AFFLE3I / Q4-FY26 / claim-ledger

Audit the questions that mattered.

Affle 3i · Analyst questions, management answers, and the quality of the response where the ledger is available.

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PositiveQ4-FY26 · 2026-04-??Back to quarter ↗

Questions audited

12

Answered directly

46%

Numeric claims

2

Consistency

mixed

Question ledger

What was answered, and how?

Ashwin Ma · Amit Capital

partial

How is competitive dynamics evolving in gen AI era?

Regarding the competitor ecosystem evolving you know there's not any no significant change. I think all of the competitors are responding towards AI in their own sort of initiatives

Aron Prasad · Aendas Park

partial

Why are gross margins declining and what is the outlook?

We are very range bound I think is within within our unit economic model. We're very disciplined in how we execute this.

Aron Prasad · Aendas Park

evasive

When will gross margins return to 37-38%?

hopefully around that time onwards we should see another year of bringing it back to you know high better levels

Chain · City Group

declined

Is the M&A ticket size around $200 million and what assets are targeted?

I wouldn't want to give any color to the size of the transaction because there are few transactions that we talking about very very small transactions

Chain · City Group

partial

What is the current SDK integration footprint and trend?

our footprint not of the SDK alone but across all the channels that we have to reach out to the consumer conversions directly has over 4 billion connected devices footprint

Adel Khan · ICA Predential Life Insurance

partial

What capabilities are you looking for in acquisitions and timeline?

our focus is to take on direct access to a lot more advertisers and sales force out there with certain levels of initial integrations

Vive Ma · Invesco India

partial

How much more investment is needed in gross margins and when will it taper?

I did mention that will take about a year more and then we will start seeing greater benefits of that in the second year

Anal · Jam Capital

direct

Will acquired companies be converted to CPCU model?

our endeavor would be to convert and transform over a period of time but not doing it in an abnormal or a not in the natural course of business.

Hari Goyel · New Mutual Fund

evasive

Are global brands tightening marketing budgets due to recession?

the CPCO business model is going to be resilient is in fact going to be the go-to business model for the advertisers because the businesses don't when recession happens

SPN · JM Financial

partial

Why warrants instead of QIP and source of funding for Apple Holdings?

we already have a substantial amount of cash. When we are on a negotiation on the pricing with the target companies, there is a requirement to show the strength on the capital

Pavish Parik · 361 Capital

direct

Why did other expenses decline and other income decline?

largely it is the decline or the moderation in the business promotion expenses. There is no linear spending on the business promotion expenses.

Onar Gur · Shri Investment

partial

Can organic growth exceed 20% with AI tailwinds?

it's a sensible sort of growth calibration at the moment to look at modeling our company for organic growth of over 20%.