What makes a business great? – Identifying & solving an unsolved problem.
A platform company named Affle India is doing it.
@anujkumar13 @anujkhanna Image
The genesis of this unique model comes from CEO’s early experience while building the application he learned that the most paramount thing for a client is anything that boosts sales, and thus he evolved his business into pay per acquisition model.
Why there is a need for Ad tech companies?
Online or digital ads function on the same principles i.e.
1. To drive sales and/or enable awareness of the product or service.
2. Publish the ad on the right platform at a nominal price to reach the target audience.
But because of the numerous avenues of publisher platforms such as (gaming, social media, videos, etc) the complexity of advertising online increases.

(Ad-tech) companies have simplified advertising in the digital world with the help of data analytics, AI & MI.
Ad tech companies enabled automation in the advertising process
Automation can happen at both ends – at the advertiser’s end, it enables the process of obtaining proper ad space across multiple platforms
at the publisher’s end, it enables the tracking of the impressions delivered
Benefits of Digital Advertising
1. Improve measurability of ad spends
2. Leads to better ad quality
3. Enhances the ability of an advertiser to engage or connect to a wide range of audience
4. Allows brand to tweak marketing efforts
5. Is less expensive than traditional formats
Affle: Unique Business Model ImageImage
Digital Market size in India Image
Affle: Huge room to grow Image
Earlier forms of digital advertising such as cost per thousand impressions (CPM) or views (CPV) suffer from three issues: ImageImage
Affle is well placed with global peers in a performance-led pricing model, giving an edge in emerging countries.
Understanding of the complete process Image
How difficult is it to customize self-served player Google & Facebook and why will they not enter into space? Image
Affle - Client Case Study Image
Affle India - Financials ImageImage
Comparison with global peer ImageImage
Retrieve from where we started Image

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More from @AnonymousInves7

4 Feb
The upcoming Injectable Story!
Gland Pharma Limited (GPL) is one of the fastest fastest-growing injectables-focused companies selling products primarily under a “B2B” model in over 60 countries as of March 31, 2020, including the US, Europe, Canada, Australia, India, & the ROW.
The Company operates in There four sub types: 1) IP led own ANDA filings, 2) IP led partner ANDA filings, 3) Tech-transfer and 4) Cost+margin led CMO model.
In FY20, 96% of Gland’s revenues were generated from B2B contracts. A large portion of these contracts is profit-sharing compared to cost+margin-led CMO companies. In such markets, it partners with leading co. with independent sales and distribution networks to market its product
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6 Jan
Vinati Organics- A Niche Speciality Chemical Story!
Vinati Organics is the largest manufacturer of IBB, ATBS in the world with more than 65% global market share in both the products. Now let's look at how can a company command such a staggering market across all products. Image
The two main products for the company are IBB and ATBS.
IBB- It is the main raw material for Ibuprofen (A generic drug)
ATBS- ATBS has a wide variety of applications across various industries like water treatment chemicals, Adhesives, Textiles. Image
Product selection Criteria:
The company has a very unique way of selecting its products, each and every product company manufacturers are either acting as an import substitution or either the product is a raw material for an existing product. Image
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28 Dec 20
Before discussing this company let us first understand the meaning and basic difference between some words which are often used interchangeably.
The need of such players arises as the R&D process to bring a product into market is expensive and time consuming.

On an average the R&D in pharma takes 14years with US$2.6Bn to bring a product to market with an overall success rate of ~4.1%
Even after investing substantial time and money, pharma companies are facing sustainability crisis due to dwindling ROI on R&D

Pharma companies invest around 15-20% of their revenues in R&D but in return the IIR < Cost of capital.
In 2020 it was expected to touch 0%
Read 18 tweets
19 Dec 20
EPL ltd (formerly known as Essel Propack) - Does a market leader in a mature industry has enough fuel left to grow?
Is there any changes taking place on qualitative basis of company?
Lets take a look Image
We all are aware about Colgate, one of the toothpaste we use to brush teeth.
EPL is into manufacturing the tubes in which Colgate comes. Image
EPL is not only into manufacturing of Oral Care tubes, they target multiple industry given below with examples. Image
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17 Oct 20
AIA Engineering – Will the engines roar again?
What do they do?
-They manufacture custom designed, hi chrome, casted grinding balls for crushing purpose, mill liners & vertical mill parts used inside grinding machinery
Few important points about the company
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11 Oct 20
IEX- Beating Inefficiencies of the Indian Power Sector!
Power market in India is skewed towards the long-term market i.e power purchase sale/purchase agreements are done for a period > 7 yrs, whereas short-term market i.e the agreement for < 1 yr comprises 12% of the power market
Players in the Short term market:
Power Market Share: Long-Term Transactions or Power Purchase agreement(PPA) dominates the power market with a 90% market share, whereas Power Exchanges are also picking up from 0.4% to 4.3% over the last 11 years.
Read 13 tweets

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