Affle 3i Limited has completed the allotment of 35,918 equity shares under its Employee Stock Option Scheme-2021 (ESOP-2021) to the Affle (India) Limited Employees Welfare Trust. The share allotment was executed on December 17, 2025, marking a significant step in the company's employee incentive program.

Share Allotment Details

Impact on Share Capital

Following this allotment, the company's capital structure has been updated significantly. The issued, subscribed and paid-up share capital of Affle 3i Limited has increased to Rs. 28.14 crores, divided into 140,713,134 equity shares of Rs. 2.00 each.

Regulatory Compliance and Listing

The company has confirmed that this allotment is made under Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. Affle 3i Limited is currently in the process of applying for the listing of these newly allotted shares with both NSE and BSE stock exchanges.

The company has clarified that while this intimation is made in compliance with regulatory requirements, the allotment of shares is not material in nature to the company's operations.

Employee Welfare Initiative

This share allotment represents the execution of Affle 3i Limited's employee welfare strategy through its ESOP scheme. The allotment to the Employee Welfare Trust ensures that eligible employees can benefit from the company's growth while aligning their interests with shareholders. Such initiatives typically enhance employee retention and motivation while fostering a sense of ownership among the workforce.

Affle 3i Limited , a leading consumer intelligence platform company, has reported robust financial results for the second quarter, demonstrating strong growth and improved profitability.

Key Financial Highlights

Affle 3i Limited delivered a strong performance in Q2, with revenue reaching INR 6,467.00 million, marking a 19.1% year-over-year growth. The company's EBITDA saw an impressive 28.9% increase to INR 1,461.00 million, accompanied by a 172 basis points margin expansion. Profit After Tax (PAT) grew by 20.1% to INR 1,105.00 million.

Business Performance

The company's core CPCU (Cost Per Converted User) business continued to drive growth, generating 109.00 million conversions at an average rate of INR 58.00 per conversion. This resulted in CPCU revenue of INR 6,319.00 million for the quarter.

Geographical Performance

• India and Global Emerging Markets:

  • Contributed 73.9% to total revenue
  • Grew by 20.0% year-over-year

• Developed Markets:

  • Contributed 26.1% to total revenue
  • Grew by 16.8% year-over-year

Technological Advancements

Affle 3i launched Niko, an AI agent capability designed for iOS ecosystem automation. This launch, along with the previously introduced OpticksAI, enhances the company's ability to deliver ROI-driven growth advertising for marketers.

Intellectual Property

The company was granted two new US patents during the quarter, expanding its IP portfolio to 16 patents. These patents focus on:

1. Encoding user visibility count
2. Hardware and software-based user identification for advertisement fraud detection

Market Challenges and Outlook

The company noted some impact from Real Money Gaming issues in India but expects this to be offset by early festive season demand. The management remains optimistic about the company's growth trajectory, citing strong market tailwinds and a positive outlook for sustained momentum.

Conclusion

Affle 3i Limited's Q2 results demonstrate the company's ability to deliver consistent growth and improve profitability. With its focus on technological innovation and expansion in both emerging and developed markets, Affle 3i appears well-positioned to capitalize on the growing digital advertising landscape.

Investors should note that while the company faces some challenges, such as the Real Money Gaming issues in India, its diversified geographical presence and strong technological capabilities may provide a buffer against market-specific headwinds.