Affle 3i Limited · NSE:AFFLE
Affle 3i — Investor Presentation (June 2026)
43 slides from Affle 3i's investor presentation, June 2026
Slide 1: Affle 3i Limited Corporate Presentation
Affle 3i Limited Corporate Presentation As of June 30, 2026 Consumer Intelligence Driven Global Technology Company
Slide 2: Disclaimer
Disclaimer This presentation and the accompanying slides (“Presentation”) have been cause actual results to differ materially from those expressed or implied. Such prepared by Affle 3i Limited (“Affle” or the “Company”) solely for informational statements should not be regarded as guarantees of futu
Slide 3: 21+ years track record, performance driven business model
21+ years Global Track record Reach & opportunity Performance driven Leading Business model In India Scalable Committed Data platforms Leadership High Positive Growth markets Cashflows Growth driven Robust Global customer base Profitability Accelerated Strategic Consumer digital adoption Organic & i
Slide 4: Affle Overview
Affle Overview About Us Business Credentials Tech Capabilities o Global technology company enabling AI-led o Affle Consumer Platform Stack powers o Tech IP addressing privacy & ad fraud solutions in digital advertising, driving integrated consumer journeys for marketers performance across connected
Slide 5: Affle 3i Consumer Platform Stack
Affle 3i Consumer Platform Stack | Simplifying and unifying the ecosystem Affle 3i Consumer Platform Stack Verticalization – Direct to Advertisers ConvergeAI - Direct to Supply-Side E-commerce Use-Cases Platforms Data Management Consumer Conversions Entertainment Platform New User • Human vs Non-Hum
Slide 6: Key Investment Highlights
Key Investment Highlights 1 Performance driven end-to-end mobile tech platform powered by technology and innovation 2 Robust intellectual property (IP) portfolio addressing data privacy issues, fraud intelligence and futuristic tech use cases 3 Long term industry tailwinds remain well grounded 4 Lea
Slide 7: Performance driven, high ROI CPCU business model
1 Performance driven, high ROI CPCU business model 99.8% of Revenue from Contracts with Customers contributed by CPCU model in Q1 FY2027 New user conversion Existing user repeat New/existing user (online) conversion (online) conversion (offline) Use Case – Targeted new user Use Case – Driving footfa
Slide 8: Consumer intelligence driven end-to-end mobile tech platform
1 Consumer intelligence driven end-to-end mobile tech platform Data and quality focused mobile advertising platform-based solution Audience Data Quality Experience Publishers integrated over SSP/API¹ 1 Appographic data Commerce data Intent data Real-time Fraud checks Engaging Rich media, video & Pro
Slide 9: mDMP – Enabler of our CPCU Business
1 mDMP – Enabler of our CPCU Business Usage Affinity Intent Affinity Product Affinity Who will be the Who will be the What product will next user? next shopper? they buy? 4 Bn+ 100+ 40+ Advanced Internal Connected Pre-Defined Interest AI / ML AffleID For Devices Segments Categories Models Each Devic
Slide 10: Technology and innovation powered growth
1 Technology and innovation powered growth Affle Platforms enabling an omni-channel connected ecosystem Asset light, automated and scalable platform Flexible and scalable Growth in Self learning & More ads connected Delivery of predictive delivered devices targeted ads algorithm reached Strong netwo
Slide 11: Robust IP portfolio addressing data privacy, ad fraud and futuristic tech
Robust IP portfolio addressing data privacy issues, ad fraud 2 and futuristic tech use cases Global Tech IP Portfolio Unified Consumer Tech Proposition Total 39 Patents with 18 granted and rest filed & pending across jurisdictions 4 Bn+1 Connected Devices Reached Award-winning Ad Fraud Detection Pla
Slide 12: CPCU monetization remains a long-term structural growth driver
CPCU monetization maximizes ROI for advertisers…Remains a 3 long-term structural growth driver New User Acquisition Getting Repeat Transactions Online and Offline Marketing # Global App Installs Ad Spend (US$ bn) Offline Retail Market in India (US$bn) Up-sell ✓ 233 132 Cross-sell ✓ 1,605 Increase fr
Slide 13: Leading position in India, market with substantial barriers to entry
Leading position in India, operating in a market with 4 substantial barriers to entry Strong track record in fast growing Indian market characterized by low prevailing CPCUs and other unique challenges Indian market – substantial barriers to entry Strategic advantage ✓ Familiarity with local demogra
Slide 14: Affle 3i Vision: Powering 10x Decadal Growth
5 Affle 3i Vision: Powering 10x Decadal Growth • Leading with platform & • Maximising measurable business • Leveraging Authentic, product innovation powering outcomes driving real-world Actionable and Augmented the connected ecosystem impact Intelligence (Affle AI) • AI-driven hyper-contextual • Inc
