Rahul Jen · Dolat Capital
directPlans for AI implementation and capital allocation from building sale.
We're thinking of AI as a core architecture... divided our AI initiatives into two parts... business value optimization... ORM unified brain. On building sale, we'll make Aurum PropTech completely debt-free and remaining proceeds used for AI transformation.
Fisalhava · HG Havian Company
directAny more acquisitions from VC/PE backed competitors?
We do get organic inbound requests... strategically we have taken a call to only explore those opportunities which are very compelling... as of now we have not found anything compelling that we can look at to acquire further.
Amit Chandra · HDFC Securities
partialIs 49% YoY growth organic? Rental segment outlook given IT hiring slowdown?
Prop Tiger acquisition contributed... we concluded the transaction in Q2... prop tiger now is completely engaged... we've been able to scale prop tiger business... clock 42.8 crores of quarterly revenue. On rental, we see it as resilient and countercyclical... we have focused on supply quality across student living, co-living, and family rentals in specific pin codes.
Aditya Yadav · Transient Capital
directSpecific example of value capture from Prop Tiger integration.
We changed focus to a mandate model... gross commission charged is a lot higher... we could scale prop tiger to more developers taking it to approximately 180 plus developer relationships... we're doing an omni channel approach of GTM where we are taking all the distribution products as a unified product to tier 2 cities.
Aditya Yadav · Transient Capital
directWhy is Nestway's houses under contract declining? Product-market fit?
We have done a systematic change... consolidated the number of houses and conducted a rationalization exercise... you see a dip in number of houses. However, we have increased the value added services and the revenue potential... revenue has gone up because of value added services.
Ruben M · Equity Intelligence
directWhat gives Aurum an edge in AI? Proprietary data or customer relationships?
Data is the biggest moat... real estate transaction data managed through Prop Tiger, lead data through ARM Analytica, and developer and channel partner data through Sell.Do group. We have the entire ecosystem to develop and be the first mover in terms of AI.
Ruben M · Equity Intelligence
partialWhat percentage of customers use more than one product?
Currently it would be around 22% of our entire distribution network working out through multiple products... those numbers are still in single digit and that is one focus that we have this year to start evaluating internally.
Ruben M · Equity Intelligence
directSME REIT focus: commercial or residential? Launch timeline?
Commercial real estate which is grade A leased out to a market tenant makes the most perfect fit... focus has currently been on commercial pre-leased real estate... we will definitely come up with the SME REIT in this financial year.
If AI models run on generic data, how much of CAC advantage disappears?
The early mover advantage helps in the AI data set training which improves each interaction every day... In our early pilot days, we've seen the conversion rates going from lower single digits to upwards of double digits as well.
How to differentiate AI benefits from operating leverage in metrics?
For business value optimization, we feel revenue per employee is the key metric... will show improvement due to AI. Also, Auto Analytica sold a record number of 1 lakh 20,000 leads in the last quarter without increasing headcount proportionally.
Nishita Shanklesha · Crown Capital
partialWill 47% growth trajectory continue? Margin outlook?
We are not allowed to give forward-looking statements but we've consistently delivered 40% year-on-year growth... we do see following the similar trajectory. On margins, distribution business has potential of delivering consistent 25% gross margin; rental business is taking time to reach profitability.
The Peshmea (text question) · MK Global
directPotential savings from AI efficiencies and growth profitability outlook.
We'll significantly improve our revenue per team member... deliver higher adjusted EBITDA and PBT margins in coming quarters. Distribution segment has delivered 20 to 25% margins. Rental segment will see profitability trends emerging in FY27. Hello World has reached adjusted EBITDA breakeven.