SRGHFLNSE31 January 2025

SRG Housing Finance Limited has informed the Exchange about Investor Presentation

SRG Housing Finance Limited

Date: Jan 31, 2025

To, National Stock Exchange of India Ltd Exchange Plaza, C-1, Block G, Bandra Kurla Complex, Mumbai-400051 Scrip Symbol- SRGHFL

To, BSE Limited 1st Floor, P.J. Towers, Dalal Street, Mumbai-400001 Scrip Code- 534680

Dear Sir,

Subject: Investor Presentation- Q3FY25

Pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, we hereby provide the Investor Presentation for the quarter ended December 31, 2024.

The investor presentation is also made available on Company’s website www.srghousing.com

This is for your information and records.

For SRG Housing Finance Limited

Divya Kothari Company Secretary M.No:- A57307

Encl: - a/a

SRG HOUSING FINANCE LIMITED

INVESTOR PRESENTATION Q3 & 9M FY25

WHO WE ARE

Expert in Rural Housing Finance, Solving the problem of Housing Loans for New-to-Credit,

Underserved & Unorganized population while simplifying access to finance for all

Best in class NIMs 2.53% in Q3FY25

Focused on small ticket loans (ATL: less than Rs 10 lacs) and low LTV (less than 50%)

Around 97% of our borrowers pay their EMIs through banking channels like NACH

Around 95% of book is rural and 75% loan to non-Salaried segment.

84

Branches

7

States

18000+

Customers

800+

Employees

BBB Stable CARE 75% Non-Salaried 32 Lenders We are Catering to mature prospects with sound businesses and sufficient cash flows

Reflects consumers ability to save money to buy a plot and construct on it

62% of Our customer are between 35-53 years of age

51% of Our customer have studied till class XII

Basic level of education reinforces Borrowers intent to repay the loan

Strongly reflects in our sound GNPA and NNPA numbers

More than 95% of cases have women co-borrowers

Women are begin considered for home- ownership in rural India

Reduces risk and fosters women empowerment

Average income of a target household is nearly Rs 30000

Indicates more than sufficient income considering lifestyle expenses

Improves business prospect and facilitates sustainable growth

INVESTOR PRESENTATION

2

OUR JOURNEY

1999

Incorporated as Vitalise Finlease Pvt Ltd & subsequently changed the name to SRG Housing Finance Pvt Ltd.

2018

Rating BBB in March 2018 by Brickwork

2002

1st company in Rajasthan to receive NHB license. Converted into public company

2019

Launched business process reengineering project, “SRG SRAJAN", and implementation commenced.

2012

1st company in Rajasthan to be listed on the BSE SME Platform

2022

Reached Rs 340 cr AUM by 31 Mar’22 & crossed net worth of Rs. 100 Cr

2015

2016

India's first company to migrate to the BSE Main Board. Notified by Ministry of Finance to be treated as “Financial Institution” under SARFAESI Act 2002

Sanctioned and refinanced from National Housing Bank twice in the same year. ISO 9001:2008 certified company for Quality Management System of Loan Process

2017

1st private placement listing in March 2017 1st private placement of NCD in August 2017

2023

Rs. 438 cr AUM as on 31 Mar’23 & Expanded to 62 branches from 37 branches

2024

Listed on NSE (was already on BSE) Rs 601 cr AUM as on 31 Mar 2024

INVESTOR PRESENTATION

3

EXPERIENCED BOARD

Mr. Vinod Kumar Jain Managing Director (Promoter) 25 Years + Experience

Mrs. Seema Jain Non-Executive, Non-Independent Director 21 Years + Experience

Mr. Mohit Singhvi Non-Executive, Independent Director 34 Years + Experience

Mr. Dilip Kumar Singhvi Non-Executive, Independent Director 35 Years + Experience

Mr. Suresh K Porwal Non-Executive, Independent Director 35 Years + Experience

Mr. Nishant Badala Non-Executive, Independent Director 9 Years + Experience

Mrs. Garima Soni Non-Executive, Independent Director 9 Years + Experience

INVESTOR PRESENTATION

4

STRONG MANAGEMENT

Mr. Vipin Saxena Chief Compliance Officer Prior associated with SBI as GM 37 Years + Experience

Mr. Suresh Mate zonal Business Head B. Sc, Physics, MBA – MIT, Pune. Prior associated with Muthoot Group, IDBI 18 Years + Experience

