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Affle 3i Secures 18th Granted Patent for Blockchain-Based Fraud Detection in India
Affle 3i Limited has been granted a new patent in India for a blockchain-enabled system designed to identify and mitigate fraudulent IP addresses and publishers. This technology, which was previously granted in the US, strengthens the company's proprietary CPCU (Cost Per Converted User) model by improving ad spend efficiency. The company's total IP portfolio now includes 39 unique patents, with 18 already granted and over 300 unique patent claims. This development fortifies Affle's AI-powered consumer platform stack against invalid traffic and non-genuine engagements.
Key Highlights
Grant of an Indian patent for a decentralized repository of fraudulent IP addresses utilizing blockchain technology.
The company now has 18 unique patents granted out of a total portfolio of 39 unique patents.
The IP portfolio currently encompasses over 300 unique patent claims globally.
The patented technology enables real-time verification and classification of suspicious traffic into shared blacklist/whitelist repositories.
Strengthens the competitive moat of the AI-powered CPCU model by reducing invalid traffic and enhancing ROI for advertisers.
💼 Action for Investors
Investors should view this as a positive development that strengthens Affle's technological moat and competitive positioning in the digital advertising space. Long-term investors should monitor how these IP advancements contribute to margin expansion and client retention.
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Affle 3i Granted Two New Patents in India; Total Granted Patents Reach 18
Affle 3i Limited has been granted two new patents in India, focusing on interactive podcast advertising and advanced ad fraud detection. These additions bring the company's total granted patents to 18 out of a portfolio of 39 unique patents. The podcast patent enables voice and gesture-based ad interactions, while the fraud detection patent uses AI/ML to identify and block non-human engagements in real-time. These developments are designed to strengthen Affle's core CPCU model and enhance its competitive moat in the digital advertising ecosystem.
Key Highlights
Granted two new patents in India, increasing the total number of granted unique patents to 18.
The company's total IP portfolio now includes 39 unique patents with approximately 300 enforceable claims.
New podcast patent enables multi-modal voice and gesture-based ad interactions to drive higher user conversions.
Ad fraud patent utilizes AI/ML strategies like honeypots and zero-pixels to detect and mitigate non-human activity.
The patents aim to fortify the AI-powered consumer platform stack and improve the effectiveness of the CPCU model.
💼 Action for Investors
Investors should view this as a positive development that strengthens Affle's technological leadership and long-term competitive advantage. Monitor how these IP advancements impact conversion rates and margins in future earnings reports.
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Affle 3i Reports Record Q3 FY26 Revenue of ₹7.17B and 24.1% EBITDA Growth
Affle 3i Limited achieved its highest-ever quarterly performance in Q3 FY2026, with revenue crossing the ₹7 billion mark for the first time, representing a 19.2% y-o-y growth. The company reported a 24.1% y-o-y increase in EBITDA to ₹1.63 billion, marking its 7th consecutive quarter of sequential margin expansion. Despite regulatory headwinds in the Indian Real Money Gaming sector, India and Emerging Markets grew by 19.8% y-o-y, while Developed Markets grew by 17.8%. The management remains focused on its '10x growth vision' through AI-driven innovation and international expansion.
Key Highlights
Quarterly revenue reached a record ₹7.17 Billion, up 19.2% y-o-y and 10.9% q-o-q.
EBITDA grew 24.1% y-o-y to ₹1.63 Billion with an EBITDA margin of 22.7%.
CPCU business delivered 119.7 million conversions at an improved rate of ₹59.6.
9M FY2026 PAT increased by 20.3% y-o-y, with Q3 PAT standing at ₹1.19 Billion.
Inventory and data costs rose to 62.4% of revenue due to strategic investments in international market verticalization.
💼 Action for Investors
Investors should take confidence in the consistent sequential margin expansion and the company's ability to grow despite RMG sector challenges in India. Monitor the impact of increased inventory costs on long-term profitability as the company scales its international operations.
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Affle 3i Reports Record Q3 FY26: Revenue Up 19.2% to ₹717.5 Cr, EBITDA Margins Expand to 22.7%
Affle 3i Limited delivered a robust performance in Q3 FY2026, achieving its highest-ever quarterly revenue of INR 717.5 crore, a 19.2% year-on-year growth. The company's EBITDA grew by 24.1% to INR 163.0 crore, with margins expanding by 89 basis points to 22.7%. Profit After Tax (PAT) also saw a healthy increase of 19.1% YoY to INR 119.3 crore, supported by strong momentum in the CPCU business which delivered 12.0 crore converted users. The growth was broad-based across both Indian and international markets, showcasing the scalability of its AI-powered platform.
Key Highlights
Consolidated revenue for Q3 FY2026 rose 19.2% YoY to INR 717.5 crore, surpassing the INR 700 crore milestone.
EBITDA increased by 24.1% YoY to INR 163.0 crore, with EBITDA margins improving to 22.7% from 21.8% last year.
PAT grew 19.1% YoY to INR 119.3 crore, while 9M FY2026 PAT rose 20.3% to INR 335.3 crore.
The CPCU business model delivered 12.0 crore converted users in Q3, with CPCU revenue growing 19.6% YoY to INR 713.6 crore.
9M FY2026 revenue reached INR 1,984.9 crore, up 19.3% YoY, with EBITDA margins at 22.6%.
