Q1FY23 Concall
FY23 revenue guidance growth of 50% organically . eSports, Adtech & Fantasy gaming will drive.
AdTech business has synergies with all other verticals of the Nazara
We have been able to increase Kiddopia price upto 10-13% with new users, without drop in users. Our cost for trial has reduced due to this. Further headroom for price increase available as competitors have increased close to 30%. We have reached pre-apple policy profitability metrics of 1:2 , means spending $1 and make $2 in 24M
Gaming accessory delivered 22cr last FY, This year is growing at 3cr per month
12-13% Ebitda guidance for FY23
Battleground has lesser revenue for Nodwin, which was removed from Googleplay. Nodwin can grow 50% plus .We work with diversified publishers, no impact on battleground getting removed from Googleplay. Nodwin will have an Ebitda of 5-6%
In eSports usually H2 is better than H1 , Q1FY23 was better than Q4FY22 so FY23 looks well poised for growth.
Waiting for regulatory clarity on GST and bans to focus on real money fantasy gaming with growth of user acquisitions