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Prameela Balakkala

9th Aug · SEBI-Registered Analyst

Affle 3i Q1: Profit Growth, Revenue Momentum

$AFFLE \ 📌 Affle 3i Q1 FY26 Results Net Profit: ₹1.28B vs ₹1B (YoY) ⬆️, showing strong earnings growth driven by digital advertising demand. Revenue: ₹7.47B vs ₹6.2B (YoY) ⬆️, reflecting robust topline momentum across consumer and enterprise platforms. EBITDA: ₹1.67B vs ₹1.4B (YoY) ⬆️, highlighting scalability and operating leverage. EBITDA Margin: 22.44% vs 22.51% (YoY) ➖, indicating stable efficiency despite higher volumes. 📊 Fundamentals & Ratios Revenue: ~₹27B annually, strong growth trajectory. Net Profit: ~₹4.8B, consistent profitability. Debt-to-Equity: ~0.2, low leverage. P/E Ratio: ~35–38, premium valuation. ROE: ~18–20%, strong capital efficiency. Dividend Yield: ~0.8%, modest payouts. 🏦 Projects Consumer platform expansion in mobile ads. Enterprise solutions adoption in analytics. Global expansion across SEA, MENA, LATAM. AI-driven ad-tech innovation. Privacy-compliant and ethical advertising initiatives. ⚠️ Risks Margin sustainability at scale. Competitive intensity from global players. Regulatory compliance challenges. Currency volatility in global markets. Technology disruption requiring constant innovation.

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