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Investor Presentaiton

9 6 BUSINESS SUMMARY INR Cr Closing AUM FY 20 9M FY 20 Q3 FY 20 Q2 FY 20 Q1 FY 19 9M FY 19 Q3 FY 19 Q2 FY 19 Q1 Recurring Revenue Assets 70,434 Transactional Brokerage Assets 101,703 Total AUM 172,137 Less: Double counted Assets Net Total AUM Revenues Recurring Revenues Transactional / Brokerage Income Other Income 21,375 150,762 70,434 64,016 101,703 99,276 172,137 163,292 21,375 19,436 150,762 143,856 63,530 52,907 674 244 212 217 52,907 97,930 95,661 95,661 161,460 148,568 148,568 19,149 18,534 18,534 142,312 130,034 130,034 821 232 45,561 94,197 88,179 139,758 133,200 19,541 18,674 120,217 114,527 45,021 295 294 393 139 125 129 319 116 103 100 271 82 106 82 460 103 165 191 10 23 -19 6 43 13 27 3 Retention 0.63% 0.66% 0.59% 0.62% 0.90% 0.74% 1.01% 1.03% Recurring Revenue Assets basis avg AUM 0.81% 0.83% 0.78% 0.84% 0.87% 0.94% 0.91% 0.88% Transactional / Brokerage Assets basis Gross Flows 0.50% 0.46% 0.56% 0.49% 0.81% 0.72% 0.78% 0.90% Costs 402 144 130 127 412 129 140 143 Employee Costs 262 99 83 81 277 79 94 104 Fixed Employee Costs 229 74 76 78 222 78 69 74 Variable Employee Costs 33 25 6 2 55 0 25 30 Admin and Other Expenses 140 46 48 46 135 50 46 39 Profit Metrics Profit before Taxes (PBT) 272 100 82 90 409 103 155 151 Profit After Tax (PAT) 207 76 70 61 300 75 108 117 Effective Tax Rates 24% 25% 16% 32% 27% 22% 35% 28% Cost to Income Ratio ROE ROE Ex Goodwill & Intangibles 59.61% 59.01% 61.40% 58.47% 50.19% 55.56% 47.56% 48.58% 9.25% 9.94% 9.27% 8.32% 17.02% 10.59% 15.88% 20.96% 10.10% 10.84% 10.13% 9.20% 17.95% 11.05% 15.88% 20.98% Earning Per Share- Basic (Rs) 23.82% 8.54% 7.88 7.23 34.91 9.54 11.87 Earning Per Share- Diluted (Rs) 23.41% 8.39% 7.77 7.03 33.95 9.28 11.50 IIFL WEALTH & ASSET MANAGEMENT
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