SHAREINDIANSE5 August 2025

Share India Securities Limited has informed the Exchange about the transcript of Conference Call with Analysts/Investors held on July 31, 2025 to discuss the un-audited Financial Results of the Compan...

Share India Securities Limited

(CIN: L67120GJ1994PLC115132) Member: NSE, BSE, MCX, NCDEX & MSEI Depository Participant with ‘CDSL’ AMFI Registered Mutual Fund Distributor SEBI Registered Research Analyst & Portfolio Manager

MAY 2025-MAY 2026 INDIA

August 05, 2025

To, BSE Limited Scrip Code: 540725

To, National Stock Exchange of India Limited SYMBOL: SHAREINDIA

Sub: Transcript of Conference Call with Analysts/Investors held on July 31, 2025 to discuss Un-audited Financial Results of the Company for the quarter ended June 30, 2025.

Dear Sir,

Pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 (“SEBI Listing Regulations”) read with Para A of Part A to Schedule III of the SEBI Listing Regulations, please find enclosed herewith the transcript of Conference Call with Analysts/Investors held on July 31, 2025 to discuss Un-audited Financial Results of the Company for quarter ended June 30, 2025.

Please take the same on your records.

Thanking you,

Yours faithfully, For Share India Securities Limited

Vikas Aggarwal Company Secretary & Compliance Officer M. No.: F5512

“Share India Securities Limited

Q1 FY 26 Earnings Conference Call”

July 31, 2025

MANAGEMENT: MR. KAMLESH SHAH – MANAGING DIRECTOR –

SHARE INDIA SECURITIES LIMITED MR. SACHIN GUPTA – CHIEF EXECUTIVE OFFICER AND WHOLE TIME DIRECTOR – SHARE INDIA SECURITIES LIMITED MR. RAJESH GUPTA – DIRECTOR – SHARE INDIA SECURITIES LIMITED MR. ABHINAV GUPTA – PRESIDENT, CORPORATE STRATEGY – SHARE INDIA SECURITIES LIMITED MR. PRABHAKAR TIWARI – SENIOR VICE PRESIDENT– SHARE INDIA SECURITIES LIMITED

MODERATOR: MR. AMIT KUMAR SHARMA – ADFACTORS PR

INVESTOR RELATIONS

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Share India Securities Limited July 31, 2025

Moderator:

Ladies and gentlemen, good day, and welcome to Q1 FY26 Earnings Conference Call of Share

India Securities Limited. As a reminder, all participant lines will be in listen-only mode and

there will be an opportunity for you to ask questions after the presentation concludes. Should

you need assistance during the conference call, please signal an operator by pressing star, then

zero on your touchtone phone. Please note that this conference is being recorded.

I now hand the conference over to Mr. Amit Kumar Sharma from Adfactors PR Investor

Relations Team. Thank you and over to you, sir.

Amit Kumar Sharma:

Thank you, Bhavya. Good evening, everyone. On behalf of the entire management, I thank all

the participants present on the call and wish you a very warm welcome to our Q1 FY26 Earnings

Conference Call.

To guide us through the results today, we have with us the Senior Management Team of Share

India Securities Limited, represented by Mr. Kamlesh Shah, Managing Director, Mr. Sachin

Gupta, CEO and Whole-time Director, Mr. Rajesh Gupta, Director, Mr. Abhinav Gupta,

President, Capital Markets and Mr. Prabhakar Tiwari, who has joined us as the Head of the

WealthTech Division.

Before we begin, please note that this conference may contain forward-looking statements about

the company, which are based on the beliefs, opinions, and expectations of the company, as on

the date of this call. These statements are not a guarantee of future performance and involve

risks and uncertainties that are difficult to predict.

We will commence the call with the opening brief by Mr. Kamlesh Shah, Managing Director,

followed by the business highlights from Mr. Sachin Gupta, CEO and Whole-time Director.

After this, we will open the forum for the Q&A. With that, I will now hand over the call to Mr.

Shah to share his opening comments. Over to you, sir. Thank you.

Kamlesh Shah:

Hello. Thank you, Amitji. Good evening, everyone. I welcome you all to the first investor call

to share the performance of the company for quarter one financial year 2025-2026. Currently,

we are witnessing a lot of headwinds, mainly because of the external factors and tariff-like

issues. However, the industry in the first quarter has been experiencing supportive development

that we are positively influencing our performance.

A trend that is now clearly being realized. We are especially excited by the immense potential

yet to be unlocked within the financial service sector. Below are the detailed financial results for

quarter one 2025-2026. First, we will discuss standalone performance for the quarter one.

Quarter on quarter comparison is really very exciting. The total revenue from the operation for

quarter one was INR273 crore compared to INR188 crores for quarter one 2025.

Impressive 45.6% increase quarter on quarter basis. Profit before tax and profit after tax for

quarter one financial year 2026 was INR89 crores and INR69 crores compared to INR17 crores

and INR16 crores for quarter four of financial year 2025. This represents significant increase of

427% in profit before tax and whooping 324% increase in profit after tax quarter on quarter

basis, highlighting our strong operational efficiency.

