AFFLENSEAffle 3i LimitedMediumNeutral
Announced Sat, 10 May · 18:43 IST

Affle 3i Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin ImprovementAnalyst Day Multiyear TargetsInvestor Communications View source PDF

AFFLE · price

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Affle 3i Limited submitted a revised earnings presentation for Q4 and FY2025, with the change limited to a date correction on Slide 3. For Q4 FY2025, revenue grew 19% YoY to Rs 6,023 mn, EBITDA surged 36.7% to Rs 1,340 mn (margin 22.2%, up from 19.4%), and PAT rose 17.8% to Rs 1,031 mn. Full-year FY2025 revenue stood at Rs 22,663 mn (+23% YoY), EBITDA at Rs 4,832 mn (+34.2%), and PAT at Rs 3,819 mn (+28.5%), with operating cash flow of Rs 4,260 mn, ROE of 15%, and a near-zero gross debt/equity of 0.03x. The company also unveiled a rebranding to 'Affle 3i' (Innovation, Impact, Intelligence) and outlined a '10x decadal growth' vision centered on GenAI, AI agents, and verticalized categories. The CPCU business contributed 99.7% of Q4 revenue, with 88.4 mn conversions at an average CPCU of Rs 104.

Likely market impact

Strong margin expansion and consistent growth across both quarterly and full-year metrics reinforce Affle's earnings quality, likely to be viewed positively by investors. The AI-driven growth narrative and low debt profile support a constructive long-term outlook, though the 10x decadal vision is aspirational and execution-driven.