Latest news with #Infibeam
Fashion Network
02-06-2025
- Business
- Fashion Network
Infibeam Avenues Q4 net profit rises 20 percent to Rs 55 crore
B2B payments firm Infibeam Avenues posted a 20 percent increase in consolidated net profit to Rs 55 crore for the March quarter, as against Rs 47 crore in the year-ago period. The company's revenue for the quarter grew 62 percent year-on-year to Rs 1,160 crore. For the full financial year, consolidated net profit rose 51 percent to Rs 236 crore while consolidated revenue grew to Rs 3,992 crore from Rs 3,150 crore in the previous year. The payments segment, which includes the CCAvenue payment gateway and other related services, remained the primary revenue driver, contributing over Rs 3,786 crore to the full-year top line. The e-commerce platform business added another Rs 20 crore to revenue. Commenting on the results, Vishal Mehta, chairman managing director of Infibeam in a statement said, 'Our continued expansion in the Middle East and our foray into the AI space with new, transformative offerings are setting the stage for the next phase of growth. As part of this vision, we plan to invest up to USD 100 million over the next three years in advancing our AI capabilities—from intelligent payment solutions to next-generation infrastructure.'
Yahoo
27-05-2025
- Business
- Yahoo
Infibeam Avenues Ltd (BOM:539807) Q4 2025 Earnings Call Highlights: Strong Revenue Growth and ...
Consolidated Gross Revenue: INR3,993 crore for FY25. Net Revenue: INR526 crore for FY25. Profit After Tax: INR210 crore for FY25, marking a 42% year-over-year growth. Rights Issue Approval: Up to INR700 crore to fuel growth initiatives. Merchant Base: Over 1.2 million merchants onboarded by Q4 FY25. Q4 Gross Revenue: INR1,160 crore, up from INR716 crore in Q4 FY24. Q4 Net Revenue: INR135 crore, a 28% year-over-year increase. Net Take Rate: Improved from 9.2 basis points in Q4 FY24 to 10.6 basis points in Q4 FY25. Q4 EBITDA: INR78 crore, a 25% increase from the previous year. Q4 Profit After Tax: INR50 crore, a 53% year-over-year increase. Full Year EBITDA: INR312 crore for FY25, a 23% increase from the previous year. Warning! GuruFocus has detected 2 Warning Sign with BOM:539807. Release Date: May 26, 2025 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Infibeam Avenues Ltd (BOM:539807) achieved its financial guidance for FY25, with consolidated gross revenue reaching INR3,993 crore, marking a significant increase from the previous year. The company reported a 42% year-over-year growth in profit after tax, reaching INR210 crore. Infibeam Avenues Ltd is expanding its international presence, particularly in the GCC region, with key clients like VFS Global, Nissan, and Infinity in Saudi Arabia. The company is investing in AI and digital infrastructure, launching initiatives like Infibeam Quantum Edge and to enhance its technological capabilities. Infibeam Avenues Ltd is rolling out innovative products like the CCAvenue SoundBox and RediffPay, aiming to revolutionize merchant payments and expand into consumer-facing digital payment sectors. Despite the growth, the company's return on equity is relatively low at 4%, which may concern shareholders. The expansion into international markets, while promising, involves significant regulatory and compliance challenges, particularly in the GCC region. The company's ambitious AI and digital infrastructure projects require substantial capital investment, with plans to raise up to INR700 crore through a rights issue. There is intense competition in the Indian digital payment space, which could impact Infibeam Avenues Ltd's market share and profitability. The company's strategy to not extend loans and credits to merchants may limit its ability to capitalize on the growing demand for credit solutions in the digital payment ecosystem. Q: Can you explain the pricing model for Infibeam Quantum Edge and Is it subscription-based, consumption-based, or bundled with fintech services? Where do you see the biggest early monetization opportunities? A: Vishal Mehta, Chairman and Managing Director, explained that the monetization model for Infibeam Quantum Edge and includes both enterprise and consumer models. The enterprise model involves a subscription-based approach, while the consumer model offers a certain number of free queries, after which charges apply. The focus is on developing agentic AI frameworks that allow developers to create and deploy AI agents, with monetization occurring when consumers or enterprises pay for these services. Q: Are there plans to enable credit services for merchants on your platform, and what infrastructure would be