Q2 2025 Infibeam Avenues Ltd Earnings Call Transcript
Key Points
- Infibeam Avenues Ltd (BOM:539807) reported a strong growth trajectory with gross revenue increasing from INR 787 crore in Q2 FY24 to INR 1,017 crore in Q2 FY25.
- The company achieved a significant improvement in net take rate, rising from 9.3 basis points in Q2 FY24 to 11.3 basis points in Q2 FY25, reflecting a 21% increase.
- Infibeam Avenues Ltd (BOM:539807) has successfully integrated Rediff, transforming it into a super app with a focus on financial products, which is expected to contribute 2-4% of total revenue this year.
- The company is expanding its international presence, particularly in the UAE and Saudi Arabia, with international business expected to contribute 12-15% of net revenue in the coming years.
- Infibeam Avenues Ltd (BOM:539807) has received approval for the RBI payment aggregator license, enhancing its ability to scale merchant onboarding and expand cross-border payment capabilities.
- Operating expenses have increased by 3-4% year-on-year and quarter-on-quarter, impacting the overall profitability.
- There are additional investments required to optimize the Rediff platform for Infibeam's business model, which may affect short-term financials.
- The company's share price performance has been stagnant despite revenue growth, with concerns about insider selling affecting investor confidence.
- The integration of Rediff's services such as cloud-based email and content distribution presents operational and technical challenges.
- Infibeam Avenues Ltd (BOM:539807) faces competition in the digital payment space, requiring continuous innovation and strategic partnerships to maintain its market position.
Ladies and gentlemen, good day and welcome to Infibeam Avenues Limited Q2 FY25 earnings conference call hosted by Go India advisors.
As a reminder, all participant lines will be in the listen-only mode and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call? Please signal an operator by pressing star then zero on your Touchstone phone.
Please note that this conference is being recorded.
I now hand the conference over to Mr Rajat Gupta from Go India Advisors. Thank you and over to you, sir.
Yes, thank you Saga. Good evening, everyone and welcome to CB Avenues limited earnings call to discuss the Q2 S 525 results we have on the call with us today, Mr Vishal Mehta, Chairman and managing director, Mr Vishwas Patel, joint managing director and Mr Sunil BGA Chief Financial Officer.
Also joining us on the call today is Mr Viavi who's advising in CD on corporate and financial strategy as an
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