Affle 3i Limited — Investor Meet, 07-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Affle 3i posted a strong Q2 FY26: Revenue up 19.1% YoY to 646.7 Cr, EBITDA 146.1 Cr (+28.9% YoY) with 22.6% margins, and PAT 110.5 Cr (+20.1% YoY). H1 FY26 revenue reached 1267.5 Cr. AI tools like Niko are boosting efficiency across 80%+ of operations. Management confirmed the India RMG issue impact was offset by early festive demand, and US budget shifts point to a stronger Q3. The company remains focused on high-value conversions and margin expansion, actively exploring strategic acquisitions for future growth. Sentiment is confident in sustained performance.