Affle 3i Limited — Q1FY27 Earnings Call Summary

AFFLE · Q1FY27 · Filed 17 Aug 2026

Key Takeaways

• Larger inorganic acquisition due diligence underway, expected close early 2027, accretive with 20%+ growth and margin expansion
• OCF to PAT ratio expected to normalize to 80-85% by Q3 FY2027 after upfront collections in FY2026
• Management confident of sustaining 20%+ organic growth and achieving 10x revenue growth target ahead of decade end
• AI innovations enhance consumer platform with deeper intelligence and full funnel visibility
• CTV and cross-screen capabilities driving conversions; consumer-centric platform approach across mobile, CTV, and other devices
• Q1 FY2027 revenue grew 20.4% y-o-y to INR 7.47 billion; EBITDA grew 20% y-o-y to INR 1.68 billion with 22.4% margin; PAT grew 21.7% y-o-y to INR 1.28 billion
• 95% of revenues grew over 25% y-o-y excluding regulatory and macroeconomic impacts
• India and Emerging Markets grew 20.2% y-o-y; Developed Markets grew 20.7% y-o-y, contributing 27.8% of revenues
• Strategic acquisition of AdColony assets to unlock 100,000 app activations and 500 million connected devices in Developed Markets in 2026

📄 Source: View original transcript (PDF)

Summary generated by AI from the official transcript filed on BSE/NSE. Not investment advice.