Affle 3i Q2 FY27: Revenue ₹784 Cr (21.2% YoY), PAT ₹130 Cr (17.4% YoY), Acquisition of Perion Network Ltd.
Affle 3i reported strong Q2 FY27 results with revenue at ₹784 crore (up 21.2% YoY) and PAT at ₹130 crore (up 17.4% YoY). H1 FY27 revenue reached ₹1531 crore (up 20.8% YoY). The company will not hold its earnings call but will attend an investor meeting on Nov 2, 2026, to discuss the acquisition of Perion Network Ltd. by its subsidiary.
The announcement includes strong financial results, a positive outlook, and a significant strategic development (acquisition of Perion Network Ltd.), which are material events for investors.
The company reported strong year-on-year growth in revenue, EBITDA, and PAT for both Q2 and H1 FY2027, indicating positive financial performance. The announcement of an acquisition also suggests strategic growth.
Affle 3i Limited has announced updates regarding its Q2 and H1 FY2027 performance and a significant acquisition.
The company will not hold its scheduled Earnings Conference Call on November 2, 2026, due to a material development. Instead, it has released a Shareholders’ Letter detailing its financial performance for Q2 and H1 FY2027. For Q2 FY2027, consolidated revenue stood at ₹7.84 billion (approximately ₹784 crore), a 21.2% year-on-year increase, with EBITDA growing 24.2% year-on-year to ₹1.81 billion (approximately ₹181 crore) and Profit After Tax (PAT) at ₹1.30 billion (approximately ₹130 crore), a 17.4% year-on-year growth. For H1 FY2027, consolidated revenue was ₹15.31 billion (approximately ₹1531 crore), up 20.8% year-on-year, with EBITDA at ₹3.49 billion (approximately ₹349 crore) and PAT at ₹2.58 billion (approximately ₹258 crore).
The company's Cost Per Converted User (CPCU) business model continued to show strength, with consumer conversions increasing by 18.2% year-on-year to 128.93 million in Q2 FY2027. The CPCU rate improved to ₹60.6.
Affle also announced its participation in an investor group meeting hosted by Ambit Capital on November 2, 2026, in Mumbai. This meeting will address the definitive agreement for the acquisition of Perion Network Ltd. by a step-down subsidiary of Affle. The meeting will be held virtually via Zoom Webinar, with details provided for online attendees.
Management commentary highlights the company's consistent growth trajectory, achieving its 15th consecutive quarter of sequential topline growth and its highest-ever quarterly revenue, EBITDA, PAT, and consumer conversions. The focus remains on scaling the AI-powered Consumer Platform Stack and delivering measurable value for advertisers.
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Affle 3i Limited filed this with the NSE as a statutory disclosure, categorised under other company updates. It is a primary document, not a recommendation, and the desk marks it high impact, which is the band that most often changes something.
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