Edelweiss Financial Services Limited · NSE:EDELWEISS
Edelweiss Financial Services — Merger or Acquisition (March 2021)
9 slides from Edelweiss Financial Services's merger presentation, Mar 26, 2021
Slide 1: Cover letter to BSE: Investor Presentation
EW/Sec/2021/64 March 26, 2021 BSE Limited P J Towers, Dalal Street, Fort, Mumbai – 400 001. Dear Sirs, Ref.:- Scrip Code: 532922 Sub: Investor Presentation Please find enclosed the Presentation on Transaction Closure. Kindly take the same on record. Thanking you, For Edelweiss Financial Services Lim
Slide 2: Transaction Closure: Edelweiss Wealth Management (EWM)
Transaction Closure Edelweiss Wealth Management (EWM)
Slide 3: Edelweiss Wealth Management - Business Snapshot
Edelweiss Wealth Management - Business Snapshot • One of India’s largest wealth management platforms with AuA of ~INR 145,000 Cr as of Q3FY21 • Business built around 4 wealth client segments – Affluent, CXO with ESOPs, Entrepreneurs and Family offices as well as mid market companies • Services over
Slide 4: Quality Franchise With Significant Scale
Quality Franchise With Significant Scale Wealth Management AUA (INR Cr) No of Clients (#) 1,45,100 6,72,500 3,75,000 29,500 FY16 Q3FY21 FY16 Q3FY21 Indian WM industry is expected to reach INR 540 trillion at a CAGR of 12.5% in the next 5 years presenting a large opportunity space for EWM 3
Slide 5: Transaction Update
Transaction Update • In Q2FY21, we had announced the stake sale in our Wealth Management business to PAG • We have now received ~INR 2,366 Cr (~USD 330 mn) from PAG on receipt of all regulatory approvals, including a primary investment of INR 435 Cr in EWM • Additionally, PAG is also acquiring the e
Slide 6: EWM Equity Base Stands Enhanced to INR 1,600 Cr
EWM Equity Base Stands Enhanced to INR 1,600 Cr Edelweiss Wealth Management PAG EFSL NOW 61.5% 38.5% AFTER OPTION EXERCISE ~56% ~44% EWM gets a robust growth capital base for investing in the future 5
Slide 7: Benefits Of The Transaction
Benefits Of The Transaction Primary Equity infusion will be used for further scaling up wealth management business and ESOP book This will also allow Edelweiss to strengthen our leadership position in Alternatives & ARC and expand our retail businesses in Housing, SME Finance, Mutual Funds and Gener
Slide 8: About PAG
About PAG • One of the world’s largest Asia-focused private investment firms • AUM of ~$40 bn with 200+ investment professionals • 11 offices in Asia and around the world • Dedicated team of 50+ private equity and operational professionals • PE buyout team focused on large sized buyout/control deals
Slide 9: Safe Harbour
Safe Harbour DISCLAIMER : This presentation and the discussion may contain certain words or phrases that are forward-looking statements, which are tentative, based on current expectations of the management of Edelweiss Financial Services Ltd. or any of its subsidiaries and associate companies (“Edel
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