SYSTMTXCNSE29 April 2026

Systematix Corporate Services Limited has informed the Exchange regarding 'Investor Presentation'.

Systematix Corporate Services Limited

Systematix Group

Investors Presentation

Q4 FY26 & FY26 Updates

Disclaimer

This presentation has been prepared for general information purposes in respect of Systematix Corporate Services Ltd (“Company”) together with its Subsidiaries (together, with the Company, the “Group”) only, without regard to any specific objectives, suitability, financial situations and needs of any particular person and does not constitute any recommendation or form part of any offer or invitation, directly or indirectly, in any manner, or inducement to sell or issue, or any solicitation of any offer to purchase or subscribe for, any securities of the Company in any jurisdiction, nor shall it or any part of it or the fact of its distribution form the basis of, or be relied on in connection with, any contract or commitment therefor. This presentation does not solicit any action based on the material contained herein. Nothing in this presentation is intended by the Group to be construed as legal, accounting or tax advice.

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Table of Contents

Q4 FY26 & FY26 Updates

02 Systematix Group Overview

03 Management Team

04 Business Verticals

05 HR Initiatives

Q4 FY26 & FY26 Updates

Financial Highlights for Q4 FY26 & FY26

Total Income from Operation

23.50 Cr for Q4 FY26 v/s 29.61 Cr for Q4 FY25 (-21% YoY)

146.17 Cr for FY26 v/s 139.39 Cr for FY25 (5% YoY)

Profit before Tax

(12.00) Cr for Q4 FY26 v/s 3.55 Cr for Q4 FY25 (-438% YoY)

22.71 Cr for FY26 v/s 57.09 Cr for FY25 (-60% YoY)

Dividend

The company has rewarded shareholders by declaring a 10% dividend, reaffirming its commitment to consistent value creation.

Business Highlights of FY 26 - Investment Banking

Total deal value transacted ~ ₹ 4,600+ Cr

IPO

Block Deal

Pre-IPO & Preferential Issues

Vikran Engineering ₹772 Cr. Co- BRLM

Jaro Education ₹450 Cr. Co- BRLM

Mangal Electricals ₹400 Cr. Sole BRLM

Indogulf Cropsciences ₹200 Cr. Sole BRLM

Happy Forgings ₹310 Cr.

Dodla Dairy ₹60 Cr.

Pondy Oxides and Chemicals ₹46 Cr.

Shaily Eng. ₹43 Cr.

Jaro Education ₹115 Cr. Pre-IPO

Hindustan Foods ₹70 Cr. Advisor to the Preferential Issue

Arisinfra Solutions ₹56 Cr. Advisor to the IPO

QIP & Rights Issue

Buy back

Veranda Learning ₹357 Cr. Sole BRLM to QIP

Ratnaveer Precision Eng. ₹186 Cr. Sole BRLM to QIP

JTEKT India ₹250 Cr. Advisor to Rights Issue

Krishival Foods ₹100 Cr. Advisor to Rights Issue

Capri Global ₹185 Cr. Advisor to the QIP

Gujarat Heavy Chemicals ₹300 Cr.

Tracxn Technologies ₹8 Cr.

Advisory

Private Equity Fund Raise

Open Offer

Remi Edelstahl Tubulars ₹25 Cr. Preferential Issue

Schneider Electric SE ₹6 Cr. Bonus Issue

Jash Eng. (Advisory- Preferential Issue. Split of Shares & Direct Listing on BSE)

Krishival Foods (Migration on NSE & Direct Listing on BSE)

Knest Manufacurers Pvt. ₹305 Cr. Lighthouse Funds

CLR Facility Services Pvt. ₹125 Cr. (British International Investment)

MTandT Rentals ₹100 Cr. ValueQuest

RAD Global Pvt. ₹40 Cr. Vyom Family Office

Sayaji Hotels ₹100 Cr.

Supreme infrastructure India ₹70 Cr.

Dugar Homes ₹4 Cr.

Kandagiri Spinning Mills ₹3 Cr.

IPOs in pipeline for upcoming year

Total deal value transacted ~ ₹ 3,490+ Cr

DRHP Approved

DRHP Filed

ESDS Software Solution ₹720 Cr.

Co-BRLM

Knack Packaging ₹650 Cr.

