Affle 3i Limited (AFFLE) Earnings Call Transcripts

Affle 3i Limited's Latest Earnings Call - Q4 FY2026

In Q4 FY 2026, Affle 3i Limited reported a revenue of INR 7.24 billion, reflecting a 20.3% year-on-year growth, while full-year revenue reached INR 27.1 billion, up 19.5% YoY. EBITDA for the quarter was INR 1.61 billion, also growing 20.3% YoY, with a PAT of INR 1.2 billion, marking a 16% increase. Management maintained its medium-term guidance of a 20% CAGR, emphasizing a strong foundation for future growth despite geopolitical challenges affecting some markets.

Reported metrics

Guidance from management

Management maintained its medium-term guidance of a 20% CAGR and reiterated its commitment to achieving a 10x growth vision over the next decade, emphasizing a strong foundation for future growth.

What management said

I think about a year, we should be able to achieve the level of verticalization and the level of intel that we need to develop across all the key geographies. And hopefully, around that time onwards, we should see another year of bringing it back to better levels of -- where we don't need to invest as much.

Sir, with respect to the gross margins, what the investment we are doing, can you give some context as to how much more investments are pending? And when should we expect these investments to taper off? That's the first question. Second one is, given how the market is shifting with the ad tech, do you think this is the right time to enter into the SSP space in a meaningful way? That's it.

What analysts pressed on

Analysts expressed concerns regarding the impact of geopolitical events on advertising budgets and the competitive landscape in the evolving AI-driven ad tech space. There were questions about how Affle plans to maintain its growth trajectory amidst these challenges.

Main topics on the call

• Sustained Revenue Growth — Affle achieved its 13th consecutive quarter of sequential top line growth, with Q4 FY 2026 revenue of INR 7.24 billion, up 20.3% YoY. Management stated, "Our continued focus on improving operational efficiency and produc...
• Strong EBITDA and Profitability — The company reported an EBITDA of INR 6.1 billion for the full year, a robust growth of 26.3% YoY, with a margin of 22.5%. Management noted, "Our profit before tax from operations, excluding other income, grew in line wi...
• Geopolitical Challenges — Management acknowledged temporary softness in select markets due to geopolitical events but emphasized resilience in their business model. They stated, "Despite this, we achieved our 13th consecutive quarter-on-quarter t...
• Inorganic Growth Strategy — Affle is actively pursuing acquisition opportunities, with plans for a preferential issue of equity shares to strengthen its balance sheet. Management indicated, "Our Board has approved a preferential issue of equity sha...

Read the full Affle 3i Limited transcript (Q4 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 20 Affle 3i Limited earnings call transcripts on record, spanning July 2, 2021 to August 10, 2026. Based on this history, Affle 3i Limited reports quarterly. The most recent call on file is dated August 10, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

AFFLE

Exchange

NSEI

Country

IN

Sector

Communication Services

Industry

Media

Calls on record

20

First call

July 2, 2021

Most recent

August 10, 2026

Reporting cadence

quarterly