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Sep 30, 2023

Enfusion Q3 2023 Earnings Report

Enfusion delivered solid performance, exceeding expectations and demonstrating the durability of their model with improved Adjusted EBITDA margins.

Key Takeaways

Enfusion reported a strong Q3 2023, with revenue of $44.4 million, a 13.3% year-over-year growth. The company exceeded expectations and demonstrated the durability of its model, improving Adjusted EBITDA margins. They launched Portfolio WorkBench, expanded EBITDA margin, generated strong free cash flow, and signed new large clients.

Launched the Portfolio WorkBench, empowering portfolio managers to customize and adapt their portfolios.

Significantly expanded EBITDA margin compared to the same period a year ago, reflecting ability to balance investments to drive growth while improving profitability.

Generated strong free cash flow, representing a significant conversion rate.

Reported healthy client add counts, bookings, and ACV, winning larger investment managers.

Total Revenue
$44.4M
Previous year: $39.2M
+13.3%
EPS
$0.02
Previous year: $0.02
+0.0%
Annual Recurring Revenue
$178M
Gross Profit
$29.9M
Previous year: $27.2M
+9.8%
Cash and Equivalents
$31.7M
Previous year: $63.5M
-50.2%
Free Cash Flow
$9.5M
Previous year: $6.92M
+37.3%
Total Assets
$102M
Previous year: $116M
-12.0%

Enfusion

Enfusion

Enfusion Revenue by Segment

Forward Guidance

No specific forward guidance was provided in the document.

Revenue & Expenses

Visualization of income flow from segment revenue to net income