Achanak numbers itne kaise badh gaye?
Asal mein, company ne apne business model ko AI-native transaction infrastructure platform mein badal diya hai, aur iska fayda ab numbers mein dikh raha hai. Pichhle saal ke Q3 FY25 ke ₹107.04 Crore ke muqable, is baar consolidated gross revenue ₹238.12 Crore pahunch gaya, matlab 122% ka zabardast jump! Quarter-on-quarter (QoQ) bhi 21% ki growth dikhi hai.
Aur sirf revenue hi nahi, consolidated adjusted PAT bhi 59% badhkar ₹8.61 Crore ho gaya hai, jo pichle saal ₹5.40 Crore tha. QoQ base par bhi 33% ka acha sudhaar dikha hai. Consolidated Adjusted EBITDA bhi 25% badhkar ₹9.81 Crore raha.
Standalone front pe bhi revenue mein 135% ka kamaal ka jump aaya, jo ₹224.79 Crore ho gaya. Haan, standalone PAT mein QoQ 20% ki girawat thi, jo ₹2.46 Crore raha, per consolidated numbers overall story ko bahut strong bana rahe hain.
Strategy vs. Numbers
Company ab 'volume scaling' se 'intelligence compounding' par focus kar rahi hai. Matlab, AI use karke efficiency badhana, costs manage karna aur profits improve karna. Unka kehna hai ki ye AI integration hi growth ka main driver hai.
Auditors ne kuch subsidiaries ke review reports par depend kiya hai, but company ne clear kiya hai ki ye standard procedure hai aur ismein koi red flag nahi hai.
Guidance ko laga 'Boost'!
Sabse badi khabar ye hai ki AvenuesAI ne FY26 ke liye apna revenue guidance double se bhi zyada badha diya hai! Ab ye log ₹750 se ₹800 Crore ka revenue expect kar rahe hain, jabki pehle target ₹500-550 Crore tha. PAT guidance bhi ₹25 se ₹27.5 Crore tak badhaya gaya hai.
Aur kya-kya hua?
Iske alawa, company ne kayi bade strategic moves kiye hain:
- Naam badal kar AvenuesAI Limited kar liya hai.
- Kayee naye licenses mil gaye hain jaise RBI ka Offline Payment Aggregator license aur Prepaid Payment Instruments ka in-principle authorization.
- PayCentral.ai aur CCAvenue CommerceAI jaise AI-powered products launch kiye hain.
- Vishwas Patel ab Managing Director & CEO banenge.
Investors ko standalone PAT mein QoQ girawat par nazar rakhni chahiye, but overall picture bahut positive lag raha hai, especially with this AI push aur guidance hike!