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Share India Securities Limited July 31, 2025

Coming to year on year comparison for the standalone results, total revenue from the operation

was INR273 crores compared to INR324 crore for quarter one financial year 2025, showing a

decline of 16% year on year basis. Strictly speaking, year on year basis comparison does not

give any comparable solutions because the situation in quarter one ‘25 was different.

Thereafter, we had a lot of development on international front, on tariff front, on these spikes

and many other disturbances which has affected the performance of last two quarters of the last

financial year. However, we have overcome that particular situation and now we are on a better

footing.

Profit before tax and profit after tax for quarter one financial year ‘26 were INR89 crores and

INR69 crores compared to INR94 crores and INR72 crores for quarter one financial year ‘25,

showing a decline of approximately 6%. Earnings per share for the quarter on standalone basis

stood at INR3.15 on face value of INR2 per share, reflecting a healthy profitability per share.

Coming to the consolidated financial numbers, quarter on quarter comparison. The total revenue

from the operation for quarter one financial year 26 on consolidated basis was INR341 crores

compared to INR240 crores in the last quarter, making a substantial 42.57% increase compared

to the previous quarter.

For quarter one financial year ‘26, profit before tax was INR111 crores and profit after tax was

INR84 crores compared to profit before tax of INR23 crores and profit after tax of INR19 crores

in the previous quarter. This reflects approximately 379% increase in profit before tax and 353%

increase in profit after tax quarter on quarter basis, demonstrating robust growth across our

consolidated entities.

Coming to the year on year comparison, the total revenue from the operation for quarter one was

INR341 crores compared to INR414 crores, decline of 17.5% Y-O-Y basis. Profit before tax for

quarter one financial year '26 was INR111 crores compared to INR131 crores in the quarter one

of financial year ‘25 and profit after tax is INR84 crores in quarter one financial year ‘26

compared to INR103 crores for financial year ‘25, showing a decline of approximately 18%.

Earnings per share for the quarter has been recorded as INR3.86 on face value of INR2 per share.

We have declared dividend of INR0.30 per share of the face value of INR2 per share. The

company has shown strong performance and significant rebound from last quarter's result across

all the segments. We are very pleased with the result and we believe they set a positive tone for

the rest of financial year.

The past few years have marked our transition from traditional broker to full-fledged tech

financial service provider. The company has remained focused and taken right steps with right

people to achieve this transformation. Carrying this legacy forward, we are now venturing into

new segment of WealthTech, a comprehensive technology-driven product designed to serve all

classes of investors.

In line with this exciting development, we are pleased to announce that Mr. Prabhakar Tiwari, a

well-known name in the industry, has been entrusted with the responsibility of this project. We

welcome Mr. Prabhakar Tiwari to Share India Family. He is with us on this conference call, so

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Share India Securities Limited July 31, 2025

he will give you detail of the project and Sachin ji will give you overall view of the developments

and the new initiatives that we have taken and the way forward.

I would like to acknowledge exceptional contribution of the team led by Mr. Sachin Gupta, CEO,

for their efforts in creating opportunities and converting them into results, which has

significantly contributed to the historic growth of Share India as a group.

To conclude, I would like to reiterate our commitment to growing sustainably and creating robust

ecosystem that provides sustainable long-term growth opportunity for all our stakeholders.

Thank you. With these words, I would like to hand over the proceeding to Mr. Sachin Gupta.

Thank you.

Sachin Gupta:

Thank you, Kamlesh sir. Thank you for the detailed presentation about the Q1 results. Good

afternoon, everyone. Thanks for taking time out for this conference call. As Kamlesh sir

explained, Q1 has been a very satisfying quarter as we have seen good rebounds from the Q4 of

the last financial year. This particular quarter has been a very happening quarter for the company.

A lot of new initiatives and steps have been taken. We were trying this last month and maybe

year. All these steps are forward-looking towards the commitment to our investors where we say

that Share India is here to be a more stabilized company focusing on the diversified revenue and

run by the hardcore professionals. Different divisions are run by the hardcore professionals.

What we achieved in this particular financial year? First of all, I would like to highlight that

MTF book which was dropped to INR186 odd crores by Q4 last financial year has jumped by

around 40% in this quarter. We have closed the book around INR315 crores. With MTF, it gives

us more stability in our revenues. That also helps in increasing the penetration towards the retail

side of the business.

The way the market is growing, so this particular financial year, we can see the MTF book is

growing at least 20% or maybe 30% from here on. Another thing that we achieved is we closed

the 100 crores NCD in this quarter which was at 10.75%. The best part is a lot of institutions,

retailers, and HNIs have participated in NCDs and our NCDs are very well accepted in the

market.

That's the first time in our history that we came up with this kind of product and this was well

accepted and this opened a few doors for the company for the further fund raising in the future.

Another big step towards the future is, we got the permission from the SEBI for the PMS license,

which we explained in the last quarter that we have applied but we got the permission from the

SEBI. Luckily, as we are committed to work with the professionals, I cannot name the

professionals right now but that will be disclosed in the coming months.

