AFFLEAffle 3i

₹1832.8-3.38%

Market Cap

₹25,798.79 Cr

Stock P/E

61.53

ROCE

16.85%

ROE

14.11%

Book Value

₹231.46

Financials

YoY Net Sales

EPS Growth

Operating Margin

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Shareholding

Holdings

Distribution

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Domestic Investors

Public

From Last Concall

POSITIVES

•
In Q1 FY2026, we exceeded all our performance benchmarks to record our highest-ever quarterly Revenue, EBITDA, PAT and consumer conversions.
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Revenue rose 19.5% year-on-year to INR 6,207 million and EBITDA margin expanded meaningfully with EBITDA up 33.7% YoY and a 239bp margin expansion.

NEGATIVES

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Macro headwinds and policy shifts could impact advertiser sentiment in the short term (e.g., tariff concerns, geopolitical tensions).
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Unit economics of operating in India remain challenging amid rising competition from global players (e.g., Trade Desk) expanding into the market.

Peers Summary

Sector Leader

Affle 3i Ltd. stands out in the BPO/ITeS sector with solid growth metrics and a favorable debt-to-equity ratio, positioning it as a sector leader. While some peers exhibit higher profitability or growth, Affle’s balance of growth and efficiency makes it a strong contender. Companies like Inventurus Knowledge Solutions and eClerx show strong returns but face valuation challenges, while others like Quess Corp and Info Edge reveal weaknesses in profitability and growth.

Key Points

• Affle 3i Ltd. shows strong revenue growth and solid ROE compared to peers.
• Inventurus Knowledge Solutions has the highest ROE but is overvalued based on its high PE ratio.
• Quess Corp and Info Edge are financially weak with low profitability metrics.

Top Performers

Inventurus Knowledge Solutions Ltd.

Highest ROE at 37.63% but overvalued with a PE of 78.19.

eClerx Services Ltd.

Strong EBITDA margin at 28.39% and solid ROE of 24.28%.

Affle 3i Ltd.

Consistent revenue growth at 22.98% YoY with a low debt-to-equity ratio.

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