Slide 15: Affle Strategy | Targeting high growth markets and industry segments
Affle Strategy | Targeting high growth markets and industry 5 segments Verticalized approach within fast-growing resilient industry segments across Global business anchored in Emerging Markets E, F, G, H Categories driving 100% of our revenue (INDIA, SEA, LATAM & MEA) Category E Category F E-commerc
Slide 16: Strong track record of growth and profitability
6 Strong track record of growth and profitability Annual Performance Trend (Consolidated) Revenue CAGR 25.8% EBITDA CAGR 30.1% PAT CAGR 25.5% Y-o-Y Growth 19.5% 26.3% 19.1% 27,093 22,663 18,428 Particulars in INR million 14,340 10,817 6,101 4,832 4,549 2,888 2,4531 3,600 2,973 3,819 2,131 1,834 1 FY
Slide 17: Cashflow Trend and Balance Sheet Position (Consolidated)
6 Cashflow Trend and Balance Sheet Position (Consolidated) Operating Cash Flows* (INR mn) Asset & Liabilities (INR mn) – As of June 30,2026 Assets 4,972 48,316 7,370 15,387 5,023 20,587 4,260 Cash & Goodwill & Contract Assets & Other Total Assets Liquid Investments Intangibles Assets Trade Receivabl
Slide 18: Revenue Growth Trend (Consolidated)
6 Revenue Growth Trend (Consolidated) Revenue from Operations (INR mn) Market-wise Performance (Q1 FY2027) Revenue Split India & Emerging Markets 72.2% 27.8% 7,472 Developed Markets 7,175 7,244 6,467 6,207 6,017 6,023 5,429 5,195 4,987 5,062 Broad-based Growth Across Markets (Y-o-Y) 4,313 4,066 Indi
Slide 19: Profitability Growth Trend (Consolidated)
6 Profitability Growth Trend (Consolidated) EBITDA (INR mn) & EBITDA Margin (%) Profit After Tax (INR mn) & PAT Margin (%) 22.5% 22.6% 22.7% 22.3% 22.4% 21.8% 22.2% 20.9% 20.2% 20.1% 16.6% 16.5% 16.5% 16.2% 16.6% 1,630 1,612 1,676 19.2% 19.4% 19.4% 16.4% 15.9% 15.9% 16.1% 16.1% 16.0% 15.1% 15.1% 1,4
Slide 20: CPCU Business | Q1 Performance Trend (y-o-y)
6 CPCU Business | Q1 Performance Trend (y-o-y) # No. of Conversions (mn) Average CPCU (INR) CPCU Revenue (INR mn) Q1 FY2027 123.9 60.2 7,455 vs. Q1 FY2026 107.0 58.0 6,200 vs. Q1 FY2025 90.8 57.0 5,177 *All numbers are on a consolidated basis, unless otherwise stated 20
Slide 21: CPCU Business | Conversions Trend
6 CPCU Business | Conversions Trend Number of Conversions (mn) Y-o-Y growth in all quarters 120.3 123.9 119.7 107.0 109.0 103.3 104.0 94.8 88.4 90.8 83.8 68.7 72.0 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 FY24 FY24 FY24 FY24 FY25 FY25 FY25 FY25 FY26 FY26 FY26 FY26 FY27 *All numbers are on a consolidat
Slide 22: Entrepreneurial & Committed Team and Robust Governance
7 Entrepreneurial & Committed Team and Robust Governance Key Management Team Guillermo Fernandez Sanz Martje Abeldt Sameer Sondhi Anuj Khanna Sohum Chief Technology Officer Chief Executive Officer CEO, North America & Chairperson & Managing Director (Mediasmart) (RevX) Chief Strategic Chief Executiv
Slide 23: Affle Culture | Tech & Thought Leadership
7 Affle Culture | Tech & Thought Leadership Represents No. of Ranks achieved by Affle Platforms 23
Slide 24: Affle Culture | Inclusive ESG Initiatives
7 Affle Culture | Inclusive ESG Initiatives Our Guiding Values Proactive Adoption of ESG Reporting Outcomes Dedicated ESG 1 Innovation Committee 2 Agility Responsible Innovation and Key GRI Principles Business Practices People-oriented & Sub-Factors Culture Uplift the Society Reported Sustainability
Slide 25: Affle Culture | Inclusive ESG Initiatives
7 Affle Culture | Inclusive ESG Initiatives • As part of Affle culture, we initiated proactive adoption of ESG principles in 2021 • Dedicated Sustainability section with comprehensive ESG profile available on Affle’s website • Mapped with Global ESG reporting frameworks Mapped with Global ESG Report
Slide 26: Affle Consumer Platform Case Studies
Affle Consumer Platform Case Studies
Slide 27: Domino's Pizza (Hiveminds) | Driving first orders for the QSR app
Domino’s Pizza (Hiveminds) | Driving first orders for the QSR app with an engaging CTV creative strategy About the Advertiser Domino’s India (Jubilant FoodWorks Limited) is a market leader in the Food & Drinks (QSR) category since 1996, with a network of over 1,200 restaurants across 270+ cities in
Slide 28: Hospitality & Travel | Turning travel intent into bookings across Emerging Markets
Hospitality & Travel | Turning travel intent into bookings across Emerging Markets About the Advertiser About the Advertiser About the Advertiser Traveloka is Indonesia's leading online travel booking Localiza is one of Latin America's largest mobility PT TransNusa Aviation Mandiri (TransNusa) is on
Slide 29: Flink | Germany's quick commerce leader expanding into Europe