One guy from the industry having more than 18 years of experience with the different mutual

funds and a hardcore guy of this industry has agreed to join us as a PMS. The first team will be

launched by September. By September first, the team will be launched from the PMS side. This

is a very forward-looking step.

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Share India Securities Limited July 31, 2025

We are looking to enter into the fund management system where AIF and PMS should be part

of our revenue and product offering. So, PMS is the first step. Once we get stabilized with this,

then definitely we have AIF in our mind. Going further, we might go towards the AIF also. PMS,

as I said, again will be run by the professional team, as we are hopeful, in coming years PMS

will also become a good revenue stream for the company and stabilizing the overall revenue for

the Share India.

And going further, another project which we announced in this quarter is Project Drone. Project

Drone is a project that Kamlesh has explained. It is a project towards a WealthTech company

we want to launch and Mr. Prabhakar Tiwari has joined hands with Share India. It is a

WealthTech startup by Share India and Prabhakar. So, the idea is, as we all know, we are seeing

also next decade belong to the Indian retailers.

So, if India is going to grow, why Share India should not be a part of that growth by offering at

least some products for the retailers? Primarily, we are a B2B company. And I appreciate my

Management, my Board that they gave us the permission to enter into the hard core B2C

business. It's very tough for any B2B company to enter into B2C. So, you need courage to do

that and the Management and Board showed that courage and backed us.

And Prabhakar is here. Prabhakar is a veteran in this industry. He was a Chief Growth Officer

of Angel. He has seen the growth of Angel from 10,000 accounts per month to 10 lakh accounts

per month. He has seen all this journey. He has planned and he showed his commitment towards

his business.

Now, that Prabhakar is here and we have just started this project and we believe Prabhakar will

explain in his comments after me, that when he will commence the business. Our goal is to --

it's not only the broking, it's not what Zerodha is doing only. So, it is a complete financial product

with broking, with wealth product, with financing, with everything.

So, next 10 years, as I said, we believe that if we somehow conquer this, this will further stabilize

and it will not stabilize. It will help us grow far more than what we are expecting with only one

way of B2B business. So, you guys can see that Share India is constantly taking steps every

quarter towards entering into the B2C space of the country, like institutional business got started,

PMS now, MTF, now Project drone.

So, uTrade Algos, again Prabhakar will be taking the lead in taking and uTrade Algos also now,

that product will also be offered to the clients via this Project Drone only. And as we saw, as

Kamlesh sir had said in commentary, we have seen so much regulatory challenges in last

financial year, especially Q3 and Q4. So, we believe that those things are now stabilizing a bit

and business is picking up, which is shown in the results of Q1.

So, if the broadening, as we believe that regulator is broadly done with the last changes. So, if

there are no much differences on the regulatory side, so we believe this particular financial year

will be somewhere 20%-25% growth based on last financial year.

One more thing I want to add here that we got permission from the SEBI and exchanges for the

merger of Silverleaf. This is another big thing, which was stuck with the regulatory approval

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Share India Securities Limited July 31, 2025

from the exchanges and the SEBI. We just received it 15 days back. And going further, Silverleaf

is going to be a great acquisition. They are experts in HST Trading Shines and Quant Trading

Shines. So, they will again -- now we will move to the CLT and I hope in next 6 months this

merger, this financial merger will happen.

And with the Silverleaf coming in our chain, it will again boost our revenues from the different

line of business, which we are not doing right now. Again, focus is on stabilizing and growth

both. So, this is from my side and thank you for giving me this chance to explain about the

quarter and the future growth.

Thank you very much. And Prabhakar, over to you, if you can please explain about the Project

Drone. Thank you, guys.

Prabhakar Tiwari:

Yes. So, thank you Sachin ji and Kamlesh ji. Good evening, everyone. I am delighted to join

today's earning call alongside the Share India leadership team. I am Prabhakar Tiwari with more

than two decades of leadership roles across finance, consumer, and technology. In my last role

as Chief Growth Officer of Angel One, I had the privilege to work alongside the management

there to scale Angel One to number three, top three brokerage in the country and transform a

traditional brokerage house to a full stack fintech platform.

I extend a warm welcome to our investors, analysts, and valued partners, as I talk about Project

Drone today. Over the past few months, I have had the privilege of working closely with the

team at Share India to work towards building our next big growth engine, Project Drone, Share

India's WealthTech venture. I would like to briefly share our vision and why we believe it is a

game changer for both Share India and our investors.

India's wealth management space is at an inflection point with over 80 to 100 million plus mass

and emerging affluent investors seeking holistic wealth guidance beyond trading. In Tier 2 cities

represent a massive white space and differentiated market entry opportunity. Project Drone

leverages Share India's strength in institutional-grade trading infrastructure, AI algo-led tools

and strong compliance DNA, while expanding into WealthTech, capturing a broader share of

clients and their investable capital from INR10 lakhs to INR10 crores.