💼 Action for Investors
Investors should note the company's ability to maintain high growth and margin expansion despite a challenging global environment. The successful integration of AI-powered agents like Niko and record-high conversions suggest strong operational momentum.
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Affle 3i Reports Strong Q3 FY26: PAT Up 19.1% YoY to ₹1,193 Mn; EBITDA Margins Expand to 22.7%
Affle 3i Limited delivered a robust performance in Q3 FY2026, with revenue growing 19.2% YoY to ₹7,175 million. Profitability saw a significant boost as EBITDA rose 24.1% YoY to ₹1,630 million, driven by margin expansion to 22.7% from 21.8% in the previous year. The core CPCU business remains the primary driver, contributing 99.5% of revenue with 119.7 million conversions during the quarter. The company continues to see balanced growth across India, emerging markets, and developed markets, supported by its AI-led consumer platform.
Key Highlights
Revenue from operations grew 19.2% YoY to ₹7,175 million in Q3 FY2026.
EBITDA increased by 24.1% YoY to ₹1,630 million, with margins improving to 22.7%.
Profit After Tax (PAT) stood at ₹1,193 million, representing a 19.1% YoY growth.
CPCU conversions reached 119.7 million in Q3, with the average CPCU rate rising to ₹59.6.
9M FY2026 performance shows strong momentum with EBITDA up 28.5% YoY to ₹4,489 million.
💼 Action for Investors
Investors should note the healthy margin expansion and steady growth in CPCU conversions as signs of strong operational efficiency. The company's focus on AI-led intelligence and high-growth verticals like E-commerce and Fintech continues to drive sustainable growth.
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Affle 3i Q3 Standalone Net Profit Rises 25.3% YoY to ₹366.8M; Revenue Up 20.6%
Affle 3i Limited (formerly Affle India) reported a strong standalone performance for Q3 FY2025-26, with revenue from operations growing 20.6% YoY to ₹2,262.02 million. Net profit for the quarter increased by 25.3% YoY to ₹366.77 million, up from ₹292.60 million in the previous year. The company's nine-month revenue reached ₹6,449.88 million, marking a 22.4% growth compared to the same period last year. Profitability remains robust with Profit Before Tax (PBT) rising to ₹491.70 million for the quarter.
Key Highlights
Standalone revenue from operations increased 20.6% YoY to ₹2,262.02 million in Q3 FY26.
Net profit for the quarter grew 25.3% YoY to ₹366.77 million from ₹292.60 million.
Earnings Per Share (EPS) for the quarter improved to ₹2.61, up from ₹2.09 YoY.
Nine-month standalone net profit stands at ₹963.83 million compared to ₹846.59 million in the previous year.
The company maintains significant cash reserves with over ₹5.4 billion from QIP and ₹4.9 billion from preferential allotment still held in deposits.
💼 Action for Investors
The consistent double-digit growth in both top-line and bottom-line figures confirms Affle's strong market position in the digital advertising ecosystem. Investors should monitor the company's deployment of its substantial cash reserves for potential inorganic growth opportunities.
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Affle Appoints Sameer Sondhi as CEO North America & Chief Strategic Investments Officer
Affle 3i Limited has appointed industry veteran Sameer Sondhi to the dual role of CEO, North America and Chief Strategic Investments Officer. Sondhi brings extensive experience from senior leadership roles at Verve and InMobi, where he focused on scaling adtech revenue in developed markets. This appointment is a key part of Affle's '3i' vision, which targets 10x growth in its third decade of operations. The move signals a dual strategy of aggressive organic expansion in the US and inorganic growth through strategic investments.
Key Highlights
Sameer Sondhi appointed as CEO of North America and Chief Strategic Investments Officer effective January 2, 2026.
Sondhi previously served as CEO and Chief Revenue Officer at Verve and held leadership roles at InMobi.
The appointment supports Affle's '3i' vision aiming for 10x growth in its third decade.
Role focuses on driving organic growth in developed markets and executing targeted strategic investment plans.
Sondhi holds a master's degree in computer science and has a track record of scaling global adtech operations.
💼 Action for Investors
Investors should view this as a positive step toward diversifying revenue streams into high-margin developed markets. Monitor upcoming quarterly reports for signs of accelerated growth in the North American segment under this new leadership.
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Affle 3i Appoints Sameer Sondhi as CEO North America & Chief Strategic Investments Officer
Affle 3i Limited has appointed Sameer Sondhi as Chief Executive Officer for North America and Chief Strategic Investments Officer for Developed Markets, effective January 2, 2026. Mr. Sondhi brings significant industry experience, having previously served as CEO and Chief Revenue Officer at Verve and held leadership roles at InMobi. This strategic hire is aimed at scaling revenue and strengthening relationships with advertisers and publishers in high-value developed markets. The appointment underscores Affle's commitment to expanding its global footprint beyond emerging markets.
Key Highlights
Appointment of Sameer Sondhi as CEO North America and Chief Strategic Investments Officer effective Jan 2, 2026
Mr. Sondhi previously served as CEO and Chief Revenue Officer at Verve, leading global operations
Extensive background in scaling ad tech revenue across North America, Europe, and Asia with InMobi
Designated as Senior Management Personnel to drive growth in developed market segments
💼 Action for Investors
Investors should view this as a positive step toward diversifying revenue streams into higher-margin developed markets. Monitor future quarterly reports for growth in North American revenue contributions following his onboarding.