Quick Heal Technologies Limited (NSE:QUICKHEAL)
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215.25
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May 8, 2026, 3:30 PM IST
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Q3 24/25

Feb 5, 2025

Operator

Ladies and gentlemen, good day and welcome to the Q3 and Nine Month FY 2025 Conference Call of Quick Heal Technologies Limited, hosted by Valorem Advisors. As a reminder, all participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call, please signal an operator by pressing star then zero on your touch-tone phone. Please note that this conference is being recorded. I now hand the conference over to Ms. Nupur Jainkunia from Valorem Advisors. Thank you and over to you, ma'am.

Nupur Jainkunia
Head of Investor Relations, Quick Heal Technologies Limited

Thank you. Good evening, everyone, and a very warm welcome to you all. My name is Nupur Jainkunia from Valorem Advisors. I represent the investor relations of Quick Heal Technologies Limited. On behalf of the company, I would like to thank you all for participating in the company's earnings call for the third quarter and nine months of the financial year 2025. Before we begin, a quick cautionary statement. Some of the statements made in today's earnings conference call may be forward-looking in nature. Such forward-looking statements are subject to risk and uncertainties, which could cause actual results to differ from those anticipated. Such statements are based on management studies as well as assumptions made by and information currently available to management. Audiences are cautioned not to place any undue reliance on these forward-looking statements in making any investment decisions.

The purpose of today's conference call is purely to educate and bring awareness about the company's fundamental business and financial quarter under review. Now, I would like to introduce you to the management participating with us in today's earnings call and hand it over to them for opening remarks. We have with us Mr. Kailash Katkar, Chairman and Managing Director, Mr. Sanjay Katkar, Joint Managing Director, Mr. Vishal Salvi, Chief Executive Officer, Mr. Ankit Maheshwari, Chief Financial Officer of the company. Without any further delay, I request Mr. Vishal Salvi to give his opening remarks. Thank you, and over to you, sir.

Vishal Salvi
CEO, Quick Heal Technologies Limited

Thank you so much, Nupur, and good evening, everyone. Thank you for joining us today as we discuss Quick Heal Technologies' performance for the third quarter of FY 2025. Our Q3 performance has been below par, largely due to our consumer and government verticals not performing to expectations. However, we are seeing a healthy pipeline being built up, and hence we are confident of our outlook for FY 2026. We are continuously working towards the pivot of the organization across three levels of products, solutions, and customers. I'm pleased to share that we are starting to witness a successful execution of our strategic initiatives, which have started to translate into visible outcomes such as key product launches, strategic collaborations, order booking getting created, and new product pipeline, et cetera.

Speaking on the product innovation and customer-centric solution aspects, in the third quarter, we successfully launched AntiFraud.AI, our groundbreaking fraud prevention solution with a nationwide marketing campaign. This demonstrates our thought leadership in the cybersecurity domain through innovative solutions to address critical cybersecurity challenges. With the ever-growing cyber fraud landscape, this becomes a timely solution for all Indian citizens to counter these threats effectively. Our strong product and R&D organization continues to deliver cutting-edge solutions. This quarter, we launched the Seqrite Malware Analysis Platform, what we call SMAP, and the Cyber Threat Intelligence solutions with the first Threat Intel order already secured. These innovations reflect our commitment to addressing evolving customer needs and staying ahead of the rapidly changing threat landscape. These solutions are created on the foundation of deep research at our Seqrite Labs, creating a value layer for democratizing malware analysis and the Cyber Threat Intelligence.

Additionally, the recent release of the Digital Personal Data Protection provisions has created a good number of opportunities in the market interest for us. Our Seqrite Data Privacy products are well-positioned to capitalize on these regulatory changes, and we are already seeing an increase in customer interest and the RFPs. The Seqrite Endpoint Security, our flagship product, has achieved a prestigious AV-TEST Corporate Endpoint Protection certification, a testament to our excellence in enterprise security. Let me also share more on our journey towards getting to higher customer segments through brand and marketing, strategic partnerships and collaboration, and sales organization readiness. We launched the second edition of our annual India Cyber Threat Report at the Data Security Council of India annual conference last year. This report provides critical insights into emerging threats and trends, helping organizations to stay ahead of curves.