required for this? A: Vishal Mehta stated that Infibeam currently offers express settlement services, allowing merchants to receive payments on the same day instead of after three days. However, they do not plan to extend loans or credits directly to merchants. Instead, they aim to enable financial services through RediffPay, leveraging their existing merchant ecosystem and upcoming services. Q: What is the rationale behind the planned rights issue, given the company's current cash position? A: Vishal Mehta explained that the rights issue aims to build AI capabilities and position Infibeam as an AI-first fintech infrastructure provider. The company plans to invest in CapEx, including data center infrastructure, to support AI and fintech initiatives. The rights issue will partially fund these investments, with the remainder coming from internal accruals. Q: How does Infibeam plan to monetize the Rediff ecosystem, and when can we expect this to start? A: Vishal Mehta and Vishwas Patel highlighted that RediffPay will be a key strategy for consumer engagement, leveraging Rediff's existing user base. Monetization will occur through transaction-based revenues from UPI services, bill payments, and cross-selling financial services. They expect to start monetizing the Rediff ecosystem by the end of the next quarter. Q: What is the expected payback period for international infrastructure investments, particularly in Saudi Arabia? A: Vishal Mehta indicated that the expected payback period for international infrastructure investments is between one to three years. The company has invested in localization and compliance to support growth in the Middle East, with existing clients in India facilitating expansion in Saudi Arabia. For the complete transcript of the earnings call, please refer to the full earnings call transcript. This article first appeared on GuruFocus. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Mint
21-05-2025
- Business
- Mint
Anand Rathi stock recommendation: THIS small-cap stock below ₹20 may rise over 20% in one month
Shares of Infibeam Avenues Ltd, a small-cap digital payments and e-commerce infrastructure company, may be poised for a sharp rally, according to domestic brokerage Anand Rathi. The brokerage has issued a bullish call on the stock, suggesting it could gain more than 20 percent in the next one month, backed by a strong technical setup and improving momentum indicators. Anand Rathi observed that Infibeam has recently broken out above a falling trendline on the daily chart—an important technical development that suggests a shift in trend after a prolonged period of underperformance. The current chart structure also shows the emergence of an Inverse Head and Shoulder formation, a widely followed reversal pattern in technical analysis. Additionally, the brokerage noted the formation of a bullish AB=CD harmonic pattern, with the reversal zone seen between ₹ 17–18. This zone is being closely watched as a key support area and also serves as a logical stop-loss placement for traders. Strengthening the bullish case further is a positive divergence in the weekly Relative Strength Index (RSI)—a momentum indicator that often signals a price reversal when RSI trends higher despite falling prices. This suggests improving strength behind the recent uptick in the stock. Based on its technical analysis, Anand Rathi recommended initiating long positions in the ₹ 19–19.5 range. The stock, currently trading below ₹ 20, offers an upside target of ₹ 23.75, indicating a potential gain of over 20 percent from the lower end of the recommended entry band. To mitigate risk, a stop-loss below ₹ 17 on a daily closing basis has been advised by the brokerage. Beyond technicals, Infibeam has also made headlines recently by announcing a plan to raise up to ₹ 700 crore via a rights issue of equity shares. The move is expected to strengthen the company's capital base and support its future growth initiatives. According to its filing, Infibeam will offer the new shares to existing shareholders, with final details such as pricing and entitlement ratio to be determined by a newly formed Rights Issue Committee. The company said it will proceed with the fundraising upon receiving regulatory approvals, although no specific timeline has been announced. While the smallcap stock has corrected nearly 42 percent over the past year, it has shown signs of recovery in recent weeks. Infibeam has gained 14 percent in May so far, extending its upward trend from April's 3 percent rise. However, the preceding months were weak for the stock—it fell 9 percent in March, 20 percent in February, and 12.7 percent in January.