Left lead BRLM

German Green Steel & Power ₹500 Cr.

Left lead BRLM

Behari Lal Eng. ₹500 Cr.

Co-BRLM

Cosmic PV Power ₹640 Cr.

Left lead BRLM

Neolite ZKW Lightings ₹600 Cr.

Co-BRLM

Business Highlights of FY26 – Asset Management

AIF I Fund Launch ~ ₹ 125 Cr*

AIF II Fund Launch ~ ₹ 1000 Cr*

AIF II - India Equity Opportunities Fund (Dec ‘25)

AIF I - India Equity Opportunities Fund (Aug ‘25)

Investment Committed ₹27.24 Cr Across Three High-Growth Sectors (Data Centre, FMCG, and Defence)

*Including Greenshoe option

Expanding our presence in Private Wealth

“A New Identity for a Bold Future”

“Reimagining Private Wealth with New Leadership”

Official launch of Private Wealth Business

With decades of experience shaping global banking and they join forces to build a new-age, wealth strategies, insight-driven, and technology-powered platform designed around what matters most, the client. A move that strengthens Systematix Group’s vision to create a wealth ecosystem built on trust, innovation, and legacy.

Mr. Partha Sengupta (Joint Managing Director & CEO - Private Wealth Business)

Mr. Bhaskar Hazra Joint Managing Director & CEO - Private Wealth Business

• 27+ years in banking and wealth

management

•

Led businesses at Axis Bank, TrustPlutus and Standard Chartered

• Deep expertise in strategy and growth • Driving a tech-led, client-focused wealth

platform

• 26+ years in Consumer and Private Banking • Leadership roles at Barclays Private Bank, Standard Chartered and GE Countrywide • Experience across India, UAE and global

markets

• Will drive strategy, market expansion and

digital transformation

New Offices

Mumbai

Ahmedabad

Delhi

Kolkata

Robust Pipeline of Transactions driving Future Growth

Pipeline Value

₹ 11,600+ Cr

Active Opportunities

27+

IPO Pipeline (Sector Wise)

M&A

Open Offer

Pre-IPO

₹ 1,200 Cr

2 IPOs

₹ 750 Cr

₹ 500 Cr

s t c u d o r P

e e t S

g n g a k c a P

n e e r G / s e b a w e n e R

n e g o r d y H

g n i r e e n g n E

e r t n e c a t a D

y r e

l l

e w e J

₹ 1,000 Cr

2 IPOs

₹ 720 Cr

₹ 400 Cr

g n i r e e n g n E

e r a c h t l a e H

s e c v r e S T

₹ 1,065 Cr

2 Deals

₹ 322 Cr

4 Deals

₹ 800 Cr

s l a c m e h C

s c i t s i g o L

g n i r e e n g n E

₹ 900 Cr

₹ 400 Cr

₹ 580 Cr

2 Blocks

Block

e r u t c u r t s a r f n

₹ 65 Cr

g n i r e e n g n E

₹ 50 Cr

Direct Listing – Main Board

Merger and Demerger

Electrical & Capital Goods

Edu-Tech

₹ 1,300 Cr

2 IPOs

₹ 1,000 Cr

G C M F

e r u t c u r t s a r f n

r a o S / s e b a w e n e R

S S E B &

₹ 600 Cr

Key Highlights for Q4 FY26 & FY26

Financials Performance (Consolidated) Rs. In Lakhs

Revenue from Operation

PAT

Adjusted PBT**

Quarterly

3,360

2,961

2,350

Q4 FY25

Q3 FY26

Q4 FY26

330

Q4 FY25

Q3 FY26

531

Q4 FY25

Q3 FY26

(1179) Q4 FY26

(963) Q4 FY26

12 Months

13,939

FY25

4,576

FY25

4,515

FY25

14,617

FY26

1,384

FY26

2,974

FY26

Q4 FY26 performance was impacted by lower deal activity in Indian capital markets owing to global uncertainties

Besides this profitability was impacted by investments for future growth: • Private Wealth business: Through senior talent acquisition, technology enablement, and regulatory infrastructure with an investment of ₹3.19 Cr in Q4 FY26 and

₹5.38 Cr in FY26

• ESOP implementation: To strengthen talent retention and and long-term alignment, with an investment of ₹0.80 Cr in Q4 FY26 and ₹1.34 Cr in FY26 • MTM impact on listed investments of ₹2.37 Cr in Q4 FY26 and ₹7.03 Cr in FY26 These investments have impacted short-term profitability but are expected to drive sustainable growth going forward

** Excluding the effect of Other income (One-time) from sale of shares and Mark to market on current investments.

Result Snapshot for Quarter & Year ended

Sr. No.