The report has been well-received by the customers for the last couple of years, as this is the only source of information related to India-centric cyber threat landscape. This quarter, we signed an MOU with the Banking Institute of Rural Development, Lucknow, to foster collaborative research and development in cybersecurity. These partnerships will enhance our capabilities in advanced threat detection and response, further solidifying our position as a trusted cybersecurity partner for the financial ecosystem. We also have existing MOUs with NFSU and IIM Nagpur for similar strategic collaborations. To support our growth ambition, we have onboarded key hires in the mid-management roles, including regional sales directors, customer success managers, and head of Quick Heal Academy. This strategic hiring will drive innovation, customer success, and market expansion. We have initiated an India-wide marketing campaign for anti-fraud products to drive user awareness in this category.

We are aggressively working towards pruning and refining our strategies based on output and consumer feedback. As you all are aware, the cybersecurity industry faces a huge gap in the cybersecurity talent versus the industry requirements, and this is widening on a day-to-day basis. There is a massive drive of capacity building and awareness in the country driven by central and state governments to bridge this gap. It presents a massive opportunity and rising demand for us, being a cybersecurity leader in this domain. As a result of this, we are seeing a good pipeline being built up for our academy business, which will play an important role in our future growth. As we progress to FY 2025, our focus remains in simplifying cybersecurity for millions of customers worldwide. With a strong emphasis on innovation, strategic partnership, and customer-centric solutions, Quick Heal is well-positioned to maintain its leadership and global cybersecurity landscape.

Thank you for your continued support. With the pivot in transformation changes for the organization, it does take time, but we are excited about the opportunities ahead and remain committed to delivering value for our customers, partners, and shareholders. Now, I'll turn over to Ankit Maheshwari, our CFO, to provide further details on our financial performance. Ankit, over to you.

Ankit Maheshwari
CFO, Quick Heal Technologies Limited

Thank you, Vishal. Our Q3 FY 2025 results highlighted muted performance in the quarter alongside structural shifts in our business with a growing order book and building of deferred revenue. Our consolidated revenues for the quarter stood at INR 71 crore, marking a 4% decrease quarter- on- quarter and a 14% decrease on a year-on-year basis. As Vishal highlighted earlier, the decline is largely due to headwinds in the consumer business and government vertical. While the competitors in the consumer vertical have been struggling due to industry-level degrowth, we have shown resilience against market challenges thanks to all the initiatives within the business that we have taken. The government orders are pushed forward in timelines and have not been concluded yet. Revenue for nine months FY 2025 stands at INR 214 crore, depicting a 1% year-on-year growth. The split between consumer and enterprise business remains at 62% and 38%, respectively.

We have made conscious investments in Horizon-3 product launches and the market launch of anti-fraud product. I am happy to state that we have launched the new product in the Horizon- 3 category as we had committed. While it might have impacted the profitability in the short term, which is Q3, these are long-term investments made towards our growth story for the future. We follow prudent accounting practices, expensing all R&D investments. EBITDA for nine months of FY 2025 stands at INR 1.9 crore, while the Q3 FY 2025 EBITDA remains at INR -3.8 crore. Our PAT for the quarter is INR 0.1 crore. I would also like to bring to your attention some key highlights as we speak to you today. For the first time, our enterprise order book has crossed materiality and, as of date, it stands at INR 7.2 crore as against INR 0.35 lakh at the end of quarter two.

Our deferred revenue has been gradually building up, and we have added around INR 8 crore over a period of nine months of this year and stands at INR 10 crore at the end of quarter three. This enables us with higher comfort and predictability in the business as we progress in further quarters to come. We are a cash-rich company focused on creating long-term value for our shareholders. We remain committed towards our vision of transformational pivot of the organization. Beyond business, we continue to make a positive impact through our Cyber Shiksha for Cyber Suraksha initiative, which has touched over 64 lives as of date. We recently hosted the Cyber Suraksha Awards 2025, honoring volunteering students, teachers, and colleges for their contributions to cybersecurity awareness. With that, I would like to open the floor for the question and answer session. Thank you.

Should we open the floor for questions?

Vishal Salvi
CEO, Quick Heal Technologies Limited

Yeah, yeah, go ahead.

Operator

Thank you very much. We will now begin the question and answer session. Anyone who wishes to ask a question may press star and one on the touch-tone telephone. If you wish to withdraw yourself from the question queue, you may press star and two. Participants are requested to use handsets while asking a question. Ladies and gentlemen, we will wait for a moment while the question queue assembles. The first question comes from the line of Mihir Manohar from Carnelian Asset Management. Please go ahead.

