Any current/future new fundraising through debt or equity?

The company is currently focusing on utilizing the IPO funds for technology expansion, go-to-market resources, and potential new projects aimed at organic and inorganic growth. They are exploring inorganic growth opportunities through acquisitions but are cautious to ensure these opportunities are at the right price and provide multiplier effects. There is no specific mention of new fundraising through debt or equity in the discussed call. Post-IPO, the company has settled all contingent liabilities, strengthening its financial position. The company appears to be focusing on utilizing existing

Any current/future capex/capital investment/strategic investment?

Cyber Media Research & Services Limited has earmarked funds for new projects and inorganic growth as per their Red Herring Prospectus (RHP). The company is actively exploring acquisition opportunities but remains cautious to ensure acquisitions provide multiplier effects rather than just additive growth. Funds from the IPO are being utilized to expand technology and go-to-market resources, aimed at driving future growth. Technology investments have mostly been expensed as revenue expenditure, with minimal capitalization, positioning the company to achieve improved margins as these investments

Future growth expectations in sales/revenue/volumes?

CMRSL expects strong growth in line with or ahead of industry trends, leveraging opportunities in both domestic and international markets. Transitioning from service-oriented to higher-margin product-oriented business to drive improved margins and growth. Targeting three-digit crore revenue by FY25-26, supported by IPO fund utilization in technology enhancement and go-to-market expansion. International markets such as the US, Australia, New Zealand, Singapore, and the Middle East are key focus areas for growth. Emphasis on cross-sell and upsell strategies to increase revenue per custom

Future growth expectations in earnings/operating earnings/profits/EPS?

Expectation to reach three-digit crore annual revenue by FY25-26, indicating significant top-line growth. Transition towards higher-margin product-oriented business from service-oriented business to improve profitability. Aim to achieve double-digit operating margins as product revenues grow, supported by technology investments. EPS and profits projected to benefit from operating leverage kicking in from next year onwards. International market expansion, especially in the US, Middle East, Singapore, Australia, and New Zealand, expected to drive growth. Continuous onboarding of new customers an

Current/ Expected Orderbook/ Pending Orders?

The company has a strong and growing order pipeline, both domestically and internationally. They have onboarded multiple new customers recently, particularly on the advertiser and data analytics side. Expansion of go-to-market (GTM) and sales teams is driving a more aggressive outreach. International markets showing traction in the US, Australia, New Zealand, Singapore, and the Middle East. Despite some international market slowdowns, management views this as an opportunity to offer cost-effective solutions and expects a bounce back. The company aims to increase the number of customers onboard

IN US

Cyber Media Res.Q4 FY23Media

Cyber Media Res. Q4 FY23 Earnings Call Analysis

Revenue, margin, capex, fundraise and order book outlook from management commentary.

Price: ₹60.4P/E: 4.6Market Cap: ₹18 CrSector: Media

Management growth scorecard

Revenue

Category 2

Margin

Category 1

Fundraise

N/A

Order

Yes

Capex

Yes

3 of 4 growth signals are positive.

Full analysis

Revenue guidance

Category 2

→CMRSL expects strong growth in line with or ahead of industry trends, leveraging opportunities in both domestic and international markets.
→Transitioning from service-oriented to higher-margin product-oriented business to drive improved margins and growth.
→Targeting three-digit crore revenue by FY25-26, supported by IPO fund utilization in technology enhancement and go-to-market expansion.
→International markets such as the US, Australia, New Zealand, Singapore, and the Middle East are key focus areas for growth.
→Emphasis on cross-sell and upsell strategies to increase revenue per customer and onboard new customers preferring product offerings.
→Anticipate doubled product revenue year-on-year, with product revenues growing faster than services.
→Expansion of technology platforms (CMGalaxy, CyberAds, Auxo Ads) to add functionalities and revenue streams.
→Exploring inorganic growth opportunities cautiously to create multiplier effects.
→Aiming for consistent double-digit margins as product revenues scale up and operational efficiencies improve.

Margin guidance

Category 1

→Expectation to reach three-digit crore annual revenue by FY25-26, indicating significant top-line growth.
→Transition towards higher-margin product-oriented business from service-oriented business to improve profitability.
→Aim to achieve double-digit operating margins as product revenues grow, supported by technology investments.
→EPS and profits projected to benefit from operating leverage kicking in from next year onwards.
→International market expansion, especially in the US, Middle East, Singapore, Australia, and New Zealand, expected to drive growth.
→Continuous onboarding of new customers and strong deal pipeline underpin revenue growth and margin improvement.
→IPO funds utilization focused on technology and go-to-market expansion to fuel organic and inorganic growth.
→Resolution of contingent liabilities strengthens financial health, supporting sustainable profit growth.

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Fundraise plans

→The company is currently focusing on utilizing the IPO funds for technology expansion, go-to-market resources, and potential new projects aimed at organic and inorganic growth.
→They are exploring inorganic growth opportunities through acquisitions but are cautious to ensure these opportunities are at the right price and provide multiplier effects.
→There is no specific mention of new fundraising through debt or equity in the discussed call.
→Post-IPO, the company has settled all contingent liabilities, strengthening its financial position.
→The company appears to be focusing on utilizing existing funds efficiently rather than raising immediate additional capital.

Order book

Yes

→The company has a strong and growing order pipeline, both domestically and internationally.
→They have onboarded multiple new customers recently, particularly on the advertiser and data analytics side.
→Expansion of go-to-market (GTM) and sales teams is driving a more aggressive outreach.
→International markets showing traction in the US, Australia, New Zealand, Singapore, and the Middle East.
→Despite some international market slowdowns, management views this as an opportunity to offer cost-effective solutions and expects a bounce back.
→The company aims to increase the number of customers onboarded by leveraging both service and product offerings.
→No specific numeric orderbook figure was disclosed, but the outlook indicates a healthy and growing pipeline facilitating continued revenue growth.

Capex plans

Yes

→Cyber Media Research & Services Limited has earmarked funds for new projects and inorganic growth as per their Red Herring Prospectus (RHP).
→The company is actively exploring acquisition opportunities but remains cautious to ensure acquisitions provide multiplier effects rather than just additive growth.
→Funds from the IPO are being utilized to expand technology and go-to-market resources, aimed at driving future growth.
→Technology investments have mostly been expensed as revenue expenditure, with minimal capitalization, positioning the company to achieve improved margins as these investments mature.
→No specific ongoing or committed capex figures mentioned; focus is more on strategic investments in technology and potential inorganic growth opportunities.
→IPO funds utilization is underway and expected to show results in coming quarters and years.

How does Cyber Media Res. rank vs peers in Media?

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1Cyber Media Res.

Rev 2Mar 1

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