Systematix Corporate Services Limited · NSE:SYSTMTXC
Systematix Corporate Services — H1 FY2025 Earnings Presentation
29 slides from Systematix Corporate Services's earnings presentation, 2024
Slide 1: Systematix Corporate Services Ltd Investor Presentation
» ™ Investments Re-defined SYSTEMATIX CORPORATE SERVICES LTD INVESTOR PRESENTATION
Slide 2: Disclaimer (1/2)
Disclaimer (1/2) This presentation has been prepared for general information purposes in respect of Systematix Corporate Services Ltd (“Company”) together with its Subsidiaries (together, with the Company, the “Group”) only, without regard to any specific objectives, suitability, financial situation
Slide 3: Disclaimer (2/2)
Disclaimer (2/2) This presentation includes certain industry data and projections that have been obtained from industry publications and surveys. Industry publications and surveys and forecasts generally state that the information contained therein has been obtained from sources believed to be relia
Slide 4: Table of Contents
Table of Contents Q2FY25 UPDATES EXECUTI VE SUMMARY MANAGEMENT TEAM BUSI NESS VERTI CALS 4
Slide 5: 1. Q2FY25 updates
1. Q2FY25 updates
Slide 6: Updates for H1 of FY25
Updates for H1 of FY25 Systematix Corporate Services reports a robust H1 FY25 with Revenues of ~Rs 66Cr, a growth of 83.33% YoY with PBT and PAT of Rs29.30.72 Cr and Rs 24 Cr respectively. We remain a ‘Partner of Choice’ for mid-market companies H1FY25 Highlights: Investment Banking and ECM business
Slide 7: Investment Banking and ECM – H1FY25 & FY24 Transaction Highlights
Investment Banking and ECM – H1FY25 & FY24 Transaction Highlights Qualified Institutional Placement Buyback Swan Energy Ltd INR 3,500 Cr INR 800 Cr INR 3,320 Cr INR 403 Cr INR 1,000 Cr INR 125 Cr INR 130 Cr (Oct 24) (Jul 24) (Mar 24) (Dec 23) (Jun 23) (May 23) (Sep 24) IPO Open Offer Delisting Offer
Slide 8: Investment Banking and PE – H1FY25 & FY24 Transaction Highlights
Investment Banking and PE – H1FY25 & FY24 Transaction Highlights Private Equity Deals Jain Resource Recycling Private Limited Equity Fund Raise: Sole Advisor to Equity Fund Raise Equity Fund Raise Secondary Sale: RK Lighting INR 380 Cr INR 30 Cr INR 100 Cr INR 130 Cr Mergers and Acquisitions Acquire
Slide 9: Result Snapshot – H1FY24/12MFY24 Standalone (1/2)
Result Snapshot – H1FY24/12MFY24 Standalone (1/2) STATEMENT OF THE CONSOLIDATED UNAUDITED FINANCIAL RESULTS FOR THE QUARTER AND YEAR ENDED 30TH SEPTEMBER 2024 (Rs. In Lakhs) Consolidated Sr. Three month ended Six month ended Yearly Particulars No. 30 09 2024 30 06 2024 30 09 2023 30 09 2024 30 09 20
Slide 10: Result Snapshot – Strong Financials Performance (Consolidated)
Result Snapshot – H1FY24/12MFY24 Consolidated (2/2) Strong Financials Performance (Consolidated) QUARTERLY HALF YEARLY Revenue 4,000.00 3,667.32 7,000.00 6,594.84 3,500.00 6,000.00 2,927.52 3,000.00 5,000.00 2,500.00 2,012.41 3,623.97 4,000.00 2,000.00 3,000.00 1,500.00 2,000.00 1,000.00 1,000.00 50
Slide 11: 2. Executive Summary
2. Executive Summary
Slide 12: Systematix: decades old financial services firm founded by Mr. CP Khandelwal
Systematix: 3 decades old financial services firm founded by Mr. CP Khandelwal Systematix Group is a 39 years old, a leading financial services firm founded in 1985 by Mr. Chandra Prakash Khandelwal. We are a team of more than 275 members. • We offer robust products across Investment Banking, Mercha
Slide 13: Mission & Vision Statement
Mission & Vision Statement Our Vision To be amongst the most admired financial institutions in India with a reputation built on strong To enhance the economic ethics and trust value of our client’s business by providing integrated financial & investment products and services Our Mission 13
Slide 14: Group Strengths
Group Strengths 1 3 5 Extensive Industry End-to-End Solutions Wide Network of Experience Under Single Umbrella Corporate Relationships 2 4 6 Comprehensive Experienced Access to a Large Pool Product Offerings Management & Team of Global Relationships 14
Slide 15: Client Solutions across Holistic Ecosystem
Client Solutions across Holistic Ecosystem Institutional Small & Medium Investors Businesses Family Offices HNI & Business Corporates Affluent Individuals 15
