Emkay Global Financial Services Limited — PPTs, 18-05-2026: Investor Presentation

Here's a concise summary from the investor presentation:

1. **Business Performance:** Emkay Global reported FY26 consolidated revenue up 10% YoY to ₹396.3 Cr, but PAT declined 73% YoY to ₹15.2 Cr. Asset Management (PMS & AIF AUM) saw strong 30% YoY growth to ₹1,595.3 Cr, while Wealth Management AUM degrew 14% YoY to ₹15,458.3 Cr due to challenging market conditions.

2. **Growth Drivers or Strategy:** The company is focusing on expanding into Tier-2/3 markets for both Asset and Wealth Management, strengthening distributor relationships, and adopting a digital-first approach with tech investments including AI-led initiatives (₹7.7 Cr capex in FY26).

3. **Recent Developments:** Emkay completed five ECM transactions worth ₹4,178.2 Cr in FY26, including three in Q4: Eclerx's ₹300 Cr buyback and IPOs for Innovision (₹319.3 Cr) and Amirchand Jagdish Kumar Exports (₹453 Cr). They also launched Emkay Emerging Stars Series VII AIF.

4. **Key Financial Metrics:** FY26 Revenue ₹396.3 Cr (+10% YoY), PAT ₹15.2 Cr (-73% YoY), EPS ₹5.92 (-74% YoY), and ROE 4.45%.

5. **Management Commentary / Outlook:** Management notes softer capital market activity and geopolitical uncertainty. They anticipate SMID companies to perform better in FY27 as valuations normalize. The pipeline for FY27 is active, with visible revenue above ₹50 Cr, signaling cautious optimism and a continued focus on research-driven insights and disciplined expansion.