Sir, what is the revenue contribution expected from the newly won project with IOCL, Survey of India, etcetera, in the next 12 months?
Revenue.
Questions across 7 calls
Shobit Singhal
Anand Rathi
C.E. Info Systems Limited
So, sir, my first question is given the user base has now increased to around 4 crores in our B2C Mappls app, how are we trying to monetize it going forward? And what kind of potential are we envisaging?
Okay. And sir, my second question is, Q2 usually tends to be a stronger quarter for A&M segment, but however, this quarter, some of the deliveries got shifted to Q3 due to the GST rate cut. So now given the record auto sales for both PV and 2-wheelers we have seen in October, has a similar performance been seen in our A&M segment as well?
Congrats on a good performance on margin front. I have two questions. So first question is on our IoT-led business. So last quarter also, we've seen around 4% decline in growth. And this quarter as well, it was largely flat. So how one should see the growth trajectory from here on?
Understood. And sir, my second question, if you can share more details on the investment in Zepto and business agreement there? Like how is the big opportunity we are envisaging from this sector?
Congrats, sir, on a good set of numbers. Sir, my first question is, how much of your order book now constitutes of government orders? Because if I see your technical and outsourcing cost has almost tripled in FY '25 from '24. So if gover nment orders are increasing in our overall order book, will these costs will remain elevated going forward as well? So in that sense, what is your margin guidance for FY '26 and '27?
Okay. And sir, second question is, we are now halfway mark currently to a guidance of achieving INR1,000 crores of revenue by FY '28, so which means that we need to do around 30% growth in next 3 years. So what makes us confidence of achieving that target, given that our A&M revenue, which contributes around 45% now, that growth has actually slowed down since last 3 years from 40% in FY '22 to 22% in FY '24 and now 13.5% in FY '25?
Sir, on the B2C side, what I see is that we are building 2 use cases, first is the travel commerce and daily needs of Mappls Mall. So how is the revenue share over here? And are we doing on something like on per booking basis? On the travel also, I was seeing that we are giving some discounts as well. So how is the transaction happening over here? I just wanted to understand.
Okay. But I just wanted to understand what exactly are we trying to do on our B2C side.
Affle 3i Limited
Hi Sir, congrats on a good set of numbers. My first question is on your gross margin. How do you see your gross margin moving in the medium term? We have seen a sharp jump of around 230 bps y-o-y and around 130 bps q-on-q in inventory and data cost, which has been around 60% -60.5% to 61% for a decent period of time, for around 12 to 14 quarters. Will it continue for some time at this elevated level or it should go back to normalized level going forward?
Second question is a follow -up of your last quarter comment on inorganic acquisition, where you said that you are evaluating around 10-12 companies. Any progress on that front and how soon we can expect to close?
Congrats on a good set of numbers. I have two questions. Sir, first one is top verticals contribution has increased to 95% from about 90% earlier. So which vertical has led to this growth in the current quarter?
Okay. Second one is how the growth in US market and emerging market shifting up except India. If you can provide growth rates in those markets and outlook? Thank you.