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
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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