Affle 3i Q4 Revenue Rises 20.3% to INR 7.24 Billion
Affle 3i Limited reported a 20.3% year-on-year increase in Q4 FY26 revenue to INR 7.24 billion, with PAT growing 16% to INR 1.20 billion. For the full year, revenue rose 19.5% to INR 27.1 billion, while EBITDA increased 26.3% to INR 6.10 billion. The Board approved a preferential issue of warrants worth approximately INR 11 billion to Affle Holdings to support inorganic growth, with four acquisition targets currently under due diligence.
*this image is generated using AI for illustrative purposes only.
Affle 3i Limited has submitted the transcript of its Earnings Conference Call for the fourth quarter and financial year ended March 31, 2026. The call, conducted on May 11, 2026, discussed the company's financial performance and strategic initiatives, including a planned fundraise to support inorganic growth.
Financial Performance
For the quarter ended March 31, 2026, the company reported revenue of INR 7.24 billion, an increase of 20.3% year-on-year. Profit after tax (PAT) stood at INR 1.20 billion, growing by 16% year-on-year. EBITDA for the quarter was INR 1.61 billion, with a margin of 22.3%.
On a full-year basis, revenue grew 19.5% to INR 27.1 billion. EBITDA increased 26.3% to INR 6.10 billion, while PAT rose 19.1% to INR 4.55 billion.
| Metric | Q4 FY2026 | FY2026 |
|---|---|---|
| Revenue | INR 7.24 billion | INR 27.1 billion |
| YoY Growth | 20.3% | 19.5% |
| EBITDA | INR 1.61 billion | INR 6.10 billion |
| PAT | INR 1.20 billion | INR 4.55 billion |
Strategic Developments
The Board of Directors has approved a preferential issue of equity shares to strengthen the balance sheet for acquisitions. Corporate promoter Affle Holdings will invest approximately INR 11 billion to acquire around 7.4 million warrants at INR 1,487 per share, with a 25% upfront payment.
Management highlighted that the company is actively pursuing growth opportunities, with a shortlist of four targets currently under due diligence. The focus is on acquiring entities that provide access to new advertisers and sales forces in developed markets, which can be transformed to operate on Affle's CPCU business model.
Operational Highlights
The Consumer Platform business delivered 120.3 million conversions during the quarter at a rate of INR 60.0. India and global emerging markets contributed 71.6% of revenues, growing 21.2% year-on-year. Developed markets grew 18.0% year-on-year.
The company continues to invest in AI capabilities, including the integration of OpticksAI and Niko, to enhance campaign effectiveness and operational efficiency. Affle also received 5 new patent grants during the year, expanding its IP portfolio to 18 unique patents granted and 21 filed & pending.
Conference Call Details
The earnings call was held on Monday, May 11, 2026, at 10:00 AM IST. The transcript and audio recording are available on the Investor Relations section of the company's website.
| Parameter | Details |
|---|---|
| Date | May 11, 2026 |
| Time | 10:00 AM IST |
| Purpose | Q4 & 12M FY2026 Results Discussion |
| Audio Recording | Available on Investor Relations section |
Management was represented by Mr. Anuj Khanna Sohum, Chairperson, MD & CEO, and Mr. Kapil Bhutani, CFO & COO.
Historical Stock Returns for Affle 3i
| 1 Day | 5 Days | 1 Month | 6 Months | 1 Year | 5 Years |
|---|---|---|---|---|---|
| -0.61% | +1.37% | +5.01% | -11.50% | -13.65% | +40.71% |
Which specific geographies or verticals are the 4 shortlisted acquisition targets focused on, and how quickly could they be integrated onto Affle's CPCU model post-acquisition?
As agentic AI increasingly automates digital interactions, how might Affle's human versus non-human filtration IP evolve to address new forms of non-human ad engagement beyond current bot detection capabilities?
With inventory and data costs rising sequentially to 63.3% of revenues, what structural levers does management have to prevent further margin compression as the company scales into developed markets?
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