FirstCry FY24:亏损收窄 34%,IPO 前收入突破 6000 万印度卢比大关

0x资讯Pubblicato 2024-07-31Pubblicato ultima volta 2024-07-31

FirstCry FY24:亏损收窄 34%,IPO 前收入突破 6000 万印度卢比大关FirstCry FY24:亏损收窄 34%,IPO 前收入突破 6000 万印度卢比大关

概括

这家准备上市的初创公司的综合净亏损从上一财年的 48.6 亿印度卢比下跌了近 34%,至 2024 财年的 32.15 亿印度卢比

本报告年度的营业收入从 2023 财年的 5,632.5 千万印度卢比增长 15% 至 6,480.8 千万印度卢比

FirstCry 的 IPO 将包括价值 1,816 千万印度卢比的新股发行和 5.4 千万印度卢比的 OFS 部分。预计该公司将于本周提交 RHP

准备上市的全渠道市场 FirstCryFirstCry Datalabs_文章内图标FirstCry Datalabs_文章内图标 报告称,2023-24 财年 (FY24) 的综合净亏损为 32.15 亿印度卢比,较上一财年的 48.6 亿印度卢比下跌近 34%。

该初创公司的营业收入从 2023 财年的 5,632.5 千万印度卢比增长了 15% 至本报告年度的 6,480.8 千万印度卢比。

这些指标与该公司23财年净亏损同比增长500%和营收同比增长135%形成了鲜明对比。

FirstCry 由 Supam Maheshwari 和 Amitava Saha 于 2010 年创立,是一家全渠道婴儿和儿童市场。该公司的收入来源包括销售商品、忠诚度积分计划、互联网展示费、版税以及向加盟学校销售学生套件等。

FirstCry 于去年 12 月向印度证券交易委员会提交了招股说明书草案 (DRHP)。然而,该公司今年早些时候撤回了这份草案,并于 4 月重新提交。根据其招股说明书草案,在 2024 财年的前九个月,该公司的销售额为 4,814 千万印度卢比,亏损 278.2 千万印度卢比。

FirstCry 计划通过公开发行新股筹集 1,816 千万印度卢比。其 IPO 还将包括 5.4 千万印度卢比的待售 (OFS) 部分。

尽管公开市场将盈利能力视为认购新 IPO 的关键因素之一,但这家初创公司仍将以亏损的形式上市。

据报道,FirstCry 很可能在本周提交其红鲱鱼招股说明书 (RHP)。

FirstCry 在 24 财年都花在了哪里?

本报告年度,FirstCry 的总支出从 23 财年的 6,315.7 千万印度卢比上涨至 6,896.6 千万印度卢比,涨幅超过 9%。

购买存货:这一部分占了这家初创公司全年总支出的 56.4%。FirstCry 的这部分支出在 2024 财年同比增长近 25%,达到 3,889.9 千万印度卢比。

材料消耗成本:24 财年的材料成本为 557.5 千万印度卢比,而上一财年为 479.5 千万印度卢比。

员工成本:这家初创公司今年成功控制了员工福利支出。由于 ESOP 支出减少,2024 财年员工福利支出为 686.5 千万印度卢比,而 2023 财年为 769.8 千万印度卢比。

其员工股权支付——2024 财年的股权支付额同比下跌一半以上,至 17.8 亿印度卢比。

广告费用:FirstCry 在 24 财年花费了 482.2 亿印度卢比用于广告和促销费用,同比增长约 16%。

运输成本:这家初创公司在这方面的支出同比增长 27% 以上,达到 54.57 亿印度卢比。

资讯来源:由0x资讯编译自INC42。版权归作者Tapanjana Rudra所有,未经许可,不得转载

Letture associate

Mihoyo's Next Protagonist Is Her, Who Plays the Piano

Mihoyo, widely recognized for its hit game Genshin Impact, has long harbored a grander ambition: creating a virtual world where one billion people would want to live. While its character design is unparalleled, the company recognizes a fundamental limitation—these beloved virtual characters are not truly "alive." Their dialogue and actions are pre-scripted. This drive for authentic "living" characters has guided Mihoyo's strategic investments in cutting-edge fields like brain-computer interfaces, AI (including an early investment in MiniMax), and nuclear fusion. Following the release of ChatGPT in late 2022, co-founder Cai Haoyu stepped down from management to lead a new overseas AI venture, Anuttacon, focused on creating AI-driven virtual beings. Mihoyo's path has involved experimentation and iteration. Anuttacon's early project, *Whisper of the Stars*, showcased real-time AI conversation but revealed limitations in underlying language models. The team subsequently focused its resources on developing a sophisticated "emotional" large language model, distinct from purely utilitarian AI. Co-founder Liu Wei (Dawei) announced plans to invest up to 100 billion RMB in this AI pursuit. The first tangible product of this vision is *BSide: Olivia Lin*, a free Steam application featuring a piano-playing virtual companion. Unlike typical AI chatbots demanding constant interaction, Olivia Lin operates on a slower, more deliberate rhythm—responding to letters, playing user-submitted melodies, and serving as a desktop presence. This design emphasizes "lifelikeness" over exhaustive conversation, strategically working around current technological constraints while building a sense of authentic connection. The company's journey traces back to its name, "miHoYo," where "mi" pays homage to the virtual singer Hatsune Miku. For nearly two decades, fans have loved Miku, a character unaware of their devotion. Mihoyo's ultimate goal, now backed by massive investment and AI research, is to bridge that gap—to create virtual beings that can truly know they are loved.

