ALFA Finder| Revenue growth | 20.4% Y-o-Y |
|---|---|
| Margins | EBITDA margin stable at 22.4% vs 22.5% last year |
| Demand visibility | Strong growth in high-intent grocery and travel categories |
| Management confidence | High |
Growth
Revenue grew 20.4% Y-o-Y; EBITDA increased 20.0% Y-o-Y to INR 1,676mn; PAT rose 21.7% Y-o-Y to INR 1,284mn.
Outlook
Vision for 10x decadal growth through AI agents and platform innovation. Direct customers contributed 79% of Q1 revenue.
Risks
Potential impact from digital ad fraud and evolving data privacy regulations; reliance on the CPCU model for 99.8% revenue.
Last quarter's promises, checked
Delivered
- Guided 20% CAGR medium-term → delivered 20.4% Q1 revenue growth (= BEAT)
- Guided stable unit economics → delivered CPCU rate INR 62.3 vs INR 60.0 Q4 (= BEAT)
- Guided focus on direct advertisers → delivered 79% direct revenue vs 75% previous (= BEAT)
Partly delivered
- Guided EBITDA margin 23-25% over time → delivered 22.4% (= PARTIAL)
- Guided M&A within calendar year 2026 → No transaction closed in Q1 (= PARTIAL)
Investor Presentation filed with BSE, NSE: AFFLE. Summary written with AI assistance from the document.
Affle 3I Ltd: key numbers
- Share price
- ₹1,591.00
- Market cap
- ₹22,894 Cr
- Revenue (annual)
- ₹2,709 Cr
- Net profit (annual)
- ₹454.9 Cr
- P/E (TTM)
- 46.1×Sector 23.6×
- Promoter holding
- 55.82%+0.91% QoQ
- FII holding
- 14.23%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Affle 3I Ltd
All →Affle 3I Employee Stock Options
Affle 3i Ltd disclosed an ESOP-related sale of 687 shares by the Affle (India) Employees Welfare Trust to an employee exercising options. Holding fell from 222,427 to 221,740 shares, roughly 0.10% unchanged.
- Value
- ₹0.11 Cr
Affle 3I Employee Stock Options
Affle 3i disclosed PIT trades on 2-4 November 2026 covering ESOP-related transfers and designated-person purchases. Rows total about Rs.0.42 Crore in value.
Affle 3I Acquisition Worth ₹3,990 Cr
Affle 3i's step-down subsidiary will acquire Perion Network in an all-cash deal valued at about ₹3,990 Crore. Closing is expected in early 2027.
- Value
- ₹3,990 Cr
- Execution
- Expected to close in early 2027
Affle 3I Results Update
Affle 3i reports Q2 FY2027 revenue of Rs 783.6 crore, up 21.2% y-o-y, with EBITDA up 24.2%. PAT rose 17.4% to Rs 129.8 crore.
Affle 3I Investor Presentation: Key Takeaways
Q2 FY27 revenue INR 7,836 mn (+21.2% YoY), EBITDA INR 1,814 mn (23.2% margin), PAT INR 1,298 mn (+17.4%). H1 revenue +20.8%, PAT +19.5%. CPCU conversions +18.2% YoY.
Affle 3I Q2 FY27 Results: Net Profit ₹129.8 Cr, Up 17.5% YoY
Affle 3I Ltd reported revenue from operations of ₹783.6 Cr (+21.2% YoY) and net profit of ₹129.8 Cr (+17.5% YoY) for Q2 FY27.
- Key figure
- Net profit ₹129.8 Cr · +17.5% YoY