Affle 3i FY26 Revenue Climbs 19.5% to INR 2,709.3 Crore

Profit After Tax rose to INR 454.9 Crore, up 19.1% from the previous year.

Reader Takeaway: Strong revenue growth driven by AI and CPCU models, though zero dividend may disappoint income-focused investors.

What just happened

Affle 3i Limited has released its Integrated Annual Report for FY2025-26, highlighting significant financial and operational expansion. The company grew its revenue from operations to INR 2,709.3 crore, compared to INR 2,266.3 crore in the previous fiscal year. EBITDA also saw a healthy increase of 26.3%, reaching INR 610.1 crore. The company will hold its 31st Annual General Meeting on September 22, 2026.

Why this matters

The results demonstrate the efficacy of Affle’s "3i" strategy—Innovation, Impact, and Intelligence—centered on its AI-powered consumer platform. With 456 million conversions recorded, the firm continues to scale its presence in both emerging and developed markets. The decision to forgo dividends indicates a clear management focus on reinvesting capital into proprietary technology, such as the Niko agentic AI engine and OpticksAI creative engine, to fuel long-term "10X growth."

Risks to watch

Regulatory shifts, particularly the implementation of the Digital Personal Data Protection Act, remain a key area of focus for the company given the nature of its data-driven business. Furthermore, macroeconomic volatility continues to influence advertiser budgets globally, which could affect growth in developed markets if spending slows.

Context metrics

• Revenue: INR 2,709.3 Crore (+19.5% YoY)
• Profit After Tax: INR 454.9 Crore (+19.1% YoY)
• Conversions: 456 million (+16.1% YoY)
• Geographic Mix: 72.9% Emerging Markets, 27.1% Developed Markets