AFFLENSEAffle 3i LimitedMediumNeutral
Announced Sat, 9 May · 17:47 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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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
+5.1%1-day move
₹1510.00
prior close
₹1545.00
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AI summary

Affle 3i Limited reported strong Q4 FY2026 results with revenue of ₹7,244 million (up 20.3% YoY) and PAT of ₹1,195 million (up 16.0% YoY). Full-year FY2026 revenue stood at ₹27,093 million with 19.5% growth, while EBITDA reached ₹6,101 million with 26.3% YoY increase. The company demonstrated consistent margin improvement with EBITDA margin expanding to 22.5% in FY2026 from 21.3% in FY2025. The CPCU (Cost Per Converted User) business model contributed 99.2% of revenue, with 456 million conversions in FY2026. The company maintains a 5-year CAGR of 25.8% in revenue and has reached 4 billion+ connected devices globally. Promoter holding stands at 54.9% as of March 31, 2026.

Likely market impact

The steady margin expansion and consistent double-digit growth across all key metrics signals operational efficiency gains and validates the CPCU model's scalability. The strong cash flow generation (₹5,023 million operating cash flow in FY2026) and near-zero debt position strengthen the balance sheet, making the stock attractive for growth-oriented investors.