Slide 1: Exchange filing cover letter: Investor Presentation Q2 FY23
ICRA ICRA Limited October 20, 2022 BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers Exchange Plaza, Dalal Street Plot no. C/1, G Block Mumbai 400 001, India Bandra-Kurla Complex Scrip Code: 532835 Bandra (East) Mumbai - 400 051, India Symbol: ICRA Dear Sir/Madam, Sub: -
Slide 2: Group ICRA Investor Presentation: Q2 FY23
Group ICRA Investor Presentation: Q2 FY23 OCTOBER 2022 1
Slide 3: ICRA Insights
Q ces ICRA Insights
Slide 4: ICRA's baseline forecasts
ICRA’s baseline forecasts ₹ Macro Outlook EXTERNAL GDP INFLATION REPO RATE FISCAL DEFICIT ACCOUNT ₹ ₹ ₹ ₹ ₹ Real Growth FY2023: CPI Inflation Another rate hike appears FY2023 Budget Estimate Current Account Deficit 7.2% FY2023: 6.5% likely in the Dec 2022 MPC to be overshot by less FY2023: review, t
Slide 5: Near-term outlook for economic activity remains uneven
Near-term outlook for economic activity remains uneven External demand is expected to be cautious following the The elevated domestic The consumption of contact- However, a section of the ongoing geopolitical tensions inflation is expected to strain intensive services is likely to be households is l
Slide 6: Ratings: Business Environment
Ratings: Business Environment • Growth of 4% YoY* in Q2 FY2023 due to rising • Strong credit offtake in Q2 FY2023 across Market yields, cheaper bank credit Bank segments specifically NBFCs • Spurt in debt issuances by banks, tepid growth • High global rates and high bond yields coupled issuances Cre
Slide 7: ICRA Consolidated Financial Performance
ICRA Consolidated Financial Performance 6
Slide 8: Strong growth across businesses
Strong growth across businesses Revenue Profit before Tax 19% 18% 48% 28% 46.6% 43.2% 39.5% 98.6 191.1 37.6% 46.0 82.5 82.7 64.2 162.5 31.1 Q2 FY22 Q2 FY23 H1 FY22 H1 FY23 Q2 FY22 Q2 FY23 H1 FY22 H1 FY23 ` Profit after Tax 21% 30.8% 53% ▪ Revenue growth supported by sustained traction in the ratings
Slide 9: Segmental Performance: H1 FY23
Segmental Performance: H1 FY23 Segment Revenue: INR 191.4 crore Segment Results: INR 64.2 crore 9.4 -1.3 2.5 1.8 72.5 24.8 107.0 38.9 Rating, research and other services Knowledge Services Market services Consulting services ▪ ICRA Ratings showed robust growth driven by bank loan and structured fina
Slide 10: Highlights of the quarter: Webinars & Events, Research, Media
Highlights of the quarter 1 Webinars & Events 2 Research published 3 ICRA in the media 99 www.icra.in
Slide 11: © Copyright, 2022 ICRA Limited. All Rights Reserved.
© Copyright, 2022 ICRA Limited. All Rights Reserved. All information contained herein has been obtained by ICRA from sources believed by it to be accurate and reliable. Although reasonable care has been taken to ensure that the information herein is true, such information is provided 'as is' without
Slide 12: Thank You!
GY crs Thank You! ey