Affle 3i Limited (AFFLE) has reported robust performance for Q2 and H1 FY2027, showcasing significant growth in revenue and EBITDA. The company announced consolidated revenue from operations of INR 783.6 crore for Q2 FY2027, marking a 21.2% year-on-year (y-o-y) increase from INR 646.7 crore in Q2 last year. EBITDA stood at INR 181.4 crore, an impressive 24.2% y-o-y growth. EBITDA margin improved to 23.2%, up by 56 basis points y-o-y. PAT increased by 17.4% y-o-y to INR 129.8 crore from INR 110.5 crore in Q2 last year.

Half-Year Performance

In H1 FY2027, consolidated revenue from operations stood at INR 1,530.8 crore, an increase of 20.8% y-o-y. EBITDA was at INR 349.1 crore, an increase of 22.1% y-o-y, with EBITDA margin standing at 22.8%, up by 25 basis points y-o-y. PAT increased by 19.5% y-o-y to INR 258.2 crore. The CPCU business delivered strong momentum, with 12.9 crore converted users in Q2 FY2027, an increase of 18.2% y-o-y, taking the total converted users delivered in H1 FY2027 to 25.3 crore.

Looking Ahead

Commenting on the results, Anuj Khanna Sohum, the Chairperson, MD & CEO of Affle, said: “Affle continued its established growth trajectory in H1 FY2027. We achieved our 15th consecutive quarter of sequential topline growth, while registering our highest-ever quarterly revenue run-rate, EBITDA, PAT and consumer conversions. This performance reflects the strength of our differentiated CPCU business model in sustaining ROI for advertisers globally, despite prevailing geopolitical tensions, and regulatory and macroeconomic headwinds. As we progress towards our vision of 10X, we continue to advance on our ambition of building a globally scaled, AI-powered full funnel Consumer Platform Stack that delivers measurable value for advertisers through premium consumer conversions. Our focus remains on strengthening our competitive differentiation, deepening our presence across Developed and Emerging Markets, and expanding the capabilities of our platform across mobile, Connected TV and other Agentic/Autonomous Intelligent Connected Devices.”

Source: NSE Corporate Announcement

Fundamental & Technical Analysis of Affle 3i Limited

Affle 3i Limited belongs to the Communication Services › Advertising Agencies sector. Here’s a quick read on where the business and the stock stand today.

Affle moves sideways over three months, with neither buyers nor sellers taking control. Revenue grows at 23.6% and profits at 23.0% CAGR. Both numbers are exceptional. Not a single revenue dip or loss quarter in five years — this is a business built to last through cycles. The stock holds at 26% of its 52-week range with RSI at 38. In other words, neither side has a clear edge right now. The business grows revenue at 23.6% and profits at 23.0%, with D/E of 0.03. The stock reflects that strength. Moreover, when fundamentals and price action align, the PEG of 1.85 premium is usually justified. Check Fundamentals of Affle 3i Limited.

Affle 3i Limited, a consumer intelligence driven global technology company, announced its financial results for Q2 FY2027. The company reported a robust performance with a 21.2% year-on-year growth in revenue and a 24.2% increase in PAT. EBITDA also saw a significant rise of 24.2% compared to the same period last year.

Financial Highlights

The consolidated revenue from contracts with customers stood at INR 7,836 million, marking a 21.2% year-on-year increase. Profit after tax (PAT) rose by 17.4% to INR 1,298 million. EBITDA grew by 24.2% to INR 1,814 million, reflecting the company’s strong operational performance.

Market Performance

Affle 3i Limited demonstrated broad-based growth across markets, with India & Emerging Markets contributing 73.7% and Developed Markets 26.3% to the total revenue. The company’s CPCU business also showed impressive growth, with a 94.8 million number of conversions in Q2 FY2027 compared to 57.1 million in Q2 FY2025.

Looking Ahead

Affle 3i Limited continues to leverage its AI-driven hyper-contextual creative generation and platform innovation to drive future growth and maintain its position as a leader in the connected ecosystem.

Source: NSE Corporate Announcement

Fundamental & Technical Analysis of Affle 3i Limited

Affle 3i Limited belongs to the Communication Services › Advertising Agencies sector. Here’s a quick read on where the business and the stock stand today.

Affle moves sideways over three months, with neither buyers nor sellers taking control. Revenue grows at 23.6% and profits at 23.0% CAGR. Both numbers are exceptional. Not a single revenue dip or loss quarter in five years — this is a business built to last through cycles. The stock holds at 26% of its 52-week range with RSI at 38. In other words, neither side has a clear edge right now. The business grows revenue at 23.6% and profits at 23.0%, with D/E of 0.03. The stock reflects that strength. Moreover, when fundamentals and price action align, the PEG of 1.85 premium is usually justified. Check Fundamentals of Affle 3i Limited.

R K Swamy Limited (RKSWAMY) announced consolidated total income of Rs 86 crores for the quarter ended June 2026, up 7.0% compared to Rs 80 crores during the same period a year ago. The consolidated Profit before Tax for this period was Rs 4.6 crores, up 26.0% compared to Rs 3.6 crores during the same period a year ago. This strong performance comes in an environment dealing with war and energy disruption.

Strategic Initiatives

Shekar Swamy, MD and Group CEO of RKSWAMY Ltd, highlighted the company’s focus on executing new initiatives. “Apart from business as usual, we are building the Brand and Marketing Consulting practice, driving infrastructure to support Marketing and enhancing the talent base of the company,” he said.

Margin Improvement

Rajeev Newar, Group CFO, emphasized the focus on improving margins. “Our revenue gains result in enhanced margins due to operational leverage. Our new initiatives are revenue accretive and our growth targets are based on reasonable assumptions that should serve us well,” he added.

The company remains optimistic about its future growth prospects, despite the challenges. “The focus is on improving margins. Our revenue gains result in enhanced margins due to operational leverage. Our new initiatives are revenue accretive and our growth targets are based on reasonable assumptions that should serve us well,” said Rajeev Newar, Group CFO.

Source: NSE Corporate Announcement

Fundamental & Technical Analysis of R K Swamy Limited

R K Swamy Limited belongs to the Communication Services › Advertising Agencies sector. Here’s a quick read on where the business and the stock stand today.

R rises 17.0% over three months, with buying pressure holding steady. Thin margins at 6.5% leave limited room for error — any demand softness or cost spike hits the bottom line hard. Revenue contracts at 5.2% CAGR. That signals structural headwinds, not a short-term blip. The stock holds at 39% of its 52-week range with RSI at 56. In other words, neither side has a clear edge right now. Revenue grows at 5.2% and the stock moves sideways over three months. Neither side makes a strong case. The next earnings print will likely break this stock out of its current range. Check Fundamentals of R K Swamy Limited.