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Strong Q4 Results Drive Share Price Surge
Affle India shares surged 11% on Monday, reaching an intraday high of ₹1,666.35. The strong performance followed the company's announcement of robust financial results for the fourth quarter of fiscal year 2026. Investor confidence appeared strong as the stock gained despite the broader BSE Sensex shedding 1.17%.
For the March quarter, Affle India reported a net profit of ₹119.5 crore, a significant turnaround from a net loss of ₹103.1 crore in the year-ago period. Revenue from operations climbed 20.3% year-on-year to ₹724.4 crore. Earnings before interest, taxes, depreciation, and amortization (EBITDA) also rose to ₹161.2 crore from ₹134 crore, with the EBITDA margin steady at 22.3%.
CEO Highlights AI and Performance Drivers
Anuj Khanna Sohum, Chairperson, Managing Director, and CEO of Affle, expressed optimism. He noted that FY2026 ended with the company's highest-ever annual revenue run-rate, EBITDA, profit after tax (PAT), and consumer conversions. Sohum attributed this, along with 13 consecutive quarters of growth, to the AI-powered Consumer Platform Stack and its unique ROI-linked, performance-based business model.
Sohum also highlighted the company's diversified approach across business areas and regions, which drove broad-based growth. Affle India has expanded its AI capabilities by launching OpticksAI and Niko, in-house AI tools designed to boost organizational efficiency and speed up its move toward more AI-driven operations. This focus on AI supports the company's ambitious 10x growth target for the decade.
Industry Trends and Company Outlook
Sohum acknowledged the challenging global environment but pointed to strong industry trends. These include rising digital ad spending, a significant shift towards ROI-linked advertising, and the growing adoption of AI platforms that are changing consumer experiences. Affle India believes its focused execution will allow it to capitalize on these trends, aiming for sustainable, profitable growth. The company's success in delivering strong results while the benchmark index declined highlights its business strength and effective strategy.