AFFLENSEAffle 3i LimitedMediumNeutral
Announced Mon, 19 May · 20:22 IST

Affle 3i Limited has informed the Exchange about Transcript

Mgmt Guided Margin ImprovementAnalyst Day Multiyear TargetsPromoter Disclosed Acquisition PlansMgmt Evaded Key QuestionInvestor Communications View source PDF

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Affle 3i Limited filed the transcript of its Q4 and FY2025 earnings call with the exchanges. For FY2025, the company reported consolidated revenue of Rs. 22,663 million, up 23.0% year-on-year, with EBITDA at Rs. 4,832 million (34.2% YoY growth, 21.3% margin) and PAT of Rs. 3,819 million (28.5% YoY). Operating cash flow jumped 62.4% YoY to Rs. 4,260 million. In Q4 alone, revenue grew 19.0% YoY to Rs. 6,023 million, hitting record-high quarterly EBITDA of Rs. 1,340 million and PAT of Rs. 1,031 million, with EBITDA margin expanding 289 basis points YoY. The CPCU business contributed Rs. 6,007 million in revenue with 104 million conversions at Rs. 57.8 per conversion. Management guided for 20%+ revenue growth in FY2026, gradual EBITDA margin expansion, and reiterated a mid-term 10X growth ambition, while flagging potential selective acquisitions.

Likely market impact

The transcript reinforces a strong growth and margin expansion story. Shareholders get visibility on a 20%+ FY2026 growth outlook, sustained margin gains, robust cash generation, and an aspirational 10X mid-term target, which are likely to be viewed positively by the market.