Investor Presentaiton
9
Strong Multi-Year Revenue Visibility From Clients Acquired
Broking Revenue Progression Of Acquired Cohorts
* AngelOne
Year 1
Year 2
Year 3
Year 4
Year 5
Beyond
Year 5
Pre Digital
FY15-17
100%
47%
32%
26%
26%
26%
FY18
100%
42%
36%
36%
38%
FY19
100%
49%
45%
44%
Post Digital
H120
100%
69%
63%
I
63%
I
I
H2'20
100%
82%
77%
I
•
Historically, clients have given multi-year revenues,
making this an annuity business model
Revenue has been observed to stabilise from 3rd Year
onwards
Our successful transformation to digital model has
enhanced client revenue progression:
2nd Year increased from 47% to 85% of 1st Year
H121
100%
85%
80%
H2'21
100%
86%
•
3rd Year increased from 32% to 80% of 1st year
•
4th Year increased from 26% to 63% of 1st year
H122
100%
85%
H2'22
100%
H123
100%
Strong revenue visibility of digitally
acquired cohorts for multiple years
Incremental benefits of Super-App to accrue
additionally
H2'23
100%
% in each year is benchmarked to Year 1 revenue
Great
Place
To
Work
Certified
PE2023-PB224View entire presentation