PARTICULARS

EXTRACTS OF UNAUDITED FINANCIAL RESULTS FOR THE QUARTER/ PERIOD ENDED 31st March 2026

CONSOLIDATED

STANDALONE

Three months ended

Twelve months ended

Three months ended

Twelve months ended

31.03.2026

31.12.2025

31.03.2025

31.03.2026

31.03.2025

31.03.2026

31.12.2025

31.03.2025

31.03.2026

31.03.2025

(Audited)

(Unaudited)

(Audited)

(Unaudited)

(Audited)

Rs. In Lakhs (Except Earning per share)

Total income from operations (Net)

2,349.96

3,360.12

2,961.23

14,617.47

13,938.53

562.93

1,473.02

1,572.37

7,742.96

6,819.02

Net Profit / (Loss) for the period (before Tax, Exceptional and/or Extraordinary items)

Net Profit / (Loss) for the period before tax (after Exceptional and/or Extraordinary items)

Net Profit / (Loss) for the period after tax (after Exceptional and/or Extraordinary items)

(1,169.76)

178.29

354.90

2,332.34

5,709.15

(424.41)

609.06

273.11

3,404.91

3,199.02

(1,200.34)

147.39

354.90

2,270.87

5,709.15

(425.93)

599.55

273.11

3,393.87

3,199.02

(1,179.17)

68.80

329.85

1,383.71

4,576.13

(351.69)

456.51

205.12

2,502.09

2,363.50

Total Comprehensive Income

(1,158.87)

68.80

324.27

1,404.01

4,570.54

(333.24)

456.51

202.62

2,520.54

2,360.99

Equity Share Capital

1,365.38

Reserves (excluding Revaluation Reserve) as shown in the Audited Balance Sheet of the previous year

Basic and Diluted Earnings Per Share (of ₹1/- each) (not annualised)

(0.86)

0.05

0.24

1.01

3.46

(0.26)

0.33

0.15

1.83

1.79

The above is an extract of the detailed format of results for the quarter and period ended 31.03.2026 filed with Stock exchange under Regulation 33 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. The full format of the standalone and consolidated Quarterly/ period ended financial results is available on the websites of Stock Exchange website (www.bseindia.com)/ (www.nseindia.com) and the Company's website (www.systematixgroup.in).

FY26 – Benchmarking growth journey

Revenue from Operation

146

22%

FY 26

FY 21

INR Crores

Net Worth

314

FY 21

PAT

69%

ROE

FY 26

FY 21

INR Crores

32%

FY 26

FY 21

FY 26

During the past 5 years, Systematix has: • Grown Revenue at a

CAGR of 21.60%,

• Grown its Profits at a

CAGR of 69.00%,

• Grown its Networth at a CAGR of 32.30%, and

• Grown its RoE to 4%

Systematix Group Overview

Overview of Systematix Group

Systematix Group, a diversified financial services firm established in 1985 by Mr. CP Khandelwal, backed by 40 years of industry experience with a team of more than 300+ diverse professionals

Equity Brokerage

Private Wealth

Investment Banking

Asset Management

Listed on NSE & BSE

Mcap: ₹1,045 Cr (as on 28th April 2026)

Client Solutions across Holistic Financial Ecosystem

Investment Banking

Equity Brokerage

Private Wealth

Asset Management

₹35,000 Cr +/ $4B*

IB Transactions Executed/Value

₹4,000 Cr+ PE & M&A Transactions

₹1,300 Cr Pre-IPO Deals

Capital Markets Track Record

₹17,000 Cr QIPs

₹2,250 Cr DRHP Filings

₹3,260 Cr IPOs

₹850 Cr Preferential Issues

₹1,250 Cr Rights Issues / OFS / Buybacks / Open Offer

~₹5,100 Cr Block Deals Executed

40,000+ Clients | 62+ Franchise Network (Retail + HNI Reach)

