Avenuesai Ltd · NSE:CCAVENUE
Avenuesai — Infibeam Avenues — Q2 FY20 Earnings Presentation
22 slides from Avenuesai's earnings presentation, Oct 25, 2019
Slide 1: Investors Presentation cover letter to stock exchanges
INFIBEAMW AVENUES October 25, 2019 BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers, Exchange Plaza, Dalal Street, Fort, Bandra Kurla Complex, Mumbai - 400 001 Bandra (East), Mumbai - 400 051 Company Code No.: 539807 Company Symbol: INFIBEAM Dear Sir/ Madam, Sub: Invest
Slide 2: 2Q FY20 – Earnings
Payments | Infrastructure | Platforms 2Q FY20 – Earnings 25 – October – 2019
Slide 3: Disclaimer
INFIBEAM AVENUES LIMITED 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 op
Slide 4: Agenda
INFIBEAM AVENUES LIMITED Agenda 1 Business & Industry Overview 2 Financial Performance 3 Outlook 4 Awards and Recognition 3
Slide 5: Business Overview & Review
BUSINESS OVERVIEW & REVIEW Payments | Infrastructure | Platforms
Slide 6: Strengthening the core
PAYMENT SOLUTION Strengthening the core ❑ Expansion of digital payments business • Expanding portfolio offerings • Successfully growing in UAE • Launched in Saudi Arabia • Planning more international launches ❑ Focused customer segment and international expansion of e-commerce technology platform •
Slide 7: Industry dynamics
PAYMENT SOLUTION Industry dynamics ❑ Globally, the digital payments market size is expected to touch US$ 10.07 trillion by 2026 * ❑ Digital payment volumes in India are projected to grow at over 20% each year between 2019-2023, ahead of China and United States * ❑ RBI expects number of digital trans
Slide 8: Comprehensive Online Payment Solution
PAYMENT SOLUTION Comprehensive Online Payment Solution CCAvenue, Infibeam Avenues’ payments brand, is one of the oldest online payment Payment Gateway gateway in India, offering payment solutions to Business businesses in India, UAE and Saudi Arabia collections Invoice and Payments payments 70% > 12
Slide 9: Update
PAYMENT SOLUTION Update ❑ CCAvenue voted and honoured with Superbrands 2019 Successful Payments Processed (` crore) award ❑ Q2 transactions processed up 12% YoY, to INR 145.6 bn 49,422 ❑ Avg daily payments processed value: INR 1.6 bn ❑ Clients added across education, government, 29,430 insurance, re
Slide 10: Bill Payments Platform
BILL PAYMENTS PLATFORM Interoperable bill payment solution built on BBPS infrastructure Significant opportunity to tap offline market, increasing the total addressable market size to entire Indian population RBI announced, BBPS is expanding the number of channels through which bills can be paid as
Slide 11: Fragmented market and digital adoption driving strong growth
HOSPITALITY SOLUTION Fragmented market and digital adoption driving strong growth ResAvenue is an integrated platform & payment solution for hotel industry offers a complete Central Reservation System (CRS) for hotel reservation and hotel inventory distribution across various online sales channe
Slide 12: High Growth Opportunities in Digital Payments – H1 updates
INVESTMENTS High Growth Opportunities in Digital Payments – H1 updates Avenues Payments Go Payments • Revenue on track to double in FY20 • 7000+ agents on-board from 2500 in Mar’19 • US$2 bn remittance flow in 1H • Monthly GTV increased 3x in the month of • 12 financial institutions on-board Jun’19
Slide 13: GeM to become like Amazon and Flipkart to sell Indian products
E-COMMERCE PLATFORM, FOR THE GOVERNMENT GeM to become like Amazon and Flipkart to sell Indian products ❑ Commerce and Industry minister Piyush Goyal plans Annual Procurements on GeM (` crore) (c. $100 bn) * GeM portal to be opened up for private businesses 700,000 and private sector ❑ He mentioned,
Slide 14: Q2 update
INFRASTRUCTURE (DATA CENTER) Q2 update Data Center is ready to provide Infrastructure as a Service “IaaS” and Blockchain Platform Launching Virtual Machines on Intel and Mainframe and Containers on-demand on Mainframe; first time ever on LinuxONE Migrating captive workload to own data center w
Slide 15: Demerger & Listing – Unlocking additional value for the shareholders
INFIBEAM AVENUES LIMITED Demerger & Listing – Unlocking additional value for the shareholders Potential demerger and vesting of E-Commerce Business and SME E-Commerce Services Infibeam undertaking (“E-Commerce businesses”) to Suvidhaa Infoserve (Suvidhaa) Avenues Ltd o In FY19 Suvidhaa bought 6.41
Slide 16: Financial Performance
FINANCIAL PERFORMANCE
Slide 17: Strong financial performance
CONSOLIDATED PERFORMANCE SNAPSHOT Strong financial performance Consistently strong financial performance by the company; improving shareholder value 76 275 23.9% 259 402 2844 9.7% 1684 * Q2 FY19 Q2 FY20 Revenue EBITDA PAT EBITDA margin * Revenue decrease in Q2 FY20 vs Q2 FY19 due to divestment of no
Slide 18: Business Outlook
BUSINESS OUTLOOK
Slide 19: Strong & Positive
OUTLOOK Strong & Positive We expect the growth momentum to continue in FY 2020 on account of continuous growth of digital payments in India, and growth in our International markets We expect to; BUILD Digital Payments Sustainable long term o grow merchant base, grow payments processed to over `7
Slide 20: Awards and Recognition
Awards and Recognition
Slide 21: Awards and Recognition
INFIBEAM AVENUES LIMITED Awards and Recognition Ranked 418 in FT1000 High Growth Companies Asia-Pac 2018 Most Innovative Online Payment Service Provider Financial Times and Statista Awards 2018 Global Business Outlook CCAvenue recognized as Superbrand 2019 Best Digital Payment Facilitator (industry
Slide 22: Thank You
Thank You Investor Relations Purvesh Parekh purvesh.parekh@ia.ooo +91 9930554588 Visit us at: www.ia.ooo | www.ccavenue.ooo