Q3 2025 Infibeam Avenues Ltd Earnings Call Transcript
Key Points
- Infibeam Avenues Ltd (BOM:539807) reported an 18% year-over-year growth in gross revenue for Q3 FY25, driven by strong transaction volumes and increased adoption of payment solutions.
- The company achieved a 28% year-over-year increase in net revenues and a 15% rise in EBITDA, reflecting operational efficiencies and improved margins.
- Infibeam's acquisition of a controlling stake in Rediff has provided a platform to expand into consumer payments and financial services, with plans to offer UPI services upon approval.
- The company is investing in AI-driven solutions and data center infrastructure, with AI expected to contribute 5% to 10% of net revenue in the coming years.
- Infibeam Avenues Ltd is expanding its presence in international markets, with significant strides in the GCC region and plans to capture a larger share of the digital payments market in Saudi Arabia.
- Despite the growth in revenue, the company's EBITDA margins have shown some compression due to customer acquisition costs and forward investments in AI initiatives.
- There is a slight decline in quarter-over-quarter TPV, attributed to competitive pressures and strategic decisions to optimize for cash flows rather than TPV.
- The company faces challenges in the competitive digital payments industry, with downward pressure on margins due to competition from players like Razorpay and PayU.
- Infibeam Avenues Ltd has not budgeted any income from UPI for the last two calendar years, and there is uncertainty regarding UPI incentives from the government.
- The integration of Rediff into the company's financials has added bandwidth costs and other expenses, impacting overall profitability.
Ladies and gentlemen, good day, and welcome to Infibeam Avenues Limited Q3 FY25 earnings conference call hosted by Go India Advisors. (Operator Instructions) Please note that this conference is being recorded.
I now hand the conference over to Rajat Gupta from Go India Advisors. Thank you, and over to you.
Yes. Thank you, Steve. Good evening, everyone, and welcome to Infibeam Avenues Limited earnings call to discuss the Q3 FY20 results. We have on the call with us today, Mr. Vishal Mehta, Chairman and Managing Director; Mr. Vishwas Patel, Joint Managing Director; and Mr. Sunil Bhagat, Chief Financial Officer. Also joining us on the call today is Mr. B. Ravi, who's advising Infibeam on corporate and financial strategy as an independent consultant.
We must remind you that the discussion on today's call may include certain forward-looking statements and must be therefore viewed in conjunction with the risk that the company faces.
I now request Mr. Vishal Mehta to take us through the company's
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