Company Presentation
Orbis Overview and Key Details
1. Business Overview
Orbis Financial Corporation Ltd. is a SEBI-registered financial services provider specializing in custody, clearing, and settlement services. It offers a comprehensive suite of services including custody and fund accounting, clearing and settlement, Registrar and Transfer Agent (RTA) services, trustee services, and Depository Participant services with NSDL and CDSL. Its clientele includes Foreign Portfolio Investors (FPIs), Alternative Investment Funds (AIFs), Mutual Funds, and High Net-worth Individuals (HNIs). The company commenced commercial operations in 2009.
2. Investment Rationale
The company has shown robust financial growth with consistent increases in revenue and profitability over the past four years, noting an 85.90% growth in total income and 111.05% growth in PAT in FY24. It boasts a diverse service portfolio catering to various segments of the financial market including custody, clearing, RTA, and trustee services. Orbis has a strong client base serving a wide array of clients, including FPIs, AIFs, Mutual Funds, and HNIs. As a registered entity with SEBI and associated with both NSDL and CDSL, the company adheres to regulatory standards.
3. Key Risks
Orbis faces market competition in a highly competitive financial services sector. Regulatory changes in SEBI regulations or other financial market policies could impact the company's operations. As an unlisted entity, liquidity options for investors are limited.
4. IPO Timeline & Exit Options
Potential exit options include private secondary transactions, company buybacks, and a potential future IPO.
5. UnlistedZone View
Orbis Financial Corporation demonstrates strong financial performance and a diversified service portfolio. However, potential investors should consider the inherent risks associated with unlisted investments, including liquidity constraints and regulatory changes, and conduct thorough due diligence before making investment decisions. UnlistedZone rates the company as "Accumulate" with a 2-3 year investment horizon. The target valuation post-IPO is subject to market conditions and company performance.
Company Snapshot (as of April 24, 2025)
Financials (In Cr.)
| Particulars | FY21 | FY22 | FY23 | FY24 | | ----------- | ---- | ---- | ---- | ---- | | Revenue | 66 | 154 | 297 | 424 | | EBITDA | 10 | 60 | 164 | 249 | | PAT | 15 | 49 | 90 | 141 | | EPS | 1.71 | 5.2 | 7.92 | 11.59|
Valuation Metrics
Shareholding Pattern
| Shareholder Category | % Holding | | --------------------------- | --------- | | Others | 32.08% | | Atul Gupta | 21.79% | | Arpit Khandelwal | 18.48% | | Madhulika Agarwal | 7.87% | | Ashish Kacholia | 7.80% | | Plutus Wealth Management LLP | 6.20% | | Orbis Foundation | 5.77% |
6. Disclosures & Data Sources
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