INVESTOR PRESENTATION

Mr. Archis Jain Chief Executive Officer Young Achiever of the Year at the ABP News BFSI and Most Admired BFSI Professional in 2022. 6 Years + Experience

Mr. Ashok Modi Chief Financial Officer Prior doing practicing as CA 27 Years + Experience

Mr. Shubham Katta Head HR- Vice President EPSHRM from IIM calcutta Prior associated with AU small finance bank. 10 Years + Experience

Mr. Sanjay Vaishy National Recovery Head Advance Management Programme, Banking and Finance (IIBF) 22 years + Experience

Mr. Praphull Dwivedi Head Programme & Technology- Vice president 2 Prior associated with Secure Meter. 28 Years + Experience

Mrs. Divya Kothari Company Secretary Started Career with SRGHL only. 6 Years + Experience

Mr. Georgie Alexander National credit manager- Vice president Prior associated with Muthoot Fincorp ltd. 15 Years + Experience

Mr. Ashish Kothari Assistant Vice President - Operation PGDM from IIM Kozikhode Earlier associated with Many HFCs. 18 Years + Experience

5

WHY BORROWER PREFER SRG

Quick sanction and disbursement process (TAT of 15 days)

Prompt response and quick solutions for financial assistance

In-depth rural penetration & localized approach

Simple documentation process

Preferred partner to help fulfil dream in affordable housing

INVESTOR PRESENTATION

6

ADDRESSABLE TARGET MARKET

The Problem Definition & Need Gap Unorganized sector, New to Credit, Underserved Population, Low Banking Habits

The Solution – SRG Housing Finance Tailor made products to serve different profiles, deeper market penetration, leveraging technology for quick processing, Assessed Income evaluation, geographically difference credit and collection policy

The Target Segment

Population in Rural and Semi Urban India who are credit hungry with the following characteristics:

EWS, LIG & MIG

Class of Groups

Age group of

21 – 45 years

New to Credit/

Justified Credit

Bureau Calls

Lack of Income

Documentation

INVESTOR PRESENTATION

7

DEEPER CREDIT ADOPTION IN UN-ORGANISED SECTOR IN INDIA

Location based Unique Collateral & Credit Policy

Collection

Robust Collection Infrastructure

Screening

Continuous Portfolio Monitoring

Minimal Documentation & Fast Processing

New to Credit, Credit Score Low, Informal Income, Credit hungry segment, Low ticket size customers, Larger Addressable Customer Base

Monitoring

Disbursal

Banking Funnel

SRGHFL FUNNEL

INVESTOR PRESENTATION

8

SRG UNIQUE POSITIONING IN MARKET

Deeper Penetration In Rural Village Areas through wider Geo Limits of 50 Km from Hub and 35 Km from Spoke Branches

New to Credit Justified Credit Bureau Calls based on Merits of Profile

Unique risk management Based on Population, Segmentation, Product Mix

Consumer Targeting the untapped and underserved population in home loan segment

Location Based Collateral and Credit Policy

INVESTOR PRESENTATION

9

CUSTOMER PROFILE

Milkman

Labourer

Repair Shop owner

Trader/Whole seller

Saree Shop owner

Tea Stall owner

Teacher

INVESTOR PRESENTATION

10

Entrepreneur

Shopkeeper

Vegetable vendor

Barber

PRODUCT OFFERINGS

KEY FEATURES

Type of Loan ▪ Secured

Tenure ▪ Minimum 1 Year ▪ Maximum 15 Years

Products ▪ Home Loans ▪ Loan Against Property

Ticket Size ▪ Minimum INR 1 Lacs ▪ Maximum INR 15 Cr

Interest Rate ▪ 15% ▪ 26%

Benefits ▪ Mini documentation ▪ Quick and easy Digital Application Actual

Income Based Assessment

INVESTOR PRESENTATION

Application Process

100% Online Login by RM

15 Min Application Time to Complete

Hassle Free Process

Fast Disbursal

Risk Based Pricing 15% to 26%

Real Time Status and Approval

Real time Status

Quick Approval (<3 days approvals)

Risk Based Pricing

Geo-based Collateral

No Hidden Charges

11

KEY HIGHLIGHTS FOR Q3FY25

₹707cr.

AUM as on 31st December 2024

9.48%

Spread earned in Q3FY25

₹91cr.

