Affle 3i Ltd
Affle 3i Q3 FY26 earnings call: Revenue & Margins
Q3 FY26 earnings call: what management said on revenue, margins and capex.
The short version
Sensible to model company growth at around 18% to 20% revenue growth. Affle 3i aims for 18% to 20% revenue growth annually and 23% to 25% EBITDA growth, targeting combined growth of around 45%.
From Affle 3i Ltd's Q3 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Sensible to model company growth at around 18% to 20% revenue growth.
- EBITDA percentage growth expected around 23% to 25%, indicating margin expansion.
- Revenue growth and EBITDA growth combined aimed at about 45%, with EBITDA growth generally faster than revenue growth.
- Growth partly driven by converted users (~17-18%) and partly by increase in average CPCU rate (~2-3%).
- The company focuses on premium users (e.g., iOS segments), CTV channels, and verticalization across markets and industry verticals.
- Q4 revenue could be flattish or slightly above Q3 depending on geopolitical stability but modeled prudently as slightly lower than Q3.
2 more points from Affle 3i Ltd's call on revenue
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Profitability & Margins
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Capital Expenditure Plans
- Affle 3i Limited is actively investing in verticalization efforts across international markets, particularly in data and inventory costs to build verticalized intelligence for EFGH category verticals.
- There is a clear strategy towards inorganic growth through acquisitions; currently, the company has shortlisted 4 companies from an initial 12 and is conducting due diligence aiming for at least one meaningful transaction in 2026.
- Investments are being made in sales force expansion, leadership growth, and technological advancements such as AI and ad tech stack verticalization.
- Tactical flexibility is retained in execution to balance revenue growth and EBITDA margin expansion, with some current investments slightly impacting margin expansion.
2 more points from Affle 3i Ltd's call on capex
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Top-ranked in IT - Services
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Affle 3i Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹724 Cr, net profit ₹120 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Affle 3i Ltd's management said in earlier quarters
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Frequently Asked Questions
What were Affle 3i Ltd Q3 FY26 results?
Sensible to model company growth at around 18% to 20% revenue growth. Affle 3i aims for 18% to 20% revenue growth annually and 23% to 25% EBITDA growth, targeting combined growth of around 45%.
What is Affle 3i Ltd share price analysis?
Affle 3i Ltd currently shows a neutral. The stock trades at a P/E of 51.5 with a market cap of ₹23,413 Cr. Investors should review the full earnings analysis for detailed insights.
Is Affle 3i Ltd planning capital expenditure?
Affle 3i Limited is actively investing in verticalization efforts across international markets, particularly in data and inventory costs to build verticalized intelligence for EFGH category verticals.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.