marsbit13 min fa

Mihoyo's Next Protagonist Is Her, Who Plays the Piano

marsbit13 min fa

Citrini Research: Taking Stock of 5 Major Investment Themes Overshadowed by the AI Trade

Citrini Research identifies five under-the-radar investment themes potentially overshadowed by the dominant AI trade. With capital and analyst attention overwhelmingly focused on AI infrastructure, these overlooked areas present alpha opportunities as market dynamics shift. **Theme 1: Airlines** – Despite strong fundamentals, stocks like Delta and United have been penalized for 18 months due to macro concerns (tariff-inflation, oil prices), not profitability. A rebound is expected as these headwinds fade, aided by trends like premiumization and the 2026 World Cup. **Theme 2: Senior Housing** – A pure demographic play. The U.S. population over 80 is projected to grow 56% in the next decade, drastically outpacing supply. This creates a compelling need for facilities, benefiting REITs like Welltower and operators like Brookdale. **Theme 3: Live Events & Entertainment** – "Being there" is becoming a luxury. This sector has outperformed even tech over the past decade. Companies like TKO Group (WWE/UFC), Cinemark, and IMAX are capitalizing on demand for premium, in-person experiences. **Theme 4: Exchange Competition** – CME Group's ~98% monopoly in U.S. interest rate derivatives faces its first real challenge from FMX Futures Exchange. Backed by major Wall Street banks, FMX offers lower fees and margin savings. While CME's deep liquidity remains an advantage, FMX provides a competitive alternative. **Theme 5: Fintech Recovery** – Heavily sold off in 2026, fintech stocks like SoFi, Robinhood, and Upstart are showing signs of a rebound based on improving fundamentals—SoFi's stablecoin launch, Robinhood's transformation into a "financial super app," and Upstart's renewed AI lending narrative—rather than a change in sector outlook. The report advises maintaining some AI exposure but diversifying into these neglected "small themes" where mispricing exists due to a simple shortage of investor attention.

marsbit49 min fa

Citrini Research: Taking Stock of 5 Major Investment Themes Overshadowed by the AI Trade

marsbit49 min fa

21Shares Mid-Year Key Report: Bitcoin's Four-Year Cycle Remains Intact, Stablecoins and Tokenization Emerge as New Growth Engines

21Shares Mid-Year Report 2026: Bitcoin Cycle Intact, Stablecoins & Tokenization Emerge as New Engines This mid-year review assesses progress against 21Shares' ten predictions for 2026. While the overarching shift from narrative to fundamentals holds, performance varies. Key findings show Bitcoin's four-year cycle remains evident despite market maturation. Global crypto ETP AUM has declined to ~$140B, lagging the $400B target, though product innovation continues. Stablecoin supply surpassed $320B, demonstrating non-cyclical demand but falling short of the $1T forecast due to slower regulatory clarity. DeFi TVL, stalled at ~$140B, was hindered by major security incidents. Corporate crypto treasuries hold ~1.28M BTC ($100B), with consolidation pressuring weaker players. Prediction markets are on track, with $57.5B volume already surpassing half the $100B annual target. AI agent infrastructure is ready, but adoption is early. Ethereum L2 consolidation is underway, with the top 5 capturing nearly 90% of activity. Compliant token launches have a platform but lack mainstream volume. Tokenized RWAs total ~$31B on public chains, but institutional pipeline growth is strong. In summary, fundamentals like stablecoins, tokenization, and prediction markets are advancing, but targets require faster adoption or price appreciation. The market is maturing, yet cyclical patterns persist.

marsbit58 min fa

21Shares Mid-Year Key Report: Bitcoin's Four-Year Cycle Remains Intact, Stablecoins and Tokenization Emerge as New Growth Engines

marsbit58 min fa

Trading

Spot
Futures
活动图片