Affle 3i Ltd (NSE:AFFLE)

Q2 2026 Affle 3i Ltd Earnings Call Transcript

Nov 2, 2025 / 04:30 AM GMT

Release Date Price: ₹1897 (-1.74%)

Transcript

Key Points

Positve

Affle 3i Ltd (BOM:542752) reported its highest ever quarterly revenue, EBITDA, and profit after tax, showcasing strong financial performance.
The company achieved a revenue growth of 19.1% year on year, driven by higher productivity and continuous innovation.
Affle 3i Ltd expanded its EBITDA margin by 172 basis points year on year, marking the sixth consecutive quarter of margin expansion.
The company's CPCU business drove 109 million conversions, contributing significantly to its revenue growth.
Affle 3i Ltd was granted two new patents in the United States, enhancing its competitive edge in ad fraud detection and user engagement optimization.

Negative

The company faced challenges due to the RMG issue in India, which impacted its quarterly performance.
There was a rollover of budgets from Q2 to Q3 from some customers in the United States, indicating potential uncertainties in budget allocations.
Affle 3i Ltd's non-CPCU revenue saw a resurgence, which may indicate a deviation from its core CPCU focus.
The company experienced a sharp increase in depreciation and amortization expenses, impacting its financials.
Despite strong growth, the company slightly missed its historical 20% revenue growth target for the last three quarters.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

AFFL.NS - Affle 3i Ltd
Q2 2026 Affle 3i Ltd Earnings Call
Nov 03, 2025 / 04:30AM GMT

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Presentation
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Unidentified_1 [1]
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Morning.

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Unidentified_2 [2]
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Ladies and gentlemen. Good day and welcome.

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Unidentified_1 [3]
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To.

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Unidentified_2 [4]
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FL3I Limited Q2 and H1F 52,026 on conference call hosted by Ambit Capital. As a reminder,

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