Analysts/Institutional Investor Meet/Con. Call Updates

EARNINGS PRESENTATION Q1-FY27 Share India at a Glance Trust of Branches & Franchises States & UTs Employees In house Tech Expert MTF AUM 31+ Years Across India Covered 3,762 200+ INR 4,655 Mn 225 19 No of Clients in No of Institutional ADTO NBFC AUM Insurance Broking Clients INR 90Bn INR2,682Mn Premium till now 48,061 212 INR96 Mn 23 Reports Released UtradeAlgo Platform UtradeAlgo Platform Approved Strategies 6 Year Revenue CAGR* 6 Year PAT CAGR* 268 Plan Subscription till Paid Plan Subscription with 100% Accuracy 37% 41% date till date 20 72,507 6,543 All Figures as of Q1-FY27 * Figures as of FY26 2 Company COMPANY OVERVIEW Overview Company Overview Consolidated Revenue (INR Mn) & EBITDA Margin (%) ShareIndiaSecuritiesLtd wasfoundedin1994 and isheadquartered in Noida,Uttar Pradesh,India. 14,828 14,486 14,703 A 31-year young, technology-driven financial services leader, recognised for strong capabilitiesinAlgorithmicTradingandadvancedFintechsolutions. 44.77% 44.30% 4,481 35.68% 38.79% Successfully evolved from a traditional financial services firm into a Fintech-focused organisation,deliveringlatency-optimised,high-performancetradingsolutions. FY24 FY25 FY26 Q1-FY27 Drivenbyastrongcustomer-firstphilosophy,continuouslyadaptingofferingstomeet Revenue (INR Mn) EBITDA Margin % theevolvingneedsofnew-ageretail,HNI,andinstitutionalinvestors. Q1-FY27 Revenue Split (%) Offersacomprehensivesuiteoffinancialservicesinequity,derivatives,commodities, 1.11%0.37% wealthmanagement,portfoliomanagementservices,advisory&alternateinvestment 3.23% 0.82% solutions. Operatesapan-Indiadistributionnetworkwith225branchesandfranchisesacross19 statesandUTs,servingadiversifiedinvestorbase. Proprietaryplatforms uTradeAlgos and AlgowireTradingTechnologies deliverAI and 94.47% MLdrivenalgorithmicstrategies,empoweringHNIandretailinvestorswithenhanced decisionmaking,executionefficiencyanddisciplinedwealthcreation. Broking & Trading NBFC Merchant Banking Insurance Technology Services Management Team Mr. Parveen Gupta Mr. Kamlesh Vadilal Shah Mr. Sachin Gupta Mr. Vijay Vora Mr. Rajesh Gupta Mr. Suresh Arora Chairman and Managing Director Managing Director CEO & Whole Time Director Whole Time Director Director Whole Time Director Mr. Abhinav Gupta Mr. Kunal Nandwani Mr. Ajay Patel Mr. Bhavya Arnav Mr. Vijay Rana Mr. Vikas Aggarwal President Director CEO Director CFO Company Secretary & Capital Markets Utrade Share India Insurance Algowire Compliance Officer Mr. Keshav Goyal Mr. Piyush Kedia Mr. Gajendra Nagpal Mr. Kalpesh Pareek Director Director President Marketing Head Equity Share India Cred Capital Silverleaf Securities Research Pan India Presence Himachal Pradesh Punjab Uttarakhand Haryana Comprehensive Service Portfolio Delhi Uttar Pradesh Across All Branches & Franchises: Rajasthan Assam Retail Broking Margin Trading Facility Bihar Merchant Banking Gujarat West Bengal Lending Solutions Kolkata Mutual Fund Distribution Madhya Pradesh Insurance Distribution Indore Chhattisgarh Portfolio Management Services Mumbai Maharashtra Telangana Karnataka Chennai Tamil Nadu States/UTs Presence Few Urban Hubs 225Branches & Franchises Growing Financial Services Conglomerate Standalone Business Broking in Equity, F&O and Commodities segment Prop Trading Mutual Funds distribution Research Depository Participant Institutional Business Business in Subsidiaries Equity Trading Asset Management Digital Investment Insurance Broking NBFC Investment banking Algo Trading platform Distribution Platform Entities Share India Algoplus Pvt. Ltd. Algowire Trading Share India Global Pte Share India Share India Cred Share India Share India Share India Technologies Pvt. Ltd. Ltd. Wealth Multiplier Capital Private Insurance Brokers Fincap Pvt. Ltd. Capital Services uTrade Solutions Pvt. Ltd. Share India Securities Solutions Pvt Ltd. Limited Pvt. Ltd. Pvt. Ltd. Silverleaf Securities Research (IFSC) Pvt. Ltd. Pvt Ltd. Total Securities (IFSC) Pvt. Ltd. Broking, Trading & Merchant Banking