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Affle 3i (AFFLE) investor relations material

Affle 3i Q2 25/26 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Q2 25/26 earnings summary3 Nov, 2025

Executive summary

  • Achieved record quarterly revenue, EBITDA, and PAT in Q2 FY26, with 19.1% YoY revenue growth and 28.9% YoY EBITDA growth, driven by broad-based demand, AI-led solutions, and early festive season in India.

  • Sixth consecutive quarter of margin expansion and 10th consecutive quarter of sequential top-line and EBITDA growth.

  • Expanded global reach, with 73.9% of revenue from India & Emerging Markets and 26.1% from Developed Markets in Q2 FY26.

  • Maintained a verticalized focus on high-growth categories such as e-commerce, fintech, gaming, and healthtech.

  • Board approved unaudited standalone and consolidated financial results for Q2 and H1 ended September 30, 2025.

Financial highlights

  • Q2 FY26 consolidated revenue: INR 6,467.18 million (19.1% YoY growth); H1 FY26 revenue: INR 12,675 million.

  • Q2 FY26 EBITDA: INR 1,461 million (28.9% YoY growth), margin at 22.6%; PAT: INR 1,105 million (20.1% YoY growth), PAT margin 16.5%.

  • H1 FY26 EBITDA: INR 2,858 million (31.2% YoY growth); H1 FY26 PAT: INR 2,160.13 million.

  • CPCU business delivered 109 million conversions at INR 58 CPCU rate, generating INR 6,319 million in revenue.

  • Operating cash flows for H1 FY26 reached INR 4,260 million, reflecting robust cash generation.

Outlook and guidance

  • Confident of maintaining medium-term 20%+ revenue growth, despite near-term headwinds from RMG in India and tariff uncertainties in the US.

  • Management targets decadal 10x growth, leveraging AI-driven innovation and expanding platform capabilities.

  • Early festive season in India and robust Q3 pipeline expected to support continued growth.

  • Margin levels expected to be sustainable in the medium term due to operational efficiencies and disciplined cost management.

  • Continued focus on consumer platform segment and international expansion.

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Frequently asked questions

Affle (India) Limited is a mobile marketing and advertising technology company. It offers consumer intelligence-driven platforms that enable targeted digital advertising and conversion tracking for marketers and app developers. The company is headquartered in Gurugram, India, and its shares are listed on the NSE.

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