Q3 2026 Affle 3i Ltd Earnings Call Transcript
Key Points
- Affle 3i Ltd (BOM:542752) achieved a significant milestone by surpassing INR7 billion in quarterly revenue, marking a 19.2% year-on-year growth.
- The company reported its highest-ever quarterly EBITDA and profit after tax, with EBITDA growing 24.1% year-on-year.
- Affle 3i Ltd's CPCU business drove 119.7 million conversions, with CPCU revenues increasing by 19.6% year-on-year.
- The company has a strong focus on AI-driven innovation, with its Agentic AI optimization engine enhancing campaign outcomes.
- Affle 3i Ltd continues to be recognized as a technology leader, securing 70 recognitions in the latest app supplier performance index and filing three new patents this financial year.
- The company faces challenges due to the full quarter impact of real money gaming regulations in India, which affected revenue.
- There is an increase in inventory and data costs, which stood at 62.4%, impacting gross margins.
- Affle 3i Ltd's operating cash flow to profit after tax ratio was affected by temporary increases in collection days from agencies.
- The company is investing heavily in data and inventory costs for international market expansion, which may impact short-term profitability.
- There is uncertainty regarding geopolitical and macroeconomic factors that could affect future growth and revenue stability.
Ladies and gentlemen, good day, and welcome to the Affle 3i Limited Q3 and nine-month FY26 earnings conference call hosted by Anand Rathi Share and Stock Brokers Limited. (Operator Instructions) Please note that this conference is being recorded.
I now hand the conference over to Mr. Shobit Singhal from Anand Rathi Shares and Stockbrokers Limited. Thank you, and over to you, sir.
Thank you, Shubham. Good morning, everyone. On behalf of Anand Rathi Shares and Brokers, we welcome you all to Q3 and nine-months 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 Chairperson, MD and CEO of the company; and Mr. Kapil Bhutani, who is 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
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