Q&A Insights: Rahul Jain of @Dolat_Capital asked about the potential for growth going forward. Anuj Khanna MD replied that historically AFFLE has been beating the overall industry growth trend. Therefore, AFFLE believes it will continue to deliver superior growth vs. industry avg
Q&A Insights: Rahul of @Dolat_Capital enquired about how capex tech capitalization in FCF has played out and outlook. Kapil CFO said AFFLE’s investment in innovations was about INR6.9-7 million for FY22. Plan for FY23 is about 4% +/- 25 bp to invest in innovations of top line.
Q&A Insights: Mayank Babla of @DalalandBroacha asked if the company is facing any talent crunch as in tech industry. Anuj Khanna MD replied that AFFLE doesn’t expect any dramatic changes with respect to its ability to earn a bottom line sensible margin growth performance.
Q&A Insights: Mayank Babla of @DalalandBroacha asked about the number of user conversions in Jampp. Anuj MD said it hasn’t split that out. Jampp's contribution is lesser on conversions and more on CPCU price increase, because the intl. markets have a slightly higher CPCU rate.
Q&A Insights: Vikas Mistry of Moonshot asked if AFFLE will be looking at any big acquisition. Anuj MD said it won’t be looking at it and that Jampp was one of smoothest integrations. And goal of bringing it to single digit profitability in 1st year has been delivered with Jampp.
Q&A Insights: Aniket Pande from @ICICI_Direct asked about margin trajectory going forward in FY23. Kapil Bhutani CFO replied that the company does not expect any dramatic changes in the margin profile.
To read further on the detailed analysis of #AFFLE #Q4 concall Q&A …

alphastreet.com/india/affle-in…

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