Infollion reported good results, with sales growing by 40% and EPS by 41%. I am attaching my concall notes below.
FY25Q2
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90,000 experts (6,300 US experts), revenue generated from international experts was 27% in H1FY25 (revenue recognized in USD is considered as revenue from international experts)
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FY24 was used to setup a foundation for growth, they have built a strong team for middle management and make their technology stack more robust
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FY25: focused on driving growth
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USA: Headed by Abhay Sangal
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Huksa / Corporate L&D: Headed by Varun Khandelwal with team of five
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USA
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Spent 4 cr. so far (85L capitalized, rest expensed out)
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Most US revenues are from Indian customers and US experts, this has grown very well and is a requirement to build a good expert network
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US customer is not yet significant
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Once they reach 5000 experts in a particular domain in a specific geography, that’s when PE/CE ratio becomes favorable for them
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Also looking for inorganic acquisition
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Management consulting space has slowed hiring, however Infollion hasn’t witnessed any slowdown in business from this vertical
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Huksa: developing first 1,000 modules which are 1.5-2hr sessions (equivalent to 1-hour of client consultation). Focusing on auto, manufacturing, BFSI, pharma
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Market is not very price competitive, $500/hr is standard rate
Disclosure: Invested (no transactions in last-30 days)
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