Q3 2025 Affle (India) Ltd Earnings Call Transcript
Key Points
- Affle India Ltd (BOM:542752) achieved a landmark performance in Q3 FY 2025, surpassing INR6,000 million in quarterly revenue and INR1,000 million in quarterly PAT.
- The company delivered a revenue growth of 20.6% year-on-year and a PAT growth of 30.5% year-on-year.
- Affle India Ltd (BOM:542752) achieved the highest-ever EBITDA of INR1,314 million with a record 245 basis points EBITDA margin expansion year-on-year.
- The CPCU business delivered 103.3 million conversions at a CPCU rate of INR57.8, with CPCU revenue increasing by 25% year-on-year.
- The company continues to focus on innovation and investment in next-gen technologies, including AI, and has received new patent grants in India, enhancing its tech portfolio.
- Despite strong growth, there is a noted seasonality in the advertising business, with Q3 typically being the highest quarter and Q4 potentially being flattish or lower.
- There is a focus on disciplined execution, which may limit aggressive growth in certain markets due to stringent checks on pricing and payment terms.
- Employee costs increased by 1.5% quarter-on-quarter, indicating ongoing investments in human resources despite a decline year-on-year.
- The company is facing challenges in maintaining growth momentum in emerging markets compared to developed markets.
- There is a continuous need to invest in business promotion activities to capitalize on emerging opportunities, impacting other expenses.
Ladies and gentlemen, good day, and welcome to the Affle (India) Limited Q3 and nine months FY25 earnings conference call hosted by Dolat Capital. (Operator Instructions) Please note that this conference is being recorded.
I now hand the conference over to Mr. Rahul Jain from Dolat Capital. Thank you, and over to you, sir.
Thank you, [Ajay Bhai]. Good morning, everyone. On behalf of Dolat Capital, we welcome you all to the Q3 and nine-month FY25 conference call of Affle (India) Limited. I take this opportunity to welcome the management of Affle (India) Limited represented by Mr. Anuj Khanna Sohum, who is Managing Director and Chief Executive Officer of the company; and Mr. Kapil Bhutani, who is Chief Financial and Operations Officer of the company. Before we begin with the discussion, I would like to remind you that some of the statements made in today's conference call may be forward-looking in nature and may involve some risks and uncertainties. Kindly refer to slide 25 of the company's earnings
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