Mint
21-05-2025
- Business
- Mint
Anand Rathi stock recommendation: THIS small-cap stock below ₹20 may rise over 20% in one month
Shares of Infibeam Avenues Ltd, a small-cap digital payments and e-commerce infrastructure company, may be poised for a sharp rally, according to domestic brokerage Anand Rathi. The brokerage has issued a bullish call on the stock, suggesting it could gain more than 20 percent in the next one month, backed by a strong technical setup and improving momentum indicators. Anand Rathi observed that Infibeam has recently broken out above a falling trendline on the daily chart—an important technical development that suggests a shift in trend after a prolonged period of underperformance. The current chart structure also shows the emergence of an Inverse Head and Shoulder formation, a widely followed reversal pattern in technical analysis. Additionally, the brokerage noted the formation of a bullish AB=CD harmonic pattern, with the reversal zone seen between ₹ 17–18. This zone is being closely watched as a key support area and also serves as a logical stop-loss placement for traders. Strengthening the bullish case further is a positive divergence in the weekly Relative Strength Index (RSI)—a momentum indicator that often signals a price reversal when RSI trends higher despite falling prices. This suggests improving strength behind the recent uptick in the stock. Based on its technical analysis, Anand Rathi recommended initiating long positions in the ₹ 19–19.5 range. The stock, currently trading below ₹ 20, offers an upside target of ₹ 23.75, indicating a potential gain of over 20 percent from the lower end of the recommended entry band. To mitigate risk, a stop-loss below ₹ 17 on a daily closing basis has been advised by the brokerage. Beyond technicals, Infibeam has also made headlines recently by announcing a plan to raise up to ₹ 700 crore via a rights issue of equity shares. The move is expected to strengthen the company's capital base and support its future growth initiatives. According to its filing, Infibeam will offer the new shares to existing shareholders, with final details such as pricing and entitlement ratio to be determined by a newly formed Rights Issue Committee. The company said it will proceed with the fundraising upon receiving regulatory approvals, although no specific timeline has been announced. While the smallcap stock has corrected nearly 42 percent over the past year, it has shown signs of recovery in recent weeks. Infibeam has gained 14 percent in May so far, extending its upward trend from April's 3 percent rise. However, the preceding months were weak for the stock—it fell 9 percent in March, 20 percent in February, and 12.7 percent in January. Disclaimer: The views and recommendations made above are those of individual analysts or broking companies, and not of Mint. We advise investors to check with certified experts before making any investment decisions.
Mint
01-05-2025
- Business
- Mint
Infibeam gears up to make a strong comeback with new marketplace for Agentic AI
GIFT City-based fintech and platform tech giant Infibeam Avenues Ltd is engineering a high-profile comeback - not in traditional e-commerce, but as a pioneer in the emerging realm of Agentic AI. According to sources familiar with the development, the company is preparing to launch a global marketplace dedicated to Artificial Intelligence Agents, known as Agentic AI, aimed at developers, enterprises, and everyday users— with zero coding skills required. The upcoming platform will allow users to build, buy, sell, and operate AI Agents capable of performing tasks autonomously, marking a sharp evolution from standard AI tools to functional digital co-workers. The project is reportedly being incubated under Infibeam's dedicated AI business unit, which has been operating in stealth mode over the past several months. A query sent to the company remained unanswered. Sources said Infibeam's last year acquisition of once a household internet name in India, was far more than symbolic. After acquiring a controlling 54.1 per cent stake, Infibeam founder and chairman Vishal Mehta was appointed at the helm of Rediff - triggering early speculation about the group's broader ambitions. At the time, Infibeam revealed plans to revamp Rediff into a consumer-facing digital finance hub and plans for rolling out offerings like RediffPay (a UPI payments app) and RediffOne, a comprehensive enterprise productivity suite. However, what remained undisclosed—until now—was the parallel roadmap to re-enter the digital marketplace space via creating a marketplace for Agentic AI or AI Agent. "Infibeam was always a growth-focused bottom-line driven e-commerce outlier in a sea of discount-driven giants like Amazon, Flipkart, and Snapdeal," a company source said on condition of anonymity. "But the decision to focus into fintech with the CCAvenue proved prescient. After turning CCAvenue as one of the largest payment gateway brand, now, Infibeam is eyeing a fresh frontier - Marketplace for Agentic AI - as its next big leap." Under Mehta's leadership—an alumnus of Cornell and MIT, and a former Amazon executive who once worked closely with Jeff Bezos - Infibeam is seen betting on deep tech rather than deep discounts. And this time, it's aiming to build a truly global AI marketplace where intelligent agents don't just generate text but execute workflows, automate business tasks, and function with human-like autonomy. Infibeam's team at has been working behind closed doors on what insiders describe as a marketplace platform that's as accessible as a website builder but as powerful as an AI developer toolkit. Users - from startups to enterprises - will be able to create agents capable of executing tasks across domains like customer service, finance, logistics, and more. "Think of it as an AI workforce you can build without a single line of code," the source added. "The company is placing a big bet on the idea that Agentic AI is not just a trend, but the next platform shift after mobile and cloud." As the company prepares to unveil its marketplace sooner, all eyes are now on how Infibeam will shape this next chapter - not just for itself, but for the broader AI ecosystem in India and beyond. First Published: 1 May 2025, 05:06 PM IST
