CRISIL Limited — Investor Meet, 09-05-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Crisil posted a 3.8% revenue rise in 2024 and a strong 10.2% growth in Q1 FY25, with profit before tax up ~16% in Q1. Rating Services led growth with Q1 revenue up 32.5% YoY, driven by higher bond issuances and strong fee momentum. Research and Analytics saw pressure from reduced discretionary spends but gained from private capital and AI-enabled offerings. Management is focused on infrastructure, renewables, private markets, and U.S. banking, investing in Gen-AI to boost products. Despite macro uncertainties, Crisil’s diversified portfolio and innovation support a cautiously optimistic outlook.