• Q1 Consolidated Revenue up 17% YoY and Net Profit up 21%

• EBIDTA Margins 19.2% vs 19.8% YoY
• Domestic 30.7%, International 69.3%

• Converted Users in Q1 are 68.7m from 61.9m YoY with Average Cost Per Converted User (CPCU) Rs.55.0 from Rs.52 YoY

• CPCU should sustain between from 55 to 58 for this financial year.
• In developed market 80% business is from US. We have cemented our position there.
• Developed markets are looking positive from here onwards.
• Growth Guidance: PAT growth of 20% plus YoY should be sustainable along with margin expansion.
• To upsell and cross sell platform offering, Affle rolled out CPCU model as part of Connected TV (CTV) solution with household sync capabilities.
• Industry serving – “E” E-commerce, Edtech, Entertainment, “F” Fintech, FMCG, Foodtech, “G” Gaming, Government, Groceries, “H” Healthtech, Hospitality & Travel
• Case Study 1 – Naukri

• Case Study 2 – Nestle Lactogrow (Indonesia)

• Case Study 3 – Tilting Point (US)

Source: 

Affle India Investor Presentation

Affle India Concall Recording