{"id":129569,"date":"2022-05-17T06:19:44","date_gmt":"2022-05-17T10:19:44","guid":{"rendered":"https:\/\/44.250.171.167\/?p=129569"},"modified":"2022-10-06T03:23:38","modified_gmt":"2022-10-06T07:23:38","slug":"affle-india-ltd-q4-fy22-earnings-conference-call-insights","status":"publish","type":"post","link":"https:\/\/alphastreet.com\/india\/affle-india-ltd-q4-fy22-earnings-conference-call-insights\/","title":{"rendered":"Affle (India) Ltd Q4 FY22 Earnings Conference Call Insights"},"content":{"rendered":"<p><iframe loading=\"lazy\" title=\"Affle India Ltd Q4 FY22 Earnings Concall\" width=\"500\" height=\"375\" src=\"https:\/\/www.youtube.com\/embed\/qWnaaZ0dEIA?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/p>\n<p><strong>Key highlights from Affle (India) Ltd (<a href=\"https:\/\/44.250.171.167\/symbol\/AFFLE\/\">AFFLE<\/a>) Q4 FY22 Earnings Concall<\/strong><\/p>\n<p><strong>Q&amp;A Highlights:<\/strong><\/p>\n<ul>\n<li>Rahul Jain from Dolat Capital asked about the potential for growth going forward, given the pain one might see on funding of start-up in near future. Anuj Khanna MD replied that historically AFFLE has been beating the overall industry growth trend. Therefore, the company believes it will continue to deliver superior growth vs. industry average growth and will keep up with the growth momentum the company has been seeing.<\/li>\n<\/ul>\n<ul>\n<li>Rahul Jain from Dolat Capital also enquired about how the capex tech capitalization in FCF has played out and the plans going forward. Kapil Bhutani CFO answered that AFFLE\u2019s investment in innovations was about INR6.9-7 million for the last year, which was as per the plan. AFFLE\u2019s plan for FY23 is about 4% plus-minus 25 basis point to invest in innovations of the top line.<\/li>\n<\/ul>\n<ul>\n<li>Mayank Babla of Dalal &amp; Broacha asked if the company is facing any talent crunch as in tech industry. Anuj Khanna MD replied that the overall tech stack of Affle is anchored by its tech teams which are not only in India, but also in Madrid in Spain, in Argentina, in Israel and so on. So it&#8217;s a globally sort of distributed innovation capability that AFFLE has. AFFLE doesn\u2019t expect any dramatic changes with respect to its ability to earn a bottom line sensible margin growth performance.<\/li>\n<\/ul>\n<ul>\n<li>Mayank Babla of Dalal &amp; Broacha queried if the company\u2019s view of scaling up operating level profitability to 20% plus remains the same. Anuj Khanna MD said that AFFLE is taking a 24 month view to it as Jampp\u2019s contribution is significant and it\u2019s still in the mid to high single-digit EBITDA performance.<\/li>\n<\/ul>\n<ul>\n<li>Mayank Babla of Dalal &amp; Broacha asked about the number of user conversions in Jampp. Anuj Khanna MD replied that the company hasn\u2019t split that out. Jampp&#8217;s contribution is lesser on conversions and more on the CPCU price increase, because the international markets have a slightly higher CPCU rate.<\/li>\n<\/ul>\n<ul>\n<li>Vikas Mistry with Moonshot Ventures asked if the company will be looking at any big acquisition since AFFLE is finding it hard for conversion of Jampp to higher EBITDA margins. Anuj Khanna MD said that on the contrary, Jampp has been one of the smoothest integrations. And the stated goal of any acquisition of bringing it to single digit profitability in first year has been delivered with Jampp.<\/li>\n<\/ul>\n<ul>\n<li>Aniket Pande from ICICI Securities asked about margin trajectory going forward in FY23. Kapil Bhutani CFO replied that the company does not expect any dramatic changes in the margin profile.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Key highlights from Affle (India) Ltd (AFFLE) Q4 FY22 Earnings Concall Q&amp;A Highlights: Rahul Jain from Dolat Capital asked about the potential for growth going forward, given the pain one might see on funding of start-up in near future. Anuj Khanna MD replied that historically AFFLE has been beating the overall industry growth