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Affle reports robust performance for Q4 & 12M FY2026



Posted On : 2026-05-10 14:40:43( TIMEZONE : IST )

Affle reports robust performance for Q4 & 12M FY2026

Affle 3i Limited, a consumer intelligence driven global technology company, today announced results for the fourth quarter and twelve months ended March 31, 2026.

Affle reported robust performance for Q4 FY2026 with a consolidated revenue from operations of INR 724.4 crore, an increase of 20.3% y-o-y from revenue of INR 602.3 crore in Q4 last year. EBITDA stood at INR 161.2 crore, an increase of 20.3% y-o-y. EBITDA margin was at 22.3% in Q4 FY2026, increasing marginally on a y-o-y basis. PAT increased by 16.0% y-o-y to INR 119.5 crore despite higher taxes in the current quarter. This growth was broad-based coming across India & International markets.

In FY2026, consolidated revenue from operations stood at INR 2,709.3 crore, an increase of 19.5% y-oy. EBITDA was at INR 610.1 crore, an increase of 26.3% y-o-y and EBITDA margin stood at 22.5%, an increase of 120 basis points on a y-o-y basis. PAT increased by 19.1% y-o-y to INR 454.9 crore and PAT margin expanded to 16.3% versus 16.2% in FY2025.

The CPCU business noted strong momentum delivering 12.0 crore converted users in Q4 FY2026 taking the total converted users delivered in FY2026 to 45.6 crore. The CPCU revenue stood at INR 721.7 crore in Q4 FY2026, an increase of 20.1% y-o-y. The top industry verticals for the company continued their strong momentum, helping it register a robust growth anchored on the CPCU business model along with an operating margin expansion.

Commenting on the results, Anuj Khanna Sohum, the Chairperson, MD & CEO of Affle said: "We concluded FY2026 on a strong note, achieving our highest annual Revenue run-rate, EBITDA, PAT and consumer conversions till date. Despite a volatile global environment, we delivered consistent growth throughout the year, marking the 13th consecutive period of quarter-on-quarter growth, reaffirming the strength of our AI-powered Consumer Platform Stack and unique ROI-linked CPCU business model. Our diversified verticalized approach across business domains and geographies further enabled us to sustain broad-based growth across India, Emerging and Developed Markets.

With our eyes set on 10x decadal growth vision of our 3i journey, we extended AI-native capabilities across our organization to accelerate our transition towards an intelligence-led enterprise. During the year, we also launched OpticksAI and Niko, our in-house AI agentic capabilities to improve the efficiency and productivity of our organization.

While the global environment remains challenging, the structural tailwinds are compelling, driven by rising digital ad spends, the shift towards ROI-linked advertising and the adoption of AI platforms redefining consumer journeys. Coupled with our disciplined execution, we remain well-positioned to harness these opportunities and deliver sustainable, profitable growth for all our stakeholders."

Source : Equity Bulls

Keywords

Affle3i Q4FY26 Q4FY2026 FY26 FY2026 ResultUpdate