IIFL Capital Services Limited

INR 2,448

dian Equity Markets 1. Large Scaled Up Player with Strong Financials 2. Proven Track Record • • INR 2,448 Bn of custody and distribution assets. Strong delivery across key metrics in 9MFY25 - INR 19,940 Mn

INR 19,940

• INR 2,448 Bn of custody and distribution assets. Strong delivery across key metrics in 9MFY25 - INR 19,940 Mn Revenue & INR 5,835 Mn PAT ( TCI ) • Legacy of over two decades in retail and Institutional br

INR 5,835

dy and distribution assets. Strong delivery across key metrics in 9MFY25 - INR 19,940 Mn Revenue & INR 5,835 Mn PAT ( TCI ) • Legacy of over two decades in retail and Institutional broking and financial pro

69%

member well-ranked research team • Coverage of 289+ stocks across 20+ sectors accounting for over 69% of India’s market capitalization 3. Wide Distribution Network • 3,500+ partners & 100+ branches

50%

al customer-first experience in affluent business. 6. Strong Governance • Experienced board with 50%+ independent directors, and separate role of Chairman and Managing Director . • Best in class d

rs,

nce in affluent business. 6. Strong Governance • Experienced board with 50%+ independent directors, and separate role of Chairman and Managing Director . • Best in class disclosure standards 5. Est

₹2,448 billion

t • Awarded the India Equity House award by IFR Asia, 2023 3 Performance Snapshot – Q3 FY 25 ₹2,448 billion ₹ 2,783 billion ₹6,464 million ₹1,967 million ₹24.5 billion Assets Under Management & Custody

₹ 2,783 billion

India Equity House award by IFR Asia, 2023 3 Performance Snapshot – Q3 FY 25 ₹2,448 billion ₹ 2,783 billion ₹6,464 million ₹1,967 million ₹24.5 billion Assets Under Management & Custody YOY growth 35%

₹6,464 million

se award by IFR Asia, 2023 3 Performance Snapshot – Q3 FY 25 ₹2,448 billion ₹ 2,783 billion ₹6,464 million ₹1,967 million ₹24.5 billion Assets Under Management & Custody YOY growth 35% Average Daily T

₹1,967 million

Asia, 2023 3 Performance Snapshot – Q3 FY 25 ₹2,448 billion ₹ 2,783 billion ₹6,464 million ₹1,967 million ₹24.5 billion Assets Under Management & Custody YOY growth 35% Average Daily Turnover * YOY do

₹24.5 billion

Performance Snapshot – Q3 FY 25 ₹2,448 billion ₹ 2,783 billion ₹6,464 million ₹1,967 million ₹24.5 billion Assets Under Management & Custody YOY growth 35% Average Daily Turnover * YOY down by 8% Reven

35%

llion ₹6,464 million ₹1,967 million ₹24.5 billion Assets Under Management & Custody YOY growth 35% Average Daily Turnover * YOY down by 8% Revenue PAT [ TCI ] Net worth YOY growth 11% YOY gro

IIFL CAPITAL

1

Note

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SEGMENT ANALYSIS

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SEGMENT ANALYSIS

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IIFL CAPITAL

PERFORMANCE SNAPSHOT & GROWTH STRATEGY 2 IIFL Capital – A leading player in Indian Equity Markets 1. Large Scaled Up Player with Strong Financials 2. Proven Track Record • • INR 2,448 Bn of custody and distribution assets. Strong delivery across key metrics in 9MFY25 - INR 19,940 Mn Revenue & INR 5,835 Mn PAT ( TCI ) • Legacy of over two decades in retail and Institutional broking and financial product distribution • Proven track record in equity capital markets. Consistently rated in the top tier in Investment Banking league tables 8. Comprehensive Product Suite • Open architecture model in distribution of diverse financial products • Comprehensive suite of product offering to meet investment needs 7. Market Leading Research Capabilities • 43 member well-ranked research team • Coverage of 289+ stocks across 20+ sectors accounting for over 69% of India’s market capitalization 3. Wide Distribution Network • 3,500+ partners & 100+ branches across pan • India to service clients across Ind

Note

^ EPS / Return on Equity for 9MFY25 is annualized #Additionally, the company has also paid ₹1,058 Million (incl. tax) to buy back 17 Million shares 5 IIFL Capital: Offering One Stop Solution for all Capital Market needs Institutions Corporate Affluent, HNI & UHNI COMPREHENSIVE SUITE OF PRODUCTS ACROSS CUSTOMER SEGMENTS Distribution solutions – Mutual Funds, Insurance, AIFs, PMS, Fixed Income Wealth Management for HNI / UHNI Research Solutions Capital Market Solutions – Demat services, Execution Solutions (Including Algo) Lending Solutions – Margin Trade Funding Corporate Advisory Solutions – IPOs, QIPs, Rights Issue, Private Equity Advisory, Tech Enabled Platform 6 Building in Focus Segments - Key Business Lines Non - Institutional Institutional Affluent, HNI & UHNI Retail Investment Banking Institutional Broking Transforming from legacy execution focused platform into a comprehensive wealth management Continue to build on market leading Institutional player with focus on affluent, HNI

SEGMENT ANALYSIS

INSTUTIONAL SEGMENT 9 Market Leading Institutional Broking Platform Among the top franchises on the street, with sales teams based in Mumbai, Singapore, London and New York. Wide customer base covering investors including sovereign wealth funds, pension funds, private equity funds, international & domestic mutual funds, insurance companies, hedge funds, endowment funds and Alternate Investment Funds Proven track of executing large block placements for financial sponsors, public market funds and promoters 987+ Empanelled Clients 117 289 Experienced team across sales, research & trading Stocks under research coverage accounting for over 69% of India’s market capitalization 10 Strong Bottom-Up Research Coverages Sector-wise break up of stocks under coverage (in Nos) Market cap break up of stocks under coverage 11 12 29 13 14 14 289 Stocks under coverage 19 19 17 18 18 Pharma & Healthcare Banking & Fin Capital Goods Auto FMCG IT Consumer Discretionary & Electricals Utilities, Gas & Logisti

SEGMENT ANALYSIS

NON-INSTUTIONAL SEGMENT 14 Affluent Wealth Management– Core Ingredients for success already in place Strong core capabilities in execution Deep client engagement with a wide network of 500+ PCG RM & 3,500+ Partners Senior experienced hires made to set up HNI / UHNI wealth and asset management platform Market leading Research Capabilities Comprehensive Product Portfolio covering client needs Vintaged and Growing Customer Base Supported By Cutting Edge Tech Enabled Platform 15 Key Business Metrics : Non-Institutional Business Assets Under Management - Custody (₹ bn) Asset Under Management – Distribution Assets # (₹ bn) Distribution Assets # ₹ 305 billion CAGR 67 % CAGR 28 % Mutual Fund 47% 2,143 1,622 305 261 196 170 122 Distribution Others 6% PMS 11% BOND 13% AIF 11% Fixed Deposit 12% 1,135 1,050 315 FY21 FY22 FY23 FY24 9MFY25 FY21 FY22 FY23 FY24 9MFY25 Note: #Excluded Insurance ancillary business 16 Key Business Metrics : Non-Institutional Business (Contd.) Retail Brokerage (₹ mn) Life