Disbursement during the quarter

₹150.51

Book Value per share as on 31st December 2024

₹111cr.

₹208cr.

New Approvals during the quarter

Shareholders Funds as on 31st December 2024

INVESTOR PRESENTATION

12

QUARTERLY INCOME STATEMENT

Sr .No. 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22

Particulars (Rs. Crore) New Approvals Disbursements Outstanding Loan Book Interest Income Fees & Other Income Total Income Interest Expenditure Other Expenditure Total Expenditure Profit Before Tax & Provision Net Interest Income Provision For SA & NPA Profit Before Tax Provision For Taxation & DTL Profit After Tax Other Comprehensive Income (Net Of Tax) Total Comprehensive Income Earning Per Share (Rs.) Gross NPA Gross NPA Ratio(%) Net NPA Net NPA Ratio(%)

Q3FY25 111.44 90.95 707.47 33.71 6.54 40.25 16.51 15.53 32.04 8.21 17.20 1.04 7.17 1.43 5.74 (0.37) 5.37 4.16 13.99 1.98% 4.26 0.61%

Q3FY24 62.28 60.23 548.37 28.33 3.88 32.21 13.07 12.18 25.25 6.96 15.26 0.26 6.7 1.38 5.32 0.02 5.34 4.09 13 2.37% 3.33 0.62%

9MFY25 223.36 198.48 707.47 97.41 13.66 111.07 45.45 42.70 88.15 22.92 51.96 0.54 22.38 4.18 18.2 0.06 18.26 13.18 13.99 1.98% 4.26 0.61%

9MFY24 190.83 181.43 548.37 79.50 10.76 90.26 37.11 33.50 70.61 19.65 42.39 1.16 18.49 3.52 14.97 0.16 15.13 11.52 13 2.37% 3.33 0.62%

INVESTOR PRESENTATION

13

KEY PERFORMANCE INDICATOR (1/3)

New Approvals (Rs. Crore)

Disbursements (Rs. Crore)

AUM (Rs. Crore)

121.23

111.44

102.19

90.95

548.37

601.59

629.60

650.56

707.47

62.28

65.41

46.51

60.23

62.96

44.57

Q3FY24

Q4FY24

Q1FY25

Q2FY25

Q3FY25

Q3FY24

Q4FY24

Q1FY25

Q2FY25

Q3FY25

Q3FY24

Q4FY24

Q1FY25

Q2FY25

Q3FY25

Average Ticket Size (Rs. Lakhs)

Average Tenure (Years)

Average LTV (%)

6.21

7.26

6.19

10.50

8.18

7.45

6.98

6.95

7.11

42.14

41.49

41.12

8.15

45.11

43.36

Q3FY24

Q4FY24

Q1FY25

Q2FY25

Q3FY25

Q3FY24

Q4FY24

Q1FY25

Q2FY25

Q3FY25

Q3FY24

Q4FY24

Q1FY25

Q2FY25

Q3FY25

INVESTOR PRESENTATION

14

KEY PERFORMANCE INDICATOR (2/3)

Loan Book Break Up – Product Category (%)

Loan Book Break Up – Customer Profile (%)

35.70

64.30

30.16

69.84

29.51

70.49

28.90

71.10

27.98

72.02

24.63

75.37

25.15

74.85

25.52

74.48

25.83

74.17

25.23

74.77

Q3FY24

Q4FY24

Q1FY25

Q2FY25

Q3FY25

Q3FY24

Q4FY24

Q1FY25

Q2FY25

Q3FY25

Housing (%)

LAP (%)

Self Employed (%)

Salaried (%)

State Wise Loan Book (%)

0.29

31.74 11.03

56.94

0.25

35.01 10.39

54.35

0.23

35.95 9.90

53.92

0.31

37.73

9.37

52.59

2.84

38.93

9.22

49.01

2.37

2.29

Gross NPA/ Net NPA (%)

2.19

1.96

1.98

0.62

0.69

0.67

0.59

0.61

Q3FY24

Q4FY24

Q1FY25

Q2FY25

Q3FY25

Q3FY24

Q4FY24

Q1FY25

Q2FY25

Q3FY25

Rajasthan (%)

Madhya Pradesh (%)

Gujarat (%)

Others* (%)

Gross NPA (%)

Net NPA (%)

* Others include Maharashtra, Karnataka and Andhra Pradesh.