ShareIndiaoperatesatechnology-led,multi-assettradingplatformthatenablesretailinvestors, HNIs, and corporates to seamlessly participate across equities, derivatives and commodities market. Offers a transparent pricing and competitive brokerage structure that drives higher platform adoptionandtradingactivity. Broking and Trading Revenue (INR Mn) Delivers an integrated broking ecosystem encompassing advisory, collateral backed margin fundingandIPOparticipation. Offers a streamlined, fully digital onboarding experience with paperless KYC and accelerated 13,750 13,667 13,878 activation. Deploys proprietary low-latency trading capabilities to capitalize on arbitrage opportunities, optimizingsurpluscashreturnswhileadheringtostringentriskcontrols. 4,266 Provides integrated merchant banking solutions with expertise in IPO advisory, valuation, mergers&acquisitions,andstrategicadvisory,throughitswhollyownedsubsidiary. FY24 FY25 FY26 Q1-FY27 13 7 IPO Listings Sectors Serviced Geographies Serviced Till now Merchant Banking All numbers as of Q1-FY27 8 NBFC Through its wholly owned subsidiary, Share India Fincap Private Limited, an RBI-registered AUM (INR Mn) NBFC, the Company offers personal, business and SME loans diversifying revenues beyond stockmarket linkedincome. Supportedbyaphysicalnetworkof68NBFCbranches,facilitatingon-groundsourcing,credit 2,653 2,682 2,590 2,600 assessment,andcustomerservicing. Focusedonexpandingsecuredlendingandenhancingassetqualitytodrivesustainablegrowth andbetterrisk-adjustedreturns. FY24 FY25 FY26 Q1-FY27 37,538 68 INR 2,682 Mn NII (INR Mn) NBFC Client Base NBFC Branches Loan Book 550 446 455 4.05% 2.26% 4.44% GNPA NNPA NIM 150 116 -50 FY24 FY25 FY26 Q1-FY27 All numbers as of Q1-FY27 Mutual Fund Distribution and Insurance Broking Mutual Funds Insurance INR 2,307 Mn 45 19,632 1,739 INR 96 Mn 1,12,800 AUA Distributorship Mutual Fund No. Policies Sold Premium collected Total Lives Covered Customers ShareIndiaisregisteredwithAMFIandoffersclientsadiverserange ShareIndiaenteredtheinsurancebrokingbusinessinFY2019through of mutual fund schemes across multiple asset classes to meet their its subsidiary, Share India Insurance Brokers Private Limited investmentobjectives. expandingitsfinancialservicesofferingbeyondcapitalmarkets The Company leverages strong relationships with retail, HNI, and Leveragesitsbranchandfranchisenetworktoprovideclientswitha corporate clients, supported by a pan-India network and digital widerangeofinsurancesolutions platforms, to enable scalable and cost-efficient distribution of investmentproducts. Delivers a comprehensive range of insurance products across 15 categories,coveringlife,health,andgeneralinsurance. TheCompanypartnerswith43leadinginsuranceproviders,including LIC, ICICI Prudential Life, New India Assurance, HDFC Life, and SBI GeneralInsurance,todelivercustomisedriskmitigationsolutions. All numbers as of Q1-FY27 An Integrated Algorithmic Trading Ecosystem uTradeSolutionsPvtLtd Operates uTrade Algos, a no-code, institutional-grade algorithmic trading platform aligned with the Ghar vision. Enables retail and HNI investors to deploy pre-built or custom strategies with AI-powered analytics, backtesting,andrisktools. SeamlesslyintegratedwithbrokerageaccountsincludingShareIndiafordirectexecutionandreal-time monitoring. AlgowireTradingTechnologiesPvtLtd Provides latency-optimized, institutional-grade trading infrastructure for high-speed execution in volatilemarkets. Powersthe proprietarytradingdeskandclient-facingalgoplatformsusingadvancedexecution models. Serves global institutions with expertise in spans data mining, machine learning and quantitative analysis. SilverleafSecuritiesResearchPvtLtd Actsasthe quantitativeresearchandstrategydevelopmentarmforsystematictrading. Buildsrules-based,data-drivenstrategiesdesignedforautomation,scalability,andrepeatabilityrather thandiscretionarycalls. It owns the end-to-end lifecycle from research and model development to live deployment and risk [Showing first 8,000 characters — download PDF for full document]