trend. Therefore, [&hellip;]<\/p>\n","protected":false},"author":1767,"featured_media":125416,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"jetpack_post_was_ever_published":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2}},"categories":[9825,6351,392],"tags":[8625,8190],"class_list":["post-129569","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-earnings-call-highlights","category-consumer-stocks","category-earnings","tag-artificial-intelligence","tag-consumer"],"jetpack_publicize_connections":[],"jetpack_featured_media_url":"https:\/\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg","jetpack_likes_enabled":false,"jetpack-related-posts":[{"id":127215,"url":"https:\/\/alphastreet.com\/india\/affle-india-ltd-q3-fy22-earnings-conference-call-insights\/","url_meta":{"origin":129569,"position":0},"title":"Affle (India) Ltd Q3 FY22 Earnings Conference Call Insights","author":"Praveen","date":"February 8, 2022","format":false,"excerpt":"https:\/\/www.youtube.com\/watch?v=RVaAfpGFKgY Key highlights from Affle (India) Ltd (AFFLE) Q3 FY22 Earnings Concall Management Update: AFFLE said that in less than two years, the team has achieved more revenue in 3Q22 than the full year revenue of FY20 reported post IPO. For the nine-months, AFFLE surpassed the previous full year\u2019s cash\u2026","rel":"","context":"In &quot;Concall Highlights&quot;","block_context":{"text":"Concall Highlights","link":"https:\/\/alphastreet.com\/india\/category\/earnings-call-highlights\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":136567,"url":"https:\/\/alphastreet.com\/india\/affle-india-ltd-q2-fy23-earnings-conference-call-insights\/","url_meta":{"origin":129569,"position":1},"title":"Affle (India) Ltd Q2 FY23 Earnings Conference Call Insights","author":"Praveen","date":"November 11, 2022","format":false,"excerpt":"Key highlights from Affle (India) Ltd (AFFLE) Q2 FY23 Earnings Concall Management Update: [00:01:49] AFFLE said it closed 2Q23 with its highest quarterly revenue run rate, highest conversions and highest EBITDA, driven by the Affle 2.0 growth strategy, tech innovations and sustainable long-term value creation. Q&A Highlights: [00:10:24] Shobit Singhal\u2026","rel":"","context":"In &quot;Concall Highlights&quot;","block_context":{"text":"Concall Highlights","link":"https:\/\/alphastreet.com\/india\/category\/earnings-call-highlights\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2021\/11\/Earnings-Coverage.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":172859,"url":"https:\/\/alphastreet.com\/india\/affle-3i-q2-fy26-earnings-results\/","url_meta":{"origin":129569,"position":2},"title":"Affle 3i Q2 FY26 Earnings Results","author":"Divyansh_Kasana","date":"December 2, 2025","format":false,"excerpt":"Affle 3i Ltd, incorporated in 1994 as a global technology company with a proprietary consumer intelligence platform delivering AI-powered mobile advertising and consumer recommendations across 3.8+ billion devices, reported strong Q2FY26 results. Financial Highlights: Revenues increased 19.15% year-on-year to \u20b9647 crore from \u20b9543 crore, with record quarterly performance and CPCU\u2026","rel":"","context":"In &quot;AlphaGraphs&quot;","block_context":{"text":"AlphaGraphs","link":"https:\/\/alphastreet.com\/india\/category\/infographics\/"},"img":{"alt_text":"Q2 FY26","src":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2025\/12\/AF.png?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2025\/12\/AF.png?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2025\/12\/AF.png?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2025\/12\/AF.png?resize=700%2C400&ssl=1 2x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2025\/12\/AF.png?resize=1050%2C600&ssl=1 3x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2025\/12\/AF.png?resize=1400%2C800&ssl=1 4x"},"classes":[]},{"id":146143,"url":"https:\/\/alphastreet.com\/india\/earnings-affle-india-limited-nse-affle-q4fy23-results-out-total-income-rises-8-yoy\/","url_meta":{"origin":129569,"position":3},"title":"Earnings | Affle India Limited (NSE: AFFLE): Q4FY23 Results Out; Total Income rises 8% YoY.","author":"Divyansh_Kasana","date":"May 15, 2023","format":false,"excerpt":"Affle India is a Singapore-based technology company that specializes in consumer intelligence and mobile advertising. With its proprietary consumer intelligence platform, the company enables targeted consumer acquisitions, engagements, and transactions through mobile advertising. Founded in 2005, Affle India expanded to the Indian market in 2006. The company leverages its expertise\u2026","rel":"","context":"In &quot;Earnings&quot;","block_context":{"text":"Earnings","link":"https:\/\/alphastreet.com\/india\/category\/earnings\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2023\/05\/4b0b185d-fd09-4e7e-947d-ef141089055f-24.png?