Mihir Manohar
Equity Research Analyst, Carnelian Asset Management

Yeah, hi. Thanks for giving the opportunity. I just wanted to check when we see this marketing expense that is close to INR 23.7 crore for the quarter versus INR 20 crore on a QoQ basis. Is it that we have accelerated the S&M cost? Put some color around that, that would be helpful.

Ankit Maheshwari
CFO, Quick Heal Technologies Limited

Yeah. Thanks, Mihir. On sales and marketing, we have, in this quarter, launched our anti-fraud product. Because of that, there were some one-time expenses which we have incurred. Please note that these were all budgeted in our budgeting size. Overall, we also believe that these expenses will go more in the future because when we launch a consumer-type product, we have to do a lot of awareness campaigns in the market.

Mihir Manohar
Equity Research Analyst, Carnelian Asset Management

Sure. Understood. What would be the one-time kind of a number?

Ankit Maheshwari
CFO, Quick Heal Technologies Limited

We don't disclose these numbers, but it was more than INR 2-3 crore.

Mihir Manohar
Equity Research Analyst, Carnelian Asset Management

Understood. Sure. Second question was just on the new product launches, Seqrite Malware Analysis, and Seqrite Threat Intel. If you can throw some light, some color here, which are the areas that we are trying to address? I mean, what kind of opportunities are here that would be helpful?

Vishal Salvi
CEO, Quick Heal Technologies Limited

Yeah, thanks, Mihir, for that question. Seqrite Malware Analysis Platform is actually a solution which will help organizations to do a deep analysis of any malware file through full automation. It goes through multiple phases of review before we are able to give a verdict, including dynamic and static analysis of the files. Think of it as there is a huge demand for malware analysis talent in the market, and there is very low supply. The only way to solve this problem is to democratize it by creating such platforms which are available.

This is actually a one-of-its-kind platform from India, and there are multiple use cases in terms of state government, central government, and large enterprises who would be actually using this platform to have a tool available in their hands to do real-time analysis of the malware files received in their organizations. We are extremely bullish about the prospect of its consumption in all these opportunities that I just talked about. As far as the cyber threat intel is concerned, it is something which is, again, actionable intelligence that we provide through this platform for its consumption by enterprises, whether it is, again, government bodies or enterprises. They can ingest these actionable intelligence into their security operations center and be able to actually immunize their computer infrastructure from threats emanating from those [actors], [threat actors].

Both these products are actually on the foundation of our cyber threat research that happens out of Seqrite Labs, which is the largest malware lab in the country. All of these have been created on the foundation of that research work that we do.

Mihir Manohar
Equity Research Analyst, Carnelian Asset Management

One last question was on the deferred revenue and order book. Is deferred revenue and order book one and the same, or are they different?

Ankit Maheshwari
CFO, Quick Heal Technologies Limited

These are two different things. Order book is what we say a confirmed order in hand. While when we invoice it, it will either convert into the recognition of the revenue or it is being deferred. Does it make sense?

Mihir Manohar
Equity Research Analyst, Carnelian Asset Management

Yeah, sure. That's informative. Thank you.

Operator

Thank you. A reminder to all participants, you may press star and one to ask a question. Ladies and gentlemen, you may press star and one to ask a question. The next question comes from the line of Jalaj from Svan Investments. Please go ahead.

Jalaj Manocha
Equity Research Analyst, Svan Investments

Yeah. I hope I'm audible.

Operator

Yes, sir. Please go ahead.

Jalaj Manocha
Equity Research Analyst, Svan Investments

Yeah. Thanks for the opportunity, sir. I just wanted to understand how should we read into the order book as in I hope these are majorly would be or a major chunk would be from enterprises, but over what period of time do these need to be delivered? If I were to take a book-to-bill ratio, it comes out to be a very small number there, only 0.3 on terms. How should we read about it? Could we talk about it?

Ankit Maheshwari
CFO, Quick Heal Technologies Limited

Yeah, Jalaj. Thank you. While Mihir had read the same question, let me explain it again. An order book is a detailed record of confirmed purchase orders, contracts in hand, mainly from our enterprise vertical that have been formally agreed upon. In the history of Quick Heal, we are for the first time showing enterprise order book, which is material now. Earlier, it was not material because in my earlier speech also, I said that it is about INR 35 lakh in Q2. These orders are yet to be fulfilled and billed depending upon the contract tenure, generally over a period of one to three years. This order book includes clients both from domestic as well as international customers.

