Affle 3I Ltd (AFFLE) Q3FY25 Concall Summary - Dec-2024 Qtr
Performance Overview
- Affle India Ltd achieved record quarterly revenue exceeding INR 6,000 million, quarterly PAT exceeding INR 1,000 million, and over 100 million quarterly CPCU conversions at the highest CPCU rate to date.
- The company delivered year-over-year revenue growth of 20.6% and PAT growth of 30.5%.
- Record EBITDA of INR 1,314 million was achieved with a 245 basis points EBITDA margin expansion year-over-year due to higher productivity, operational efficiencies, and continuous innovation.
- CPCU business delivered 103.3 million conversions at a CPCU rate of INR 57.8, generating CPCU revenue of INR 5,968 million, a 25.0% increase year-over-year and a 10.2% increase quarter-over-quarter.
- The company is confident in achieving 20%+ growth in FY2025 and sustaining this trajectory.
Financial Metrics
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Operating Performance / Business Segments
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Key Discussions & Insights
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Outlook and Guidance
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Challenges / Concerns
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Industry / Competitive Landscape
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Overall Summary
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