Unlike single product brokers or legacy wealth platforms, Project Drone is designed as a bundled

AI algo-driven wealth platform, seamlessly integrating trading, investing, advisory and credit,

especially for underserved Tier 2, 3, 4 geographies in India. I am glad to share with the investors

that we have assembled a founding team with deep fintech and tech experience from firms like

Angel, Upstox, Google, among others, and this is just a start. More people are supposed to join

us in coming quarter.

Our early surveys and pilots with thousand plus retail investors confirm the strong appetite for

an integrated wealth platform, which Project Drone envisages to build over time, starting from

a strong MVP in next 6 to 9 months. In short, Project Drone is designed to future-proof Share

India's growth, diversify revenue beyond trading fee and capture the next wave of India's wealth

creation story. Project Drone, in my opinion, is not just a growth driver, but a reflection of Share

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Share India Securities Limited July 31, 2025

India's ability to innovate and lead. We look forward to welcome your questions during the

Q&A. Thank you, and I will hand it back to Bhavya who will open to Q&A.

Moderator:

Thank you very much. We will now begin the question-and-answer session. The first question

is from the line of Jitesh Sakaria, an Individual Investor. Please go ahead. As there is no response

from the current participant, we will move to the next question. The next question is from the

line of Neha Shah, an Individual Investor. Please go ahead.

Neha Shah:

Good evening, sir. Sir, can you break down the performance about the verticals, like broking

proprietary like how, which segments are contributing more to the top line and how is the margin

expansion?

Management:

Sachin ji, you'll take the call.

Sachin Gupta:

This particular quarter, what we saw that, as I said, MTF interest income is getting stabilized or

going up. Broking business has shown good growth and the major growth has come from the

prop side. In the last quarter, when the numbers came down, so the commentary from our side

was there was some notional M2M losses which we need to book in the balance sheet. That

number has recovered a bit.

So, putting everything together, some recovery from the investment side, our business getting

good, you know, stabilized and MTF and broking side. All things have been improving the

margins and the numbers. Also, primary market activities have picked up in the last quarter. So,

everything put together has contributed. Abhinav, if I have missed something, can you please

add?

Abhinav Gupta:

Sure, sir. So, thanks a lot for your question, ma'am. So, as Sachin sir has explained, in the last

couple of quarters, there has been a lot of flux in terms of the regulatory landscape changing. As

continuously said in our con calls, we now see some sort of stability coming into the system and

as you can see, the broking numbers have started stabilizing and have seen some marginal

growth as well.

Major improvement that has happened has happened in terms of the fact that the interest income

by the virtue of MTF income has sort of started taking a leg up, which is a very healthy sign

because in the long-term scenario, we believe the interest income would be a very major

component of a broking component specifically. Also, by the virtue of the cost-cutting measures

that we had done internally in the last quarter have ensured that the cost element remains the

same while the business has started recovering in this quarter.

And as Sachin sir said, along with it, some benefit of the interest or the investment benefits that

were there in terms of losses last quarter has started coming up on the improvement side, which

has led to a margin expansion both at the EBITDA level and PAT level.

Neha Shah:

Okay. Thank you, sir. And sir, I also wanted to know about the new client acquisition. Sir, any

targets you have set for this year and can you explain on, like what's the strategy to scale further?

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Abhinav Gupta:

Ma'am, we have been very continuously talking about client acquisition and uTrade Algos has

Share India Securities Limited July 31, 2025

been a very beneficial product for us in terms of acquiring clients. While that product has been

now in line for almost a year now, as discussed on this call, we believe there is a lot more space

apart from just broking in terms of client acquisition. With Prabhakar ji on board, we believe

that the wealth DIY and the wealth technology especially would be a game changer from the

long-term scenario.

We are not trying to compete on a quarter-on-quarter basis with other broking houses on this

regard. We believe building a sustainable new digital platform with much more capabilities

beyond broking would be a game-changer and a better customer acquisition strategy in the

longer run. Prabhakar ji, if you can just want to add some points...

Prabhakar Tiwari:

I want to add something here. So, in terms of expanding our offline retail business, Share India

has opened branches in the Tier 1 cities, like in Calcutta, Ahmedabad, Delhi itself and Patna.

And we are focusing on all these cities and opening our own branches. So, the intent is to serve

the clients for the equity services and wealth products also. So, our base is expanding in terms

of offering more wealth products, like mutual funds, FDs and debenture selling and also equity

products.

And secondly, as I explained primary, I think we are also doing really good these days. So, the

number of clients they are going up. Intent is also to expand our own base in the different parts

of the country and in the offline side. So, we primarily focus on offering multiple products to

the retail customers now.

Neha Shah:

Okay. Thank you, sir. I'll get back in the queue. Thank you.

Moderator:

The next question is from the line of Mayank Sharaf, an individual investor.

Mayank Sharaf:

Yes. Hi. Good evening everyone. So, the first question was regarding your project drone. It was

very well explained by Mr. Prabhakar. I just want to know if you have some growth plans if you

could share some insights.

Prabhakar Tiwari:

Yes. Sachinji, should I take it?

Sachin Gupta:

Yes. Prabhakar, please go ahead.

