#tweetstorm #stockidea
Idea No. 5 - #IIFLSECURITIES - Solid #FINTECH play on rising household financial savings
Mkt Cap-1500 cr
CMP-45
Business Overview- IIFL Securities offerings
1.Broking : Retail/ Institutional
2.Investment Banking
3.Distribution : Financial Products
Idea No. 5 - #IIFLSECURITIES - Solid #FINTECH play on rising household financial savings
Mkt Cap-1500 cr
CMP-45
Business Overview- IIFL Securities offerings
1.Broking : Retail/ Institutional
2.Investment Banking
3.Distribution : Financial Products
#Broking - Strong Presence in Institutional & Retail space
> 2500 locations covering 500 cities
> 8.5 lac retail customers
> Strong online presence with industry leading mobile apps & web trading platform
> Investing on platform targeting High Value Traders to gain market share
> 2500 locations covering 500 cities
> 8.5 lac retail customers
> Strong online presence with industry leading mobile apps & web trading platform
> Investing on platform targeting High Value Traders to gain market share
Huge potential in APP based self-serviced trading
1.RM/Branch Serviced- Customer 4,25,000
2.Self-Serviced APP based- Customers 4,00,000
Institutional Broking- Among the top franchises on the street. - 600+ institutional (domestic and foreign) clients.
1.RM/Branch Serviced- Customer 4,25,000
2.Self-Serviced APP based- Customers 4,00,000
Institutional Broking- Among the top franchises on the street. - 600+ institutional (domestic and foreign) clients.
MF Distribution Platform’s explosive growth potential
> IIFL’s Mutual Fund AUM stands at 3,500 cr
> Customers’ SIP transactions p.m. are at 89k
> IIFL’s SIP AUM stands at 700 cr
> Total AUM (AIF, MF, Loans & Insurance) stands at 9,000 cr, MF distribution is 40% of total AUM
> IIFL’s Mutual Fund AUM stands at 3,500 cr
> Customers’ SIP transactions p.m. are at 89k
> IIFL’s SIP AUM stands at 700 cr
> Total AUM (AIF, MF, Loans & Insurance) stands at 9,000 cr, MF distribution is 40% of total AUM
The company has a superior #MF APP dedicated only for SIPs and MF transactions that require zero human touch.
Due to a superior tech platform, the #SIP #AUM business offers huge potential in terms of higher than average incremental #ROCE of the co. and higher operating leverage
Due to a superior tech platform, the #SIP #AUM business offers huge potential in terms of higher than average incremental #ROCE of the co. and higher operating leverage
#InvestmentBanking
> Rapidly growing franchise ranked no 1 in the league tables in FY18 and FY19 in equity raising for private sector corporates.
> Strong pipeline and product diversity with presence in ECM
> PE and DCM - Advising a large number of corporates on PE & advisory
> Rapidly growing franchise ranked no 1 in the league tables in FY18 and FY19 in equity raising for private sector corporates.
> Strong pipeline and product diversity with presence in ECM
> PE and DCM - Advising a large number of corporates on PE & advisory
High Quality Portfolio of #RealEstate Asset
> Self-occupied bldg area of 412,000 sq. ft. Commercial office space of over 2.22L sq. ft. spread across 6 business locations MMR, Gurgaon, Chennai, Hyderabad, Pune and Ahmedabad.
> Self-occupied bldg area of 412,000 sq. ft. Commercial office space of over 2.22L sq. ft. spread across 6 business locations MMR, Gurgaon, Chennai, Hyderabad, Pune and Ahmedabad.
> Total area of over 6.34L sq. ft. with annual rental of Rs.53 cr. Fair market value of over Rs750 cr. Fixed rental income of 53 cr gives additional comfort on the bottom-line.
#Financials
At current market cap of 1504 crs and estimated PAT of 160-180 crs, IIFL Sec is currently available at P/E multiple of 10X FY20 earnings. Given the advanced technological platform of its Broking and MF App, IIFL Sec is well placed to capture market share in the space
At current market cap of 1504 crs and estimated PAT of 160-180 crs, IIFL Sec is currently available at P/E multiple of 10X FY20 earnings. Given the advanced technological platform of its Broking and MF App, IIFL Sec is well placed to capture market share in the space
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