Affle 3i Q1 FY27 Results: Revenue up 20% to ₹747cr

Key takeaway from the quarter

Affle 3i Limited, formerly known as Affle (India) Limited, reported year-on-year growth across revenue and profit for the first quarter ended June 30, 2026. The company’s consolidated revenue rose 20.4% to ₹747.16 crore, up from ₹620.74 crore in the same quarter last year. Consolidated Profit After Tax (PAT) increased 21.7% to ₹128.44 crore from ₹105.50 crore. The results were approved by the board on August 8, 2026, and were accompanied by a limited review report from the statutory auditor.

The quarter also comes with corporate developments beyond the headline numbers. The company indicated strategic acquisitions and fundraising actions underway. At the same time, a legal dispute involving Bobble AI was cited as a watch point, alongside the disclosed carrying value of the company’s stake.

Consolidated performance: revenue and profit rise in tandem

For Q1 FY27, Affle 3i’s revenue from operations came in at ₹747.16 crore, reflecting a 20.4% year-on-year increase from ₹620.74 crore. Total income for the quarter was reported at ₹772.21 crore compared with ₹637.91 crore a year earlier, translating to 21.1% growth.

Profitability also improved on a year-on-year basis. Profit Before Tax (PBT) was ₹157.79 crore, up 22.1% from ₹129.20 crore. Net profit after tax stood at ₹128.44 crore versus ₹105.50 crore in Q1 FY26, up 21.7%.

A separate report also presented consolidated net profit as ₹1,284.39 million and revenue from operations as ₹7,471.64 million. These figures are consistent with ₹128.44 crore and ₹747.16 crore when expressed in ₹ crore.

Earnings per share strengthens

Affle 3i reported Basic Earnings Per Share (EPS) of ₹9.13 for Q1 FY27, up from ₹7.52 in the corresponding quarter last year. The EPS increase of 21.4% broadly tracked the company’s rise in consolidated PAT.

EPS is a closely watched metric for investors because it reflects how profit growth translates on a per-share basis. In this quarter, both net profit and EPS moved in the same direction, indicating that profit growth was not offset by a disproportionate rise in share count in the period referenced.

Standalone results: faster profit growth

On a standalone basis, Affle 3i reported revenue of ₹239.61 crore in Q1 FY27, up 20.4% year-on-year. Standalone PAT rose to ₹40.84 crore, marking a 37.5% increase over the year-ago period.

Another disclosure presented standalone net profit as ₹408.38 million for the quarter, which also corresponds to ₹40.84 crore. The faster growth rate in standalone profit compared with consolidated profit is notable within the quarter’s published set of numbers, although the company’s detailed drivers were not included in the provided text.

Board approval, audit review, and regulatory context

The company said its Board of Directors approved the unaudited standalone and consolidated financial results at a meeting held on August 8, 2026. Walker Chandiok & Co LLP, the statutory auditors, issued a limited review report under Regulation 33 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015.

As per the disclosure, the auditors confirmed the financial statements comply with Indian Accounting Standard 34 (Ind AS 34) and stated that nothing has come to their attention indicating material misstatements. This process is important for investors because quarterly results are unaudited but still subject to limited review, which focuses on analytical procedures and inquiry-based checks.

Acquisition and fundraising actions flagged alongside results

Alongside the results, the company disclosed an acquisition-related payment reference. The AdColony acquisition consideration was stated at USD 4.70 million, approximated at ₹44.41 crore.

Affle 3i also disclosed that it received ₹275.10 crore through convertible warrants. Fundraising via warrants can strengthen liquidity and support corporate actions, but investors typically track how proceeds are deployed and the potential dilution impact when warrants convert into equity.

Bobble AI: stake value and dispute remain on the radar

The company’s stake in Bobble AI was highlighted as an area to watch due to a legal dispute mentioned in the provided text. The carrying value of the Bobble AI stake was stated at ₹135.83 crore.

Another summary referenced a 24.07% stake in Bobble (Talent Unlimited) held for sale, valued at ₹134.63 crore (₹1,346.32 million). While the two figures are close, both were presented in the source material, and investors often reconcile such numbers based on reporting dates, classification, and accounting treatment.

Stock snapshot and valuation metrics cited in the coverage

The coverage included multiple price and market data points. One cited BSE price was ₹1,643.25, down ₹45.70 or 2.71%, while the NSE price was ₹1,645.60, down ₹43.10 or 2.55% at the time referenced. Another market snapshot showed a last traded price of ₹1,453.4 on NSE, with an indicated market cap of ₹20,463.35 crore.

A separate valuation reference in the text indicated a P/E ratio of 45.7 and a market cap around ₹20,797 crore. These figures suggest the stock is tracked as a relatively high-multiple name, though the article text did not provide a comparison set or sector-average valuation.

Conference call schedule and investor touchpoint

Affle 3i scheduled an earnings conference call for Monday, August 10, 2026, at 10:00 AM IST. The company stated that dial-in details and the invite are available on its official website (https://affle.com).

Such calls typically serve as the primary near-term forum for investors and analysts to seek clarifications on quarterly execution, segment performance, and updates on acquisitions, fundraising utilisation, and any contingent matters referenced in filings.

Financial highlights table (₹ crore unless stated)

What to watch from here

Two items stand out in the near-term flow of information. First is management commentary during the scheduled August 10, 2026 earnings call, which may provide additional colour on operational execution and how the company views growth across its consumer platform segment. Second is how the company addresses the legal dispute involving Bobble AI and any implications for its investment carrying value or classification.

The quarter itself delivered consistent year-on-year expansion in revenue, profit, and EPS, supported by board approval and an auditor limited review. The next set of disclosures and the investor call are likely to be the immediate checkpoints for the market.