~₹7,800 Cr

Assets Under Custody

~328 Stocks Covered Large/Mid/Small Caps

Spread across 20+ Sectors

Client Segments

HNIs, UHNIs & Family Offices

NRIs & Entrepreneurs

Corporates & Institutions

Comprehensive Product Offerings

(PMS, AIF Category I, Non- Discretionary Advisory Overall AUM + ₹600 Cr)

Strong focus on Mid-market companies across Equities and Real Estate

Empanelled with 200+ Institutional Investors Relationship with all Marquee Fund Houses

Experienced team of Senior Members having cumulative experience of 100+ yrs

Top notch PMS Returns 3-yr (20.9%) & 5-yr (18.0%) CAGR**

Delivering integrated investment solutions across product segments for long term wealth creation

*Figures on basis of transactions executed in last 6 years ** Data as of 31st March’26

Group Strengths

Extensive Industry Experience

End-to-End Solutions Under Single Umbrella

Wide Network of Corporate Relationships

Comprehensive Product Offerings

Experienced Management & Team

Access to a Large Pool of Global Relationships

Management Team

Top Management

Mr. Nikhil Khandelwal (Managing Director)

Mr. Sunil Sarda (Managing Director)

Mr. Kiran Vaidya (Managing Director)

• Nikhil is the MD of Systematix Group with over 18 years of experience in Investment Banking, Equity Capital Markets and Wealth Management.

• Under his leadership and strong relationships

with leading Indian Corporates and Institutional Investors, Systematix Group has emerged as one of the fastest growing player in Investment Banking and Institutional Equities.

• Responsible for the company’s expansion

and transforming the group into a diversified financial services player.

• Holds an MBA from the ISB, Hyderabad & NYU

Stern and BE from Manipal Institute of Technology.

• Sunil brings more than 30 years of experience at various levels in the financial services industry.

• Currently oversees the Brokerage (Stocks, Commodities & Currency), PCG, Retail, Operations and Operations within Systematix.

• Previously, Executive Director with Anand

Rathi Securities and Manager-Finance with Indian Rayon and Industries Ltd., part of the Aditya Birla Group.

• Kiran has over 35 years of experience in

various industries in the fields of Finance, accounts, costing, budgeting, project finance, working capital management, equity raising through IPO, QIP and Private Equity, Mergers and Acquisition, general overall Business Management and Strategic Planning.

• He has worked with Religare Capital Market

as Managing Director, COO of SRL Diagnostics Ltd., JBF Industries Ltd. as Group President and CFO.

Senior Leadership Team

Investment Banking (IB) and Research

Mr. Dhananjay Sinha (CEO & Co-Head of Equities & Head of Research)

Mr. Vipul Sanghvi (CEO & Co- Head of Equities & Head of Sales)

Ms. Rupam Lal Das (Joint MD) Head-Healthcare Pharmaceutical & PE Coverage

Mr. Ankur Rajoria (Executive Director - IB)

Consumer and Services

Mr. Ankit Gor (Director - IB)

Industrials, Power, Engg

Mr. Amit Kumar (Director - IB)

ECM Execution

Mr. Rahul Saxena (Director-IB and Head)

Mr. Ronak Sarda (Director - IB)

Mr. Sarvesh Saxena (Director – IB)

Industrials/Infrastructure

Auto, Defence & Aero

Infrastructure, Metals & PSUs

Senior Leadership Team

Private Wealth

Asset Management

Mr. Partha Sengupta (Joint Managing Director & CEO) Private Wealth Business

Mr. Bhaskar Hazra (Joint Managing Director & CEO) Private Wealth Business

Mr. Vijay Sarda (CIO- Equity)

Mr. Rajeev Bajaj (Director – Wealth)

Operations

Mr. Anil Bhagchandani (CFO)

Mr. Vinit Maheshwari (Director - Operations)

Mr. Kundan Zamvar (Chief Information Officer)

Ms. Mitali Chitnis (Chief Human Resource Officer) - Group CHRO

Ms. Nipa Savla (Compliance Officer)

Business Verticals

Investment Banking

Investment Banking: Service Offerings | Advisor of Choice INDIA’s Fastest Growing Investment Bank

