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Investor Presentation

AvenuesAI Investor Presentation: Key Takeaways

AvenuesAI (formerly Infibeam Avenues) delivered strong Q1 FY27 results with 109% YoY revenue growth, driven by its AI-powered fintech flywheel and international expansion strategy.

Guidance and delivery
Management target Revenue 35.5% FY27
Highlights
MarginsEBITDA margin improved to 68% of Net Revenue from 47% YoY.
Demand visibilityStrong, targeting significant growth in UAE, Oman, and Saudi markets.

Growth

Q1 FY27 Gross Revenue rose 109% YoY to INR 26,804M; EBITDA grew 41% to INR 1,000M; PAT grew 45% to INR 848M.

Outlook

FY27 Gross Revenue guidance is INR 110,000–130,000M. Targeting 12-15% international contribution to net revenue by FY28.

Risks

Payments NTR (Net Take Rate) declined 49% YoY to 5.3 bps; Net Revenue dipped 3% YoY.

Last quarter's promises, checked

Delivered

  • Guided FY26 Revenue growth → delivered 103% YoY to INR 8,116 Cr (= BEAT)
  • Guided FY26 PAT growth → delivered 58% YoY to INR 332 Cr (= BEAT)
  • Commitment to asset-light lending → delivered stakes in Ratnaafin and OPL (= BEAT)

Partly delivered

  • Guided for operating leverage in FY27 → delivered EBITDA margin improvement but Net Revenue dipped (= PARTIAL)

Missed

  • Target 30% international revenue share → delivered below target as of current call (= MISS)
Source

Investor Presentation filed with NSE, NSE: CCAVENUE. Summary written with AI assistance from the document.

Read the document ↗

AvenuesAI Ltd: key numbers

Share price
₹15.89
Market cap
₹5,549 Cr
Revenue (annual)
₹8,116 Cr
Net profit (annual)
₹279.0 Cr
P/E (TTM)
18.9×Sector 22.1×
Promoter holding
27.29%+0.00% QoQ
FII holding
5.93%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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