Affle 3i Ltd
Affle 3i Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 earnings call: what management said on revenue, margins and capex.
What the Q4 FY26 call signalled
3 of 4 strong
The short version
Affle 3i targets ~20% organic revenue growth CAGR over the next 5 years, focusing on premium verticals and geographies. Affle 3i Limited targets a 20% CAGR growth over the next 5 years, focusing on organic growth.
From Affle 3i Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Affle 3i targets ~20% organic revenue growth CAGR over the next 5 years, focusing on premium verticals and geographies.
- The company aims for 10x revenue growth over 10 years, implying ~26% CAGR including inorganic growth through acquisitions.
- Growth will be driven by high-quality, predictable revenue from premium conversions and verticalized advertiser intelligence.
- Investment in verticalization and first-party data integration is expected to enhance conversion quality and gross margins over time.
- Expansion into developed markets and deeper advertiser integrations are key growth levers.
2 more points from Affle 3i Ltd's call on revenue
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Profitability & Margins
See what Affle 3i Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Affle 3i Limited is actively investing in data and inventory costs to verticalize towards premium inventories and higher lifetime value (LTV) customers.
- There is a conscious investment in building verticalized audience and advertiser intelligence integrated with first-party data to support a premium platform.
- These investments are ongoing and expected to continue for about one more year before benefits start to reflect, with margins improving in the following year.
- The company is pursuing inorganic growth, having approved a preferential equity issue to strengthen the balance sheet.
- Affle Holdings will invest approximately INR 11 billion (~$140 million) to acquire 7.4 million warrants, showing readiness to execute acquisitions within the calendar year.
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.
Fundraising & Capital Structure
See what Affle 3i Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- Affle 3i Limited is actively pursuing inorganic growth opportunities with a targeted acquisition strategy.
- They have shortlisted about 4 companies for deeper due diligence and negotiations, aiming to acquire entities with strong advertiser access and integrations.
- The company expects to conclude a meaningful acquisition transaction within the current calendar year (2026).
- No specific value or size of the order book or pending orders is disclosed.
- Focus is on strategic investments to strengthen presence in developed markets and deepen verticalized first-party data integration.
2 more points from Affle 3i Ltd's call on order book
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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
Others in IT - Services this season
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- Vakrangee (Q4 FY26)
Q4 FY2025-26 Total Income: ₹5,886.0 Lakhs, down 9.1% YoY from ₹6,473.1 Lakhs in Q4 FY2024-25 (Page 6). Key investor presentation takeaways from Vakrangee Ltd's
- Matrix Geo Solutions Ltd (Q4 FY26)
FY26 revenue was INR 40.1 crores, with 81.5% YoY growth. Key concall takeaways from Matrix Geo Sol.'s Q4 FY26 earnings call — and how it ranks against sector…
- Unified Data- Tech Solutions Ltd (Q4 FY26)
Revenue from Operations for H2 FY26: ₹138.97 Cr, up 21.47% YoY from ₹114.41 Cr in H2 FY25 (Page 26). Key concall takeaways from Unified Data- Tech Solutions…
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Frequently Asked Questions
What were Affle 3i Ltd Q4 FY26 results?
Affle 3i targets ~20% organic revenue growth CAGR over the next 5 years, focusing on premium verticals and geographies. Affle 3i Limited targets a 20% CAGR growth over the next 5 years, focusing on organic growth.
What is Affle 3i Ltd share price analysis?
Affle 3i Ltd currently shows a moderate growth signal based on ranking data. 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 data and inventory costs to verticalize towards premium inventories and higher lifetime value (LTV) customers.
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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.