Technology
Business
Finance
Product Launch
Payment Services
Acquisitions
Business Updates
Organic Growth
Route Mobile conducted the conference call for Q3 FY22.
Here are the conference call highlights
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Here are the conference call highlights
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Business Updates:
โข Rasied 867.5cr from marque investor for organic & inorganic expansion.
โข Acquired Masivian in LATAM and InterTeleco in Kuwait
โข Rapid has been launched in Q1, for which 7k developers has participated in it.
โข Launched payment app service for customer.
โข Rasied 867.5cr from marque investor for organic & inorganic expansion.
โข Acquired Masivian in LATAM and InterTeleco in Kuwait
โข Rapid has been launched in Q1, for which 7k developers has participated in it.
โข Launched payment app service for customer.
Unit Economics:
โข Organic growth in Q3 was 22% on QoQ basis.
โข Average billable transaction decrease from 0.4 Rs in Q2 to 0.35Rs in Q3.
โข Billable transaction increase to 16.29 Million in Q3.
โข Organic growth in Q3 was 22% on QoQ basis.
โข Average billable transaction decrease from 0.4 Rs in Q2 to 0.35Rs in Q3.
โข Billable transaction increase to 16.29 Million in Q3.
Revenue Share:
โข India continuous to share highest pie & co. has added 2 countries with acquisition mentioned above.
โข Revenue from new products are also increasing.
โข E-Mail is starting to gain traction and Masivian has good delivery in it.
โข India continuous to share highest pie & co. has added 2 countries with acquisition mentioned above.
โข Revenue from new products are also increasing.
โข E-Mail is starting to gain traction and Masivian has good delivery in it.
Organic Market:
โข ILD prices are already increase, hence the growth has come from volume increase (which is increase in market share).
โข Volume growth has remain 13%.
โข ILD prices are already increase, hence the growth has come from volume increase (which is increase in market share).
โข Volume growth has remain 13%.
Acquisition:
โข For Masivian, Gross Margins are 40% and there is room for improvement. Monthly Run Rate is 1.8-2 Million$.
โข For InterTeleco GM are around portfolio margins of 20%.
โข Post the sell off in IT market, mgmt has seen certain IT to be available at good valuation.
โข For Masivian, Gross Margins are 40% and there is room for improvement. Monthly Run Rate is 1.8-2 Million$.
โข For InterTeleco GM are around portfolio margins of 20%.
โข Post the sell off in IT market, mgmt has seen certain IT to be available at good valuation.
Other:
โข Effective Tax Rate: 15.7% for 9 months was 17.6%.
โข Attrition rate increased from 11% to 20%.
โข Net Cash was 110.3cr.
โข Average Receivable days increased from 55 days to 59 days.
โข Cash CAPEX was 12cr in Q3
โข Effective Tax Rate: 15.7% for 9 months was 17.6%.
โข Attrition rate increased from 11% to 20%.
โข Net Cash was 110.3cr.
โข Average Receivable days increased from 55 days to 59 days.
โข Cash CAPEX was 12cr in Q3
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