Jalaj Manocha
Equity Research Analyst, Svan Investments

Sir, just to add to it, let's assume if I were to see last year's run rate or even this year's run rate, we are sitting on a INR 30 crore enterprise revenue per quarter. That's broadly it has been. Is it fair to assume that this order book is over and above that?

And.

That's a normal run rate, which?

Ankit Maheshwari
CFO, Quick Heal Technologies Limited

In fact, both deferred revenue as well as order book is over and above that.

Jalaj Manocha
Equity Research Analyst, Svan Investments

Okay. Okay. Currently, whatever we are booking into enterprises as revenue was much more on a short-term basis. Is that a fair way to understand it? I am just trying to understand the current status quo in the enterprise revenue. How does that differ from the order book? You said for the first time we have reached a sizable amount. Currently, if we are running on a INR 30-40 crore, INR 30 crore run rate, quarterly run rate, that revenue is currently not on the basis of some sort of order book. Is that a way we should think about that?

Ankit Maheshwari
CFO, Quick Heal Technologies Limited

Whatever we are doing is the BAU. Since we have started tracking the material orders and we are receiving material orders, we are trying to capture those material orders and have been shown separately. Overall, this is in addition to what we are showing in the earlier quarters and in this quarter.

Vishal Salvi
CEO, Quick Heal Technologies Limited

In a way, Jalaj, what you're saying is right. This is over and above the run rate business that we have right now.

Jalaj Manocha
Equity Research Analyst, Svan Investments

Got it. Got it, sir. Sir, one more thing. We have been talking about that the sales cycle in enterprise is a little longer, and the first step is you do a POC with the enterprises. Where are we on those? Could you give a best, could be if you give us some quantitative number onto that as in where are we or how many places or enterprise are we right now doing our POCs? Some flavor onto what it would be last quarter or a year back so that gives directionally where we are?

Vishal Salvi
CEO, Quick Heal Technologies Limited

I think I can give you a slight color to that in the sense that our overall pipeline is healthier than what it used to be. I think in the past one year, our pipe has doubled. Similarly, our rate of POCs and engagements with enterprises have also increased. We are seeing a gradual, regular increase in both of these activities for the enterprise business.

Jalaj Manocha
Equity Research Analyst, Svan Investments

Okay. Just trying to dig deeper, could you quantify or add some more color onto [healthier] per se? Because we have had first fruits of success in terms of order book that shows up. As in, how far are we from that inflection point? I just wanted to understand that.

Vishal Salvi
CEO, Quick Heal Technologies Limited

Yeah. I think once you start looking at these because these are the two parameters that we have introduced additionally right now, and henceforth we'll be maintaining it, you will start getting a good view about how that order book, deferred revenue, and plus revenues are stacking up. At this moment of time, we are not yet making our pipeline numbers public, comparative as well as absolute. Maybe in future, we would look at that. I would say that as you look at us on a quarter-on-quarter basis, you will be able to see how that progress is unfolding.

Jalaj Manocha
Equity Research Analyst, Svan Investments

Understood. Understood. One last question. Have you had some initial success in the DPDP Act implementation product for us? Because that's one product I guess we have been ready with our product, and we have been very bullish around that.

Vishal Salvi
CEO, Quick Heal Technologies Limited

Yeah. Like I said in my opening remarks, basically, we are seeing a good amount of interest and traction coming up. We have also started bidding in large RFPs. We are also getting shortlisted in some of them. That is a good progress for us. Just like you also know, we are still waiting for the enforcement guidelines to come in. We are starting to see some kind of momentum towards bidding for RFPs and generating POCs.

Jalaj Manocha
Equity Research Analyst, Svan Investments

Understood. Understood. Currently, on the enterprise, could you give us some flavor as to what sort of revenue does government form? As in what would be the split between businesses and government, B2G and B2B?

Vishal Salvi
CEO, Quick Heal Technologies Limited

See, broadly, what we have mentioned in past also is that our government business is around 20% of our enterprise business. It has been sluggish for this quarter, but generally, the run rate business is around 20% of the enterprise business.

Jalaj Manocha
Equity Research Analyst, Svan Investments

That has been so in the past. Let's assume for the past one, one and a half years, that is the way it has been?

Vishal Salvi
CEO, Quick Heal Technologies Limited

That's right.

Jalaj Manocha
Equity Research Analyst, Svan Investments

Got it. Got it. Thanks a lot and best of luck.

