Affle Posts Robust FY2026 Results and Strong CPCU Momentum

11 May 2026 CW Team

For the full year, consolidated revenue reached Rs 27.093 billion, an increase of 19.5 per cent, while EBITDA rose to Rs 6.101 billion, up 26.3 per cent, reflecting operating leverage. EBITDA margin expanded to 22.5 per cent, an improvement of 120 basis points year on year, and reported profit after tax increased to Rs 4.549 billion, up 19.1 per cent, with PAT margin expanding to 16.3 per cent from 16.2 per cent.

The cost per converted user business demonstrated strong momentum, delivering 120 million (mn) converted users in the quarter and 456 million for the year, driving revenue and scale. CPCU revenue in the quarter was Rs 7.217 billion, up 20.1 per cent year on year, and the company attributed growth to continued strength across its top industry verticals and the ROI linked CPCU model. This performance supported margin expansion and reinforced the platform's performance orientation.

Management indicated that the company concluded the year at its highest annual revenue run rate and consumer conversions to date, marking the 13th consecutive period of quarter on quarter growth and reflecting the firm's AI led Consumer Platform Stack and CPCU model. The board described strategic progress including rollout of AI native capabilities, notably OpticksAI and an in house AI agent, and said structural tailwinds from rising digital ad spends and adoption of AI platforms underpin a favourable demand environment. Management stated that disciplined execution leaves the company well positioned to pursue sustainable, profitable growth for stakeholders.

Affle 3i reported robust results for the fourth quarter and twelve months ended 31 March 2026, with consolidated revenue from operations at Rs 7.244 billion (bn), up 20.3 per cent year on year, and EBITDA at Rs 1.612 billion, up 20.3 per cent. The fourth quarter EBITDA margin was 22.3 per cent, and reported profit after tax stood at Rs 1.195 billion, a rise of 16.0 per cent despite higher taxes. The growth was broad based across India and international markets. For the full year, consolidated revenue reached Rs 27.093 billion, an increase of 19.5 per cent, while EBITDA rose to Rs 6.101 billion, up 26.3 per cent, reflecting operating leverage. EBITDA margin expanded to 22.5 per cent, an improvement of 120 basis points year on year, and reported profit after tax increased to Rs 4.549 billion, up 19.1 per cent, with PAT margin expanding to 16.3 per cent from 16.2 per cent. The cost per converted user business demonstrated strong momentum, delivering 120 million (mn) converted users in the quarter and 456 million for the year, driving revenue and scale. CPCU revenue in the quarter was Rs 7.217 billion, up 20.1 per cent year on year, and the company attributed growth to continued strength across its top industry verticals and the ROI linked CPCU model. This performance supported margin expansion and reinforced the platform's performance orientation. Management indicated that the company concluded the year at its highest annual revenue run rate and consumer conversions to date, marking the 13th consecutive period of quarter on quarter growth and reflecting the firm's AI led Consumer Platform Stack and CPCU model. The board described strategic progress including rollout of AI native capabilities, notably OpticksAI and an in house AI agent, and said structural tailwinds from rising digital ad spends and adoption of AI platforms underpin a favourable demand environment. Management stated that disciplined execution leaves the company well positioned to pursue sustainable, profitable growth for stakeholders.

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