360 One Wam Limited · NSE:360ONE
360 One Wam — Q4 FY25 Earnings Presentation
50 slides from 360 One Wam's earnings presentation, Apr 23, 2025
Slide 1: Cover letter to stock exchanges
April 23, 2025 The Manager, The Manager, Listing Department, Listing Department, BSE Limited, National Stock Exchange of India Ltd., Phiroze Jeejeebhoy Tower, Exchange Plaza, 5 Floor, Plot C/1, G Block, Dalal Street, Bandra - Kurla Complex, Bandra (E), Mumbai 400 001. Mumbai 400 051. BSE Scrip Code:
Slide 2: Results Update - Q4 and Full Year FY25 Key Highlights
Anneuxre I 360 ONE WAM Ltd. Results Update - Q4 and Full Year FY25 Key Highlights FY25 PAT AT RS 1,015 CRORE - UP 26.6% YoY FY25 TOTAL REVENUES AT RS 2,652 CRORE - UP 35.0% YoY Q4 FY25 PAT AT RS 250 CRORE - UP 3.6% YoY Q4 FY25 TOTAL REVENUES AT RS 658 CRORE - UP 5.7% YoY OVERALL ASSETS UNDER MANAGEM
Slide 3: Business and Financial Performance press release
Mumbai, April 23, 2025: 360 ONE WAM Limited, one of India’s largest wealth and alternates asset managers, announced its financial results for the quarter and year ended March 31, 2025. Business Performance • Assets under Management for 360 ONE stood at Rs 5,81,498 Crs, consisting of ARR AUM of Rs 2,
Slide 4: CEO comment and investor contact
Mr. Karan Bhagat (Founder, MD & CEO) said “this year has been a defining one for 360 ONE - characterised by strong growth, enhanced client trust, and the effective execution of our long-term strategy. Our results reflect the strength of our platform, the quality of our talent, and the clarity of our
Slide 5: 360 ONE - Q4 and Full Year FY25
560 ONE Investor Presentation - Q4 and Full Year FY25
Slide 6: Ringing in Years of Excellence
Ringing in 17 Years of Excellence. Bringing Home the Oscars of Wealth Management. Best Private Bank - India at Asian Private Banker's 14" Awards for Distinction 360 Zz India’s Best Wealth Manager at Euromoney Private Banking Awards 2025 ea Za PRIVATE BANKING { ——ANARDSDOWS/
Slide 7: Agenda
AGENDA 1. 360 ONE at a Glance 2. Business Introduction 3. Financial Update - Q4 and Full Year FY25 4. Strategic Collaboration - UBS AG & 360 ONE WAM
Slide 8: Agenda
AGENDA 1. 360 ONE at a Glance 2. Business Introduction 3. Financial Update - Q4 and Full Year FY25 4. Strategic Collaboration - UBS AG & 360 ONE WAM
Slide 9: 360 ONE WAM - Leading wealth and alternates-focused asset firm
360 ONE WAM - India’s one of the leading wealth and alternates-focused asset firm
Slide 10: 360 ONE - Corporate Overview
360 ONE - Corporate Overview • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • •
Slide 11: 360 ONE - Story in Charts
360 ONE - Story in Charts Transition to Annual Recurring Revenue Assets 1 581 (INR ‘000 Crs) fo gay CAGR ARR UM 246 ARR 27 AUM 335 150 FY21 FY25 TBR Wealth Management ARR miAsset Management ARR Strong growth in assets coupled wi isciplined cost and capital manage High quality revenue model (INR Crs)
Slide 12: Performance at a Glance - Annual
Performance at a Glance - Annual Strong trends in growth and profitability demonstrated… ** EPS for FY21 and FY22 has adjusted for the sub-division of shares and bonus issue
Slide 13: Performance at a Glance - Quarterly
Performance at a Glance - Quarterly Strong trends in growth and profitability demonstrated…
Slide 14: Agenda
AGENDA 1. 360 ONE at a Glance 2. Business Introduction 3. Financial Update - Q4 and Full Year FY25 4. Strategic Collaboration - UBS AG & 360 ONE WAM
Slide 15: Wealth Management - An Overview
Wealth Management An Overview
Slide 16: 360 ONE Wealth - One of India's largest wealth managers
360 ONE Wealth - One of India’s largest wealth manager servicing 7,500+ clients
Slide 17: Wealth Management - Story in Charts
Wealth Management - Story in Charts • • • •
Slide 18: Wealth Management - Key Annual Financial Highlights
Wealth Management - Key Annual Financial Highlights
Slide 19: Wealth Management - Key Quarterly Financial Highlights
Wealth Management - Key Quarterly Financial Highlights
Slide 20: Asset Management - An Overview
Asset Management An Overview
Slide 21: 360 ONE Asset - Pioneer in alternate asset management in India
360 ONE Asset - Pioneer and leader in alternate asset management in India
