Affle 3i (AFFLE) Corporate Presentation summary

Business overview and strategy

• Operates a global technology platform delivering AI-led digital advertising solutions across connected devices, focusing on high ROI and measurable outcomes through a CPCU (cost-per-converted-user) model.

• Maintains a robust IP portfolio with 36 patents (16 granted), addressing data privacy, ad fraud, and advanced tech use cases.

• Strategic focus on high-growth markets, especially India and emerging regions, with a verticalized approach across e-commerce, fintech, gaming, healthtech, and more.

• Vision centers on innovation, impact, and intelligence to drive 10x decadal growth, leveraging AI for hyper-contextual creative generation and operational productivity.

• Emphasizes an asset-light, scalable, and automated platform with strong R&D and cloud infrastructure.

Financial performance and growth

• Achieved consolidated revenue of Rs. 22,663 million in FY2025, with a 44.7% CAGR in revenue and 38.9% CAGR in EBITDA from FY2021 to FY2025.

• H1 FY2026 revenue grew 19.3% YoY to Rs. 12,675 million, with EBITDA up 31.2% YoY and PAT up 21.0% YoY.

• Operating cash flows grew at a 42.5% CAGR, reaching Rs. 4,260 million in FY2025.

• India and emerging markets contributed 73.1% of H1 FY2026 revenue, with developed markets at 26.9%.

• Consistent profitability with EBITDA margins above 22% and PAT margins above 16% in recent quarters.

Business model and technology

• 98.8% of H1 FY2026 revenue derived from the CPCU model, optimizing for new user acquisition, repeat conversions, and offline-to-online transactions.

• AI/ML-powered data management platform enables advanced audience segmentation, fraud prevention, and campaign optimization across 3.8 billion connected devices.

• Proprietary solutions include real-time fraud detection, predictive algorithms, and privacy-compliant ad tech.

• Platform supports omnichannel campaigns, integrating online and offline consumer journeys for advertisers.