Affle 3i Limited — PPTs, 01-11-2025: Investor Presentation

Affle 3i Limited reported strong Q2 FY26 and H1 FY26 results.

**Business Performance:** The company achieved Q2 revenue of INR 646.7 Cr, marking a 19.1% year-on-year (YoY) increase. Profit After Tax (PAT) rose 20.1% YoY to INR 110.5 Cr, with EBITDA climbing 28.9% YoY to INR 146.1 Cr. Half-year performance also showed robust growth, with revenue at INR 1,267.5 Cr (+19.3% YoY) and PAT at INR 216.0 Cr (+21.0% YoY). Growth was broad-based across India, Emerging, and Developed Markets.

**Growth Drivers or Strategy:** Affle's strategy focuses on powering 10x decadal growth by leveraging its Authentic, Actionable, and Augmented Intelligence (Affle AI). This includes AI agents for productivity and AI-driven creative generation. The company maintains a verticalized approach across high-growth categories and emphasizes its ROI-driven Cost Per Converted User (CPCU) business model, which constitutes 97.7% of its revenue.

**Recent Developments:** Recent client success stories include driving online insurance growth for PolicyBazaar in India, enhancing user acquisition for Fetch in the US via a CTV-led strategy, and boosting retail purchases for Casas Bahia in Brazil among iOS users.

**Key Financial Metrics:** Q2 FY26 EBITDA margin stood at 22.6%. The company has consistently delivered strong half-yearly performance with Revenue, EBITDA, and PAT CAGRs exceeding 31% over the last five half-years.

**Management Commentary / Outlook:** The company’s vision underscores a commitment to AI-led innovation and platform development to deliver measurable business outcomes and expand its global reach with privacy-centric tech.