Prabhakar Tiwari:

Yes. No. Thank you, sir. I mean, that's the most relevant question. And I mean, with the kind of

Share India setup that we are incubating this wealth tech venture, we believe this will play a

large role in expanding not just the revenue top line for Share India, but also increase the margin

expansion, which is required.

And we also believe that this will have a complementary and catalystic impact on other

businesses of Share India. So, in terms of growth plan, I mean, I'm not in a position to share a

specific number at this juncture, but we will move very fast. And the reason for the same is that

we are – we have assembled a very experienced team as a part of this startup venture of Share

India, who are coming from a very mature scaled fintech experience.

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Share India Securities Limited July 31, 2025

And Share India already has a lot of expertise around trading, compliant DNA, regulatory know-

how. So, I believe we'll hit the ground running. And I expect our MVP to be out in six months

to nine months. And when I say MVP, mostly the minimum viable product, people look at two

key features with minimal resources as they go to the market.

But our MVP will be very strong and we will be testing multiple revenue driving features, and

customer acquisition features as we go to the market. And in my opinion, as we start progressing

from MVP, you will see the impact of this venture both on the top line and bottom line of Share

India very soon.

Mayank Sharaf:

I have another question. So, like, what are your views on the turnover at the exchange level,

given the regulations around derivative trading?

Prabhakar Tiwari:

Yes. Sachin sir would like to take.

Sachin Gupta:

Kamlesh sir, do you want or should I answer?

Kamlesh Shah:

Yes. I mean, you can start and then if there is anything left, then I'll chime in.

Sachin Gupta:

So, we have seen that exchanges volumes and overall market volumes are coming down because

of the regulatory challenges and the spikes and we can see, so many things are happening in

industry. So, as we see in the regulatory changes, believe that they are stabilizing a bit.

And regulatory is also of the view and now they have changed their view, changed -- and they're

very accommodative in their stance and listening to the industry. So, going further, we believe

exchanges will be more innovative in offering more products. And like I said, people are in a

mood that, again, they are trying their strategy because with the current regulatory environment.

So, not exactly the kind of volumes we were having like six months ago. But yes, volumes will

not drop from here. And they will start going up in maybe a quarter or two. And -- but it's hard

to commend that, when we can see the exact numbers were happening six months ago. But yes,

things will be better from here. I think we have always touched the bottom from the volume side.

And the changes are very positive that in coming two to three quarters, exchanges volume will

be far better from here on. Kamlesh sir. Yes.

Kamlesh Shah:

Yes. Here, I would like to add two, three lines.

Mayank Sharaf:

Yes.

Kamlesh Shah:

We have emerged from the regulatory headwinds. We have used this difficult time to consolidate

and to take new initiative. We have broadened our revenue stream so that, we are more

sustainable and each vertical contributes revenue to the organization or on the consolidation

basis.

We believe that the last leg of disruption, namely the tariff war, will also get resolved as

government is proactively tackling this issue. And we are taking new initiatives, like, increasing

our stake in metropolitan exchange. And this is just not investment, but this will also provide us

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Share India Securities Limited July 31, 2025

one more platform where we can expand our activity, we can get new products and this will add

to our turnover.

So, I think, the difficult time should be behind us. And there will be stability in the turnover.

And going forward, we feel that this year could be better, as Sachinji has already pointed out,

we will have decent growth this year.

Abhinav Gupta:

Also - yes, also, I would just like to add, as explained by both Sachin sir and Kamlesh sir.

Mayank Sharaf:

Yes.

Abhinav Gupta:

Along with just the stability into the ecosystem, we believe the new innovative products being

offered by different exchanges across the Board would be really helpful for broker licenses going

forward.

Moderator:

The next question is from the line of Kunal Choudhary, an individual investor.

Kunal Choudhary:

Thank you for the opportunity and congratulations for the nice recovery. I have one question

regarding the shareholding pattern. As I can see, like, in the last few years, like, for so many

years, there's a continuous reduction in the promoter shares. Okay, can I know the reason behind

this?

Abhinav Gupta:

I mean that’s -- yes. So…

Sachin Gupta:

Yes.

Abhinav Gupta:

Thanks for your question. I think the reduction that you had been seeing across has been very

marginal and that has to do with a couple of factors. Number one, the acquisition strategy that

the company employed from 2017 to 2020, and specifically, because there was a right issue that

was brought out in 2023, which was fully subscribed by the second half of 2024 or 2025 fiscal

year.

I think because of that, there was some dilution. The promoters have not sold any shares, and I

think, if you see from last couple of quarters, the shareholding pattern was a stability factor. Just

to answer your question in a more pointed way, the promoters have not sold shares. I think all

the dilution has been because of either acquisitions or new capital being issued to new investors.

Kunal Choudhary:

Okay. Thank you for the clarification. And I have one more question regarding the cash flow

statement. There are, like, last two financial years, like, March 2023 and 2024, there is a negative

cash flow from operating activity. So, can I -- like, is there any, but this March 2025, the cash

flow from the operating activity becomes positive and it becomes, like, INR6 crores.

