Avenuesai Ltd · NSE:CCAVENUE
Avenuesai — Infibeam Avenues — Q2 FY2021 Earnings Presentation
17 slides from Avenuesai's earnings presentation, Nov 12, 2020
Slide 1: Infibeam Avenues exchange filing cover letter
INFIBEAMTM AVENUES November 12, 2020 BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers, Exchange Plaza, Dalal Street, Fort, Sandra Kurla Complex, Mumbai - 400 001 Sandra (East), Mumbai - 400 051 Company Code No.: 539807 Company Symbol: INFIBEAM Dear Sir/ Madam, Sub: Inve
Slide 2: Accelerating eCommerce Investor Presentation 2Q FY21
Accelerating eCommerce PAYMENTS | PLATFORMS In the fast growing digital economies of the world A Global FinTech Company Investor Presentation 2Q FY21 12 Nov 2020
Slide 3: Disclaimer
DISCLAIMER This presentation contains certain words and statements concerning Infibeam Avenues Limited (“the Company”) and its prospects, and other statements relating to the Company’s expected financial position, business strategy, the future development of the Company’s operations and the general
Slide 4: Business Overview
BUSINESS OVERVIEW
Slide 5: Company overview
Company overview ➢ Founded in 2007, based in India, started as an eCommerce 1+ mn Rs 62,000 cr Rs 60,000 cr Top 2 enabler, entered into the payments sector through the merchants; Payments Gross orders processed in India & merger with India’s leading payment gateway platform amongst highest Transacti
Slide 6: Two core business lines with multiple growth engines
Two core business lines with multiple growth engines; revenue and profitability drivers CCAvenue - full stack B2B SaaS digital payments platform Enterprise Software Platforms (SaaS) Payment Gateway Payment Gateway B2B + Entp. eCommerce Neo banking Bill Payments Hospitality + White Label Services (CP
Slide 7: 2Q'21 Update
2Q’21 UPDATE
Slide 8: Business developments during Q2
Business developments during Q2 ➢ Strong KPI growth in Payments business o Payments Gross Transaction Value (GTV) Rs. 22,780 cr; up 61% QoQ, monthly run-rate Rs. 7,500+ cr o Payments Transactions (Volume) 4.4cr; up 23% QoQ o Bill Payments GTV and Volume, up 141% and 90% QoQ, respectively o Merchant
Slide 9: Strong performance in Payments business – CCAvenue
Strong performance in Payments business – CCAvenue 4.4 Merchants added – Contribution (%) 4.0 3.4 3.6 69% COVID-19 qtr 56% 22,777 14,560 16,869 20% 19% 14,191 12% 6% 8% 1% 1% 5% 3% 0% Q2'20 Q4'20 Q1'21 Q2'21 Retail Education Grocery IT Travel Others GTV (Rs cr) Volume (cr) Q2'21 Q1'21 Total GTV and
Slide 10: BillAvenue steep growth in bill payments business
BillAvenue (Bill Payments thru Bharat BillPay) Steep growth in bill payments business Bill Payments Volume and GTV - indexed to 100 ➢ Built on the BBPS1 infrastructure, BillAvenue is a unified, 541 interoperable, online payments platform for Indian citizens 465 ➢ Among select non-bank private player
Slide 11: Growing demand for CPGS – revenue and profitability driver
New business – CCAvenue Payment Gateway Services (backward integration in PG) Growing demand for CPGS – revenue and profitability driver CPGS – An on-premises and SaaS based global payment solution to process cards of various payment networks (like Visa/Mastercard/Amex and more) for financial instit
Slide 12: Growing traction in Express Settlement and Grit neo bank
Other (new) Payments business updates Growing traction in Express Settlement business and Grit transitioning to neo bank for SMEs & corporates Express Settlement (ES) Neo Banking ➢ Business is commercially Live in India from September ➢ Grit to transition to Neo (Digital) Banking platform ➢ ES TPV:
Slide 13: A hosted e-commerce platform built for large scale
Enterprise Software Platforms: end-to-end ecommerce marketplace platform & services A hosted e-commerce platform built for large scale Business Overview Recent business development – Jio Platforms Ltd. (JPL) ➢ A cloud-based, e2e SaaS platform allowing corporates to transact ➢ Entered into an agreeme
Slide 14: Applying for RBI new umbrella entity (NUE) license
New opportunity Applying for RBI governed pan-India new umbrella entity (NUE) license, for retail payment system ➢ RBI intends to create NPCI-like entity(ies), a for-profit organisation o to broaden digital payments reach and achieve GoI’s vision to make India a less-cash economy o will provide a fi
Slide 15: Financial & Operational Performance
FINANCIAL & OPERATIONAL PERFORMANCE
Slide 16: 2Q FY21 Financial performance
2Q FY21 Financial performance – Growth acceleration in Payments post COVID-19 in Q1 Particulars (Consol) Q2 Q1 Q2 ➢ During the quarter, we have structured the pricing in payment QoQ in INR crore FY21 FY21 FY20 business for capturing market opportunities in line with the Payments GTV 22,780 14,190 61
Slide 17: Thank You
PAYMENTS | PLATFORMS Thank You Investor Relations Purvesh Parekh purvesh.parekh@ia.ooo +91 9930554588 To know more, visit us at: www.ia.ooo | www.ccavenue.ooo