Affle (India) Ltd
NSE:AFFLE
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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 Revenue: Affle 3i reported its highest ever quarterly revenue of INR 6,467 million in Q2 FY26, up 19.1% year-on-year.
Margin Expansion: EBITDA grew 28.9% year-on-year to INR 1,461 million with a 172 basis point margin increase, marking the sixth straight quarter of margin expansion.
Profit Growth: PAT reached an all-time high of INR 1,105 million, growing 20.1% year-on-year.
Strong India Performance: India revenue grew 24.8% year-on-year, driven by early festive spending, which offset continued headwinds from the real money gaming (RMG) sector.
Developed Market Resilience: Developed markets grew 16.8% year-on-year, but some ad budgets rolled over from Q2 to Q3 due to customer caution, not budget cuts.
AI & Innovation: Expanded AI initiatives with the launch of Niko and OpticksAI, contributing to both operational efficiency and client value.
M&A Pipeline: Management is actively evaluating around 10 M&A opportunities, signaling a readiness for strategic acquisitions if the timing and fit are right.
Guidance Maintained: Management reiterated a medium-term 20% revenue growth ambition, while noting near-term impacts from RMG and global uncertainties.
