Affle 3i Ltd — Q4 FY26
Affle 3i delivered a steady Q4 FY26 with revenue of INR 7.24B (+20.3% YoY) and EBITDA of INR 1.61B (+20.3% YoY), marking the 13th consecutive quarter of sequential topline growth.
bullish
high
✓ Verified against BSE filing
Indian management teams deliver on roughly 12% of specific earnings-call promises. A low score does not indicate dishonesty — it reflects how aspirational forward guidance typically is.
Q3 FY26
Revenue growth target of 18-20%
Management expects revenue growth in the 18-20% range, with EBITDA growth of 23-25% and margin expansion.
Missed
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
heuristic_v1
Q3 FY26
EBITDA growth to outpace revenue
Internal KPIs target combined revenue and EBITDA growth of ~45%, with EBITDA growth faster than revenue.
Missed
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
heuristic_v1
Q3 FY26
Q4 revenue likely flattish to slightly down vs Q3
Normal seasonality suggests Q3 is peak; Q4 may see slight dip but could surprise positively if geopolitical conditions remain stable.
Missed
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
heuristic_v1