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Earnings Call

Affle 3I Earnings Call: Key Takeaways

Affle delivered consistent high-double-digit growth in FY26, leveraging its AI-powered CPCU model to navigate macro headwinds while aggressive investment in verticalization temporarily pressured gross margins.

Highlights
Revenue growthFY26 revenue grew 19.5% YoY to INR 27.1 billion.
MarginsEBITDA margins improved to 22.5%, while gross margins saw contraction.
Demand visibilityStrong demand for ROI-driven CPCU models across key industry verticals.
Management confidenceBalanced and long-term focused despite temporary margin pressure.

Growth

FY26 revenue grew 19.5% YoY; EBITDA increased 26.3% showing strong operational leverage and productivity gains.

Outlook

Guided for 20%+ organic CAGR over 5 years; targeting 10x decadal growth vision.

Risks

Gross margin contraction due to strategic investments in premium inventory and audience intelligence verticalization.

Source

Earnings Call filed with BSE, NSE: AFFLE. Summary written with AI assistance from the document.

Read the document ↗

Affle 3I Ltd: key numbers

Share price
₹1,578.00
Market cap
₹22,236 Cr
Revenue (annual)
₹2,709 Cr
Net profit (annual)
₹454.9 Cr
P/E (TTM)
46.5×Sector 22.1×
Promoter holding
54.91%-0.01% QoQ
FII holding
15.37%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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12:43 IST BSE
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13:27 IST BSE
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