Earnings call · Apr–Jun 2026
Affle (India) Limited
Affle delivered Apr–Jun 2026 revenues of ₹747 crore, up 20.4% from a year earlier, with PAT growing 21.7% to ₹128 crore. Management stated 95% of revenues grew over 25% after adjusting for RMG & FinTech headwinds & aims to close a larger M&A by early 2027 to accelerate Developed Markets expansion.
The full notes: the guidance, numbers & KPIs, strategy, outlook, risks, what analysts asked.
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From the company
- Anuj Khanna SohumChairperson, Managing
- Kapil BhutaniChief Financial & Operations
Questions came from
- Karan TauraniElara Capital
- Vijit JainCitigroup
- Dipak SahaAshika Institutional Equities
- Kavish Parekh360 ONE Capital Market
- Anmol GargDAM Capital
- Onkar GhugardareShree Investments
- Samarth PatelEquirus Securities
- Sagar KarkhanisAshika Institutional Equities
- Sanjay LadhaBastion Research
Hosted by Karan Taurani of Elara Capital
Topics in this call
Opening remarks
Anuj Khanna SohumChairperson, Managing
Thank you. Good morning, everyone and thank you for joining the call today. I trust all of you are keeping in good health.
Q1 FY2027 marks our 14th consecutive quarter of sequential top-line growth and we recorded our highest ever quarterly revenue, EBITDA, PAT and consumer conversions. During the quarter, we delivered revenues of INR 7.47 billion, a growth of 20.4% y-o-y. This is robust considering the negative impact of regulatory and macroeconomic headwinds on some customer segments like RMG. Over 95% of our revenues witnessed over 25% growth yo-y, adjusting for that impact, reaffirming our consistent execution on the medium-term guidance that we have committed to our stakeholders.
Read the whole call: 173 paragraphs, 10 analysts' questions with every answer, 7 marked passages.
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