Emkay Global Financial Services Limited

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cretary & Compliance Officer EARNINGS PRESENTATION 1 Q2 FY 26 Dear Investors, We hope this message finds you well. Q2 FY26 was marked by a cloud of uncertainty gradually envelop

16%

ement of an imminent India-US trade deal—with indications that tariffs may be reduced as low as 15-16% from the current 50%—the outlook has turned appreciably brighter. The consensus now expects substan

50%

India-US trade deal—with indications that tariffs may be reduced as low as 15-16% from the current 50%—the outlook has turned appreciably brighter. The consensus now expects substantive tariff relief an

3.20%

uring the quarter, market performance during the quarter remained subdued. The Nifty 50 declined by 3.20%, the Nifty Midcap 150 by 4.09%, and the Nifty Smallcap 250 by 5.92%. FIIs continued to pare down p

4.09%

mance during the quarter remained subdued. The Nifty 50 declined by 3.20%, the Nifty Midcap 150 by 4.09%, and the Nifty Smallcap 250 by 5.92%. FIIs continued to pare down positions, though the pace of out

5.92%

dued. The Nifty 50 declined by 3.20%, the Nifty Midcap 150 by 4.09%, and the Nifty Smallcap 250 by 5.92%. FIIs continued to pare down positions, though the pace of outflows moderated towards the end of t

₹2 lakh crore

ertone to the market outlook. On the policy front, the government’s reduction in GST rates and the ₹2 lakh crore in tax incentives for lower-income taxpayers are commendable measures aimed at boosting consumptio

40%

multiplier effect of these steps, coupled with healthy public capex utilization, already at nearly 40% of the annual allocation, should support manufacturing activity and domestic demand in the coming

₹2,275 million

lving environment, Emkay further strengthened its foundation with a significant capital infusion of ₹2,275 million during the quarter. The investment by Mr. Kirti Doshi, through Antique Securities Private Limited,

₹5,000 million

continued their strong performance momentum, with total assets under these strategies now nearing ₹5,000 million as on 30th September 2025. The newly launched Emkay SMIDCap (PMS and AIF) strategies also saw enco

₹1,000 million

ed Emkay SMIDCap (PMS and AIF) strategies also saw encouraging investor response, garnering nearly ₹1,000 million within just one quarter of launch. PMS and AIF AUMs rose by 25% YoY to ₹15,627 million during the

25%

ponse, garnering nearly ₹1,000 million within just one quarter of launch. PMS and AIF AUMs rose by 25% YoY to ₹15,627 million during the quarter. 2 Q2 FY 26 We also made meaningful progress in streng

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Valorem Advisors Disclaimer

Valorem Advisors is an Independent Investor Relations Management Service company. This Presentation has been prepared by Valorem Advisors based on information and data which the Company considers reliable, but Valorem Advisors and the Company makes no representation or warranty, express or implied, whatsoever, and no reliance shall be placed on, the truth, accuracy, completeness, fairness and reasonableness of the contents of this Presentation. This Presentation may not be all inclusive and may not contain all of the information that you may consider material. Any liability in respect of the contents of, or any omission from, this Presentation is expressly excluded. Valorem Advisors also hereby certifies that the directors or employees of Valorem Advisors do not own any stock in personal or company capacity of the Company under review. For further details, please feel free to contact our Investor Relations Representatives: Mr. Anuj Sonpal Valorem Advisors Tel: +91-22-4903 9500 Email: e