Investor Presentation

Here's a summary of the attached file, tailored for retail investors: **1. Financial Highlights:** Q1 PAT hit an all-time high of ₹396.1 Cr (+19% YoY, +33% QoQ). Revenue surged to ₹606.6 Cr (+20% YoY), with core operating profit rising to ₹377.9 Cr (+23% YoY). Total AUM soared to ₹6.127 lakh Cr (+27% YoY), and ETF AUM grew to ₹1.74 lakh Cr (+34% YoY). **2. Strategic Initiatives & Growth Drivers:** Digital biz booming with 3.57 Mn transactions, driving 75% of new purchases/SIPs.

Alternative investment (NIAIF) commitments hit ₹8,100 Cr, signaling diverse growth.

GIFT City AUM crossed ₹110 Cr, attracting Japanese capital.

Launched 'InvestBae' to capture Gen Z investors. **3. Business Developments:** Maintained 4th largest AMC rank overall, #1 non-bank & foreign-owned AMC.

Topped industry in QoQ market share gain.

Expanded footprint to 266 offices, covering 100% districts & 97% pincodes.

Grew distributor network to 1.16 lakh+. **4. Market Position & Competitive Advantage:** Commanding 38.3% market share in unique investors (2.12 Cr) & 33.4 Mn folios.

ETF leadership solid: 19.76% market share, 51% volume, 52% folios.

SIP flows steady at ₹9,770 Cr/quarter; 52% of SIP accounts stay >5 yrs (vs. 11% industry). Strong retail AUM mix (29% vs. industry's 27%). **5. Investor Implications:** Robust financials & AUM growth signal strong positive growth potential.

Digital push, alternative investments & global ties diversify growth.

Deep market penetration (high investor base, B-30 focus) bodes well for sustained retail participation.

Consistent dividends underscore shareholder value.