Abhinav Gupta:

Yes. So I think you are talking about the full years. You need to understand that ours is a financial

company, and all the money invested into the FDs or any other investment product is also taken

as an operating cash flow -- cash outflow. And hence, because of that, you might see a negative

operating cash flow. But I think for a finance company, just looking at a pure-play, cash flow

from operations would not be a right message, because a lot of investment related are classified

as operating activities and taken in a negative cash outflow. So, you need to look at that.

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Share India Securities Limited July 31, 2025

Kunal Choudhary:

I agree. But before -- but if we compare like before 2023, it was a continuously positive side,

like, INR400 crores, INR250 crores, INR68 crores. Okay, but since like March 2023, it was

minus INR170 crores. Then March 2024, it was minus INR300 crores.

Abhinav Gupta:

See, I think it is only because of some investments that might be there.

Sachin Gupta:

Yes. Yes. Abhinav, I think that is because of the investments. Earlier, we never used to do any

investments. So, we did some strategic investments in last two years, like Master, like Swastika,

like MSCI. I think that is a primary reason.

Abhinav Gupta:

Yes. But I think even…

Kunal Choudhary:

Okay sir.

Abhinav Gupta:

Those amounts would be smaller. I think it has to be a larger context. I think we can address it

on a one-on-one at a later time. But as I said, cash outflow from operations for a financial

company is not the right metric completely to look at.

Sachin Gupta:

Second thing, here I would like to clarify that all the investments that we have made are all

business investments. I mean, it is not pure investment. And these are all strategic investments,

which will pay very rich dividend in terms of expansion of our business activity and getting like-

minded brokers on board and to broaden our revenue streams.

And like MSCI, MasterShare, and Swastika, all are from the same industry. So, what we are

focusing, and partly because of the merchant banking activity also, we need to invest something

in the company that -- where we are merchant bankers to be market makers for the SME segment.

So, all the business -- all the investments are related to business itself and these are going to be

paying rich dividend in coming months.

Moderator:

The next question is from the line of Prisha Shah, an individual investor.

Prisha Shah:

Hello. Good evening, sir. I have a couple of questions. First one being what steps are being taken

to scale our insurance and mutual fund distribution business, especially in the Tier 2 and below

cities?

Abhinav Gupta:

Okay. You want to ask both or should we start the answer, ma'am, continue?

Prisha Shah:

Maybe you can start. I can go on with other questions not related to the same business, so.

Abhinav Gupta:

Yes. So, I think your question is around regarding the mutual fund business and the insurance

business.

Prisha Shah:

Yes.

Abhinav Gupta:

As we said, as Sachin sir has already said, we had opened branches. We are going both offline

and online in both these products. Offline we are opening branches in the major epicenters of

the businesses including Kolkata, Patna, and Delhi branch itself, where we are just not trying to

cater to the broking part of it but go beyond broking and into the other part -- businesses

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including both insurance and mutual fund. Insurance business, we do a lot of cross synergy from

our merchant banking business as well because we get a lot of clientele from those businesses

and are able to cross-sell a lot of other products by those virtues.

Also, in terms of insurance and mutual fund both as Prabhakar is there, we believe while we had

different suits available with us in both in terms of mutual fund insurance and other product as

well, I think that is what we are trying to accumulate into a single platform and offer to our

clients in a digital version. So, the acquisition strategy is both physical and digital along with

cross selling from the other synergies that we get from the other business divisions.

Prisha Shah:

Okay. Understood. And so, my other question is on our institutional client base. Currently we

are having it at around 140 or so. How are we planning to grow that institutional base beyond

that?

Abhinav Gupta:

Yes. So, ma'am, from an institutional clientele, you are absolutely right. We currently have an

empowerment of 144 clients over there. I think we have seen a massive growth in this business

in the last two years that we have started this business. And now, we see some sort of stability

there.

But as you said, we currently see easily a growth by being a nascent player and being very tech

enabled in terms of different product suits of in-house tech capabilities. We believe we will

continue to acquire customer and gain market share in this. But being a different kind of nature,

the clientele would be not as high what you would expect in a retail business.

Prisha Shah:

Yes.

Abhinav Gupta:

But easily from -- even from current levels, we expect on every quarter to grow by 20%, 30%

easily.

Kamlesh Shah:

See here -- see, ma'am, here I would like to clarify. Don't, I mean, the client for institutional

business is something different. These are all FII, DII, mutual fund and domestic institutions.

Their number will be like this only. In fact, this is a great achievement that within a year of

operation, we could have 140 institutions working with us. This cannot be compared with the

retail clients. Retail client base is different. These are institutional clients. And to acquire 140

clients, I mean, institutions to work on our Insti platform, that itself is a credit and the Insti desk

is performing very well.

Normally, it takes about 3 years for breakeven, but we have pleasure of getting breakeven in the

first year itself. So, the institutional is doing extremely well. And it has opened up some

opportunities and going forward, we will do even better. Thank you.

Moderator:

The next question is from the line of Ashish Jindal, an Individual Investor.

