Affle 3i

Affle 3i delivered a steady Q4 FY26 with revenue of INR 7.24BCurrent reported value: INR 7.24B. No comparable prior figure is available in the source record. (+20.3Current reported value: 20.3. No comparable prior figure is available in the source record.% YoY) and EBITDA of INR 1.61BCurrent reported value: INR 1.61B. No comparable prior figure is available in the source record. (+20.3% YoY), marking the 13th consecutive quarter of sequential topline growth. PAT grew 16Current reported value: 16. No comparable prior figure is available in the source record.% YoY to INR 1.22BCurrent reported value: INR 1.22B. No comparable prior figure is available in the source record., impacted by a higher tax base. The CPCU model drove 120.3M conversionsCurrent 120.3M conversions. Reported change: +?% YoY. at a CPC rate of INR 60Current INR 60. Reported change: flat YoY.. Growth was broad-based across India (+19.5%), emerging markets (+22.3%), and developed markets (+18%). Management reaffirmed medium-term guidance of 20%+ organic CAGR and announced a preferential warrant issue to raise ~INR 11B for M&A, targeting a meaningful acquisition within calendar 2026. Key risk: gross margin compression from continued investment in premium inventory and verticalization may pressure near-term profitability.