Professional Documents
Culture Documents
Affle Big Pres
Affle Big Pres
To
Re: Intimation under Regulation 30 of the SEBI (Listing Obligations and Disclosure
Requirements) Regulations, 2015
Pursuant to the abovementioned Regulations, we wish to inform you that the Company hosted its
Analyst/Investor Day on December 13, 2021. Please find enclosed the presentation made to the analysts
today.
Thanking you,
Yours Faithfully,
For Affle (India) Limited
Parmita Choudhury
Company Secretary & Compliance Officer
2
Affle2.0 Consumer Platform Stack
Ecosystem-level Transitions
7
Connected Devices I
6 Online & Offline Conversions
Maximizing Consumer LTV I Conversions
New User Repeat User
5
Scalable Committed
Data platforms Leadership
Affle2.0 Culture I
High Positive
Built to Last Growth markets Cashflows
Accelerated Strategic
Consumer digital adoption Organic & inorganic growth plan
Affle2.0 Culture | Entrepreneurship & Governance
Key Management Team Non-Executive Board Members
Anuj Kumar
Martin Azanco Vivek Narayan Gour
Chief Revenue & Operating Officer
Co-Founder & Co-CEO (Jampp) Non-Executive Independent Director
Executive Director
1,030
719
419 478
5,168
4,272
3,338
2,494
1,672
1,300
888 1,031 871
703 655 706
455 488
278
Note: PAT normalized for gain on fair valuation of financial instruments (Refer our respective quarterly earnings presentations for the detailed working)
FY2021 OCF adjusted for deferred tax liability of Rs. 14.18mn 8
Affle2.0 Culture | Inclusive ESG Initiatives
Ranked amongst the leading ESG responsible companies ahead of many Indian IT/Tech Companies by ESGrisk.ai
(Indian Rating Company) in its ESG Yearbook 2021
Ecosystem-level Transitions
7
Connected Devices I
6 Online & Offline Conversions
Maximizing Consumer LTV I Conversions
New User Repeat User
5
Verticalization Vernacular
Consumer Platform Business
Verticalized Focus to
Maximise Impact
12
Affle2.0 Strategy | Powering Performance Driven
High-ROI CPCU Model
90.2% of Consumer Platform revenue contributed by CPCU model in H1 FY2022 and 9.8% from Non-CPCU
Use Case – Targeted new consumer Use Case – Target interested Use Case – Driving footfalls and
acquisition optimized to in-app consumer to complete the transactions at physical retail stores
transaction/registration/event transaction (O2O)
13
Affle2.0 Strategy | Targeting High Growth Markets
and Industry Segments
Global business anchored in Emerging Markets Verticalized approach for leadership within fast growing
(IND, SEA, LATAM & MEA) resilient industry segments
Category E Category F
EdTech FMCG
E-commerce Fintech
Entertainment Foodtech
Category G Category H
Note: 1. For the 12 months period of October 1, 2020, to September 30, 2021, on a consolidated basis 14
Affle2.0 Strategy| Leveraging upon Strong Macros
Fast Growing Digital Ad Market
1 Global Digital Ad Market to grow by 9% with Emerging markets like
India expected to grow at 25-30% together with other emerging markets
like SEA & LATAM also exceeding global trends*
Transformation of Commerce
4 Rapid growth of online commerce globally forecast to contribute 22% of
all commerce by 2024 with equally rapid digital disruptions happening in
retail commerce
Source: * eMarketer; **GSMA 15
Affle2.0 Consumer Platform Stack
Ecosystem-level Transitions
7
Connected Devices I
6 Online & Offline Conversions
Maximizing Consumer LTV I Conversions
New User Repeat User
5
Vipul Kedia
Chief Data &
Ads into Consumer Recommendations Platforms Officer
On-Device In-App Timeline Data Science
4
17
Driving Scalable Growth for Our CPCU Business
Converted Users – Consistent Growth over Several Quarters
18
mDMP in a Nutshell
Direct App
Integrations Prediction of Shoppers
vs. Non-Shoppers
Apps via
Ad Exchanges
Vertical Affinity
Classification
Integration with
Walled Gardens Advanced fraud Relevant Ads and App Transparent In-
detection systems to recommendations across depth analysis
Vernacular block suspicious traffic relevant placements to across channels for
Advertiser Apps Classification maximize conversion business decisions
probability
19
Cutting Edge Technology Platforms to Boost ROI
