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November 2006 Agenda Indian Financial Market Overview Company Overview Business Strategy Highlights (Rs. in cr) (Rs. in cr) Indian Capital & Financial Market Summary SENSEX – Hitting the all time high

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agenda
Agenda

Indian Financial Market Overview

Company Overview

Business Strategy

Highlights

slide3

(Rs. in cr)

(Rs. in cr)

Indian Capital & Financial

Market Summary

SENSEX – Hitting the all time high

Just to sum it up, India has had a dream year as far as capital markets are concerned, and of course we believe, the best is yet to come !!!

  • Rising Markets Driven by :
    • Continued Surge in FII flows
    • Increased primary mobilisation by Mutual Funds
  • Increased retail participation
  • Primary market issuances continue to attract heavy flows

Robust CM Market Growth

Surge in F&O Market Volumes

slide4

Indian Capital & Financial

Market Summary

FII Investments

FII Investments ($ bn)

Mutual Fund Industry

Total AUM ($ bn)

Source: AMFI

agenda5
Agenda

Indian Financial Market Overview

Company Overview

Business Strategy

Highlights

slide6

Shareholding Pattern

IL&FS Investsmart

An Introduction

  • One of the leading financial services companies in India
    • Focused on retail broking (including margin financing), distribution of financial products and IPO financing
    • Significant growing presence in Merchant Banking, & Institutional Brokerage Businesses
  • Pan India presence with a network of 259 outlets (including business associates) spread across 124 major cities in India
  • Total Income in FY 06 of Rs. 2170 mn. and net profit of Rs. 691 mn.
slide7

Promoter History -

IL&FS

  • Promoted by Infrastructure Leasing and Financial Services Ltd
  • Shareholders of IL&FS include SBI, ORIX-Japan, IFC-Washington, Credit Commercial de France, Indivest Pte Ltd(an Affiliate of Govt. of Singapore)
  • Business operations of the promoter
    • Infrastructure and Development Services : Sectors such as Surface Transport and Transportation Systems,Water Supply, Hydro Power, Special Economic Zone, Port and Environment & Social Management Group.
    • Investment Banking : Strategy, Asset Financing, Corporate Advisory, Capital Markets, Project Financing
    • Made contributions to the following trusts: IL&FS Infrastructure Equity Fund, IL&FS Investment Trust –I, II, IV
  • The Indian Innovation Award-2005: Awarded to IL&FS by President of India
slide8

Delivering a diversified and integrated portfolio of innovative, customer-focused brokerage and banking products and services to Retail, Corporate and Institutional Clients

Strategic

Partner

  • E*TRADE
    • Pioneer in the field of Internet Broking
    • Global Leader
    • Covers 3.5 million customers and 2.7 million households worldwide
    • Presence in over 12 countries
    • Superior Technology Platform
slide9

Distribution of Financial Products

Investment Banking

Portfolio Management

Loan Syndication

IIL

Retail Broking

Institutional Business

Commodity Trading

Online Trading

Insurance Broking

Product

Portfolio

slide10

Acquired Apeejay Securities

  • Completed business restructuring
  • Received the Best Performing National Financial Advisor Award for 2006 by CNBC
  • Crossed over 250 retail outlets spanning 125 Indian cities

Key Milestones

  • ETM as Strategic Investor and SAIF as financial partner
  • Commenced commodity broking
  • Commenced equity broking on BSE
  • ORIX & K Raheja joined as new shareholders
  • Merchant Banking and Debt on Net merges with IIL

1998–99

2000-2001

2005-2006

2003–2004

1999-2000

2004-2005

2001-2002

2006-2007

  • First full year of equity broking on NSE
  • Commenced retail operations at Bangalore, Chennai & Kolkata
  • Commenced derivative broking on NSE
  • Launched investment advisory products
  • Registered as Portfolio Manager
  • Acquired 4 branches of Tata TD Waterhouse
  • Acquired Insurance Training Business
  • Completed IPO
  • Completed GDR
  • Strategic investment in ESOP Direct
slide11

