Affle 3i Limited (AFFLE) — Financial Results Announcement

· NSE 🔴 High Importance Neutral
Revenue: ₹27.1Net Profit: ₹4.55
📢 Key Event
Affle 3i reported FY2026 revenue of ₹27.1 billion, up 20.3% YoY, with EBITDA at ₹6.1 billion (+26.3% YoY) and PAT at ₹4.55 billion (+19.1% YoY), driven by 18% growth in developed markets and 22.3% in emerging markets, contributing 71.6% of total Q4 revenue.
🔄 What Changed
Gross margin declined to 36.5% from 39% due to strategic investments in verticalization and premium positioning, though management expects recovery to 37%-38% within a year.
🔮 What's Next
Margin recovery to 37%-38% within ~1 year; 20%+ organic growth over next 5 years; 10x revenue growth in 10 years via inorganic expansion; multiple acquisitions planned within current calendar year; CPCU model integration to take 1-3 years post-acquisition.
💡 Investor Takeaway
Affle 3i is investing strategically to strengthen its AI-driven, verticalized platform and expand direct advertiser access through acquisitions, with near-term margin pressure offset by long-term growth and margin recovery expectations.

Affle 3i reported FY2026 revenue of **₹27.1 billion**, up 20.3% YoY, with EBITDA at **₹6.1 billion** (+26.3% YoY) and PAT at **₹4.55 billion** (+19.1% YoY), driven by 18% growth in developed markets and 22.3% in emerging markets, contributing 71.6% of total Q4 revenue. Gross margin declined to 36.5% from 39% due to strategic investments in verticalization and premium positioning, though management expects recovery to 37%-38% within a year. The company emphasized its CPCU model, patented human vs. non-human traffic filtration, and AI-driven verticalization as key differentiators in the GenAI era, with plans for multiple acquisitions within the calendar year to expand direct advertiser access and first-party data integration. Growth targets include 20%+ CAGR over five years and 10x revenue growth in a decade, supported by expansion in e-commerce, fintech, healthcare, and entertainment verticals.

📄 View Original Announcement (PDF)

About Affle 3i Limited (AFFLE)

Information Technology · IT - Services · Listed on NSE

Market Cap: ₹20,797.03 Cr P/E: 45.6 ROE: 12.4% ROCE: 15.4%

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Source: Stock Announcements. Analysis by StockFin.ai. For informational purposes only — not investment advice.