Analysts/Institutional Investor Meet/Con. Call Updates

AI summary - Q1 FY27 total income grew 26% y-y to INR51.8 Cr; LTM income up 39% to INR168.4 Cr - Q1 FY27 PAT rose 35% y-y to INR27.2 Cr; LTM PAT increased 38% to INR89.1 Cr - Management fee income grew 7%, performance income up 17% y-y in Q1 FY27 - Fund IV deployed 81%, tracking 29% gross IRR; Fund V approved with INR2,500 Cr target - Eastgate secondaries fund targeting INR1,500 Cr; strategy diversifies income streams - Cost-to-income ratio improved to 38.4% from 42.3% y-y; operating leverage evident - Sponsor commitment ~7.1% of fund size; management holds 68% ownership post-IPO - Carried interest booked on realized basis; performance income increasingly predictable - Multiple analyst queries on Fund III carried interest and performance fee trends - No future guidance issued; historical profit CAGR ~35% over last two years