Thread by @SmartSyncServ

Affle India Ltd

AR (2019-20) Notes

Before moving further, look at this 3 Min short video to get a glimpse of what Affle is all about



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Affle

Global technology Co

•Proprietary consumer intelligence platform

•Consumer engagement, acquisitions & transactions

•Through Relevant Mobile Advertising

•Aims to enhance Marketing ROI through contextual mobile ads & by reducing digital ad fraud.

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Milestones

2005 Founded in Singapore
2007 Launched SMS2.0 (Browser type functionalities over SMS)
2008 Launched Search & Social Network over SMS
2010 Launched Cross Platform messaging app Pinch
2011 Launched ad2c
2012 Launched Ripple & cross screed ad platform

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Milestones

2014 Launched ARC- a reusable components library
2015 Launched MAAS
2016 Launched mTraction (Data Analytics platform)
2017 Launched TvSync & mFaaS
2018 Acquired Vizury
2019 Listed on BSE/NSE (IPO) Acquired RevX & Shoffr
2020 Acquired Mediasmart & Appnext

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CMD/CEO Letter

Main Points

Spirited FY20 Performance
New Opportunity Matrix
New Tech Acquisitions

Affle2.0 Growth Strategy

| India Market Leadership
| Verticalization of AI Innovations
| Vernacular Deep Learning
| Omnichannel Connected Ecosystem

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•Consumer Platform

•Enterprise Platform

•Uniquely positioned to offer end-to-end mobile advertising platform-based solutions to deliver high ROI to customers

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Differentiated Business Model

•High ROI driven Cost per Converted User (“CPCU”)

•Mix of enormous deep data pool & filtration of bad data

•Global Reach

•Strong R&D Focus Backed by a Robust Patent Portfolio

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•Growth Story in Numbers
•Resilience & Scale

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MDA

•Digital adoption evolved at tremendous speed & that will also define business growth in the digital space for years to come
•Affle is well placed as over 95% of the business is Mobile apps focused.
•Around 410 Mn additional smartphone users expected in India by 2025

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Business Overview

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Financial Overview

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Risks

•Marco
•Business Continuity
•Technological
•Digital Infra Security
•Competition
•Forex
•Liquidity
•Credit
•Compliance
•Reputation

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Growth Strategy & Outlook (3 Key aspects)

1.Expand from Mobile to the connected device

2.Consumer’s journey as an Omnichannel platform (online + offline)

3.Invest in the 4V strategy of Voice, Video, Vernacular and Verticalisation

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Shareholding Pattern of Top Ten Shareholders

(Other than Directors, Promoters and Holders of GDRs and ADRs)

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Financial Statements

•Balance Sheet
•Profit & Loss A/c

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Financial Statements

•Cash Flow Statement
•Changes in Equity

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This brings us to the end of Affle India AR 2019-20 Notes.

Do check out the list of prestigious investors in the holding company of Affle India: Affle Holdings

End 😀