Affle 3i (AFFLE) Q4 25/26 earnings summary

Executive summary

• Achieved strong year-over-year growth in revenue, EBITDA, and PAT for Q4 and FY2026, driven by the CPCU business model and AI-led digital advertising solutions.

• Audited standalone and consolidated financial results for Q4 and FY ended March 31, 2026, were approved by the Board on May 9, 2026.

• Maintained a verticalized focus on high-growth categories such as e-commerce, fintech, gaming, and healthtech, contributing to resilient performance across both developed and emerging markets.

• Demonstrated robust innovation with a global tech IP portfolio, AI-driven platform enhancements, and multiple industry awards for technology and campaign effectiveness.

• Statutory auditors issued unmodified opinions on both standalone and consolidated results.

Financial highlights

• Consolidated revenue from operations for FY26 was INR 27,093.09 million, up from INR 22,663.08 million in FY25; Q4 FY2026 revenue rose 20.3% year-over-year to INR 7,244 million.

• Consolidated net profit for FY26 was INR 4,548.51 million, up from INR 3,818.69 million in FY25; Q4 FY2026 PAT grew 16.0% year-over-year to INR 1,195 million.

• EBITDA for Q4 FY2026 increased 20.3% year-over-year to INR 1,612 million; full-year EBITDA up 26.3% to INR 6,101 million.

• Basic EPS (consolidated) for FY26 was INR 32.38, up from INR 27.23 in FY25.

• Operating cash flow CAGR of 25.0% over FY2022–FY2026, with FY2026 operating cash flow at INR 4,260 million.

Outlook and guidance

• Management continues to focus on platform and product innovation, AI-driven solutions, and expanding global reach to sustain double-digit growth.

• No explicit forward-looking guidance provided, but continued monitoring of regulatory changes and ongoing investments in business growth were noted.

• Emphasis on maximizing measurable business outcomes and democratizing media access for brands of all sizes.