Flink | Germany's quick commerce leader expanding into new European market to reach high-intent grocery shoppers About the Advertiser Flink is a leading quick commerce grocery delivery company in Germany, delivering groceries and household essentials to customers' doors in minutes. The company is no
Slide 30: Instacart | Activating high-intent shoppers across US quick-commerce
Instacart | Activating high-intent shoppers at scale across the US quick-commerce market About the Advertiser Instacart (NASDAQ: CART) is a public-listed North American quick-commerce leader connecting shoppers with groceries, convenience items, electronics & household goods. Objective Instacart wan
Slide 31: Mytona | Reigniting conversions from existing gamers
Mytona | Reigniting conversions from existing gamers to drive high- LTV ROI About the Advertiser Mytona is a mobile gaming leader known for crafting immersive puzzle experiences, including Seekers Note, its hidden object adventure game. Objective Mytona wanted to reignite conversions from existing g
Slide 32: Kissht | Empowering Finance-savvy users in India
Kissht | Empowering Finance-savvy users in India through AI-driven recommendations About the Advertiser Kissht is a leading digital lending platform in India, offering instant credit solutions across personal loans, consumer finance and buy-now-pay-later. Objective Scale and convert high-intent borr
Slide 33: Hospitality & Travel | Driving conversions across India & Emerging Markets
Hospitality & Travel | Driving conversions across India & other Emerging Markets About the Advertiser About the Advertiser About the Advertiser Goibibo is India’s leading online travel booking brand MyBluebird is a prominent taxi ride-hailing app in redBus is India’s leading bus and train ticket pro
Slide 34: Rovio | Driving repeat users conversions for a leading game in US
Rovio | Driving repeat users (gamers) conversions to expand monetisation for a leading game in US About the Advertiser A global mobile gaming leader known for its popular titles, including the highly popular Angry Birds franchise. Rovio is now part of the global entertainment company SEGA. Objective
Slide 35: Kiddopia | Scaling conversions of premium iOS users worldwide
Kiddopia | Scaling conversions of premium iOS users (parents) worldwide for a leading edtech app About the Advertiser Award-winning global education app with 40M+ users, part of Nazara Technologies, an Indian publicly listed gaming company. Objective Drive new user conversions on premium Apple devic
Slide 36: PolicyBazaar | Growing online insurance in India
PolicyBazaar | Growing online insurance in India through a full-funnel growth strategy About the Advertiser PolicyBazaar, founded in 2008, is India’s largest online insurance platform, serving over 16 million Indians. It is publicly listed and a fast-growing company in India. Objective PolicyBazaar
Slide 37: Fetch | Driving growth for a rewards app in US through CTV
Fetch | Driving growth for a popular rewards app in US through a unique CTV led strategy About the Advertiser With the mission to make users’ life easier and more rewarding, Fetch helps consumers earn rewards by buying the products they know and love. Fetch users have submitted more than 5 billion r
Slide 38: Casas Bahia | Delivering retail growth in Brazil
Casas Bahia | Delivering retail growth in Brazil amongst premium iOS users About the Advertiser Casas Bahia is one of the largest retail chains in Brazil, specializing in furniture and home appliances. Founded in 1952, the company has over 800 stores in Brazil and also reaches customers via its app.
Slide 39: Appendix
Appendix Shareholders Information and Financial Summary
Slide 40: Shareholders Information
Shareholders Information Shareholding Pattern (As on June 30, 2026) Brokerages Covering Affle Institutional *Total Shares Outstanding – 140,796,384 Citi Research Ambit Capital Elara Capital Research Desk DAM Capital Anand Rathi Ashika Equities 8.8% Promoters & Promoter Group 17.5% Mutual Funds / Ban
Slide 41: Consolidated Financial Summary
Consolidated Financial Summary In INR million Q1 FY2027 Q1 FY2026 Y-o-Y Growth Q4 FY2026 Q-o-Q Growth Revenue from Contracts with Customers 7,472 6,207 20.4% 7,244 3.1% Inventory and Data Costs 4,722 3,780 24.9% 4,583 3.0% Employee Benefits Expenses 656 609 7.8% 635 3.4% Other Expenses 417 421 (1.0%
Slide 42: Consolidated Financial Summary
Consolidated Financial Summary In INR million Q4 FY2026 Q4 FY2025 Y-o-Y Growth Q3 FY2026 Q-o-Q Growth FY2026 FY2025 Y-o-Y Growth Revenue from Contracts with Customers 7,244 6,023 20.3% 7,175 1.0% 27,093 22,663 19.5% Inventory and Data Costs 4,583 3,648 25.6% 4,474 2.4% 16,798 13,793 21.8% Employee B
Slide 43: Contact Us
Contact Us Website www.affle.com Investor Relations Contact investor.relations@affle.com