Affle 3i Q4FY26: Profit ₹119.5 Cr, shares jump 11%

Market snapshot: Affle 3i outperforms on earnings day

Affle 3i shares rallied after the company reported its March-quarter (Q4FY26) financial results. On the BSE, the stock rose as much as 10.5% during the session to an intra-day high of ₹1,666.35 per share. By 11:59 AM, it had pared part of the gains but was still up 8.25% at ₹1,631.

The broader market, in contrast, was weak. The BSE Sensex was down 1.17% at 76,423.25 at the same time. The divergence highlighted how stock-specific triggers, particularly earnings and management commentary, can drive sharp moves even on a risk-off day.

When the results were announced

The company reported its Q4FY26 numbers on Saturday, with the market reacting when trading resumed. The move came alongside a detailed set of quarterly figures including revenue, profitability, and operating margin.

Q4FY26 headline performance: revenue and profit

In Q4FY26, Affle 3i reported net profit of ₹119.5 crore. The report compared this with a net loss of ₹103.1 crore in the same period last year, and described the performance as up 16% year-on-year.

Revenue from operations rose to ₹724.4 crore in Q4FY26, compared with ₹602.3 crore a year ago. That translated to a 20.3% year-on-year increase. The quarter therefore delivered both top-line expansion and improved reported profitability.

Operating profitability: EBITDA rises, margin steady

Affle 3i reported EBITDA of ₹161.2 crore for Q4FY26, up from ₹134 crore in the year-ago quarter. The operating margin held largely steady, with EBITDA margin at 22.3% compared with 22.2% a year earlier.

A near-flat margin alongside a 20% revenue rise indicates incremental growth did not materially dilute profitability, based on the quarter’s reported numbers. For investors, the margin line is often as important as revenue growth, especially for companies in digital advertising and performance marketing where pricing and mix can shift quickly.

What management said about FY2026 and the business model

Anuj Khanna Sohum, Chairperson, MD and CEO of Affle, said the company concluded FY2026 “on a strong note,” citing the highest annual revenue run-rate, EBITDA, PAT, and consumer conversions to date. He also pointed to consistent growth through the year, calling it the company’s 13th consecutive period of quarter-on-quarter growth.

The CEO linked the performance to Affle’s “AI-powered Consumer Platform Stack” and its ROI-linked CPCU business model. While the statement did not provide additional quarter-specific segment numbers in the cited excerpt, the emphasis remained on the platform approach and the performance-linked nature of the company’s offerings.

Full-year FY26 numbers cited in reports

Alongside the quarter, figures for the full financial year were also referenced. FY26 full-year revenue was stated at ₹2,709.3 crore, while FY26 PAT was stated at ₹454.9 crore.

Separately, a headline referenced the board clearing a ₹1,100.38 crore warrant issue. The excerpt provided does not include additional terms or timelines for the warrants, but the size and board approval were explicitly mentioned.

Why the market reacted despite a weak benchmark

The stock’s sharp rise came even as the Sensex traded lower, suggesting the market treated the quarterly print as a material company-specific trigger. The combination of 20.3% growth in revenue from operations and a reported improvement in earnings supported the positive reaction.

Investors also tend to watch for margin stability during growth phases. With EBITDA margin at 22.3% versus 22.2% a year ago, the company reported consistency on that measure even as absolute EBITDA increased.

Key numbers at a glance

What to track next

The next set of disclosures from the company, including any further details around the ₹1,100.38 crore warrant issue, will be closely watched. Investors typically track how such capital actions align with growth plans, and whether they affect dilution or balance-sheet flexibility.

Operationally, the market is also likely to focus on whether Affle can sustain the growth pace referenced by management, and whether margins remain stable around the 22% level. For now, the Q4FY26 print and the stock’s response indicate strong near-term attention on execution and reported profitability.

Conclusion

Affle 3i’s Q4FY26 update showed revenue from operations rising 20.3% YoY to ₹724.4 crore, EBITDA increasing to ₹161.2 crore, and EBITDA margin steady at 22.3%, with shares jumping up to 11% during the session. The company’s management reiterated confidence in its AI-powered consumer platform and CPCU model, while reports also cited FY26 revenue of ₹2,709.3 crore, PAT of ₹454.9 crore, and board approval for a ₹1,100.38 crore warrant issue.