Vishal Salvi
CEO, Quick Heal Technologies Limited

Thank you. Thanks.

Operator

Thank you. The next question comes from the line of Vimal Gohil from Alchemy Capital Management. Please go ahead.

Vimal Gohil
Research Analyst, Alchemy Capital Management

Yes, sir. Thank you for the opportunity. I think.

Operator

Interrupt you, sir. Your audio is not clear. May I request you to use your handset, sir?

Vimal Gohil
Research Analyst, Alchemy Capital Management

Is this better?

Operator

No, sir. It's not clear, sir.

Vimal Gohil
Research Analyst, Alchemy Capital Management

I hope this is better.

Operator

No, sir. We are not able to hear you, sir. There is a lot of disturbance in the.

Vishal Salvi
CEO, Quick Heal Technologies Limited

Vimal, we have some kind of breaking of your voice, but why don't you go ahead with your question and let's see if we can make out what you're asking.

Vimal Gohil
Research Analyst, Alchemy Capital Management

Sure. Sure. Apologies for this, but I'll still go ahead. I just wanted to check. I think what questions are arising of your order book details is that your current run rate, quarterly run rate of enterprise is at about INR 25-30 crores versus an order book status of INR 7 crores and a deferred revenue of INR 10 crores. How does that match with how does that match? Typically, when you have deferred revenue, this will be 1x or 1.1x of your revenue, of your total revenue, typically for a product company. How does that math work?

Vishal Salvi
CEO, Quick Heal Technologies Limited

Vimal, what I would say is that so far, when you look at it, we had a run rate business, right, on a quarter-on-quarter basis. This is the first time we have been able to create, we have realized that the amount that is there in terms of deferred revenue as well as order book is material. This is all over and above our run rate business, and that is the way you should look at it. So far, in the history of Quick Heal, we have largely been booking our numbers and showing that these two segments did not have any material number for us to report. Given that the way our business is changing, the way we are introducing new products, the way I talked about three launches already, right? I talked about academy business. I talked about Cyber Threat Intelligence. I talked about SMAP.

All of these products, the revenue recognition happens over a period of time. As we start seeing the revenue accumulated through these products, we will naturally start having these areas coming up together. The current run rate business from all of the products will continue as it is. These are additional additions which are coming up, which will start adding, and that's why we started publishing numbers as well. I hope that clarifies.

Vimal Gohil
Research Analyst, Alchemy Capital Management

Yeah. Basically, what you're trying to say is, about INR 28 crore of, let's say, annualized quarterly order book or order book, right, versus INR 120 crore of existing revenue. INR 120 crore over and above, if you assume that your run rate business continues to remain at the level at which it is, and you are able to 100% execute your order book, you are looking at a INR 120 crore plus a INR 28 crore of revenue for FY 2026. Is that the correct math?

Ankit Maheshwari
CFO, Quick Heal Technologies Limited

I mean, you can do this, it is very simplistic math, but you should.

Vimal Gohil
Research Analyst, Alchemy Capital Management

Yeah, this is just for my understanding.

Ankit Maheshwari
CFO, Quick Heal Technologies Limited

Yeah. Vimal, the reason why we are saying it's not that simple addition is because the tenures could be different for the order book. It could vary from one to three years. For deferred revenue, it could vary for one to three years, right? Largely, what you are saying is correct. Order book as well as deferred revenue is on top of the BAU business, what we are doing, what we have reported.

Vimal Gohil
Research Analyst, Alchemy Capital Management

Fair. Fair. All right. Gentlemen, thank you so much, and all the best.

Ankit Maheshwari
CFO, Quick Heal Technologies Limited

Thank you.

Operator

Thank you. A reminder to all participants, you may press star and one to ask a question. The next question comes from the line of [Arunachalam V]. Answer, please go ahead.

Good evening, sir. Am I audible?

Vishal Salvi
CEO, Quick Heal Technologies Limited

Yes, you are. Go ahead.

Yeah.

I'm very happy that your organization is leading the IT security solution space as a pioneer. Just wanted to know what is your market share in the field, be it total security, internet security, antivirus? What should be your market share?

We are a market leader as far as India is concerned in the antivirus consumer space. Our current market size is around within 35%-40% as compared to our competition.

Thank you very much, sir. In all your segments you operate, right? Or is it in any specific?

This is specifically for our consumer antivirus.

Okay. Thank you, sir.

Operator

Thank you. The next question comes from the line of Navya Gautam with Sicomoro Advisors. Please go ahead.

