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Motilal Motilal

Motilal - PowerPoint Presentation

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Motilal - PPT Presentation

Oswal Making of a financial services behemoth For educational purpose only Returns of the Marquee Investors 214 11 million since 1964 11000 X 21 202000 since 1985 ID: 624790

brokerage investment funds finance investment brokerage finance funds mutual private banking pms equity management asset aspire businesses cagr mofsl

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Slide1

Motilal Oswal – Making of a financial services behemoth !!!

For educational purpose onlySlide2

Returns of the Marquee Investors

21.4%

$11 million

(since 1964)

11000 X

~21%

202,000

(since 1985)

202 X

Returns

CAGR

%

$1000 investment

Absolute ReturnsSlide3

Can they be the Buffet and Watsa's of India?Value Investors

PE Style approach

Cash generating Assets

Sponsor Commitments

Fantastic personal track record

High growth businessesSlide4

What does the numbers say?Slide5

TTM

D

53.94%

84.53%

12.38%

What would you say after looking at these numbers?

10 Years

5 years

3 Years

B

C

D

Sales

CAGR

Metrics

A

ROE

12.69%

Net Profit

CAGR

12.82%

31.64%

9.36%

4.62%

20.34%

13.4%

9.6%

10.25%Slide6

Evolution of Motilal from a brokerage firm to a financial firmSlide7

Brokerage and Investment banking

7

2% market share in brokerage business

Investment banking looks promising with opportunities in ECM (IPO,

QIP

,

etc

) and M&A

a

b

c

Brokerage and Investment Banking

1

3

Aspire Home

FInance

MOFSL

Asset Management – Private Equity, Mutual funds, PMS

2Slide8

Asset Management

8

Strong investment focus in building scale

a

b

c

Brokerage and Investment Banking

1

3

Aspire Home

FInance

MOFSL

Asset Management – Private Equity, Mutual funds, PMS

2

Segment is at inflection point

Mutual funds getting good traction

Private Wealth

Mutual funds, PMS

Private EquitySlide9

Aspire Home Finance

Building affordable housing finance business from scratch

a

b

c

Brokerage and Investment Banking

1

3

Aspire Home

Finance

MOFSL

Asset Management – Private Equity, Mutual funds, PMS

2

Loan value < 10 lacs per customer, also participating in

govt

subsidy programs

Housing finance is 12 lac crore with 36% share of

HFCsSlide10

ValuationSlide11

Future Valuation - SOTP basedSlide12

To Summarize……

Great value investors at the helm

1

Firing all cylinders – all businesses are showing good traction

2

Investment phase towards completion and businesses are at inflection point

3

Demonetization will provide further boost to its businesses

4

Value unlocking opportunities in future through stake sale/demergers etc.

5Slide13

DisclaimerThis presentation is for educational purpose only. Please use your own discretion before making any investment decision. It is always advisable to consult advisors for the investment decisions. The author disclaims any liability, loss, or risk taken by individuals who directly or indirectly act on the information contained herein. All readers must accept full responsibility for their use of this material.Slide14

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