Fund Raising

• Private Equity • Venture Capital • • Pre-IPO

Family Offices / HNI

Fund Raising

• Pre-IPO /IPO / FPO • QIP • Preferential Issue • Rights Issue •

Institutional Placement / Block Deal

We offer a full spectrum of services including

Investment Advisory Services

Mergers & Acquisitions

Structured Finance

• Strategic Buyout • Management Buyout • Asset Sale • Cross Border Transaction

Equity Capital Markets

• Mezzanine Financing • Structured Debt

Other Products

• Buyback of Shares • Delisting • Merger / Amalgamation • Takeovers (Open Offer) • Demerger

Highly experienced team of 30+ members backed by strong products & sector leaders

Select Transactions Experience – Capital Markets (1/3)

BRLM

Sole BRLM

Initial Public Offering

VIKRAN Engineering

₹770 Cr (Aug 25)

Power

INOX Green Energy

Exicom Telesystems

Jaro Education

Mangal Electrical Industries

Indogulf Cropsciences

Veranda Learning Solutions

₹740 Cr (Nov 22)

₹500 Cr (Mar 24)

₹450 Cr (Sept 25)

₹400 Cr (Aug 25)

₹200 Cr (June 25)

Wind Energy

EV Charging

Edu-Tech

Power Equipment

Agro Chem

₹200 Cr (Apr 22)

Edu-Tech

SEBI Approval received on DRHP

DRHP Filed

Preferential Issue

Left Lead

BRLM

Left Lead

Left Lead BRLM

BRLM

Knack Packaging

ESDS Software Solution

Behari Lal

German Green

Cosmic PV Power

Neolite

₹650 Cr

₹720 Cr

₹500 Cr

₹640 Cr

₹600 Cr

Hindustan Foods

Advisors ₹400 Cr (Dec 23)

Shaily Engineering Plastics

Advisors ₹150 Cr (Oct 21)

Packaging

Data centre cloud

Engineering

Steel

Power

Automotive

Consumer

Medical Devices

Jupiter Wagons

AVG Logistics

Advisors ₹135 Cr (May 24)

Engg & Capital Goods

Advisors ₹121 Cr (Feb 24)

Logistics

Select Transactions Experience – Capital Markets (2/3)

Sole BRLM

Oct 24 - Co Left Lead and Jun 23 Co BRLM

Rantaveer Precision Engineering

₹185 Cr (Dec 25)

Bank Of Maharashtra

₹4,500 Cr (Oct 24 & Jun 23)

Qualified Institutional Placement

Sole BRLM

Co BRLM

Left Lead

Co Left Lead

Left Lead for all 3 QIPs

Sole BRLM

Swan Energy Ltd

Swan Energy

Bank Of India

UCO Bank

Central Bank of India

Indian Overseas Bank

Jupiter Wagons

Veranda Learning Solutions

₹3,320 Cr (Mar 24)

₹2,550 Cr (Aug 21)

₹2,000 Cr (Mar 25)

₹1,500 Cr (Mar 25)

₹1,437 Cr (Mar 25)

₹1,328 Cr (July 24, Dec 23 & May 23)

₹358 Cr (July 25)

Engineering

BFSI

Defense

BFSI

Engg & Capital Goods

Edu-Tech

Rights Issue

Buyback

Delisting

Open Offer

Lead Manager

Advisor

KK Fincorp Ltd

Welspun Specialty Solutions (WSSL)

JTEKT

Krishival Foods

GHCL

Tracxn Technologies

Remi Group

ISMT/Kirloskar

Sayaji Hotels

Supreme Infra

Bright Steel India

₹350 Cr (Mar 25)

₹250 Cr (Aug 25)

₹100 Cr (Jan 26)

₹300 Cr (Nov 25)

₹8 Cr (Jul 25)

₹11 Cr (Mar – June 24)

₹240 Cr (Apr 22)

₹100 Cr (Aug 25)

₹70 Cr (Dec 25)

₹34 Cr (Mar 24)

Engineering

Automobile

Consumer

Chemicals

B2B SaaS

Engineering

Steel

Hospitality

Infrastructure

Steel

Select Transactions Experience – Capital Markets (3/3)

Block Deals

Swan Energy Ltd

Blackstone/ Essel Propack

₹1,800 Cr (Sep 20)