Navya Gautam
Research Analyst, Sicomoro Advisors

Hello. Am I audible?

Operator

Yes, ma'am. Please go ahead.

Navya Gautam
Research Analyst, Sicomoro Advisors

Yeah. Thank you so much. I just missed the introductory part of the call. I just wanted to ask one thing, that there was an increase of 23% YoY on general admin expense. I would just like to know what is the major driver in the expense rise?

Ankit Maheshwari
CFO, Quick Heal Technologies Limited

Yeah. Thanks, Navya, for this. This was a sluggish quarter for us, and due to headwinds in our consumer business, we were not even able to make the planned collections. As per the accounting standard, we have to make a provision for doubtful debts of about INR 2 crore. Please note, this is just a provision, and there are no bad debts. Since we are following, I guess we have to follow the accounting standard, and we have to make a provision of about INR 2.5 crore.

Navya Gautam
Research Analyst, Sicomoro Advisors

Okay. Okay. What was the reason for a revenue decrease in the consumer segment?

Ankit Maheshwari
CFO, Quick Heal Technologies Limited

Sorry, can you repeat?

Navya Gautam
Research Analyst, Sicomoro Advisors

What was the reason for this downfall in revenue for the consumer segment?

Ankit Maheshwari
CFO, Quick Heal Technologies Limited

We were facing some headwinds, and because we were not able to make the collections, there was a pressure on revenue also, so we were not able to bill it.

Vishal Salvi
CEO, Quick Heal Technologies Limited

Navya, I think broadly, if you look at the antivirus consumer business, there has been overall, globally as well as in India, there has been a degrowth. While overall, there has been a degrowth, Quick Heal has been a market leader in India, as I mentioned earlier in the earlier question. Secondly, we are working on a flattish kind of revenue projection, and we want to keep the same thing for the rest of the year as well. While overall, as an industry, our competitors and everybody are degrowing, we will remain flattish.

Having said that, those headwinds are still relevant for our business also, and that's why we are seeing those headwinds and the growth challenges.

Navya Gautam
Research Analyst, Sicomoro Advisors

Thank you so much.

Operator

Thank you. A reminder to all participants, you may press star and one to ask a question. The next question comes from the line of Amit Agicha with HG Hawa. Please go ahead.

Amit Agicha
Equity Research Analyst, HG Hawa

Good afternoon, sir. Am I audible?

Operator

Yes, sir. Please go ahead.

Amit Agicha
Equity Research Analyst, HG Hawa

Thank you for the opportunity. My question was with respect to the cash flow situation. What is the expected cash flow situation given the continued investments in research and development and marketing? Are there any pricing changes planned for existing products to improve the margins?

Ankit Maheshwari
CFO, Quick Heal Technologies Limited

Our cash balance is static as compared to the previous quarter. In spite of the fact that we have made a commitment, we have made a Tier 3 data center in our Pune office where we have spent a good amount of CapEx. In spite of that, our cash balance is at the same level of INR 190 crore.

Amit Agicha
Equity Research Analyst, HG Hawa

190, you're saying?

Ankit Maheshwari
CFO, Quick Heal Technologies Limited

Yes. Cash and investment balances is INR 190 crores.

Amit Agicha
Equity Research Analyst, HG Hawa

Sir, any pricing changes planned for existing products to improve the margins?

Ankit Maheshwari
CFO, Quick Heal Technologies Limited

It is a market dynamics. Based on the competition and other factors, we keep on reviewing it on a regular basis. As and when required, we will do that course correction.

Amit Agicha
Equity Research Analyst, HG Hawa

Thank you, sir. All the best for the future.

Ankit Maheshwari
CFO, Quick Heal Technologies Limited

Thanks. Thank you.

Operator

Thank you. A reminder to all participants, you may press star and one to ask a question. Ladies and gentlemen, you may press star and one to ask a question. The next question comes from the line of Amit Agicha with HG Hawa. Please go ahead.

Amit Agicha
Equity Research Analyst, HG Hawa

Sir, thank you for the opportunity once again. Sir, can you share any details on the employee retention strategy, especially in R&D and sales, and how is the company addressing the talent acquisition and AI-driven cybersecurity?

