Edelweiss

EDELWEISS FINANCIAL SERVICES

Company https://www.edelweissfin.com/
website
About The Edelweiss Group is one of India's leading diversified financial services companies providing a broad range of
financial products and services to a substantial and diversified client base that includes corporations, institutions
and individuals. Edelweiss's products and services span multiple asset classes and consumer segments across
domestic and global geographies. Its businesses are broadly divided into Credit Business (Retail Credit comprises
of Retail Mortgage, SME and Business Loans, Loan against Securities, Agri and Rural Finance, Corporate Credit
comprises of Structured Collateralised Credit to Corporates and Wholesale Mortgages), Franchise & Advisory
Business (Wealth Management, Asset Management including Distressed Assets and Capital Markets) and
Insurance (life and general insurance). The Balance Sheet Management Unit operations manage the liquidity and
Balance Sheet. Edelweiss has an asset base of ~INR 55,100 cr with revenue of INR 8,623 cr and PAT of INR 890
cr for FY18. Its consistent performance is evidenced by a consolidated PAT CAGR of 38% over last 28 quarters.
The Group’s research driven approach and proven history of innovation has enabled it to foster strong relationships
across all client segments.

The group has sizeable presence in large retail segment through its businesses such as Life Insurance, Housing
Finance, Mutual Fund and Retail Financial Markets. It serves a 12-lac strong client base through over 10,000
employees based out of over 450 offices. Together with strong network of Sub-Brokers and Authorized Persons,
Edelweiss group has presence across all major cities in India. Edelweiss Financial Services trades under the
symbols NSE: EDELWEISS, BSE: 532922, Reuters: EDEL.NS and EDEL.BO and Bloomberg: EDEL IS and
EDEL IB. Edelweiss stock is covered by sell side research analysts of Morgan Stanley, ICICI Securities, SBI Cap
Securities, Maybank Kim Eng Securities, Credit Suisse Securities, Haitong International, Citi Research, Emkay
Global Financial Services, Ventura Securities, Monarch Networth Stockbroking, First Call and Aditya Birla
Money.
HQ Mumbai
Founder Rashesh Shah
Leadership Rashesh Shah – Chairman (Edelweiss Group)
Venkatchalam Ramaswamy – Vice Chairman (Edelweiss Group)
Rujan Panjwani – Head, Insurance Business
Deepak Mittal – CEO, Credit
Nitin Jain – MD, CEO, Wealth Management
Businesses Their key lines of business include:
- Credit (Retail, Corporate)
- Investment & Advisory (Wealth Management, Asset Management)
- Insurance (Life, General)
Products/ - Credit (Retail, Corporate)
Services
o Retail Credit
 Housing Finance
 SME & business loans
 Loans against shares
 Agri and Rural Finance
o Corporate Credit

Edelweiss Financial Services

 - Investment & Advisory (Wealth Management, Asset Management)
o Wealth Management
 Personal Wealth
 Private Wealth
o Capital Markets
 Investment Banking
 Institutional Equities
 FX and Rates
 Asset Services
 Financial Product Distribution
o Asset Management
 Mutual Funds
 Alternate Asset Advisors
 Multi Strategy Funds
 Distressed Asset Resolution
- Insurance (Life, General)
o Life Insurance
o General Insurance
o Health Insurance
o Motor Insurance
Financials Sep'20 Jun'20 Mar'20 Dec'19 Sep'19
Net Sales Turnover 40.59 68.09 40.78 3.12 35.38
Other Income 4.19 0 8.77 3.01 6.23
TOTAL INCOME 44.78 68.09 49.55 6.13 41.61
TOTAL EXPENSES 18.77 191.46 55.92 21.84 31.04
Operating Profit 21.82 -123.37 -15.14 -18.72 4.34
EBITDA 26.01 -123.37 -6.37 -15.71 10.57
Depreciation 0.42 0.38 0.74 0.74 0.88
EBIT 25.59 -123.75 -7.11 -16.45 9.69
Interest 12.89 3.65 6 8.43 8.02
EBT 12.7 -127.4 -13.11 -24.88 1.67
Taxes 4.56 1.78 -11.4 -11.8 0.42
Profit and Loss for the
Year 8.14 -129.18 -1.71 -13.08 1.25
Extraordinary Items 0 0 0 0 0
Prior Year Adjustment 0 0 0 0 0
Other Adjustment 0 0 0 0 0
Reported PAT 8.14 -129.18 -1.71 -13.08 1.25
*All numbers in INR Crores
Leadership We are a Thinking Organization
Principles/ We are Fair to our clients, our employees and all stake-holders
Corporate
We operate as a Partnership, internally and externally
values
We focus on the Long-Term
We focus on Growth for our clients, employees and shareholders
Our Reputation and Image is more important than any financial reward
We Obey and Comply with the rules of the land
We take care of our People

Edelweiss Financial Services

 We Respect Risk
Our Financial Capital is a critical resource for growth
Our Customer Experience defines us
We Listen and Fulfil the customer’s needs
We satisfy the needs of all stakeholders
Recent News Edelweiss Financial Services Q2 results: Reports net loss of Rs 56 cr
Edelweiss Financial Services raises Rs 1,000 crore by issuing bonds to investment fund

Edelweiss Financial Services