Ashish Jindal:

Good evening, sir. Sir, as of now, most of our revenue and profits come from proprietary trading,

right? All other businesses are quite small in comparison. So, I wanted to ask you, how should

we see your business 5 years down the line? I'm assuming that the proprietary business will

continue to generate good ROEs. But what to do with all of this cash now?

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What businesses can you scale? Because I do not think that market will give good valuation to

the proprietary desk part of the business. But what proportion of our PAT can we expect to come

from other businesses 5 years down the line?

Kamlesh Shah:

Sachinji, you can start.

Management:

Yes.

Abhinav Gupta:

Sachin, sir, I just want to clarify a couple of points before you start. I'll handle it. So, sir, thanks

a lot for your question. I think I'll clarify that not most of our revenue, I mean, it might seem

from a revenue perspective that most of our revenues come from proprietary trading. But at the

bottom-line level, not more than 50% or 55% of our profitability comes from proprietary trading.

The rest of profitability comes from all the other segments combined. So, just to clarify on that,

but rest, Sachin sir, you can start and then we'll all follow up.

Sachin Gupta:

Yes. So, the point you're making is see, you guys can easily see and it is very noticeable that

since last 3 years, we are making very sincere efforts in different, different verticals to, to go

away with -- to start revenues with the -- in B2B business into different verticals, like merchant

banking business is one, NBFC business, institutional desk, insurance side of the business. So,

all these things we are doing since last 3 years.

And every 6 months, we are trying to add some more verticals where we can enter into the retail

side of the overall business side. So, like MTF business, we started 1.5 years back. Retail

branches, now we are opening. Now, we have started distributing best products to the sub

brokers also. So, all these things. So, if you can see last year, merchant banking division did

really well.

Even in this year, merchant banking, first time we have two mandate of main Board IPOs. So,

the quality of company is far, far better. So, we are growing in every vertical slowly and

gradually. So, growth is in a very organic process. We need -- we cannot be very aggressive. It

can backfire also. Every vertical is led by some professional, like we have a separate CEO for

insurance. He has full independence to drive his own vertical. Abhinav is doing one.

Insti desk is led by Kalpesh Shah. So, different, different guys are having lots of experience

behind them. So, diversifying into different verticals and leading that in their own verticals. So,

that's why the earlier 3 years back, this rate with the bottom line was around 80%-85%. Now, it

has come down to 55% as Abhinav has explained. So, going further, again, in this quarter only,

we are starting PMS and the Project Drone is already, as explained by us, Prabhakar is sitting

here.

If intent was not there, then Prabhakar and PMS, then Insti desk, all these things might not be

happening. So, what we are doing, we are keeping a close control over our cash flows. The cash

flows we are generating by our prop business; we are using those cash flows to diversify into

other verticals where we are serving to the clients, maybe B2B and now B2C also.

So, I think this is the best-case scenario and best strategy and extreme, extreme rare case where

you see a hardcore B2B company working into different verticals. And now, our goal is not that

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we are not only focusing on the -- growing our PAT number, growing our prop. Our focus is

stabilization and participation into different aspects of this business.

So, that intent is clearly shown since last 3 years. And going further, we'll go deeper into it. And

with the people like Prabhakar, the project drone, PMS, all these things. And now, AIF is also

in our kitty. So, we are planning for it after 1-year maybe. So, continuously we are -- and you

will not see any big names and big addition on prop side, correct?

So, all these things we are doing and intent is there. And also, use of this cash flow is a fabulous

strategy I think our management has done. And going further, we are hopeful that revenue from

the prop will -- overall revenue will grow. Even the revenue from prop will also grow. But the

percentage of prop revenue should drop to 30%-35% next 3 to 4 years. That's from my side.

Abhinav and Kamlesh, sir.

Kamlesh Shah:

Sachin, can I add some few?

Sachin Gupta:

Yes, sir. Yes, sir.

Kamlesh Shah:

See, we have unique business model. We are focusing on algorithmic solutions and automations.

And if you want a breakup of the revenue, out of 100 rupees that we earn on the consolidated

basis, 25%-30% comes from the subsidiaries. We have about 8-10 subsidiaries which contribute

positively to the consolidated revenue.

Out of the balance 70, 45-50 is contributed currently by the prop desk and 20%-25% is

contributed by the investors. Now, we have net worth of INR2,400 crore as of June. And this

also, the prop desk also gives us opportunity to earn money out of the surplus fund that we have.

And prop desk is a door to attract customers.

Whatever strategies we use for our business, we offer the same to the client. We offer the same

platform to our clients. We also offer them strategies so that they get attracted and they get

complete business solutions. And that is where the, lot many clients or the HNIs or the brokers

are coming to us and joining our platform.

In addition to that, the new initiatives that we have taken on PMS side, on Insty side, and the

recent one on the retail side by this Mr. Prabhakar Tiwari, all this will rightly, increase our

revenue stream from the retail investment to a higher side, as Sachin Ji has already explained.

Thank you.

Ashish Jindal:

Sir, just to add on that part, like all of our businesses are good cash generating businesses. So,

can we like anticipate that 3 years down the line, 4 years down the line, the company can be a

good dividend paying company?

