Investor Presentation (in INR)

Edelweiss Financial Services reported FY25 consolidated PBT of INR 802 Cr, up 83% YoY, driven by strong growth in EAAA, Mutual Fund, and ARC businesses. Consolidated net debt fell sharply by INR 4,170 Cr to INR 11,170 Cr (down 27%), and the wholesale loan book was cut by 40% YoY to INR 2,500 Cr as part of a strategic pivot to asset-light SME lending. The company executed a one-time strategic markdown of INR 1,140 Cr on ECLF's security receipts book, with no change in underlying cash flows and expected recoupment over 3–4 years. EAAA ARR AUM reached INR 45,310 Cr with PAT up 31% YoY, while MF equity AUM grew 43% to INR 62,500 Cr. The EAAA IPO DRHP, filed in Dec 2024, received SEBI observations on revenue reclassification (no P&L impact), with re-submission expected by end of June 2025.