Q1 2026 Affle 3i Ltd Earnings Call Transcript
Key Points
- Affle 3i Ltd (BOM:542752) reported its highest ever quarterly revenue of INR6207 million, marking a 19.5% year-on-year growth.
- The company achieved a significant EBITDA growth of 33.7% year-on-year, with a margin expansion of 239 basis points.
- Affle 3i Ltd's profit after tax (PAT) increased by 21.8% year-on-year, reaching INR1055 million.
- The company's CPCU business drove 107 million conversions, contributing to a 19.8% year-on-year increase in CPCU revenue.
- Affle 3i Ltd became an Apple-certified partner, enhancing its credentials in delivering ROI-driven growth in advertising on iOS platforms.
- Despite strong financial performance, the company faces potential challenges from geopolitical and macroeconomic uncertainties.
- The competitive landscape is intensifying, with global players like Trade Desk entering the Indian market.
- Affle 3i Ltd's reliance on emerging markets, which contributed 72.3% of revenues, could expose it to regional economic fluctuations.
- The company's R&D expenses remain relatively low, which might impact long-term innovation capabilities.
- There is a potential risk of gross margin contraction due to increased competition and evolving market dynamics.
Ladies and gentlemen, good day, and welcome to the Affle 3i Limited Q1 FY26 earnings conference call hosted by Elara Securities India Private Limited. (Operator Instructions)
Please note that this conference is being recorded.
I now hand the conference over to Mr. Karan Taurani. Thank you, and over to you, sir.
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Good morning, everyone. On behalf of Elara Securities, we welcome you all to Q1 FY26 conference call of Affle 3i Limited. I take this opportunity to welcome the management of Affle 3i Limited represented by Mr. Anuj Khanna Sohum, who is the Chairperson, MD and CEO of the company. We also have Mr. Kapil Bhutani, who is the Chief Financial and Operations Officer of the company.
Before we begin with the discussion, I would like to remind you that some of the statements made in today's conference call may be forward-looking in nature and may involve some risks and uncertainties. Kindly refer to slide 23 of the company's
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