BSECompany Update1h ago · 25 Sept 2026, 05:31 pm

Intimation regarding transaction closure - Nido Home Finance Limited

Edelweiss Financial Services Ltd · 532922

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Edelweiss Financial Services Ltd has announced the closure of the transaction with Carlyle as the majority investor in Nido Home Finance Limited, a wholly-owned subsidiary of Edelweiss. Carlyle has invested over INR 2,000 crore in Nido through a combination of primary capital infusion and secondary purchase, with Edelweiss retaining a 26% stake in Nido.

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Earnings Impact6/10
Growth Catalyst8/10
Governance Concern2/10
Regulatory Risk1/10
Balance Sheet Risk4/10
Liquidity Impact8/10
Market Sentiment9/10

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Edelweiss Financial Services Ltd - 532922 - Intimation Regarding Transaction Closure - Nido Home Finance Limited

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EW/Sec/2026-27/278 September 25, 2026 BSE Limited National Stock Exchange of India Limited P J Towers, Exchange Plaza, Dalal Street, Bandra Kurla Complex, Fort, Bandra (E), Mumbai – 400 001 Mumbai – 400 051 Scrip Code: 532922 Symbol: EDELWEISS Dear Sir/Madam, Sub: Intimation regarding transaction closure – Nido Home Finance Limited Please find attached an update on the Transaction Closure – ‘Carlyle as Majority Investor in Nido Home Finance’. Kindly take the same on record. Thanking you, Yours faithfully, For Edelweiss Financial Services Limited Tarun Khurana Company Secretary Encl.: as above Edelweiss Financial Services Limited Corporate Identity Number: L99999MH1995PLC094641 Registered Office: Edelweiss House, off. C.S.T. Road, Kalina, Mumbai - 400 098 Tel No.: +91 022 4079 5199 Email: cs@edelweissfin.com Website: www.edelweissfin.com Edelweiss Financial Services Limited Transaction Closure Update Carlyle as Majority Investor in Nido Home Finance Through Its Affiliated Investment Entity, CA Sardo September 2026 Update on the transaction In February this year, we announced that CA Sardo, an investment entity affiliated with global investment firm Carlyle will acquire a strategic majority stake in Nido Home Finance Limited (Nido), a wholly-owned subsidiary of Edelweiss We are pleased to share that the transaction has been consummated today, post the receipt of the requisite regulatory and statutory approvals THE JOURNEY Announced Regulatory & statutory approvals Transaction consummated 10 Feb 2026 25 Sep 2026 Details of the strategic transaction Carlyle’s (via CA Sardo) investment of over INR 2,000 crore (~USD 210 million) in Nido is through a combination of primary capital infusion and secondary purchase Primary capital infusion of Secondary purchase of 45% stake ~INR 1,450 crore in Nido, of which, from Edelweiss for ~INR 600 crore ~INR 725 crore received and balance complete to be received within 18 months 2 Post completion of the primary infusion within 18 months, Edelweiss will hold ~26% of Nido Edelweiss to receive a share of the upside subject to Carlyle (via CA Sardo) realizing returns on its investment in Nido above a specified threshold Carlyle brings growth capital and strategic expertise • Strong India presence A Reputed Global • Proven track record in financial services with past Investor investments in YES Bank, SBI Card, SBI Life • Demonstrated ability to create long-term value A Partner for Long- • Strategic and operational expertise supporting Nido’s next Term Value phase of growth Strong Leadership • Onboarded a high-quality board with diverse experience Nido well-poised to leverage the India opportunity THE INDIA OPPORTUNITY NIDO: BUILT TO SCALE CAGR in home loans over FY21- 13.6% FY26; disbursements doubled to Scaled affordable-housing platform INR 11.7 lakh crore AUM of ∼INR 4,900 Cr, with ∼INR 2,000 Cr deployed in affordable housing of active housing-credit Strong branch network 82% accounts are loans of up to INR 68 branches across 11 states and 3 UTs; 35 lakh in H1FY26 68% of loan accounts in non-metro markets Deep last mile reach of HFC portfolios are sub-25 44% lakh loans, serving informal and Serves over 800 talukas (sub-districts) in India semi-formal borrowers Source: NHB, CRISIL The transaction is a win-win-win for all stakeholders (via CA Sardo) • Access to fresh growth • Enters a high-growth • Creates value for its capital to strengthen housing finance sector with housing finance business momentum an established platform • Capital from stake-sale to • Carlyle’s operating expertise • Brings its financial services reduce debt and strengthen and access to better serve expertise to a business with the balance sheet the growing affordable strong structural demand housing segment The Synergy (via CA Sardo) Reach & focused operating Capital & sectoral expertise Parentage & governance platform continuity A scaled affordable-housing Growth capital with global Access to Edelweiss franchise with deep last-mile financial-services operating relationships and continuity distribution insight through Board nominees THE OUTCOME Positioning the business for its next phase of growth — serving more customers, strengthening its market position and creating enduring value for all stakeholders Thank You Safe Harbour DISCLAIMER : This presentation and the discussion may contain certain words or phrases that are forward - looking statements, which are tentative, based on current expectations of the management of Edelweiss Financial Services Ltd. or any of its subsidiaries and associate companies (“Edelweiss”). Actual results may vary from the forward-looking statements contained in this presentations due to various risks and uncertainties. These risks and uncertainties include the effect of economic and political conditions in India and outside India, volatility in interest rates and in the securities market, new regulations and Government policies that may impact the businesses of Edelweiss as well as the ability to implement its strategy. The information contained herein is as of the date referenced and Edelweiss does not undertake any obligation to update these statements. Edelweiss has obtained all market data and other information from sources believed to be reliable or are its internal estimates unless otherwise stated, although its accuracy or completeness can not be guaranteed. Some part of the presentation relating to business wise financial performance is reclassified/regrouped based on Management estimates and may not directly correspond to published data. The numbers have also been rounded off in the interest of easier understanding and readability. Numbers have been re-casted wherever required. All information in this presentation has been prepared solely by the company and has not been independently verified by anyone else. The transaction is subject to the terms and conditions of the definitive agreements executed between inter alia Edelweiss and CA Sardo. Edelweiss to receive a share of the upside subject to CA Sardo realizing returns on its investment in Nido above a specified threshold and subject to the terms of such upside payment. This presentation is for information purposes only and does not constitute an offer or recommendation to buy or sell any securities of Edelweiss. This presentationalso does not constitute an offer or recommendation to buy or sell any financial products offered by Edelweiss. Any action taken by you on the basis of the information contained herein is your responsibility alone and Edelweiss or its directors or employees will not be liable in any manner for the consequences of such action taken by you. Edelweiss and/or its directors and/or its employees may have interests or positions, financial or otherwise, in the securities mentioned in this presentation.