Financial Performance Summary

Consolidated Results (Rs. in Lakhs):

Q2 FY27 (Unaudited):

  • Total income from operations (Net): ₹5,781
  • Net Profit before tax: ₹1,719
  • Net Profit after tax: ₹1,313
  • Basic and Diluted EPS: ₹0.96

Q2 FY26 Comparison (Unaudited):

  • Total income from operations: ₹5,572
  • Net Profit before tax: ₹1,937
  • Net Profit after tax: ₹1,448
  • Basic and Diluted EPS: ₹1.06

H1 FY27 (Unaudited):

  • Total income from operations: ₹11,407
  • Net Profit before tax: ₹1,411
  • Net Profit after tax: ₹824
  • Basic and Diluted EPS: ₹0.60

H1 FY26 Comparison (Unaudited):

  • Total income from operations: ₹8,907
  • Net Profit before tax: ₹3,324
  • Net Profit after tax: ₹2,494
  • Basic and Diluted EPS: ₹1.83

Standalone Results (Rs. in Lakhs):

Q2 FY27 (Unaudited):

  • Total income from operations: ₹2,471
  • Net Profit before tax: ₹1,387
  • Net Profit after tax: ₹1,214
  • Basic and Diluted EPS: ₹0.89

Q1 FY27 (Unaudited):

  • Total income from operations: ₹358
  • Net Loss before tax: ₹-705
  • Net Loss after tax: ₹-619
  • Basic and Diluted EPS: ₹-0.45

Key Financial Metrics

  • Q2 FY27 consolidated revenue: ₹55.94 Cr vs ₹55.72 Cr in Q2 FY26 (+0.5% YoY)
  • Q2 FY27 consolidated revenue: ₹55.94 Cr vs ₹27.74 Cr in Q1 FY27 (+102% QoQ)
  • H1 FY27 consolidated revenue: ₹83.67 Cr vs ₹89.07 Cr in H1 FY26 (-6% YoY)
  • Q2 FY27 net profit: ₹17.18 Cr vs ₹19.37 Cr in Q2 FY26 (-11.31% YoY)
  • Q2 FY27 net profit: ₹17.18 Cr vs ₹-3.08 Cr in Q1 FY27 (+658% QoQ)
  • H1 FY27 net profit: ₹14.11 Cr vs ₹33.24 Cr in H1 FY26 (-57% YoY)
  • Profit margin: 29% in Q2 FY27 vs 34% in Q2 FY26

Business Performance Highlights

Investment Banking & ECM:

  • Strong IB & ECM deal closures across products
  • Block deals executed in Q2 FY27
  • Wider Institutional Equities client reach and landmark block trades
  • 129 Corporate Access Interactions including roadshows, 1x1 meetings, expert calls, earnings calls, and site visits

Recycled Materials & Steel Infrastructure Conference:

  • Held on August 25, 2026
  • Featured representatives from seven leading companies in recycling and steel infrastructure industries
  • Companies presented: CMR Green Technologies Ltd, DEE Development Engineers Ltd, EPACK Prefab Technologies Ltd, M&B Engineering Ltd, Time Rubber and Infrastructure Ltd, LOHUM Cleantech Private Ltd, Welspun Corp Ltd

Asset Management Milestone:

  • Strong return profile since inception
  • Growing assets and team expansion
  • Adjusted Total Income from Operations shown with revenue from share trading adjusted as net profit/loss

Private Wealth Business:

  • Upfront investment in scaling Private Wealth platform
  • Senior talent acquisition, technology enablement, and regulatory infrastructure investments
  • These investments impacted short-term profitability but expected to drive sustainable revenue growth

Group Overview

Systematix Group is a diversified financial services firm established in 1985 by Mr. CP Khandelwal, with 40 years of industry experience and 330+ professionals.

Business Verticals:

1. Investment Banking: ₹4,139 Cr+ PE & M&A transactions, ₹42,000 Cr+ IB transactions executed

2. Equity Brokerage: 40,000+ clients, 62+ franchise network, ~330 stocks covered across 20+ sectors

3. Private Wealth: ~₹13,300 Cr Assets Under Management & Custody

4. Asset Management: Comprehensive product offerings (PMS, AIF Category I, Non-Discretionary Advisory) with overall AUM +₹306 Cr

Management Team:

  • Mr. Nikhil Khandelwal: Managing Director with 18+ years experience
  • Mr. Sunil Sarda: Managing Director with 30+ years experience overseeing Brokerage operations
  • Mr. Ratnadeep Acharyya: Managing Director & CEO - IB with 24+ years experience

Asset Management Services

AIF Offerings:

1. Category II AIF India Equity Opportunities Fund: Launched May 2026, close-ended, ₹1,000 Cr size (includes 250Cr Green shoe), minimum ₹1 Cr investment

2. Category III AIF India Select Equity Fund: Proposed launch October 2026, open-ended, minimum ₹1 Cr investment

3. Category II AIF Systematix Real Estate Fund: SEBI approval received

4. Category I AIF India SME Growth Fund: Launched August 2025, close-ended, ₹125 Cr size (includes 25Cr Green shoe), fully subscribed, invested across 7 sectors

PMS Offerings:

1. Portfolio PMS: Multi-cap strategy, ~₹180 Cr AUM, 3-year CAGR 22.4%, 5-year CAGR 21.2%

2. Systematix Emerging Leaders PMS: Launched July 2026, 25%-25%-50% allocation across Large-Mid-Small Cap

3. Million to Billion PMS: Launched July 2026, focus on market capitalization < ₹10,000 Cr

Historical Performance

During the past 5 years, Systematix has:

  • Grown Revenue at a CAGR of 21.60%
  • Grown Profits at a CAGR of 69.00%
  • Grown Networth at a CAGR of 32.30%
  • Grown RoE to 4%

Future Outlook

Robust pipeline of transactions driving future growth across all business verticals.