Q4 2025 Affle 3i Ltd Earnings Call Transcript
Key Points
- Affle 3i Ltd (BOM:542752) achieved a revenue growth of 23% year-on-year and a PAT growth of 28.5% year-on-year for FY 2025.
- The company exceeded its performance targets in Q4 FY 2025, achieving its highest quarterly revenue run rate, EBITDA, PAT, and CPCU conversions to date.
- Affle 3i Ltd (BOM:542752) received new patent grants in both the US and India, enhancing its tech IP portfolio and fraud detection capabilities.
- The company was recognized as a top growth partner for both Android and iOS across 10 categories and won multiple industry awards.
- Affle 3i Ltd (BOM:542752) maintained strong cash flow management, achieving a 62.4% year-on-year growth in operating cash flow for FY 2025.
- Despite strong growth, the company faces seasonality challenges, particularly in Q4, which typically sees a sequential dip in advertising budgets.
- Employee costs increased by 1.3% sequentially, although they declined 2.9% year-on-year, indicating ongoing cost management challenges.
- The company is heavily reliant on CPCU business, with non-CPCU revenue declining, which may limit diversification.
- Affle 3i Ltd (BOM:542752) is exposed to potential market risks, such as a mild recession in the US, which could impact its growth in developed markets.
- The company has a significant cash reserve, but there is uncertainty regarding its deployment, with no clear plans for buybacks or acquisitions.
Ladies and gentlemen, good day, and welcome to Affle 3i Limited Q4 and FY25 Earnings Conference Call hosted by DAM Capital. (Operator Instructions) Please note this conference is being recorded. I now hand the conference over to Mr. Anmol Garg from DAM Capital. Thank you, and over to you, sir.
Thank you, Manav. Good morning, everyone. On behalf of DAM Capital, we welcome you all to Q4 and 12-month FY25 Conference Call of Affle 3i Limited. I take this opportunity to welcome the management of Affle 3i Limited, represented by Mr. Anuj Khanna Sohum, who is the Chairperson, MD and CEO of the company; and Mr. Kapil Bhutani, who is the Chief Financial Officer of the company. So before we begin 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 the slide 26 of the company's earnings presentation for a detailed disclaimer. I'll now hand over the call to Mr. Anuj Khanna Sohum for
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