Data from
Diverse • Ingestion of billions data points per day across
Channels channels
20
Sophisticated Multi-Layered Intelligence Framework
21
Sample AI & ML Driven Behavioral Models
22
Privacy by Design and Data Security
External Frameworks
Privacy By
Design
Security
By Design
Internal Frameworks
23
Innovation-led Tech DNA
24
Affle2.0 Consumer Platform Stack
Ecosystem-level Transitions
7
Connected Devices I
6 Online & Offline Conversions
Maximizing Consumer LTV I Conversions
New User Repeat User
5
514+ 18 7.2+
Million Billion
Turns behavioral data Predictions are based on the Apps are suggested based on
from ads to recommendations user’s mobile daily journey predictive analytics and behavior
driven AI technology
27
Continuous Experiences
appnext.com
SETUP
PROCESS
DYNAMIC
PRELOAD
30
Industry Recognitions
31
Affle2.0 Consumer Platform Stack
Ecosystem-level Transitions
7
Connected Devices I
6 Online & Offline Conversions
Maximizing Consumer LTV I Conversions
New User Repeat User
5
33
Affle2.0 Consumer Platform Stack
Ecosystem-level Transitions
7
Connected Devices I
6 Online & Offline Conversions
Maximizing Consumer LTV I Conversions
New User Repeat User
5
38
High-Frequency Repeat Conversions in On-Demand
Retention Rate Aggregated Over Days Revenue Events Aggregated Over Days
Source: https://www.adjust.com/blog/retargeting-vs-new-user-acquisition/
41
Full Funnel App Retargeting Maximizes LTV
42
Technology-Driven Advertising Performance
43
Affle2.0 Consumer Platform Stack
Ecosystem-level Transitions
7
Connected Devices I
6 Online & Offline Conversions
Maximizing Consumer LTV I Conversions
New User Repeat User
5
Noelia Amoedo
Ads into Consumer Recommendations
Chief Executive Officer
On-Device In-App Timeline Data Science (Mediasmart)
4
45
Location Based Audiences & Insights
DISCOVER
LAYER INSIGHTS
ONLINE & ABOUT YOUR
OFFLINE
OMNICHANNEL
AUDIENCE DISCOVER INSIGHTS ABOUT YOUR
AUDIENCES
INSIGHTS
CUSTOMERS
AUDIENCE OR VISITORS
INTELLIGENCE
CUSTOMERS OR VISITORS
TARGET PEOPLE
EXAMPLE BUILD AUDIENCE
EXAMPLE
WORKING 30%
IN ALSO VISITED COMPETITOR BASED1,ON46% ALSO VISITED
E-SHOPPER
30% ALSO WOMEN COMPETITOR
VISITED WHO STAY IN1,HIGH-END
46% ALSO VISITED
FINANCIALCOMPETITOR 2, 7% DOWNLOADED PLACE OF
YOURRESIDENCE
APP YESTERDAY
APARTMENTS
COMPETITOR OR2, VISIT
7% PARTICULAR YOUR
DOWNLOADED MALLSAPP YESTERDAY
OFFICE DISTRICTS
AND 60% USED YOUR APP IN THE LAST 10 DAYS
AND 60% USED YOUR APP IN THE LAST 10 DAYS
46
Integrating Consumer Journeys on Connected Devices
Ecosystem CTV
47
Leveraging Programmatic Methodology
In Real Time
Target Location
Your campaigns can reach only Where the household is located
your target
Audiences
Customize What we previously know about
Your ads can be personalized for users in that household or the
your different targets household itself
48
Building Engagement & Driving Conversions with
Household Sync
High Impact
storytelling on
CTV
Amplified
engagement on
CTV exposed
audience
49
Affle2.0 Consumer Platform Stack
Ecosystem-level Transitions
7
Connected Devices I
6 Online & Offline Conversions
Maximizing Consumer LTV I Conversions
New User Repeat User
5
Diego Meller
Co-Founder & Co-CEO
Ads into Consumer Recommendations (Jampp)
On-Device In-App Timeline Data Science
4
Fintech
58%* iOS
+
E-commerce
In the US
Foodtech
ne of Jampp’s key
markets
Gaming
51
What changed when Apple released iOS 14.5?
April 2021
52
Delivering Conversions across Mobile Platforms
53
Thriving in the New Environment
+10X 41%
More efficient conversions in SKAN
Increase in SKAN generated
campaigns (vs. Android) thus
conversions (growth since June) generating much greater campaign
ROI
Rapidly Growing Product
Jampp’s SKAN product has been
50%
More efficient conversions in SKAN
growing very rapidly since the launch
campaigns (vs. IDFA-only) thus
and has been winning consistent generating much greater campaign
customer and industry recognition ROI
Ecosystem-level Transitions
7
Connected Devices I
6 Online & Offline Conversions
Maximizing Consumer LTV I Conversions
New User Repeat User
5
56
Contact Us
Website
www.affle.com