Affle 3i Limited — Investor Meet, 18-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Affle 3i posted robust Q4 results with Revenue at INR 724 Cr (+20.3% YoY), EBITDA at INR 161 Cr (+20.3% YoY), and PAT at INR 120 Cr (+16% YoY). Full year revenue hit INR 2,710 Cr (+19.5% YoY) with EBITDA of INR 610 Cr (+26.3% YoY). Management noted 13 consecutive quarters of topline growth, bolstered by AI investments. The company plans a INR 1,100 Cr warrant issue to fuel strategic acquisitions, focusing on expanding its direct-to-advertiser footprint in developed markets. Affle's unique CPCU model, verticalized AI, and fraud detection offer a strong competitive moat for sustained, profitable growth. Confident in achieving ~20% organic growth.