 716.0 569.0 (cumulative) Market share – based on no of funds 38.1% 39.0% 36.8% 38.1% 36.8% (end of period) AAUM (₹ billion) 1,725.3 1,840.6 1,452.7 1,725.3 1,452.7 (end of p

  37. Slide 37: Consolidated Income Statement (₹ million)

    Consolidated Income Statement (₹ million) Q4FY26 Q3FY26 Q4FY25 FY26 FY25 Domestic Mutual Fund Investor 2,132.4 2,217.1 1,969.8 8,527.6 7,704.0 Solutions Issuer Solutions 326.2 491.3 390.7 1,539.5 1,404.0 International & Other Investor 960.1 920.1 410.8 2,675.8 1,555.1 Solutions Net Sale of Services

  38. Slide 38: Revenue Break up (₹ million)

    Revenue Break up (₹ million) Q4FY26 Q3FY26 Q4FY25 FY26 FY25 Domestic Mutual Fund 2,132.4 2,217.1 1,969.8 8,527.6 7,704.0 International Investor Solutions 709.1 618.7 116.5 1,587.2 442.1 Issuer Solution 326.2 491.3 390.7 1,539.5 1,404.0 Alternates, Private Wealth and PMS 160.0 207.0 183.0 735.9 611.2

  39. Slide 39: Independent Auditors' Report

    Salarpuria Knowledge City, Orwell B S R and Co B Wing, 6th Floor, Unit-3, Sy No. 83/1 Plot No. 02, Raidurg Chartered Accountants Hyderabad – 500 081, India Telephone + 91 407 182 2000 Fax + 91 407 182 2399 Independent Auditors’ Report To the Board of Directors of KFin Technologies Limited Report on

  40. Slide 40: Independent Auditor's Report (Continued)

    B S R and Co Independent Auditor’s Report (Continued) KFin Technologies Limited 12 Ascent Corporate Solutions Pte. Ltd. Singapore Subsidiary (w.e.f. 13 October 2025) 13 Ascent Global Fintech Solutions Pte. Singapore Subsidiary Ltd. (w.e.f. 13 October 2025) 14 Ascent GlobalOP Sdn. Bhd. (w.e.f. 13 Mal

  41. Slide 41: Independent Auditor's Report (Continued)

    B S R and Co Independent Auditor’s Report (Continued) KFin Technologies Limited b. are presented in accordance with the requirements of Regulation 33 of the Listing Regulations in this regard; and c. give a true and fair view in conformity with the recognition and measurement principles laid down in

  42. Slide 42: Independent Auditor's Report (Continued)

    B S R and Co Independent Auditor’s Report (Continued) KFin Technologies Limited appropriate accounting policies; making judgments and estimates that are reasonable and prudent; and the design, implementation and maintenance of adequate internal financial controls, that were operating effectively for

  43. Slide 43: Independent Auditor's Report (Continued)

    B S R and Co Independent Auditor’s Report (Continued) KFin Technologies Limited of the entities within the Group and its joint venture to express an opinion on the consolidated annual financial results. We are responsible for the direction, supervision and performance of the audit of financial state

  44. Slide 44: Independent Auditor's Report (Continued)

    B S R and Co Independent Auditor’s Report (Continued) KFin Technologies Limited were subject to limited review by us. For B S R and Co Chartered Accountants Firm’s Registration No.:128510W Amit Kumar Bajaj Partner Mumbai Membership No.: 218685 29 April 2026 UDIN:26218685SZYRYX7605 Page 6 of 6

  45. Slide 45: Independent Auditors' Report (Standalone)

    Salarpuria Knowledge City, Orwell B S R and Co B Wing, 6th Floor, Unit-3, Sy No. 83/1 Plot No. 02, Raidurg Chartered Accountants Hyderabad – 500 081, India Telephone + 91 407 182 2000 Fax + 91 407 182 2399 Independent Auditors’ Report To the Board of Directors of KFin Technologies Limited Report on

  46. Slide 46: Independent Auditor's Report (Continued)

    B S R and Co Independent Auditor’s Report (Continued) KFin Technologies Limited shares for earlier periods. Pending final settlement of the terms with the Client, the provision has been measured at management’s best estimate. Upon conclusion of the settlement, the Company intends to initiate proceed

  47. Slide 47: Independent Auditor's Report (Continued)

    B S R and Co Independent Auditor’s Report (Continued) KFin Technologies Limited estimates and related disclosures in the standalone annual financial results made by the Management and Board of Directors. – Conclude on the appropriateness of the Management’s and Board of Directors’ use of the going c

  48. Slide 48: Statement of audited consolidated financial results

    KFin Technologies Limited CIN: L72400MH2017PLC444072 Registered office address: 301, The Centrium, 3rd Floor, 57, Lal Babadur Shastri Road, Nav Pada, Koria (West), Mumbai-400070, Maharashtra Statement of audited consolidated financial results for the quarter and year ended March 31, 2026 (~. in mill

  49. Slide 49: Operating segments: Consolidated

    Operatinit se2ments· (~- in millions) Consolidated SI. Quarter ended For the year ended Particulars No. March 31 2026 December 31 2025 March 31 2025 March 31, 2026 March 31, 2025 (Audited - Refer Note 3) (Unaudited) (Audited - Refer Note 3) (Audited) (Audited) I Segment revenue Domestic mutual fund

  50. Slide 50: Notes to consolidated results

    KFin Technologies Limited Notes: 1. The above consolidated financial results of KFin Technologies Limited ("the Parent Company"/ "the Company"), its subsidiaries and its employee welfare trust (the Company, its subsidiaries and its employee welfare trust together referred to as "the Group") and its

  51. Slide 51: Notes (continued)

    KFin Technologies Limited Notes (continued): 9. The statement of unaudited consolidated financial results include the results of the following: i) Parent: a) KFin Technologies Limited ii) Subsidiaries (including step-down subsidiaries): a) KFin Technologies (Bahrain) W.L.L. b) KFin Technologies (Mal

  52. Slide 52: Statement of audited standalone financial results

    KFin Technologies Limited CIN: L 72400MH2017PLC444072 Registered office address: 301, The Centrium, 3rd Floor, 57, Lal Bahadur Shastri Road, Nav Pada, Knrla (West), Mumbai- 400070, Maharashtra Statement of andited standalone fmancial results for the quarter and year ended March 31, 2026 (t. in milli

  53. Slide 53: Notes to standalone results

    KFin Technologies Limited Notes: 1. The above standalone financial results ofKFin Technologies Limited ("the Company") have been prepared in accordance with and comply in all material aspects with the Indian Accounting Standards (Ind AS) notified under Section 133 of the Companies Act, 2013 ("the Ac

  54. Slide 54: Statement of Audited Standalone and Consolidated Balance Sheet

    KFin Technologies Limited CIN: L72400MH2017PLC444072 Registered office address: 301, The Centrium, 3rd Floor, 57, Lal Bahadur Shastri Road, Nav Pada, Koria (West), Mumbai- 400070, Maharashtra Statement of Audited Standalone and Consolidated Balance Sheet (~ . in millions) Standalone Consolidated As

  55. Slide 55: Statement of Audited Standalone and Consolidated Cash Flows

    KFin Technologies Limited CIN: L72400MH2017PLC444072 Reeistered office address: 301, The Centrium, 3rd Floor, 57, Lal Bahadur Shastri Road, Nav Pada, Kurla (West), Mumbai-400070, Maharashtra Statement of Audited Standalone and Consolidated Statement of Cash flows (~. in millions) Standalone Consolid

KFin Technologies — Q4 FY26 Earnings Presentation on 6ix