New indiBusiness Idea 30Mar2016 (2).pptx

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1. New Business Idea 20-Oct-16

2. Success Factors Insight 1 st mover Corporate Investor Intermediary products Access to Investor Research of Companies Corporate wants l ike minded investors Ideas matching mandate / Philosophy (passive push) Trades Block Value Enhancement Investor Actionable M&A Restructuring Fund raising Broking Banking Connecting Financial Services to Investor Relations Generally, Investors access many intermediaries today driven by 1) Regulation, 2) Conflict of interest, and 3) Domain expertise. What if they get best of everything at the same place ?

3. 1) Questions , 2 ) Structural issues, 3) compliances, and 4) Chinese walls (resolution of conflict of interest ) would be taken care of. Time to market would drastically dip. Key success factors – Intellectual Talent, Process Orientation Corporate Investor Relations Multiple intermediary Investor Investor Intermediary IR Department / IR Corporate Broking – Value proposition for Corporates & Investors

4. Market Cap ( ` . Mn ) Count EV/EBITDA (1 < x < 10) & RoCE > 10 % of companies P/B ( 0.1 < x < 5) & RoE > 10 % of companies 2000-5000 373 122 32.7 109 29.2 5000-10000 208 82 39.4 66 31.7 10000-20000 174 58 33.5 40 23.1 Total 754 262 34.7 215 28.5 Investor Relations = Flow + Fundamental Analyzed a total of 754 companies between the Mcap of ` 2-20bn. ~30% of the companies fall in the fair valuation zone as per our filters Leaves us with ~525 companies which are either Undervalued or Overvalued This is where our expertise could be used By Overvalued companies to maintain valuation By Undervalued companies to create value Eventually, helps client to create visibility and providing us with complete ownership of the client, thereby eventually helping us to push both broking and banking Products. We could provide end-to-end solutions namely, Annual Reports preparation, Quarterly Presentations, Event Preparations, Roadshows, Conferences, better Investor Connect etc.

5. Conclusion Our Target – 10% of the market share within the first 3 years of the ~525 companies in the fray (Cumulatively, Year 1 – 20 companies, Year 2 – 40 companies, Year 3 – 50 companies). For the remaining companies (~229 companies), further analysis needs to be carried out – Sectoral comparison & peer valuation. Charges - ` . 300,000/month for Undervalued companies who wish to create value ` . 200,000/month for Overvalued companies who wish to maintain value ` . 100,000/month for fairly valued companies who wish to maintain/create value Assuming equal mix & equally spread-out Year 1 Year 2 Year 3 Companies (Nos.) 20 40 50 Revenue ( ` .mn) 26 74 109 Revenue/Company per year ( ` . Mn ) 1.3 1.85 2.18

6. Thank you