Geojit Financial Services Limited — PPTs, 16-07-2025: Investor Presentation

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**Financial Highlights:**

Geojit Financial Services' Q1 FY26 consolidated total income was ₹181.18 Cr, PAT ₹45.81 Cr (24% PBT margin). Customer assets hit ₹1,11,252 Cr; recurring revenue assets ₹25,363 Cr. Mutual Fund AUM grew 17% to ₹16,069 Cr, SIP book value increased 24% to ₹129 Cr.

**Strategic Initiatives & Growth Drivers:**

The company drives wealth creation via scalable tech platforms (Flip, Smartfolios, FundsGenie). Initiatives include Geojit IFSC for global investments, digital lending, and the new 'Geojit Yield Plus' AIF. Private Wealth Services and B2B bank partnerships expand offerings.

**Business Developments:**

Geojit expanded to over 15.51 lakh customers (+31% growth), operating 508 offices across 20 states/3 UTs, notably in Tier II/III cities. International JVs in the Gulf region boost global reach, with over 86% client trades online.

**Market Position & Competitive Advantage:**

A leading investment services firm, Geojit leverages strong promoter backing. Its PMS portfolios consistently outperform. Strengths include curated Smartfolios, in-house research, and a wide network with high digital adoption, ensuring broad market accessibility.

**Investor Implications:**

Growth in recurring revenue assets, robust client acquisition, and an expanding SIP book indicate positive momentum. Diversification into AIFs and strengthened digital platforms offer avenues for sustained growth, suggesting favorable long-term potential.