AFFLENSEAffle 3i LimitedMediumNeutral
Announced Sat, 1 Nov · 15:55 IST

Affle 3i Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin ImprovementInvestor Communications View source PDF

AFFLE · price

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Affle 3i reported strong Q2 FY2026 results with revenue of ₹6,467 million, up 19.1% year-on-year, driven by 109 million conversions on its CPCU (Cost Per Converted User) platform. EBITDA grew 28.9% YoY to ₹1,461 million with margins expanding from 20.9% to 22.6%, while PAT rose 20.1% to ₹1,105 million. For H1 FY2026, revenue grew 19.3% to ₹12,675 million, EBITDA jumped 31.2% to ₹2,858 million, and PAT climbed 21% to ₹2,160 million. The company is pursuing '10x Decadal Growth' powered by AI-led solutions, with 97.7% of revenue from the CPCU model. India & Emerging Markets contributed 73.9% of revenue (up 20% YoY), while Developed Markets grew 16.8%. The balance sheet remains strong with ₹15,040 million in cash and liquid investments and only ₹351 million in total borrowings.

Likely market impact

Strong topline growth coupled with EBITDA margin expansion signals healthy operational leverage, likely to be viewed positively by investors. Robust cash position and low debt provide flexibility for growth investments and shareholder returns.