Investor Presentation

October 28, 2026 The Manager, The Manager, Listing Department, Listing Department, BSE Limited, The National Stock Exchange of India Ltd., Phiroze Jeejeebhoy Tower, Exchange Plaza, 5 Floor, Plot C/1, G Block, Dalal Street, Bandra - Kurla Complex, Mumbai 400 001 Bandra (E), Mumbai 400 051 Tel No.: 22721233 Tel No.: 2659 8235 Fax No.: 22723719/22723121/22722037 Fax No.: 26598237/ 26598238 BSE Scrip Code: 542773 NSE Symbol: IIFLCAPS Dear Sir/Madam, Sub: Investor Presentation on the Unaudited Financial Results for the quarter & half year ended September 30, 2026 Please find enclosed the Investor Presentation on the Unaudited Financial Results of the Company for the quarter and half year ended September 30, 2026. Kindly take the same on record. Thanking you, Yours faithfully, For IIFL Capital Services Limited (Formerly IIFL Securities Limited) Meghal Shah Company Secretary Encl: As above Investor Presentation For the quarter and half year ended September 30, 2026 NSE: IIFLCAPS | BSE: 542773 IIFL Capital Services Limited Formerly Known as IIFL Securities Limited | Strictly Private And Confidential –Do Not Reproduce or Distribute Without Consent 1 Performance Highlights: Q2 FY27 2,642 Bn 608 Bn 7,219 Mn 2,059 Mn 3 % q-o-q 6 % q-o-q 14 % q-o-q 38 % q-o-q Asset Under Management Distribution AUM Operating Revenue Operating PBT & Custody 34.6 Bn 20.1 Bn 3,051 Bn 28 5% q-o-q 12 % q-o-q 3 % q-o-q Net Margin Trading Completed Investment Net Worth Average Daily Turnover Facility (MTF) Book Banking Transactions IIFL Capital Services Limited Formerly Known as IIFL Securities Limited | Strictly Private And Confidential – Do Not Reproduce or Distribute Without Consent 2 Table of contents 01 02 About IIFL Capital Key Business Segments i. Institutional Equities & Investment Banking ii. Non- Institutional Segment Business 03 04 Financials Other Corporate Updates IIFL Capital Services Limited Formerly Known as IIFL Securities Limited | Strictly Private And Confidential – Do Not Reproduce or Distribute Without Consent 3 About IIFL Capital IIFL Capital Services Limited Formerly Known as IIFL Securities Limited | Strictly Private And Confidential – Do Not Reproduce or Distribute Without Consent 4 One platform, an exhaustive suite of offerings Our vision: to give every client — individual, family, institution or issuer - tailored solutions across the full life of their wealth WE SERVE Affluent, HNI and UHNI UHNI clients & family offices investors research-backed Corporates & Institutions Wealth, PMS / AIF and legacy broking and margin trading Execution and capital raising planning funding WE PROVIDE ACCESS TO Products Capital markets Advisory Corporate solutions THIRD-PARTY & IN-HOUSE RESEARCH-LED EXECUTION GOAL-BASED & MULTI-ASSET ISSUER & PROMOTER ACCESS Mutual funds, bonds, PMS, AIFs, Cash & derivatives broking, institutional Asset allocation, portfolio construction, IPOs, QIPs, M&A, financing and insurance, pre-IPO and private equity equities, DMA / algo, blocks, MTF estate and succession planning promoter stake monetisation IIFL Capital Services Limited Formerly Known as IIFL Securities Limited | Strictly Private And Confidential – Do Not Reproduce or Distribute Without Consent 5 A Business That Has Evolved with India 2019 Started Probity ET Now and Research and Institutional equities 2019–2022 Broadcast one ‘The Asset Triple A’ Services Ltd, doing & Institutional recognized, IIFL sustainable equity research research begins Holding company Group as Finance 2024 demerged into 3 1995 2007 “Disruptors in entities Financial Services • IIFL Securities space” • IIFL Finance 2024 • 360 One Wealth Awarded ‘Best 2008 2016 Investment Product 2005 2022 provider’ at Asian 1999 Investment Best Leadership Awards Holding banking Technological Awarded one of Today www.indiainfoline company commenced Innovation Award Most Trusted 2023 get listed Brands of India by Re-branded as IIFL .com launched at Zee Business Capital Zee Business FY22 Market Excellence Awards Client- centric