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RMG headwinds in India
View Risks →Affle 3i Limited — Q2 FY26
Affle delivered a record quarter with revenue of ₹646.7 crore (+19.1% YoY), EBITDA of ₹146.1 crore (+28.9% YoY), and PAT of ₹115 crore (+20.1% YoY).
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2-Minute Summary
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Affle delivered a record quarter with revenue of ₹646.7 crore (+19.1% YoY), EBITDA of ₹146.1 crore (+28.9% YoY), and PAT of ₹115 crore (+20.1% YoY). EBITDA margin expanded 172 bps YoY to 22.6%, marking the sixth consecutive quarter of sequential margin expansion. Growth was broad-based across verticals and geographies, with India up 24.8% YoY driven by early festive demand, offsetting the impact of the RMG (real money gaming) headwind. Developed markets grew 16.8% YoY despite some budget rollovers to Q3 due to tariff uncertainty. Management remains confident of sustaining ~20% revenue growth and margin expansion, supported by AI-driven automation (Nikico, Optics AI) and a strong festive pipeline. Key risk: continued RMG headwinds in India and potential US macro uncertainty could temper near-term growth.
एफल ने इस तिमाही में शानदार प्रदर्शन किया। कंपनी की कमाई ₹646.7 करोड़ रही, जो पिछले साल से 19.1% ज़्यादा है। मुनाफा ₹115 करोड़ रहा, जो 20.1% बढ़ा। कंपनी की कमाई का मार्जिन 22.6% हो गया, जो पिछले साल से 1.72% बेहतर है। यह लगातार छठी तिमाही है जब मार्जिन बढ़ा है। भारत में कमाई 24.8% बढ़ी, क्योंकि त्योहारों की मांग जल्दी आ गई। विकसित देशों में भी 16.8% बढ़ोतरी हुई। कंपनी को उम्मीद है कि कमाई 20% बढ़ती रहेगी। लेकिन, भारत में रियल मनी गेमिंग पर असर और अमेरिका में अनिश्चितता से कुछ जोखिम हो सकता है।
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Read Transcript →Quarter Snapshot
CPC Conversions
109M
+?% YoY
Record quarterly conversions driven by broad-based demand and early festive season in India.
CPC Rate
₹58
+?% YoY
Consistent upward trend in average cost per converted user, reflecting premium positioning.
India Revenue Growth
24.8% YoY
+24.8pp YoY
Strong India growth despite RMG headwinds, aided by early festive season budget pull-forward.
AI Automation Penetration
80%
N/A
80% of organizational activities now powered by AI, enhancing productivity and ROI for advertisers.
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Guidance and risk preview
Management reaffirmed ability to deliver ~20% YoY revenue growth despite RMG and US budget rollover headwinds.
Real money gaming vertical continues to face regulatory and operational challenges, impacting ad budgets.
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