Consumer Manufacturing

Jindal Saw

Inox Wind

Swan Energy

Welspun

Happy Forgings

₹504 Cr (Feb 24 & Dec 23)

₹500 Cr (Aug 23)

₹350 Cr (Jan 24 & Dec 23)

₹350 Cr (Jan 18)

₹310 Cr (Feb 26)

Lighthouse/ Stylam Industries/ Abakkus ₹250 Cr (Dec 22, Mar 22 & Jul 21)

Blackstone/ Indiabulls Housing Finance

₹250 Cr (Dec 21)

Engineering

Wind Energy

Defense

Manufacturing

Autos & Engg

Consumer

BFSI

Jupiter Wagons

₹240 Cr (Feb 24 & Dec 23) Engg. & Capital Goods

Shaily Engineering Plastics

₹178 Cr (May 25 & Jun 24)

Tracxn Technologies

Stylam Industries

Dodla Dairy

Tilaknagar Industries

Praveg

Orchid Chemicals & Pharmaceuticals

Pondy Oxides And Chemicals

₹150 Cr (Nov 23)

₹145Cr (July 24)

₹120Cr (July 25, Nov 24)

(Dec 23)

(Mar 24)

(Nov 23)

(May 25)

Medical Device

B2B SaaS

Consumer

Pharmaceutical

Recycling

Select Transactions Experience – Private Market and M&A(1/2)

Private Market

₹408 Cr (Deals between FY20 to FY25)

₹350 Cr (Apr-21)

₹350 Cr (Dec-22)

₹325 Cr (Mar-21)

₹305 Cr (Jun-25)

₹227 Cr (Dec-23)

₹225 Cr (Mar-22)

₹200 Cr (Jun-21, Nov-21)

₹150 Cr (Nov-21)

₹125 Cr (Jun-25)

& Others

₹105 Cr (Feb-22)

₹100 Cr (March-26)

(Jan-26)

(Feb-23)

Select Transactions Experience – Private Market and M&A(2/2)

M&A

Acquired

₹416 Cr (Dec-19)

M&A –

Sell side

₹170 Cr (Jun-22)

Acquired

₹150 Cr (May-15)

Acquired

₹145 Cr (July-24)

Acquired

(Mar-19)

(Oct-23)

(June-24)

Sole Advisor -Asia Climate Partners (Oct-21)

Sole Advisor (Jan-26)

Pre IPO

₹780 Cr (Nov 24)

₹130 Cr (Aug 24)

₹115 Cr (Aug 25)

₹106 Cr (Feb 25)

(Jan 25)

(Dec 24)

(Apr 24)

