Affle 3i Limited has informed the Exchange about Transcript
AFFLE · price
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Affle 3i Limited reported strong Q4 FY2026 results with revenue of INR 7.24 billion (+20.3% y-o-y) and EBITDA of INR 1.61 billion (+20.3% y-o-y), marking the 13th consecutive quarter of sequential topline growth. For the full year, revenue stood at INR 27.1 billion (+19.5% y-o-y) with EBITDA of INR 6.1 billion (+26.3% y-o-y) and PAT of INR 4.55 billion (+19.1% y-o-y). The company announced that its corporate promoter Affle Holdings will invest approximately INR 11 billion through acquisition of ~7.4 million warrants to strengthen the balance sheet for M&A opportunities. Management has shortlisted 4 acquisition targets and expects to conclude a meaningfully sized transaction within this calendar year. Gross margins have declined to 36.5% from ~39% over the past 7-8 quarters due to deliberate investments in verticalization and premium positioning, but management expects margin improvement in about a year once these investments pay off.
The preferential warrant issue signals management's intent to pursue acquisitions, which could accelerate growth but may dilute shareholder value. The expected margin recovery in a year provides visibility on profitability trajectory. The CPCU business model positioning as recession-resilient is a positive signal for investor confidence.