Portfolio Management Services

Investment Counseling

Portfolio Advisory

Transaction and

Distribution Products

Transaction and

Distribution Products

Business Model

Universal Broker

Products

Client Category

HNI/MNI

Mass Affluent

Retired Individuals

Corporate

Retail

IIL uses the above Model to acquire and service clients

slide12

Equities

Investment Advisory

Derivatives

Portfolio Management

IIL

Distribution of Financial Products

Commodities

Depository Services

Training Services

Insurance Broking

Our Retail

Offerings

üFull Service offering across asset class

A Complete suite of products, offering wholesome investment Solutions

slide13

Achievements

Chosen as

The Best Performing

National Financial

Advisor – Retail Segment

at the CNBC TV 18

National Financial

Advisor Award 2006

slide14

Product Offering

Institutional Business

Investment Banking

IIL

Institutional Debt Broking

Institutional Equity

Institutional Business

IIL has a significant growing presence in the institutional capital markets in India

slide15

Investment Banking

Performance Parameters

  • Raised over Rs 14 bn from capital market through IPOs and follow-on offerings
  • Mobilised around 1 mn IPO applications
  • Acted as Advisors to 9 ESOP mandates
  • Executed transactions across a spectrum of industries including Logistics, Auto Ancillary, Construction, Food Processing, Media, Software, Paper, Textiles, Steel, Sugars and Shipping to name a few.
  • Ranked 5th in the league of Investment Bankers in No. of Book Built IPO’s executed for the year
  • Product reach extended with successful completion of a few M&A transactions, GDR advisory mandates and Private Equity transactions
slide16

Investment Banking

Execution Capabilities

Initial public

Offerings

Buybacks

ESOP

Certifications

Management

of

Rights Issues

Private Equity

Syndications

Advisory

Assignments

slide17

Institutional Equity

Performance Parameters

  • Improved Performance : Recorded a total income of Rs 139.28 mn in the current financial year compared to Rs 85.51 mn in 2004-05, a growth of 63%
  • Empanelments with more than 100 institutions including banks, mutual funds, FII’s and corporate treasuries. 32 new empanelments, strong traction seen
  • 4 member sales team and 7 member sales trader team to cater to institutional clients with one dedicated team member for US, UK and South East Asia Market
  • Local office at Singapore
  • Set-up derivatives desk for Institutional Clients
  • Research team of 15 with a coverage of about 150 stocks
agenda19
Agenda

Indian Financial Market Overview

Company Overview

Business Strategy

Highlights

slide20

Business Strategy

OBJECTIVES

STRATEGIES

  • Grow branch and franchisee network across India
    • Expand into smaller cities with significant untapped potential
  • Establish alliance with banks to increase market presence
  • Launch and grow on-line trading capabilities
  • Grow existing product lines like wealth management & securities related financing

Grow Retail Business

  • Expand into related financial services such as commodities broking and financing services and insurance brokerage
    • Established a subsidiary with membership of NCDEX & MCX
    • Obtained a brokerage license to distribute insurance products of third party insurers

Capitalize on New Business Opportunities

Sustainable Growth Drivers

  • Increase institutional relationship backed by enhanced research capabilities
  • Harness mid-market segment witnessing robust growth

Grow Institutional Brokerage and Merchant Banking

  • Plan to establish offices in key overseas markets, such as Singapore, Hong Kong, Dubai, London and New York
  • Target growth opportunities for institutional brokering, private equity, syndication and NRI wealth management

Targeted Presence in Key Overseas Markets

Capitalize on acquisition opportunities in Indian Markets

slide21

Growth

Plan

Several measures planned to sustain the growth engine

  • Complete business restructuring
  • Increase Margin Portfolio book to Rs. 7.5 bn
  • Accelerate branch expansion through setup of mini branches
  • Reach an AUM of Rs. 20 bn in MF assets
  • Scout for acquisitions
  • Strong focus on building new businesses : commodities, online trading
  • Launch international operations in Singapore. Complete Dubai approvals
  • Improve internal efficiencies : performance monitoring, operations support, development of integrated middle office trading system
  • Consolidate in the niche position in mid market corporate segment and graduate to large sized deals
  • Exploit cross – selling opportunities
  • Deepen the focus on research and corporate relationships to grow institutional business
slide22

Network

Expansion

Accelerated expansion through mini branches and select franchisees planned

  • Rapid branch expansion on a smaller format (mini branches) planned in Mumbai, Delhi and Tier II cities
  • Existing franchisee relationships to be developed, growth from new franchisees to be selective

Current Additional Proposed Total

Branches 55 90 145

Franchisees157 70 227

agenda23
Agenda

Indian Financial Market Overview

Company Overview

Business Strategy

Highlights

highlights
Highlights

Robust Capital Market Outlook

Established Presence -

Attractive Play on the Indian Securities Market

Full service Investment Bank

with strong retail focus

Highlights

Diversified Revenue Stream

Strong Brand, Credibility and Innovative

Product Offerings

Strategic Investors With Access to Resources, Markets and Investors

Strong Risk Management and

Experienced and stable Management Team