Vishal Salvi
CEO, Quick Heal Technologies Limited

Yeah, Amit, thank you so much for that question. See, our attrition is at an all-time low, and within that, it is much lower in our R&D team, right? We feel very comfortable in terms of how we are working with our employees. It's a very important aspect of our strategy. We measure our employee engagement score year- on- year. This year also, the engagement scores are out, and they're slightly higher than last year. Overall, that is also something which we track. Building a right culture, right empowerment, giving our employees challenging activities and tasks to do, all of that is part of our strategy to retain, reward, and recognize our employees. We continue to have that focus.

At the same time, whenever we are looking for talent from the market, we have a very elaborate process of selection and identification, we benchmark our compensation with the market. We are very happy that we are able to attract very good talent from the market across all levels.

Amit Agicha
Equity Research Analyst, HG Hawa

Sir, may I know the employee count?

Vishal Salvi
CEO, Quick Heal Technologies Limited

On an average, our employee count has been around 1,000, hovering around 1,000 for the last few years.

Amit Agicha
Equity Research Analyst, HG Hawa

Okay, sir. Can you share the percentage of revenue that comes from large enterprises clients versus the retail consumers?

Vishal Salvi
CEO, Quick Heal Technologies Limited

Again, the retail consumers?

Amit Agicha
Equity Research Analyst, HG Hawa

Yeah, the large enterprise and the retail, the bifurcation.

Vishal Salvi
CEO, Quick Heal Technologies Limited

Yeah. Maybe Ankit, you want to do this?

Ankit Maheshwari
CFO, Quick Heal Technologies Limited

There is a split between consumer enterprises, 62% versus 48%.

Vishal Salvi
CEO, Quick Heal Technologies Limited

48% of our business is coming from enterprise and 62% from consumer market.

Amit Agicha
Equity Research Analyst, HG Hawa

Sir, last question. How diversified is the company's client base to mitigate risk from government spending cuts?

Vishal Salvi
CEO, Quick Heal Technologies Limited

We feel very comfortable that we don't have any concentration risk from any one client, and it is very evenly and widely distributed across multiple customers.

Amit Agicha
Equity Research Analyst, HG Hawa

Sir, any major customer wins or partnerships that will drive revenue in the next few quarters?

Vishal Salvi
CEO, Quick Heal Technologies Limited

Yeah. There is one which we just talked about in our commentary also that we have won a large threat intel deal. We will be sharing the name of the customer in future once we have their consent as well because just recently, we have acquired. I think apart from that, we also have an international deal for academy, which is again a large. Yeah, I mean, we keep having multiple deals coming up on a quarterly basis.

Amit Agicha
Equity Research Analyst, HG Hawa

Sir, are there any revenue targets for the new cybersecurity solutions like security threat intelligence and anti-fraud?

Vishal Salvi
CEO, Quick Heal Technologies Limited

Yeah. I think internally, we do have a very robust business plan and targets which all our business teams are to be accountable for. We do not make these public as yet on a product-by-product basis, but we do have internal clarity in terms of what we want to do and how we want to have a business plan for each of the products.

Amit Agicha
Equity Research Analyst, HG Hawa

Thank you very helpful. That's it from my side.

Vishal Salvi
CEO, Quick Heal Technologies Limited

Thank you.

Operator

Thank you. The next question comes from the line of Jalaj from Svan Investments. Please go ahead.

Jalaj Manocha
Equity Research Analyst, Svan Investments

Thanks again for the opportunity. In the current enterprise business, could you give the split across the various products, so let's say the Endpoint Security, zero-trust solution, and basically, I wanted to understand what has been the split across the older products and the newer products?

Vishal Salvi
CEO, Quick Heal Technologies Limited

Yeah, Jalaj, thanks for the question. We right now do not make these splits public across our enterprise products. As we grow and mature, perhaps in future, we would be able to do this.

Jalaj Manocha
Equity Research Analyst, Svan Investments

Some qualitative picture onto that, maybe not exactly would be helpful there. Yeah.

Vishal Salvi
CEO, Quick Heal Technologies Limited

I mean, at this point of time, I'm afraid I'll not be able to give you even qualitative picture. Like I said, maybe in future, as we, because these are all newly launched solutions, so they are early stages of their getting into the market. You will get to see in terms of how we start announcing large deals in future. I think in future, maybe we will start sharing that and making public. Right now, we don't.

Jalaj Manocha
Equity Research Analyst, Svan Investments

Got it. One last point. On the deal win, which is the order book you announced, is it in the, I'm assuming it is from the new products which have been launched as a Horizon-2 or 3 that we have been talking about. Is that the right assumption?

