Affle 3i Limited has informed the stock exchanges that it attended a series of analyst and investor meetings on May 25, 2026. The intimation was made under Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. The company confirmed that no unpublished price sensitive information was shared during these interactions.

The company engaged with Marval Capital and Dalton Investments in in-person, one-on-one meetings. These sessions provided a platform for the company to engage directly with investors and analysts, facilitating discussions regarding the company's performance and outlook.

Meeting Details

The following table outlines the schedule for the investor interactions:

Previously, the company had scheduled meetings with Ambit Capital on May 26, 2026, and 360 One Capital on May 27, 2026. Both events are set to take place in Mumbai. These conferences are part of the company's ongoing efforts to maintain transparency and keep the investment community informed about its business operations.

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.

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.

Management was represented by Mr. Anuj Khanna Sohum, Chairperson, MD & CEO, and Mr. Kapil Bhutani, CFO & COO.