INVESTOR PRESENTATION

15

KEY PERFORMANCE INDICATOR (3/3)

Return Ratios (%)

Capital Adequacy

Cost to Income Ratio (%)

3.95%

3.64%

3.57%

3.56%

2.80%

32.40

35.18

34.99

38.98

39.41

65.42

64.98

64.80

65.40

63.66

0.87%

0.94%

0.85%

0.90%

0.74%

0.42

0.49

0.47

0.46

0.44

Q3FY24

Q4FY24

Q1FY25

Q2FY25

Q3FY25

Q3FY24

Q4FY24

Q1FY25

Q2FY25

Q3FY25

Q3FY24

Q4FY24

Q1FY25

Q2FY25

Q3FY25

Return on Average Equity (RoAE %)

Return on Average Assets (RoAA %)

Tier I

Tier II

Cost to Income Ratio (%)

INVESTOR PRESENTATION

16

CUSTOMER PROFILE (Q3FY25)

Product

Housing Loan

Occupation

LAP 27.98%

Construction 39.60%

Salaried 25.23%

Demography

Urban 5.69%

Housing 72.02%

Rural 94.31%

State

Maharashtra 2.60%

Gujarat 38.93%

Madhya Pradesh 9.22%

Repair & Renovation 60.40%

Andhra Pradesh 0.14% Karnataka 0.10%

Rajasthan 49.01%

Self Employed 74.77%

INVESTOR PRESENTATION

17

GROSS NPA DETAILS (Q3FY25)

Product Wise

Segment Wise

State Wise

*

2.50%

2.13%

1.78%

2.50%

2.14%

1.54%

1.43%

Housing

LAP

Self Employed

Salaried

Rajasthan Madhya Pradesh

Gujarat

* As of December 31, 2024, the GNPA in Maharashtra, Karnataka and Andhra Pradesh is Nil.

INVESTOR PRESENTATION

18

BORROWINGS

National Housing Bank

Public Sector Banks SBI, Union Bank of India, UCO Bank, Punjab National Bank, Indian Overseas Bank

Borrowing Mix (%)

Banks 45%

FI 47%

NHB 8%

Banking Relationships

Private Sector Banks DCB Bank, South Indian Bank, IDFC First Bank, Federal Bank, ESAF small finance bank, Utkarsh Small Finance Bank, HDFC Bank, Bandhan Bank, Axis Bank

NBFC Bajaj Finance Ltd, Hinduja Housing Finance, Hinduja Leyland Finance, LIC Housing, Manappuram Finance, MAS Finance, MAS Rural Housing , Nabkisan , Nabsamruddhi, TATA Capital, Cholamandalam investment, HERO Housing, Sundaram Home Finance, Shriram Housing Finance, STCI Finance, Poonawalla Fincorp, Kotak Mahindra Prime Ltd

INVESTOR PRESENTATION

19

SRG IN PAST YEARS

Despite facing 5 major external challenges such as liquidity crises, demonetization, GST, multiple waves of covid etc in the last 7 years – SRG has come out stronger, leaner and more resilient – a testament to its business model and operations.

Data in Crores ( Unless Specified) AUM

FY 2024 601.6

FY 2017 81.8

Balance Sheet Size

Net Worth

Profit Before Tax

Net Profit

Employees (No.)

Branches (No.)

Net Interest Margin (%)

Loan-To-Value (%)

Cost to Income Ratio (%)

670.4

159.7

26.1

21.1

636

67

11.3

41.3

63.7

61.6

34.0

4.0

2.7

55

19

10.6

50.0

55.3

INVESTOR PRESENTATION

20

POWERING THE DIGITAL ECOSYSTEM WITH SRG SRAJAN

Web and Mobile Application Combination

LOS (Loan Organization) ▪ Lead Generation & Management ▪ Customer Application Form ▪ Kyc & Documents Validation ▪ PD through Mobile App ▪ Credit Decisioning through Web ▪ Loan Disbursement

LMS (Loan Management) ▪ EMI Collection through auto-debit ▪ Repayment Monitoring ▪ Penal charges calculations ▪ Part-payment/Foreclosure ▪ Bank reconciliation ▪ Client servicing ▪ Digital loan agreement execution

COLLECTION (Loan Collection) ▪ DPD Bucketing ▪ Pool Allocation ▪ Field Visits Tracking ▪ Geo Location Tracking ▪ Bluetooth Printer for Receipts ▪ Foreclosure Request

