External broker reports(aggregated public sources), Axis Direct

Axis Direct

External broker reports(aggregated public sources)

Axis Direct is the flagship brand under Axis Securities Limited, a subsidiary of Axis Bank in India. 

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Equity Bottom-Up

<ul><li>Financial Performance (FY26 Performance Roundup): Despite a challenging global operating environment marked by geopolitical tensions, Affle 3i delivered a resilient financial performance, supported by operational discipline and a strong domestic demand environment.</li><li>The company reported moderate consolidated revenue growth of 19.5% YoY, reaching Rs 2,709 Cr.</li><li>Consolidated EBIT stood at Rs 486 Cr, translating into a healthy EBIT margin of 17.9%. </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Financial Performance (FY26 Performance Roundup): Despite a challenging global operating environment marked by geopolitical tensions, Affle 3i delivered a resilient financial performance, supported by operational discipline and a strong domestic demand environment.The company reported moderate consolidated revenue growth of 19.5% YoY, reaching Rs 2,709 Cr.Consolidated EBIT stood at Rs 486 Cr, translating into a healthy EBIT margin of 17.9%. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Affle 3i Ltd - AI-Driven Performance Powers Sustainable Growth

<ul><li>Strong Growth Momentum Continues Despite Sector Headwinds: Affle demonstrated resilient performance in Q1FY27 despite regulatory and macroeconomic pressure across key verticals such as RMG and FinTech.</li><li>Around 95% of its remaining revenue portfolio delivered over 25% YoY growth on an adjusted basis, highlighting strong underlying demand.</li><li>Developed markets also grew 20.7% YoY, increasing their contribution to 27.8% of revenue.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Strong Growth Momentum Continues Despite Sector Headwinds: Affle demonstrated resilient performance in Q1FY27 despite regulatory and macroeconomic pressure across key verticals such as RMG and FinTech.Around 95% of its remaining revenue portfolio delivered over 25% YoY growth on an adjusted basis, highlighting strong underlying demand.Developed markets also grew 20.7% YoY, increasing their contribution to 27.8% of revenue.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Affle 3i Ltd. - Delivering Resilient Performance, Accelerating 10x Decadal Growth

<ul><li>Strong Growth Amid Challenging Times: Q4FY26 was a seasonally weak quarter with no festive demand boost and some delay in client spending due to geopolitical uncertainties, especially in developed markets.</li><li>Even in such an environment, Affle delivered a strong 20.3% YoY revenue growth and maintained steady sequential momentum, showing the strength and resilience of its business model.</li><li>GenAI Apps Emerging as a New Growth Vertical: Management expects GenAI-powered apps to become a new advertiser vertical for Affle. </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Strong Growth Amid Challenging Times: Q4FY26 was a seasonally weak quarter with no festive demand boost and some delay in client spending due to geopolitical uncertainties, especially in developed markets.Even in such an environment, Affle delivered a strong 20.3% YoY revenue growth and maintained steady sequential momentum, showing the strength and resilience of its business model.GenAI Apps Emerging as a New Growth Vertical: Management expects GenAI-powered apps to become a new advertiser vertical for Affle. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Affle 3i Ltd. - Stable Quarter with Sustained Growth Momentum!

<ul><li>Growth Across Markets: In Q3FY26, India and Global Emerging Markets collectively contributed 73.9% to revenue, growing by 19.8% YoY, indicating strong regional demand.</li><li>Developed markets registered a 17.8% YoY growth, contributing 26.1%, driven by deeper customer engagements.</li><li>Patent Grant: The company has received 16 patents out of 39 patents for its IP portfolio, while others are filed and pending across jurisdictions.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Growth Across Markets: In Q3FY26, India and Global Emerging Markets collectively contributed 73.9% to revenue, growing by 19.8% YoY, indicating strong regional demand.Developed markets registered a 17.8% YoY growth, contributing 26.1%, driven by deeper customer engagements.Patent Grant: The company has received 16 patents out of 39 patents for its IP portfolio, while others are filed and pending across jurisdictions.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Affle 3i Ltd - Stable Quarter with Sustained Strong Momentum!

<ul><li>Affle 3i Ltd is a global ad-tech company specializing in consumer intelligence and engagement solutions.</li><li>It has built a strong presence in digital advertising with a conversion model through mobile devices.</li><li>Diversified Presence in High-Growth Categories Affle is well diversified across 8-10 consumer categories, which include e-commerce, fintech, foodtech, entertainment, and travel, reducing its dependence on a single vertical, broadening its advertiser base with lower revenue volatility. </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Affle 3i Ltd is a global ad-tech company specializing in consumer intelligence and engagement solutions.It has built a strong presence in digital advertising with a conversion model through mobile devices.Diversified Presence in High-Growth Categories Affle is well diversified across 8-10 consumer categories, which include e-commerce, fintech, foodtech, entertainment, and travel, reducing its dependence on a single vertical, broadening its advertiser base with lower revenue volatility. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

PICK OF THE WEEK: Affle 3i Limited - 15th November, 2025

India

Affle 3i Limited is a global technology company that provides a consumer intelligence platform, delivering consumer engagements, acquisitions, and transactions through mobile advertising. The company operates on a Cost Per Converted User (CPCU) model, transforming online and offline user data into actionable insights for brands. It was incorporated in 1994 and is headquartered in Gurugram, India.

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Affle 3i (AFFLE IN)

Affle 3i Ltd - AI-Driven Performance Powers Sustainable Growth

The company reported moderate consolidated revenue growth of 19.5% YoY, reaching Rs 2,709 Cr. Consolidated EBIT stood at Rs 486 Cr, translating...

Axis Direct

Affle 3i Ltd. - Delivering Resilient Performance, Accelerating 10x Decadal Growth

Affle demonstrated resilient performance in Q1FY27 despite regulatory and macroeconomic pressure across key verticals such as RMG and FinTech.

Axis Direct

Affle 3i Ltd. - Stable Quarter with Sustained Growth Momentum!

Q4FY26 was a seasonally weak quarter with no festive demand boost and some delay in client spending due to geopolitical uncertainties, especially...

Axis Direct

Affle 3i Ltd - Stable Quarter with Sustained Strong Momentum!

Growth Across Markets: In Q3FY26, India and Global Emerging Markets collectively contributed 73.9% to revenue, growing by 19.8% YoY, indicating...

Axis Direct

PICK OF THE WEEK: Affle 3i Limited - 15th November, 2025

Affle 3i Ltd is a global ad-tech company specializing in consumer intelligence and engagement solutions. It has built a strong presence in digital...

Axis Direct

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