- Q2 Consolidated Revenue up 29% YoY and Net Profit up 23%
- EBIDTA Margins 20% vs 19% YoY
- Domestic 31.1%, International 68.9% – Most of the business under international is from emerging markets and negligible business from UK and USA
- Converted Users reached to 64.7m with Average Cost Per Converted User (CPCU) Rs.51 from Rs.51.3 YoY

- Visibility of 10% sequential growth in H2 compared to H1 due to festive season and balance budget with clients
- Industry can continue to grow at 25% CAGR

- Mr Bharat Shah of Ark Investment has also asked questions during Concall related to why Mgt has high growth expectation from Emerging Market when developed market is facing the heat
- Industry serving – “E” E-commerce, Edtech, Entertainment, “F” Fintech, FMCG, Foodtech, “G” Gaming, Government, Groceries, “H” Healthtech, Hospitality & Travel
- Case Study 1 – Mac D Indonesia


- Case Study 3 – Mr D Africa

Source:
Affle India Investor Presentation
Affle India Concall Recording