Affle India Ltd's Q4FY25 Quarterly Results

Result Summary

• Affle India Ltd reported a 14.3% quarter-on-quarter (QoQ) decrease in its consolidated revenues for the quarter-ended Mar (Q4FY25). On a year-on-year (YoY) basis, it witnessed a growth of 42.9%.
• Its expenses for the quarter were down by 13.1% QoQ and up 42.8% YoY.
• The net profit decreased 12.7% QoQ and increased 40.3% YoY.
• The earnings per share (EPS) of Affle India Ltd stood at 6.5 during Q4FY25.

Financial Statments for Q4FY25

Data Source: BSE, Company announcements The securities quoted are exemplary and are not recommendatory. Past performance is not indicative of future results

Company Overview

Affle India Ltd is a global technology company that specializes in providing end-to-end solutions for digital advertising. The company's primary focus is on consumer intelligence platforms that deliver consumer acquisitions, engagements, and transactions through relevant mobile advertising. As a leader in the mobile marketing industry, Affle's services include audience intelligence, fraud prevention, and retargeting, aiming to enhance the return on marketing investments for its clients. The company operates in the fast-evolving digital and mobile advertising space, consistently innovating to stay ahead of market trends. While recent major developments specific to Affle India Ltd are not provided here, the company continues to expand its suite of offerings and solidify its market position.

Revenue

In Q4FY25, Affle India Ltd reported a total income of ₹533.49 crores, compared to ₹622.59 crores in the previous quarter, Q3FY25. This represents a quarter-over-quarter decrease of 14.3%. However, when compared to Q4FY24, where the total income was ₹373.34 crores, there was a substantial year-over-year increase of 42.9%. This growth trajectory highlights the company's elevated revenue generation capabilities over the past year. The quarterly decline in revenue from Q3FY25 to Q4FY25 could be attributed to various factors including seasonality or a shift in market dynamics.

Profitability

Profitability metrics for Affle India Ltd reveal a profit before tax of ₹100.15 crores in Q4FY25, down from ₹123.74 crores in Q3FY25, marking a 19.1% decrease quarter-over-quarter. Compared to the ₹69.86 crores reported in Q4FY24, there was a notable year-over-year increase of 43.4%. The tax expense for Q4FY25 amounted to ₹12.66 crores, a significant decrease of 46.2% from the previous quarter, Q3FY25, which was ₹23.51 crores. Year-over-year, tax expenses rose by 69.5% from Q4FY24's figure of ₹7.47 crores. Consequently, profit after tax for Q4FY25 stood at ₹87.49 crores, down by 12.7% from ₹100.22 crores in Q3FY25, but up by 40.3% from ₹62.38 crores in Q4FY24. Earnings per share for Q4FY25 were ₹6.50, decreasing by 8.5% quarter-over-quarter from ₹7.10 in Q3FY25, yet representing a 38.3% year-over-year increase from ₹4.70 in Q4FY24.

Operating Metrics

During Q4FY25, Affle India Ltd's total expenses were ₹433.33 crores, reflecting a 13.1% decrease from the previous quarter's expenses of ₹498.85 crores. When compared to Q4FY24, where total expenses were ₹303.48 crores, there was a 42.8% increase year-over-year. The data suggests that while the company managed to reduce expenses from the previous quarter, the overall cost base has increased significantly over the year. This trend may reflect strategic investments in growth initiatives or operational expansions. The reduction in expenses quarter-over-quarter aligns with the overall decline in both total income and profitability metrics during the same period.