Ansarada Group Ltd (ASX:AND)
A$ 2.49 0 (0%) Market Cap: 234.99 Mil Enterprise Value: 209.27 Mil PE Ratio: 0 PB Ratio: 4.64 GF Score: 55/100

Full Year 2024 Ansarada Group Ltd Earnings Call Transcript

Aug 13, 2024 / 01:00AM GMT
Release Date Price: A$2.48

Key Points

Positve
  • Ansarada Group Ltd (ASX:AND) achieved a 10% year-on-year revenue growth, reaching $56.7 million.
  • Annual recurring revenue (ARR) grew by 22% year-on-year, nearing $58 million.
  • The company improved its net dollar retention rates, indicating strong customer loyalty.
  • Ansarada's customer satisfaction score is 95%, significantly higher than the SaaS industry average of 80%.
  • The company maintained a high gross margin of 96%, showcasing operational efficiency.
Negative
  • Deal volume in the APAC region was unstable and challenging, impacting overall performance.
  • Subscriber growth was flat, reflecting macroeconomic uncertainties and shorter contract durations.
  • Increased marketing spend in Q4 led to a slight drop in adjusted EBITDA margin.
  • Cash flow from operations showed lumpiness due to seasonality and large contract timings.
  • There were regulatory approval delays, such as those from the ACCC, affecting deal timelines.
Sam Riley
Ansarada Group Ltd - Chief Executive Officer, Executive Director

Good morning, everyone. Sam Riley here from Ansarada, CEO, joined by James Drake, CFO, and Zoe Smith from marketing and comms. We'll give it about ten, twenty seconds. Few people coming in, then we'll get going.

Okay. Let's kick off. It wasn't too long ago we were talking to you, part of our 4C quarterly reporting. We do include a lot of information in that, some of it on the full year. But today is, specifically on our full year results, bit of look back, bit of recognition.

I'll remind everyone, Q-and-A related to the deal. We can't answer that here. There's a lot of material and references we'll give you to go through if you want answers there. There's a formal Q-&A channel for deal specific questions, but any other Q&A we can definitely answer.

So as you as you know, look, Ansarada is really obsessed around helping people, particularly around structuring critical information and processes so they're more efficient. People get better outcomes, make better decisions, and, less stress, and at

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