Key takeaway: Affle 3i Limited's investor presentation for Q1 FY2027 reported a year-on-year revenue increase of 20.4%, reaching INR 7,472 million, compared to INR 6,207 million in Q1 FY2026. The presentation highlighted a profit after tax (PAT) of INR 1,284 million, reflecting a 21.7% growth from INR 1,055 million in the same quarter last year. EBITDA also saw a rise of 20.0%, amounting to INR 1,676 million. The document emphasized the company's focus on AI-driven solutions and a verticalized approach to high-growth categories, contributing significantly to revenue. Affle's performance was broad-based across markets, with both India and emerging markets showing a growth of 20.2% and developed markets at 20.7%. The presentation included various case studies demonstrating successful campaigns and conversions driven by their technology platform.

Key takeaway: Affle 3i Limited conducted its Q4 and FY2026 Earnings Conference Call on May 11, 2026, where management highlighted a strong performance with a 20.3% year-on-year revenue growth in Q4, reaching INR 7.24 billion. For the full year, revenues totaled INR 27.1 billion, reflecting a 19.5% increase. EBITDA for the quarter was INR 1.61 billion, also up 20.3% year-on-year, while profit after tax (PAT) grew 16% to INR 1.20 billion. Management noted that growth was broad-based across key verticals and geographies, with significant contributions from both emerging and developed markets. The company emphasized its focus on AI-driven innovations and strategic investments to enhance operational efficiency. Additionally, management discussed ongoing efforts to pursue inorganic growth opportunities, including a planned preferential issue of equity shares to strengthen the balance sheet for potential acquisitions. The call concluded with management expressing optimism about future growth prospects.

Key takeaway: Affle 3i Limited's investor presentation for the fourth quarter and financial year ended March 31, 2026, reported a year-on-year revenue increase of 20.3% to INR 7,244 million, with a total revenue of INR 27,093 million for FY2026, reflecting a 19.5% growth. The presentation highlighted a 16.0% rise in profit after tax (PAT) to INR 1,195 million for Q4 FY2026, and a 19.1% increase in annual PAT to INR 4,549 million. EBITDA for Q4 FY2026 was reported at INR 1,612 million, up 20.3% year-on-year, with an EBITDA margin of 22.3%. The company emphasized its focus on AI-driven solutions and a verticalized approach to capture growth in various sectors, including e-commerce and fintech. The presentation also noted a significant contribution from its Cost Per Converted User (CPCU) model, which accounted for 99.2% of revenue in FY2026.

Key takeaway: Affle 3i Limited reported significant growth in its Q3 FY2026 earnings conference call held on February 2, 2026. Management highlighted a quarterly revenue of INR 7.17 billion, reflecting a 19.2% year-on-year increase and a 10.9% quarter-on-quarter rise. The company achieved its highest-ever quarterly EBITDA of INR 1.63 billion, marking a 24.1% year-on-year growth. The profit after tax (PAT) also reached a record INR 1.19 billion, up 19.1% year-on-year. Management noted strong performance across both India and global emerging markets, contributing 73.9% to total revenue. The company emphasized its focus on AI-driven innovation and technology-led differentiation, with plans for further investments in verticalization and potential acquisitions. Management expressed confidence in sustaining robust growth and achieving its long-term growth vision, despite challenges in certain sectors like real money gaming. The call concluded with management looking forward to future developments as the company approaches its 21st anniversary.

Key takeaway: Affle 3i Limited's investor presentation detailed the unaudited consolidated financial results for the third quarter and nine months ended December 31, 2025. The presentation reported a year-on-year revenue increase of 19.2% for Q3 FY2026, reaching INR 7,175 million, and a 19.3% increase for the nine-month period, totaling INR 19,849 million. EBITDA for Q3 FY2026 was INR 1,630 million, reflecting a 24.1% growth compared to Q3 FY2025. Profit After Tax (PAT) also saw a year-on-year rise of 19.1%, amounting to INR 1,193 million for Q3 FY2026. The document highlighted a strong performance across both India and emerging markets, contributing 73.9% of revenue, while developed markets accounted for 26.1%. Management emphasized a focus on AI-driven solutions and a verticalized approach to capture growth in high-demand sectors.