wealth management 2010 2001 leveraging Investment Institutional Internet trading 2014 from Fairfax equities & started Financial Investment banking (Canada) platform Most Promising Brand 2013-14 award at WCRC Global India Excellence Summit in London IIFL Capital Services Limited Formerly Known as IIFL Securities Limited | Strictly Private And Confidential – Do Not Reproduce or Distribute Without Consent 6 A Leading Full-Service Financial Services Platform Large, Financially Strong Player Agile Technology Platform • Assets Under Management and Custody of INR 2,642 Bn • Intuitive, scalable platform enabling seamless client • Net worth of INR 34.6 Bn experience • Strong capital base supporting diversified financial • Advanced digital infrastructure supporting execution, services businesses advisory, and client servicing • Designed for efficiency, speed, and reliability across client segments Wide Distribution Network Trusted Brand Equity • 2,600+ partners and 90+ branches across India • IIFL is a well-established and trusted name in Indian • Institutional sales presence across Mumbai, Singapore, capital markets London, and New York • Long-standing client relationships built on credibility and • Integrated domestic and global client coverage execution track record Market-Leading Research Capability Strong Governance Framework • Team of 48 research professionals • Board with 50% independent directors • Coverage of 328+ stocks across 20+ sectors • Clear separation of roles between Chairman and • Represents over 69% of India’s market capitalisation Managing Director • Deep sectoral and thematic research supporting • High standards of disclosure and regulatory compliance institutional and wealth clients IIFL Capital Services Limited Formerly Known as IIFL Securities Limited | Strictly Private And Confidential – Do Not Reproduce or Distribute Without Consent 7 Integrated Capital Markets Platform: Affluent / HNI/UHNI Broking, Wealth Management, Investment Banking & Institutional Equities Affluent / HNI / UHNI Broking Wealth Management & Distribution Investment Banking Institutional Equities High-touch, research-led broking franchise Core growth franchise, emerging wealth Demonstrated strong leadership in the Research and execution platform for focused on Affluent / HNI / UHNI clients, manager with an open-architecture Investment Banking business with the institutional investors, strengthening the creating the primary engagement layer for distribution platform, driving sticky AUM, highest number of mainboard IPO- group’s market intelligence and cross-sell into advisory, products and long- higher share of wallet and recurring fee Secured #1 position in the FY2026 IPO supporting differentiated ideas for term wealth solutions income league tables HNI/UHNI clients • Integrated cash + derivatives execution • Open-architecture solutions curated • Sustained robust business momentum, • Serving 1,150+ domestic and global with research, ideas and market across mutual funds, fixed income, with each of the past three consecutive institutional clients intelligence. PMS, AIFs and alternates, aligned to years delivering record-breaking • Execution capabilities across client goals and risk profile. investment banking performance. • Relationship-led engagement DMA/Algo/High touch and block supported by digital platforms for • Research-backed advisory delivered • Successfully diversified beyond ECM trading. speed, control and reporting. through a relationship manager and by executing multiple debt and • Strong derivatives and structured investment specialist model advisory/private placement • Cross-sell engine into Wealth - asset trading franchise (F&O desk) transactions, strengthening the overall allocation advisory, PMS/AIFs, fixed • Closed-loop cross-sell: convert practice. • Differentiated Alternatives desk : income, structured solutions and active trading relationships into long- offering ideas across special alternates. term wea [Showing first 8,000 characters — download PDF for full document]