Affle India Q1 FY27 Earnings Call Transcript Released
Affle India reported record Q1 FY27 revenue of ₹7.47 billion (747 crore), up 20.4% YoY, with EBITDA at ₹1.68 billion (168 crore) and PAT at ₹1.28 billion (128 crore). Growth was driven by India and Emerging Markets (72.2% revenue share) and Developed Markets (27.8% revenue share). The company is progressing on inorganic acquisitions, aiming to close by early 2027, and enhancing its platform with AdColony assets.
The announcement details strong financial results, strategic acquisitions, and positive future outlook, which are material factors for investors and the company's market position.
The company reported record quarterly revenue, EBITDA, and PAT with strong year-on-year growth, indicating positive financial performance. The management expressed optimism about future growth and strategic initiatives.
Affle 3i Limited has released the transcript of its Earnings Conference Call for the first quarter ended June 30, 2026. The call, conducted on August 10, 2026, at 10:00 AM IST, included discussions on the company's financial performance and strategic developments.
During the quarter, Affle India reported its highest ever quarterly revenue, EBITDA, PAT, and consumer conversions. Revenues stood at ₹7.47 billion (747 crore), marking a 20.4% year-on-year growth, despite regulatory and macroeconomic headwinds impacting certain customer segments like RMG. Over 95% of their revenues experienced over 25% growth year-on-year when adjusted for these impacts.
EBITDA for the quarter was ₹1.68 billion (168 crore), with a robust 20% year-on-year growth and stable EBITDA margins at 22.4%. Profit After Tax (PAT) was ₹1.28 billion (128 crore), growing by 21.7% year-on-year. The company highlighted the strength of its differentiated CPCU business model.
Affle India's growth was anchored by India and global Emerging Markets, contributing 72.2% of revenues and growing by 20.2% year-on-year. Developed Markets also showed strong performance, growing by 20.7% year-on-year and contributing 27.8% of revenues. The company aims to increase its participation in these markets due to their significant share of global advertising budgets.
The strategic acquisition of AdColony assets is expected to enhance the publisher ecosystem and audience intelligence capabilities, aiming to activate over 100,000 mobile apps to reach over 500 million connected devices in Developed Markets this year. The company is also making progress on a larger inorganic acquisition, with plans to close by early 2027.
Affle India received industry recognition, winning 18 awards at the Connected TV Asia Symposium 2026 and multiple accolades at the e4m India Digital Marketing Awards 2026 and Agency Reporter Programmatic Asia Awards 2026. The company continues to strengthen its technology IP portfolio, boasting over 300 unique enforceable patent claims.
Looking ahead, Affle India remains optimistic about the demand environment and is well-positioned to sustain its momentum and create long-term value.
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Affle 3i Limited filed this with the NSE as a statutory disclosure, categorised under concall transcript released. 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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See the model portfoliosA plain-language summary of a public exchange filing by Affle 3i Limited. Read the original for the full detail.