Investor Presentaiton
Well-capitalized banks, continued growth in asset inflows drive growth in
Indian financial sector
Indian banking sector gross NPAs
9.0%
8.5%
India mutual funds AUM*
'000 crore
4,769
4,377
7.4%
4,085
4,113
3,864
5.9%
2,993
2,687
3.9%
3.6% -3.7%
FY19
Source: CRISIL
FY20
FY21
FY22
FY23
FY24 P
2021
2019
2020
2022
*Average AUM for the Quarter; Source: AMFI
Q1 2023
Q2 2023
Q3 2023
Focus on profitability of global banks impacting discretionary spends
$ billion
600
500
400
300
200
100
0
2018
2019
Global CIB revenue pools
2020
2021
2022
Global CIB return on equity
20%
15%
10%
5%
IIII
0%
2023 F
2018
2019
2020
2021
2022
2023F
CIB: Corporate and Investment Bank; ROE calculated based on Coalition Index Universe
Revenues Pools analysis includes revenues from all Institutional Clients and Corporates with annual sales turnover > $ 1.5bn. Above analysis is as per Coalition Standard Taxonomy
Source: Coalition Proprietary Analytics; Coalition Greenwich Proprietary data
17
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