Add-on Features

INVESTOR PRESENTATION

Digital KYC verification & cKYC reporting

Online Validation through APIs

MIS Reporting and Real Time Dashboards

Data Backed Early Warning Signals

21

COLLECTION FRAMEWORK

1st

Day

DPD Day 1 Overdue cases reported by Accounts Team

1-30

Days

DPD- 1 to 30 Days Soft Calling by CRM to follow up for Overdue Payments

1st 31-90 Day Days

DPD- 31 TO 90 Days On field follow-up by Collection DPD Day 1 Executive Collection Manager to Overdue cases reported Visit PNPA cases Legal Counselling for the PNPA cases by Accounts Team

Normal notice/Warning Notice issued by legal team (if required)

90+

Days

DPD- 90+ Days SARFAESI Proceedings initiation NI Act Notice u/s

138 for cheque bounce suite filed in the court of law

INVESTOR PRESENTATION

22

OUR NETWORK

Rajasthan (32) Banswara, Sagwara, Salumber, Jodhpur, Chittorgarh, Sumerpur, Bijainagar, Udaipur, Jaipur, Sirohi, Rajsamand, Pali, Kishangarh, Kota, Bhilwara, Beawar, Shahpura (Bhilwara), Shahpura (Jaipur), Begun, Jaitaran, Kekri, Gangapur (Bhilwara), Partapur, Sojat, Dhairyawad, Fatehnagar, Nimbhaera, Sabla, Dungarapur, Deoli, Asind, Mandalgarah. Madhya Pradesh (13) Mandsaur, Neemuch, Ratlam, Shamgarh, Indore, Ashta, Ujjain, Dewas, Badnawar, Alot, , Khandwa*, Sehore, Nagda. * 3 branches viz., Burhanpur, Sanawad , Khargone has been merged into Khandwa Branch.

Gujarat (22) Ahmedabad, Surat, Mehsana, Palanpur, Nadiad, Vadodara, Valsad, Bharuch, Himmatnagar, Bhavnagar, Anand, Rajkot, Jamnagar, Navsari, Junagarh, Kapadvanj, Vyara, Vapi, Gandhinagar, Botad, Morbi, Surendranagar.

Maharashtra (13) Mumbai, PCMC Pune Branch, Aurangabad, Jalgaon, Pune Cluster Office, Virar, Dhule, Kalyan, Solapur, Nasik, Amravati, Ahmednagar, Kolhapur.

Delhi (1)

Karnataka (2) Mysore, Devengere.

Andhra Pradesh (1) Nellore

1 Branch

32 Branches

22 Branches

16 Branches

12 Branches

1 Branches

2 Branches

INVESTOR PRESENTATION

23

Share Holding Pattern (as on 31st December, 2024)

64.79% Promoter and Promoter Group

0.01% FPI & AIF

4.25% Bodies Corporate, HUF, NRI & LLP

30.89% Retail

0.06% IEPF

SHAREHOLDING PATTERN & RECENT FUND RAISE

Having listed on BSE in 2012, listed on NSE exchange as well on 21 Aug 2023.

Company raised Rs. 10 Crores on conversion of Share warrants in Mar 2024 and May 2024 . (5 lakhs equity shares @ Rs.200 per share)

Company raised Rs. 25.94 Crores through preferential issue of Equity Shares in Jul 2024 (7.76 lakhs equity shares @ Rs.333 per share)

Board has approved preferential issue of Equity shares amounting to Rs. 49.93 crore subject to shareholders approval on 22 Jan 2025. (13.68 lakhs equity shares @ Rs.365 per share)

INVESTOR PRESENTATION

24

THANK YOU

Head Office SRG Housing Finance Ltd 12, SRG House, opp Paras Health Hospital, Shobhagpura, Udaipur Rajasthan 313001, India CIN No:L65922RJ1999PLC015440 Tel: +91-294-2561882 / 2412609 Email: info@srghousing.com www.srghousing.com

Corporate Office 307, 3 rd Floor, Hubtown Solaris, N.S. Phadke Marg, Near East West Flyover, Andheri (E), Mumbai, Maharashtra – 400069 Tel: 022-62215307

Investor Relations Contact KAPTIFY® Consulting Strategy & Investor Relations | Consulting E: contact@kaptify.in M: +91-845 288 6099 www.kaptify.in

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