Kamlesh Shah:

We have restricted our dividend payout to 12% of that on a standalone basis. Because we need

constantly funds for expanding our business activity and increase our foothold in the industry.

But, whenever we will have surplus fund, or whenever we feel that the funds are not generating

more revenue than, the individual, our investors can earn. We will definitely reconsider our

policy and increase the payout ratio.

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Share India Securities Limited July 31, 2025

But right now, as we've mentioned earlier also, that we are opening new stream, like MTF and

other things, where we require more funds. And we have currently MTF book of around INR300

crores, which we may take it up to INR1,000 crores. So, this is a lot of investment.

This is a growing company. And we have a lot of business opportunity and with the kind of

diversification and the business verticals that we have created, it gives very good opportunity

for us to gainfully deploy the fund available with us. And that is why, we are little conservative

on the dividend payout policy. Thank you.

Ashish Jindal:

Sir, just last question. We already have…

Moderator:

Sorry to interrupt, sir. Sir, can you please rejoin the queue as there are several participants

waiting in the question queue?

Ashish Jindal:

So, just waiting these questions. So, what will be a star vertical in the future?

Moderator:

Sir, please rejoin the queue.

Ashish Jindal:

Okay.

Moderator:

The next question is from the line of Khyati Dewani from Aditya Birla Capital.

Khyati Dewani:

Yes. Hello. Sir, I wanted to ask one question. So, in the consolidated revenue, which we are

seeing for Q1 FY '26, so there is a component for net gain on fair value changes, like which has

spiked up a lot during the quarter from last quarter, which is Q4 FY '25. So, sir, can you explain

what is the reason for this increase, which we can see?

Abhinav Gupta:

Sachin sir, you want to take or should I start?

Sachin Gupta:

I will just start then, Abhinav, please take it. So, ma'am, the component you are seeing is a

combination of two sides. One is the prop income and another is the change in the investment

value of -- from the last quarter. So, as I explained earlier, because this quarter was good for

overall prop business, the prop number has gone up. And as I explained, in the last quarter, there

was a fair value loss of INR40 crores because of the drop in the market.

So, when that -- now that particular fair value is around INR16 crores. So, overall, it's a

combination of two things, prop income and change in the fair value. So, that's why the number

has gone up. Abhinav, you can explain.

Abhinav Gupta:

Yes. So, ma'am, thanks a lot for your question. I think the number, as you said, is the net gain in

fair value changes and explained by Sachin sir is a combination of both these incomes, which is

proprietary income and investment income. Proprietary income, we were doing around INR250

crores a quarter before all the regulations started happening and that number started dropping

because of all the regulatory tightening that was happening.

And as explained on this call earlier that we have just come from the regulator headwinds. So,

the proprietary income, essentially, because of the tightening in the derivative market, had

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Share India Securities Limited July 31, 2025

dropped in the last quarter. Along with that, we also had a double impact because of the inventory

loss on the investment that we had.

And as sir said, this quarter has been good in terms of both the growth of the derivative business,

again, coming into the fore, where we see even at a consolidated exchange level, we now see the

volumes being stable, giving some stability. And we, being pioneers in terms of the technology,

are able to capture a better market share in the entire equation.

And also, we have recouped some of the inventory losses that we had to take on the balance

sheet last year. So, that's why from a quarter-on-quarter perspective, you see a very big jump.

But if you look at it from a year-on-year perspective, you would see stability into the system,

essentially.

Khyati Dewani:

Okay, got it. So, sir, out of this INR218 crores which is there, so how much would be for the fair

value changes and how much would be for the top income?

Abhinav Gupta:

Ma'am, as sir said, B2B -- yes, on a rough estimate basis, as Sachin sir said, in the last quarter,

we took an impact of around INR40 crores in this line item. And of this INR40 crores, we have

recouped around INR16 crores in this line item this quarter.

Khyati Dewani:

Okay. So, INR16 crores would be the change -- fair value change and balance would be from

prop income?

Abhinav Gupta:

Yes.

Khyati Dewani:

Okay. Yes. Thank you.

Moderator:

Thank you. Ladies and gentlemen, this was the last question. I now hand the conference over to

Mr. Kamlesh Shah for the closing comments. Thank you and over to you, sir.

Kamlesh Shah:

Yes. Thank you for your participation in large number. Your inputs are very valuable to us. And

this also gives us insight into our business and we try to explore all the opportunities that are

coming in our way. And with the expanding team, we are confident that we are best placed and

the unique business model that we have gives us also an edge in securing business.

So, thank you for your inputs. And thank you for your support. It is your support that has given

a lot of confidence to us. And it's an energy for us. And going forward also, we look forward for

your support. And thank you again for attending this Investor Meet. Yes. Thank you very much.

Moderator:

Thank you. On behalf of Share India Securities Limited, that concludes this conference. Thank

you for joining us. And you may now disconnect your lines. Thank you.

Management:

Thank you.

Kamlesh Shah:

Thank you everyone.

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