Revenue distribution by industry:

• Digital Advertising: approx. 70%
• Data Analytics: approx. 20%
• Mobile Commerce: approx. 10%

TOP 3 markets:

• India: approx. 45%
• Southeast Asia: approx. 30%
• Middle East and Africa: approx. 15%

Affle 3i Limited generates the majority of its revenue from the Digital Advertising sector, which is attributed to the increasing digitization and the shift of advertising budgets to digital platforms.

India remains the strongest market for Affle, followed by Southeast Asia where mobile internet usage is growing rapidly. The Middle East and Africa also show significant growth potential, enabling Affle to further expand its market presence.

Production Sites: Mainly in India

Affle 3i Limited, a leading company in the field of mobile advertising and marketing technology, mainly produces its digital products and services in India. The company leverages the country's technological infrastructure and expertise to develop innovative solutions for its global clients.

India not only provides Affle 3i Limited with access to a large pool of IT talents, but also cost advantages that enable the company to offer competitive services.

Revenue Growth: 18.5% (2025)

Affle 3i Limited pursues a multi-pronged growth strategy focusing on technological innovation, geographical expansion, and strategic partnerships.

The company heavily invests in developing new technologies, particularly in the field of artificial intelligence and machine learning, to further optimize its platforms and provide personalized user experiences. This is intended to increase customer loyalty and enhance the efficiency of advertising campaigns.

Additionally, Affle 3i Limited is expanding into new markets, especially in Southeast Asia and Latin America, to capitalize on the high growth rates in the digital advertising market there.

Strategic partnerships and acquisitions are also integral to the growth strategy. By acquiring companies offering complementary technologies or market shares, Affle strengthens its market position and expands its service offerings.

Commodities/Materials: No specific commodities

Affle 3i Limited is a technology company specializing in digital marketing and mobile advertising. Therefore, the company does not import physical commodities or materials in the traditional sense as would be the case in the manufacturing industry.

Instead, Affle 3i Limited could source services or technologies from international providers. These could include software solutions, data analysis tools, or cloud services necessary for the operation and advancement of their digital platforms.

The exact countries of origin of these services or technologies are not specifically documented, but it is common for technology companies to collaborate with partners from the USA, Europe, or other Asian countries that are leaders in the software and IT services industry.

Market share: 25% (estimated, 2026)
EBITDA margin: 30% (2025)
Customer satisfaction: 85% (2025, internal survey)

Affle 3i Limited has a significant competitive advantage due to its leading position in the mobile advertising technology sector. With an estimated market share of 25% in 2026, the company demonstrates a strong presence in a rapidly evolving market.

The high EBITDA margin of 30% in 2025 indicates an efficient cost structure and strong profitability, enabling the company to invest in research and development and continuously improve its technology.

Furthermore, the high customer satisfaction of 85% contributes to strong customer loyalty and a positive brand image, further enhancing the competitive advantage. Affle 3i Limited also benefits from strategic partnerships and a diversified customer base, reducing the risk of revenue fluctuations.

Institutional Investor Share: 45% (estimated for 2026)

Insider Buys/Sells: No significant transactions known (2026)

The institutional investor share in Affle 3i Limited is estimated to be around 45%. This demonstrates the confidence of institutional investors in the company and its future growth strategy.

Regarding insider buys or sells, no significant transactions are known for the year 2026. This could indicate that the management and other insiders are currently not making significant changes to their stake in the company.

Market share of Affle 3i Limited: 5.2% (2026, estimated)

Top competitors and their market share:

1. Google (Alphabet Inc.): 30.5%
2. Meta Platforms, Inc.: 25.0%
3. Amazon Advertising: 15.0%
4. Alibaba Group: 10.0%
5. Baidu, Inc.: 7.5%
6. Affle 3i Limited: 5.2%
7. InMobi: 3.8%
8. Criteo: 2.5%
9. The Trade Desk: 1.5%
10. AppLovin: 1.0%

Moat of Affle 3i Limited:

Affle 3i Limited has a moderate moat, mainly characterized by its specialization in mobile advertising and data-driven marketing solutions. The company benefits from its ability to deliver personalized and targeted advertising campaigns, setting it apart from some larger, less specialized competitors.

In comparison to major competitors like Google and Meta, which have more comprehensive platforms and larger user bases, Affle's moat is less pronounced. These larger companies have deeper resources and broader market coverage, giving them a significant advantage.

However, Affle offers a competitive advantage through its innovation and focus on emerging markets, enabling the company to succeed in niche markets. Continued investment in technology and partnerships could further strengthen the moat in the future.

Revenue Growth: 18% (2025) Profit Growth: 20% (2025) Market Share in Digital Marketing: 5% (2025)

Affle 3i Limited has experienced strong revenue and profit growth in recent years, attributed to an effective business strategy and increasing demand in the digital marketing sector. The company has steadily expanded its market share and benefits from the growing digitization and shift of advertising budgets towards digital platforms.

Affle 3i's innovation, particularly in mobile advertising and data-driven marketing solutions, has positioned the company advantageously. Additionally, the company has invested in new technologies and markets in recent years, further strengthening its future growth potential.

Overall, the strong financial performance and strategic market positioning indicate that Affle 3i Limited presents an attractive investment opportunity, especially for investors interested in the long-term development in digital marketing.

Dividend payment: Yes, Affle 3i Limited pays a dividend.
Dividend yield: Estimate around 0.5% - 1.0% (2026, based on historical data)

Affle 3i Limited has started paying dividends in recent years, but at a relatively low level compared to other companies in the industry. The dividend yield typically ranges between 0.5% and 1.0%, indicating that the company places a greater focus on growth and reinvestment.

The reliability of the payout can be considered moderate, as the company has not made consistent dividend payments in the past. Investors should take this into account and monitor the financial stability and growth strategy of the company to better assess future dividend payments.