Slide 16: 3. Management Team
3. Management Team
Slide 17: Senior Leadership
Senior Leadership • Nikhil is MD of Systematix Group with 18 years of experience in Investment Banking, Equity Capital Markets and Wealth Management. • Under his leadership and strong relationships with leading Indian Corporates and Institutional Investors, Systematix Group has emerged as one of the
Slide 18: Key Management Personnel
Key Management Personnel Mr. Amit Kumar Mr. Anil Mr. Ankit Gor Mr. Ankur Rajoria Mr. Dhananjay Sinha (Director - IB) Bhagchandani (Director - IB) (Director - IB) (Co Head of Equities & (CFO) Head of Research) Mr. Himanshu Nayyar Mr. Jigar Kamdar Mr. Rajeev Bajaj Mr. Ronak Sarda Mr. Vipul Sanghvi (Di
Slide 19: 4. Business Verticals
4. Business Verticals
Slide 20: Investment Banking: Service Offerings
1 Investment Banking: Service Offerings We offer full spectrum of Investment Advisory Services 1 Fund Raising Mergers & Acquisitions Structured Finance Private Equity Strategic buyout Mezzanine financing Venture Capital Management buyout Structured debt Family offices / HNI Asset sal
Slide 21: Select Transaction Experience – PE and M&A (1/2)
Select Transaction Experience – PE and M&A (1/2) Secondary Sale: FY24 - INR 100 Cr Equity Fund Raise: Sole Equity Fund Raise: Sole Equity Fund Raise: Sole Equity Fund Raise Advisors to Pushp: Advisor to RK Lighting Advisor to Magicrete Advisor to Eastman Exports INR 380 Cr FY21 -INR 127 Cr INR 130 C
Slide 22: Select Transaction Experience – PE and M&A (2/2)
Select Transaction Experience – PE and M&A (2/2) Acquired Acquired by Acquired Acquisition: Sole Advisor to WRL for sale Sole Advisor to Adept Sole Advisor of Golden Palms to BCM Group 100% Equity Stake Sale INR 50 Cr Acquired Acquired M&A – Sell side Sole Advisor Acquisition: Sole Advisor Financial
Slide 23: Equity Capital Markets: Service Offerings
2 Equity Capital Markets: Service Offerings Fund Raising Restructuring Services Advisory and Valuation Services Valuation / Fairness IPO / FPO Buyback of Shares Opinion QIP Delisting ESOP Merger / Preferential Issue AIF Amalgamation Rights Issue Takeovers (Open Offer) Direct Listing Institutional Pl
Slide 24: Select Transaction Experience – Capital Markets
Select Transaction Experience – Capital Markets Qualified Institutional Placement Initial Public Offering Buyback Swan Energy Ltd INR 3,500 & INR 800 Cr + INR 500 Cr INR 3,320 Cr INR 2,550 Cr INR 1,000 Cr 403 Cr + 125 Cr (Including Pre- INR 740 Cr INR 200 Cr INR 130 Cr INR 130 Cr (Mar 24) (Aug 21) (
Slide 25: Institutional Equities Desk: Service Offerings
3 Institutional Equities Desk: Service Offerings Expertise Coverage across the Large, Mid and Small Cap space - 247 companies Cash Market Turnover Expertise in identifying “Hidden Gems” from the Small and the Mid Cap space H1 FY25 FY23-24 INR Road shows and Conferences with senior managements of hig
Slide 26: Research Coverage of 247 Companies
Research Coverage of 247 Companies Consumer Durables, EMS, Building Materials, Small-Mid Caps 40 IT& ITES 23 Consumer Staples & Discretionary, FMCG 40 Cement 8 Banking, Oil & Gas, Logistics, Insurance 22 Railways 19 NBFCs & Diversified Pharmaceuticals & Financials 20 Healthcare 26 Specialty & Agro C
Slide 27: Wealth management / PMS: Service Offerings
4 Wealth management / PMS: Service Offerings • The Systematix DIP PMS is the multi-cap strategy equity portfolio under Systematix Wealth Management, catering to investors from clients to corporates • Following a Core + Satellite approach, the PMS is focused on delivering risk-adjusted returns in an
Slide 28: Investment Philosophy
Investment Philosophy • Carrying a Value tilt, the Systematix DIP PMS is a function of qualitative and quantitative factors, subject to rigorous and recurring study • The modus operandi welcomes dynamic balance between agility and conviction, amplifying capital appreciation and arresting downside ri
Slide 29: Thank You
THANK YOU CORPORATE OFFICE SYSTEMATIX GROUP The Capital, A-wing, No. 603 — 606, ©) 6th Floor, Plot No. C-70, G Block, BKC ela Bandra (East), Mumbai - 400 051 1 1 Board :+91 (22) 6704 8000 Fax : +91 (22) 6704 8022 www.systematixgroup.in
Systematix Corporate Services — H1 FY2025 Earnings Presentation on 6ix