Intimation of Analyst/Investor Meet

Event Type: Q1 FY '27 Earnings Conference Call held for analysts and institutional investors.

Event Date and Time: The conference call was held on Thursday, July 23, 2026, at 4:00 P.M. IST.

Purpose: Discussion of quarterly results (Q1 FY27) and a strategic update on the company's transformation into a recurring revenue-led wealth platform.

Management Participants:

  • Mr. C.J. George – Chairman and Managing Director
  • Mr. Satish Menon – Executive Director
  • Mr. Jayakrishnan Sasidharan – Chief Information Officer
  • Mr. Jones George – Executive Director
  • Ms. Mini Nair – Chief Financial Officer
  • Mr. Rahul Roy Chowdhury – Chief Executive Officer, Private Wealth
  • Mr. Liju Johnson – Company Secretary

Availability of Materials: A transcript of the call was filed with the exchanges. An audio recording of the call was made available on the company's website at https://www.geojit.com/investor-relations under 'Investor Presentation - Analyst Call'.

UPSI Statement: The document includes standard forward-looking statement disclaimers, noting that some discussed statements were forward-looking and must be viewed with associated risks. The company stated it does not undertake to update these statements publicly.

Financial Period Discussed: Q1 FY27 (Quarter ending June 2026).

Financial Highlights from Call:

  • Revenue from operations stood at INR 160.40 crores (11% YoY growth).
  • Profit Before Tax (PBT) stood at INR 25.99 crores (4% sequential growth).
  • Profit After Tax (PAT) stood at INR 19.83 crores (14% sequential growth).
  • Employee cost increased by ~INR 18 crores YoY due to sales force expansion, DIFC recruitment, and technology team additions.
  • Total customer assets reached INR 1.11 lakh crores.
  • Equity Mutual Fund AUM reached INR 18,501 crores.
  • Asset Management Business (AIF) AUM reached INR 1,778 crores.
  • Gross premium from insurance distribution was INR 103 crores.
  • Lending portfolio (margin funding & loan against shares) stood at INR 755 crores.
  • The company held a cash balance of ~INR 1,100 crores.
  • Net client addition for the quarter was 30,176.

Strategic Themes & Forward-Looking Statements:

Management emphasized a three-pillar transformation strategy:

1. Expanding recurring revenue through wealth management, PMS, and insurance.

2. Strengthening the NRI business in GCC countries and initiatives in GIFT City and DIFC.

3. Technological transformation to enhance customer experience.

Investments in people and technology, initiated in FY26, are expected to continue for two more years, with operating leverage benefits anticipated in the medium term. A formal leadership succession plan was confirmed, with Jones George set to become Managing Director from October 1, 2026.

Additional Notes Section

Attachments: The regulatory filing intimates that the transcript of the Analyst/Institutional Investor conference call was enclosed.

Financial Data Disclosure: This announcement itself did not contain the financial figures; they were disclosed during the call, the transcript of which was filed.

Compliance: The filing was made pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015.