Slide 22: Product innovation, institutional mandates and domestic distribution
Product innovation, institutional mandates and domestic distribution are key focus areas for the business • • • • • • • • •
Slide 23: Asset Management - Story in Charts
Asset Management - Story in Charts • • • •
Slide 24: Asset Management - Key Annual Financial Highlights
Asset Management - Key Annual Financial Highlights
Slide 25: Asset Management - Key Quarterly Financial Highlights
Asset Management - Key Quarterly Financial Highlights
Slide 26: Agenda
AGENDA 1. 360 ONE at a Glance 2. Business Introduction 3. Financial Update - Q4 and Full Year FY25 4. Strategic Collaboration - UBS AG & 360 ONE WAM
Slide 27: Business Snapshot - FY25
Business Snapshot - FY25 Total ARR Net Flows - INR 25,974 cr in FY25 Wealth Management INR 162k cr / $19bn ARR AUM INR 22.3k cr ARR Net Flows ARR AUM Sennen nea INR 247k cr INR 1,845 cr /$217 mn Op. Revenue in FY25 OO TBR AUM 7,500+ Relevant Families INR 335k cr Distribution, Brokerage, Advisory, Le
Slide 28: Key Financial Highlights (1/2)
Key Financial Highlights (1/2) • • • • • • •
Slide 29: Key Financial Highlights (2/2)
Key Financial Highlights (2/2) • • • • • • •
Slide 30: Consolidated Business Summary
Consolidated Business Summary
Slide 31: Segmental Business Snapshot - Annual
Segmental Business Snapshot - Annual
Slide 32: Segmental Business Snapshot - Quarterly
Segmental Business Snapshot - Quarterly
Slide 33: ARR AUM Build-Up
ARR AUM Build-Up Financial Performance - Q4 and Full Year FY25
Slide 34: ARR AUM Build-up Across Segments & Asset Classes - Annual
ARR AUM Build-up - Across Business Segments & Asset Classes - Annual
Slide 35: ARR AUM Build-up Across Segments & Asset Classes - Quarterly
ARR AUM Build-up - Across Business Segments & Asset Classes - Quarterly
Slide 36: ARR AUM Segmental Snapshot - Wealth Management - Annual
ARR AUM Segmental Snapshot - Wealth Management - Annual
Slide 37: ARR AUM Segmental Snapshot - Wealth Management - Quarterly
ARR AUM Segmental Snapshot - Wealth Management - Quarterly
Slide 38: ARR AUM Segmental Snapshot - Asset Management - Annual
ARR AUM Segmental Snapshot - Asset Management - Annual
Slide 39: ARR AUM Segmental Snapshot - Asset Management - Quarterly
ARR AUM Segmental Snapshot - Asset Management - Quarterly
Slide 40: Capital Allocation & Dividend History
Capital Allocation & Dividend History
Slide 41: Acquisition of B&K Securities
Acquisition of B&K Securities - One of India’s leading brokerage and corporate advisory houses • • • • • • • • •
Slide 42: B&K Securities - EPS accretive on an as-is basis
B&K Securities - EPS accretive on an as-is basis; significant potential ahead • • • •
Slide 43: Agenda
AGENDA 1. 360 ONE at a Glance 2. Business Introduction 3. Financial Update - Q4 and Full Year FY25 4. Strategic Collaboration - UBS AG & 360 ONE WAM
Slide 44: UBS AG + 360 ONE WAM: An Exclusive Strategic Collaboration
UBS AG + 360 ONE WAM: An Exclusive Strategic Collaboration › › › › › › › ›
Slide 45: Transaction Structure
Transaction Structure Strategic Collaboration 1. Exclusive strategic collaboration between UBS AG and 360 ONE WAM 2. Clients from both institutions will have access to onshore and offshore wealth management solutions 3. Potential synergies in other business lines (Asset Management, |B) Enables resid
Slide 46: Summary of the Collaboration
Summary of the Collaboration Key Tenets of Collaboration UBS - Exclusive “global” 360 ONE - Exclusive “domestic” AM and IB Synergies collaboration with 360 ONE collaboration with UBS Other Areas
Slide 47: Awards & Recognitions - Reinforcing our leadership position
Awards & Recognitions - Reinforcing our leadership position 170+ AWARDS IN 17 YEARS
Slide 48: Link to download data book
Link to download data book Click here to access the Databook
Slide 49: Disclaimer
Disclaimer This presentation and the accompanying slides contain selected information about the activities of 360 ONE WAM Limited (the “Company”? and its subsidiaries and affiliates (together, the “Group")as atthe date of the presentation, It does not purport to present a comprehensive overview of t
Slide 50: Thank you
360 Zz Thank you