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2023\/05\/4b0b185d-fd09-4e7e-947d-ef141089055f-24.png?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2023\/05\/4b0b185d-fd09-4e7e-947d-ef141089055f-24.png?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2023\/05\/4b0b185d-fd09-4e7e-947d-ef141089055f-24.png?resize=700%2C400&ssl=1 2x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2023\/05\/4b0b185d-fd09-4e7e-947d-ef141089055f-24.png?resize=1050%2C600&ssl=1 3x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2023\/05\/4b0b185d-fd09-4e7e-947d-ef141089055f-24.png?resize=1400%2C800&ssl=1 4x"},"classes":[]},{"id":170538,"url":"https:\/\/alphastreet.com\/india\/affle-3i-q1-fy26-earnings-results\/","url_meta":{"origin":129569,"position":4},"title":"Affle 3i Q1 FY26 Earnings Results","author":"Divyansh_Kasana","date":"August 25, 2025","format":false,"excerpt":"Affle 3i Ltd, incorporated in 1994, is a global technology leader with a proprietary consumer intelligence platform that transforms ads into personalized recommendations, empowering marketers to effectively identify, engage, acquire, and drive transactions with their potential and existing users. Presenting below its Q1 FY26 Earnings Results: Q1 FY26 Earnings Results\u2026","rel":"","context":"In &quot;AlphaGraphs&quot;","block_context":{"text":"AlphaGraphs","link":"https:\/\/alphastreet.com\/india\/category\/infographics\/"},"img":{"alt_text":"AFFLE Q1 FY26 Earnings Results","src":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2025\/08\/AFFLE.png?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2025\/08\/AFFLE.png?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2025\/08\/AFFLE.png?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2025\/08\/AFFLE.png?resize=700%2C400&ssl=1 2x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2025\/08\/AFFLE.png?resize=1050%2C600&ssl=1 3x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2025\/08\/AFFLE.png?resize=1400%2C800&ssl=1 4x"},"classes":[]},{"id":167015,"url":"https:\/\/alphastreet.com\/india\/affle-india-ltd-q3fy25-30-rise-in-profits\/","url_meta":{"origin":129569,"position":5},"title":"Affle India Ltd Q3FY25; 30% rise in Profits","author":"Divyansh_Kasana","date":"February 21, 2025","format":false,"excerpt":"Incorporated in 1994, Affle is a global technology company with a proprietary consumer intelligence platform that transforms ads into recommendations helping marketers to effectively identify, engage, acquire and drive transactions with their potential and existing users Financial Results: Affle India Ltd reported Revenues for Q3FY25 of \u20b9602.00 Crores up from\u2026","rel":"","context":"In &quot;AlphaGraphs&quot;","block_context":{"text":"AlphaGraphs","link":"https:\/\/alphastreet.com\/india\/category\/infographics\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2025\/02\/Y-14.png?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2025\/02\/Y-14.png?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2025\/02\/Y-14.png?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2025\/02\/Y-14.png?resize=700%2C400&ssl=1 2x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2025\/02\/Y-14.png?resize=1050%2C600&ssl=1 3x, https:\/\/i0.wp.com\/alphastreet.com\/india\/wp-content\/uploads\/2025\/02\/Y-14.png?resize=1400%2C800&ssl=1 4x"},"classes":[]}],"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/posts\/129569","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/users\/1767"}],"replies":[{"embeddable":true,"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/comments?post=129569"}],"version-history":[{"count":0,"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/posts\/129569\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/media\/125416"}],"wp:attachment":[{"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/media?parent=129569"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/categories?post=129569"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/alphastreet.com\/india\/wp-json\/wp\/v2\/tags?post=129569"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}