Q1FY23 Concall Highlights
Reiterate 40% growth for this FY23
Telecom companies getting into CPaaS business not very viable for them.
Looking at 100-150bps expansion on Ebitda and guiding 11.5-12%.
We are L2 vendors for a Bank account and we get 30% of traffic of that overall bank’s volume. We are already working with them for last 3 years for promotion traffic.
Route Mobile’s India overall GP 23%
Margin expansion because of increasing ILD(International Long distance) prices. Also because of MR.Messaging and Masivian which as high margin business.The domestic enterprise business in India is a high margin business and its doing well for us to aid margins.
We aspire to take the overall gross margins to 30% from current levels of 22%
Revenue of platforms - call2connect 8.34cr, 365squared 1.5million euro , mr msging 160 mil , masivian 470 mil
RCS getting good traction from corporates in the new channel business.
Onboarding of clients for whatsapp based msging is having good demand inspite of rate increase by whatsapp.Whatsapp is 55p/msg where as sms is 10p/msg
OTT clients tried to convert from ILD to NLD (National long distance) cheaper rates with govt , but they are not able to meet their regulatory requirements
sms based authentication is widely adapted and have not been disrupted by other communication networks which have been existing all these years.
Effective tax rate for the co is 15-18% as we work in different geographies
Focusing on USaaS through voice solutions & mobile identity in BFSI sector.We are working on M&A in these two spaces.
We have an agreement with Meta and only a few companies in India have this agreement. Global CpaaS players have big advantages over domestic players as we serve the
same client in 30-40 countries.We also offer different platforms of communication under a single roof.
We are doing platform integration for next 1-1.5 years , we identified excess cash inspite of the anticipated M&A so we went on with buyback & Dividend plans.
Masivian is an enterprises play. 55-60% marketshare in Columbia , 2nd marketshare in Peru.It offers range of channels like sms, voice , email & In-app notifications.
Subscribe To Our Free Newsletter |