Affle (India) Ltd
NSE:AFFLE
Affle (India) Ltd
In the bustling landscape of India's digital advertising sector, Affle (India) Ltd. has carved a unique niche through its innovative approach and technological prowess. Established with a vision to revolutionize mobile marketing, Affle sits at the crossroads of consumer engagement and enterprise apps. The company's core business revolves around its robust Consumer Platform, which is an integrated approach combining Artificial Intelligence and Machine Learning to drive targeted, data-driven consumer acquisitions, engagements, and transactions. Through deep consumer analytics, Affle ingeniously identifies and attracts potential users for its clients, ensuring advertising campaigns hit their mark with precision and effectiveness.
Affle's revenue model is predominantly anchored in a cost-per-converted-user (CPCU) structure, which aligns its earnings directly with the success of its clients' campaigns. This performance-linked pricing model not only incentivizes Affle to deliver results but also builds trust and long-term relationships with its clientele. By offering cutting-edge solutions such as vernacular mobile advertisements and fraud detection, Affle provides a comprehensive suite that helps businesses maximize their digital advertising investment. As companies increasingly shift focus towards mobile channels to reach their audience, Affle's strategic positioning and technological expertise continue to expand its footprint, making it a pivotal player in the fast-evolving world of digital advertising.
In the bustling landscape of India's digital advertising sector, Affle (India) Ltd. has carved a unique niche through its innovative approach and technological prowess. Established with a vision to revolutionize mobile marketing, Affle sits at the crossroads of consumer engagement and enterprise apps. The company's core business revolves around its robust Consumer Platform, which is an integrated approach combining Artificial Intelligence and Machine Learning to drive targeted, data-driven consumer acquisitions, engagements, and transactions. Through deep consumer analytics, Affle ingeniously identifies and attracts potential users for its clients, ensuring advertising campaigns hit their mark with precision and effectiveness.
Affle's revenue model is predominantly anchored in a cost-per-converted-user (CPCU) structure, which aligns its earnings directly with the success of its clients' campaigns. This performance-linked pricing model not only incentivizes Affle to deliver results but also builds trust and long-term relationships with its clientele. By offering cutting-edge solutions such as vernacular mobile advertisements and fraud detection, Affle provides a comprehensive suite that helps businesses maximize their digital advertising investment. As companies increasingly shift focus towards mobile channels to reach their audience, Affle's strategic positioning and technological expertise continue to expand its footprint, making it a pivotal player in the fast-evolving world of digital advertising.
Record Performance: Affle 3i reported its highest ever quarterly revenue (INR 7.18 billion), EBITDA (INR 1.63 billion), and profit after tax (INR 1.19 billion) in Q3 FY'26.
Strong Growth: Revenue grew 19.2% year-on-year and 10.9% sequentially; EBITDA and PAT also saw robust double-digit growth.
Margin Expansion: Company achieved its seventh consecutive quarter of EBITDA margin expansion, despite increased investment in data and inventory.
International Focus: Investments in data and inventory are being made to support deeper international verticalization, which affects costs in the near term.
CPCU Strength: Highest ever CPCU conversions (119.7 million) and CPCU rate (INR 59.6); CPCU revenues grew 19.6% YoY and 12.9% QoQ.
Guidance Maintained: Management reiterated a target of 20–25% growth in both revenue and EBITDA, with margin expansion as a key focus.
Inorganic Plans: Company is actively evaluating acquisitions, with four targets under due diligence and plans for a sizeable transaction in 2026.
Resilient India Business: India revenue grew 20.6% YoY despite regulatory headwinds in Real Money Gaming, with broad-based growth across verticals.
