Affle 3i Limited — Q4FY26 earnings call summary

Filed 18 May 2026 · Official transcript

FY26 EBITDA 6.1bn +26.3% y-y (margin 22.5%, +120 bps y-y); PAT 4.55bn +19.1% y-y
Q4FY26 revenue 7.24bn +20.3% y-y; FY26 revenue 27.1bn +19.5% y-y
FY27 outlook: 20% CAGR organic growth target; inorganic growth via acquisitions planned
CTV and digital out-of-home included in multi-screen consumer conversion strategy
Capex for acquisitions: Board approved preferential equity issue to raise ~11bn INR
Multiple analyst queries on margin trends, AI impact, and acquisition strategy addressed
Growth driven by AI-powered platform, verticalized approach, and direct advertiser integrations
Competitive edge from CPCU model, first-party data integration, and human vs non-human engagement filtering