Vishal Salvi
CEO, Quick Heal Technologies Limited

Yes, that your understanding is correct.

Jalaj Manocha
Equity Research Analyst, Svan Investments

Got it. Got it. Thanks a lot.

Vishal Salvi
CEO, Quick Heal Technologies Limited

Thank you, Jalaj.

Operator

Ladies and gentlemen, you may press star and one to ask a question. The next question comes from the line of Mihir Manohar from Carnelian Asset Management. Please go ahead.

Mihir Manohar
Equity Research Analyst, Carnelian Asset Management

Yeah. Hi. Thanks for giving the follow-up. Am I audible?

Vishal Salvi
CEO, Quick Heal Technologies Limited

Yeah, Mihir.

Mihir Manohar
Equity Research Analyst, Carnelian Asset Management

Yeah, sure. I wanted to understand the DPDP side. Basically, we have [audio distortion] which is an addressable area here. What are the different products do we have to cater to this market? On a broadcast basis, what could be the average deal size that we can have for this particular area?

Vishal Salvi
CEO, Quick Heal Technologies Limited

Mihir, thank you for that question. I think you actually hit it spot on because DPDP is not only about the data privacy product that we have, but basically, cybersecurity products are foundational elements to bring in the necessary controls which are required to achieve DPDP compliance. Our data protection products, our zero-trust access products, our mobile security products, all of these are relevant solutions to improve the overall posture of privacy in a given organization. If you go by the global market, you find that whenever any large regulation such as DPDP has come into play, the overall spends have grown not only in the privacy space but also in the cybersecurity space. We do expect that it is not only going to boost our data privacy solution, but it will also boost the other products that we have in our [kitty]. Okay?

Now, in terms of the deal size is concerned, if you look at a mid-market kind of a customer, especially for DPDP compliance, the size of the deal can vary anything between INR 75 lakhs to INR 3 crore, right, depending on that. If you go to larger enterprise, then that number will grow further. That would be typically the ticket size for a mid-market to a large enterprise customer.

Mihir Manohar
Equity Research Analyst, Carnelian Asset Management

Understood. This is basically for making the entry, sort of the piece. You lend it, let's say, INR 75 lakhs per piece here, and then maybe you expand it to different areas, and that would be agencies, right?

Vishal Salvi
CEO, Quick Heal Technologies Limited

Yes.

Mihir Manohar
Equity Research Analyst, Carnelian Asset Management

Okay. Understood.

Vishal Salvi
CEO, Quick Heal Technologies Limited

Yeah.

Mihir Manohar
Equity Research Analyst, Carnelian Asset Management

And just one last thing on this DPDP. I mean, I went through the rules, but was not getting the penal provisions because the penal provisions that were talked about, they were quite severe. But when I went through the rules, they were not that severe. I mean, any color around that, how tightly and to what all enterprises will be enforceable because the rules also have not mentioned what is the threshold limit to which these particular rules will be applicable. Any threshold or any network threshold has also not been mentioned in this.

Vishal Salvi
CEO, Quick Heal Technologies Limited

Yeah. I think, see, the whole intention of the penalty is to motivate organizations to adopt and take these rules very seriously. Okay? It acts more like a deterrent than the intention is to actually penalize organizations.

What we are given to understand is that, obviously, those organizations, large organizations, social media platforms who process personal identifiable information will actually be held more accountable for how they process and use that data versus a smaller organization which does not process as much data and may not cause as much harm to the citizens of the country. They will actually calibrate the penalties based on the exposure and the size of the organization and the ability for them to invest in protecting that data. Having said that, I think the government of India is extremely serious about getting compliance to the provision. Any organization which has been found to be blatantly ignoring and not following the basic hygiene that is required for cybersecurity or privacy would perhaps fall in the category of getting penalized.

Mihir Manohar
Equity Research Analyst, Carnelian Asset Management

Sure. I understood. Thank you so much. Thank you.

Operator

Thank you. A reminder to all participants, you may press star and one to ask a question. As there are no further questions from the participants, I now hand the conference over to management for closing comments.

Vishal Salvi
CEO, Quick Heal Technologies Limited

Thank you so much for all of you to have joined today and asked very good, insightful questions. Hope to see you again in the next quarter. Thank you so much.

Ankit Maheshwari
CFO, Quick Heal Technologies Limited

Thank you.

Operator

Thank you. On behalf of Quick Heal Technologies Limited, that concludes this conference. Thank you for joining us, and you may now disconnect your lines.

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