Such statements are inherently subject to risks and uncertainties, some of which cannot be predicted or quantified. All statements other than statements of historical fact could be deemed forward-looking in nature. This presentation contains statements that include information concerning our possible or assumed strategy, future operations, financing plans, operating model, financial position, future revenues, projected costs, competitive position, industry environment, potential growth opportunities, potential market opportunities, plans and objectives of management, as well as assumptions relating to the foregoing that involve substantial risks and uncertainties. This must not be seen as a positioning statement of the company, and one should not rely on the company's disclosure for their assessment of the market size or the relevant share of any participants in the market. This is being done with an intent to provide an indicative picture of the industry and address queries about the CPaaS space. This indicative data has been arrived at basis our detailed internal analysis. In order to provide more transparency and to help understand our business better, we are providing indicative data around the market size and our relative share (assuming the indicative data). The financial community has always sought a response on the total market size, key drivers of the industry and the competitive landscape in this space. The CPaaS business is evolving at a fast pace in India with very little information available in the public domain on the overall market. Like Karix, ValueFirst can operate at higher EBITDA margins, up from its current recurring 5-6% EBITDA margins.Cost synergies due to consolidation: By leveraging our combined scale, we can achieve substantial cost synergies in areas such as sourcing costs and indirect expenses.Introducing ValueFirst to Tanla's extensive customer base: We have a unique opportunity to showcase ValueFirst and its solutions to Tanla's existing customer portfolio, which includes 80% of the top 100 enterprises in India.With combined strength, we will achieve a critical mass of 10% market share in UAE Revenue acceleration in international markets: Our focus lies on leveraging ValueFirst's presence in key priority markets such as Saudi Arabia, UAE, and Indonesia, which represent a market size of INR ~20,000 crores.Together, we embark on a similar journey to unlock substantial value through three key pillars: The current stage of ValueFirst closely resembles where Karix was in 2019. In the last 5 years, Karix EBITDA has grown 20 times Case in point: Karix was acquired from Blackstone in 2019.Tanla has been very purposeful with its acquisitions and have a solid track record.How do you intend on creating value with this acquisition? This strategic move reaffirms our commitment to deliver innovative communication services to empower customers and enable companies. They have also built a sizable international business in Saudi, UAE, and Indonesia.īy joining forces with ValueFirst, Tanla further solidifies its leadership in the Indian CPaaS market and can embark on an impactful global journey with a compelling proposition, a clear purpose, and a complementary product suite. ValueFirst has remained focused with 80%+ of their business from long standing customers with 3+ years of relationships. It offers enterprises the ability to connect with their customers globally across multiple communication channels, serving 1000+ enterprises. Founded in 2003 by Vishwadeep Bajaj, a strong industry veteran, ValueFirst is one of the pioneers in the CPaaS space in India (total addressable market of INR 10,000+ Cr and growing) with consolidated revenues of ~950 Cr and has been one of the top players in this space for more than 20 years.
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