Скачать или смотреть Zaggle Prepaid Complete Business Breakdown| Aiming 40% Or 80% Growth?| Zaggle Stock Analysis

Zaggle is a fintech company that operates at the intersection of financial technology, SaaS (software-as-a-service), and payments. Founded in 2011 by Raj N., the company provides a wide range of solutions, primarily focused on prepaid cards, employee benefits, rewards, expense management, and corporate gifting.

It is among the few Indian companies offering a combined platform that integrates fintech + SaaS products to enterprises.

Following are the key highlights of its Q1FY26 results:

1. Sales grew 31% YOY
2. Margins are stable at 9%
3. PAT grew 54% YOY
4. Client base increased to 3559 and grew 14% YOY
5. User base increased to 3.3 mn and grew 17% YOY






Timestamps:
00:00 - Intro
00:30 - Business Model
00:54 - Founders and Their Backgrounds
01:50 - 3 Focus Areas of Zaggle
02:15 - 1st Platform - SAVE
04:06 - How They Earn Through SAVE?
04:42 - Accounting of This Revenue
05:03 - 2nd Platform - Zoyer
06:10 - How They Earn Through Zoyer?
06:24 - 3rd Platform - Propel
07:41 - Smart Strategy by Zaggle?
09:06 - 2nd Revenue Segment
09:46 - What is a Prepaid Card?
10:07 -Prepaid Cards in Zaggle’s Model
10:42 - Big Benefits From Prepaid Cards
12:24 - How Zaggle Earns via Prepaid Cards?
12:28 - What is the Revenue Sharing?
13:20 - Why Banks Partner with Zaggle?
14:05 - Accounting of Card Income
14:16 - Card Use Case in Zoyer
14:40 - 3rd Revenue Segment
15:50 - Economics of Propel
17:42 - Result Analysis
18:50 - New Deals & Acquisitions
20:18 - Concall Analysis
20:36 - Update on Acquisitions
21:30 - Mobilware Q1 Performance
21:58 - Expected Revenue From Acquisitions
23:41 - Growth Guidance
24:36 - Why Program Fees Growing Slowly?
25:21 - Reduction In Incentive Costs
25:46 - Solid Guidance On Margins
26:03 - Understand The Scope of PAT Growth
27:20 - Guidance on Incentive Costs
27:38 - Unique Strategy for Offshore Expansion
28:21 - Jio Vs Zaggle's Taxspanner
29:21 - Growth Potential In Save, Propel, and Zoyer
29:52 - Competitive Landscape
30:30 - Crux of the Concall
31:00 - Financial Projection & Deal
32:03 - Best Thing for Zaggle's Stock
32:35 - Growth Projections Including Acquisitions
33:13 - Longer-term Growth Potential