Affle 3i Limited has reported a strong fiscal year 2026, delivering INR 27.1 billion in annual revenue, a 19.5% year-on-year increase. The company maintained robust operational efficiency, reporting an EBITDA of INR 6.1 billion, reflecting 26.3% growth. Strategic investments in AI-powered platform stacks and verticalization have enabled the company to sustain momentum, with management reiterating confidence in its 20% CAGR medium-term growth guidance despite a challenging global macroeconomic environment.
Financial Highlights for FY2026
Affle 3i concluded FY2026 on a strong note, marking its 13th consecutive quarter of sequential topline growth. For the full year, the company achieved revenue of INR 27.1 billion, representing a 19.5% year-on-year increase. Profitability metrics remained solid, with EBITDA reaching INR 6.1 billion, a robust 26.3% increase, and PAT standing at INR 4.55 billion, up 19.1%.
Operational Performance and AI Innovation
In Q4 FY2026, the company reported revenue of INR 7.24 billion, up 20.3% year-on-year. The CPCU (Cost Per Converted User) business remained a key driver, delivering 120.3 million conversions. The management attributed this performance to deep verticalization and the integration of OpticksAI and Niko into its consumer platform stack, which has significantly enhanced campaign effectiveness and conversion quality.
Strategic Growth and Inorganic Outlook
Affle 3i is actively pursuing inorganic growth opportunities to bolster its market position. The board has approved a preferential issue of equity shares to Affle Holdings to raise approximately INR 11 billion. This capital will be utilized for strategic acquisitions, with management currently evaluating a pipeline of over 10 companies, having narrowed down to 4 entities for deeper due diligence. The company aims to finalize a meaningfully sized transaction within the 2026 calendar year.
Future Outlook
Management remains confident in the structural tailwinds of the AI era, particularly in the company’s ability to provide human versus non-human traffic filtration. With a focus on direct-to-advertiser integrations and a presence across 10-12 key industry verticals, Affle 3i is committed to its decadal 10x growth vision. The company continues to prioritize its CPCU business model as a resilient, ROI-driven solution for global advertisers navigating tightening marketing budgets.
Source: BSE