Data centre

Metal Recycling

Edu-Tech

Engineering

Infra materials

Power

Bio Energy

Equity Brokerage

Strong distribution network across FII, DII, and Global HNI client segments

Strategic Locations Across India

FII Strength

Institutional Equities Clients

95 Funds Coverage across

Singapore/ Hong Kong, UAE, UK, US

Delhi

Lucknow

Jaipur

DII Strength

Ahmedabad

Ujjain

Indore

Kolkata

145 Funds Coverage across

AMCs, Banks, Insurance, AIFs, PMS

Mumbai

Retail & HNI Strength

62+ Franchisee Network

40,000 Clients

Research Coverage of ~328 Companies

Consumer Durables, EMS, Building Materials, Small-Mid Caps

Consumer Discretionary

IT & ITES

Cement

Consumer Staples & Paints

Oil & Gas, Logistics, Wagons

Banking, Insurance

Pharmaceuticals and Healthcare

NBFCs & Diversified Financials

Metals and Mining

Real Estate, Agrochemicals, Fertilisers, Seeds and Chemicals and Select Midcaps

Auto, Auto Ancillary

Selected Midcaps

Capital Goods & Defense

Note:* Midcap constitute of chemicals, packaging, pipes, textiles

Systematix Flagship Annual India Conference 2026

Bringing Together Industry Leaders at Manthan

When India's investment community comes together – this is what it looks like

Sector dialogues

Boardroom discussions

Strategic meetings

And an evening of networking that brought it all together

80+ Companies

400+ Clients

200+ Funds

3000+ Meeting Requests

Systematix Flagship Annual India Conference 2026 80+ Industry Leaders at Manthan

Post Conference Note

Life Insurance Corporation of India

Sun Pharmaceutical Industries Ltd

Shriram Finance Ltd

Vedanta Ltd

Union Bank of India

₹ 5,26,082

₹ 4,14,773

₹ 1,84,207

₹ 1,43,375

₹ 1,26,863

Polycab India Ltd

ICICI Lombard General Insurance Company Ltd

Mankind Pharma Ltd

NHPC Ltd

AU Small Finance Bank Limited

₹ 1,13,738

₹ 93,909

₹ 91,391

₹ 81,787

₹ 72,622

IDFC First Bank Ltd

Suzlon Energy Ltd

National Aluminium Company Ltd

Federal Bank Ltd

Glenmark Pharmaceuticals Ltd

₹ 71,318

₹ 66,768

₹ 65,641

₹ 61,386

₹ 56,672

Mcap (in Cr)

Private Wealth

Wealth Management Offerings

o t s s e c c A e d v o r P e W

Products

People

Third Party Product Distribution (Mutual Funds, AIFs, PMS) Equity Broking, Insurance Solutions , Proprietary Product ideas

Tailored Investment Plans (Corporate Treasury/ Private market solutions) Off-shore investment solutions Trust & Estate Planning

Experienced Team of Senior Bankers having Cumulative Experience Of 100+yrs

Capital Markets

Exchange Traded Products

Investment Banking

Third Party Institution Collaboration

Capital

IPO Funding & Margin Trading Facility

Integrated Technology Platform

Seamless Execution & Client Friendly

Holistic Reporting

Empowering Client & Relationship Managers

∼₹7,800 Cr. AUM & Custody

Client Segments

HNIs, UHNIs & Family Offices

Global Indians, Promotors & Entrepreneurs

NRIs & Entrepreneurs

Corporates & Institutions

Corporate & Institutions

Marquee Clients

Asset Management

Asset Management: Service Offerings

PMS

Alternative Investment Funds (AIFs)

Portfolio Management Services

India SME Growth Fund

India Equity Opportunities Fund

Systematix Real Estate Fund

Category I AIF

Category II AIF

• Strategy: Multi-cap strategy with

• Launched Status: August 2025

• Launch Status: December 2025

• Launch Status: May 2026

a mid & small-cap bias

• Fund size: ₹125 Cr (includes 25Cr

• Fund size: ₹1,000 Cr (includes

• Fund size: ₹1,000 Cr*

• AUM: ~₹475 Cr

Green shoe)

250Cr Green shoe)

• Focus: Targeting premium

residential projects with marquee top 10 developers

• Returns**: 5-year CAGR of 18.0%,

• Focus: High-growth SMEs across

3-year CAGR of 20.9%

• Performance: Consistently

delivered top-decile performance across market cycles

₹12.5 Cr

sectors, aiming to generate superior returns

• Team size: 15+ members with

• Investment: First investment

cumulative experience of 100+ years

made in a data-centre platform focused on cloud infrastructure and software solutions, with 10+ deals across sectors in pipeline

• Status: SEBI approval received, launch planned for end of Dec 2025

stage companies with established business models, looking for growth capital

• Investment Ticket Size: ₹25 Cr -

₹100 Cr

• Investment Ticket Size: ₹4 Cr -

• Focus: Invest in mid and late-

Systematix Group aspires to become a leading alternative fund manager, with a strong focus on mid-market companies across Equities and Real Estate

*Includes Greenshoe option; **Data as on 31st March’26.

HR Initiatives

HR Initiative & Celebrations during FY26

"A Year of Excellence. A Lifetime of Memories."

Independence Day

Offsite Goa

Diwali

Listing Ceremony - NSE

Success Parties

Navratri

Womens Day

Thank you!

For any queries please contact:

Anil Bhagchandani Chief Financial Officer anilbhagchandani@systematixgroup.in

CORPORATE OFFICE

SYSTEMATIX GROUP The Capital, A-wing, No. 603 – 606, 6th Floor, Plot No. C-70, G Block, BKC Bandra (East), Mumbai – 400 051 Board :+91 (22) 67048000 Fax: +91 (22) 67048022

www.systematixgroup.in

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