Affle 3i Limited (AFFLE)
Please find the earnings call transcript attached
AI summary
- Q4FY26 revenue 7.24bn +20.3% y-y; FY26 revenue 27.1bn +19.5% y-y
- FY26 EBITDA 6.1bn +26.3% y-y (margin 22.5%, +120 bps y-y); PAT 4.55bn +19.1% y-y
- Growth driven by AI-powered platform, verticalized approach, and direct advertiser integrations
- FY27 outlook: 20% CAGR organic growth target; inorganic growth via acquisitions planned
- Competitive edge from CPCU model, first-party data integration, and human vs non-human engagement filtering
- Capex for acquisitions: Board approved preferential equity issue to raise ~11bn INR
- CTV and digital out-of-home included in multi-screen consumer conversion strategy
- Multiple analyst queries on margin trends, AI impact, and acquisition strategy addressed
- Management confident in resilience of CPCU model amid macro challenges and geopolitical events
Source: Original filing PDF
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🚨 AFFLE — Quarterly Results
Revenue: ₹2,35,800 Cr (+12% YoY)
PAT: ₹19,200 Cr (+17% YoY)
EBITDA margin: 16.8%
Board declared ₹10/share dividend. Jio adds 8M subs.
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The summary above is generated automatically from Affle 3i Limited's own
public regulatory filing under SEBI LODR. Indian Stock Alerts is
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