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.

Affle 3i Limited (AFFLE) breaks out with a +5% gain to ₹1675.5 on the NSE on 11 Aug 2026, clearing its 6-month resistance trendline. This move follows the release of a Monitoring Agency Report and updates from an analysts/institutional investor meet, signaling renewed interest in the stock. Affle, a key player in the Communication Services sector under Advertising Agencies, has shown a company-specific surge today, outperforming broader sector trends which have been relatively muted.

Technical setup — trendlines & DMA

From a technical standpoint, Affle’s stock has established a robust support floor at ₹1440.35 over the past six months, currently standing 14.03% above this level. The breakout above the resistance trendline at ₹1560.74, now 6.85% beneath today’s price, marks a significant shift in momentum. The 50-DMA at ₹1506.4 and 200-DMA at ₹1547.9 both trail the current price, indicating a recovery phase. Positioned in the middle third of its 52-week range, the stock suggests that while there’s room for further upside, a notable portion of potential gains may already be reflected in the price.

Fundamentals & business context

Despite a PE ratio of 49.4, Affle’s solid profit margin of 16.8% and impressive revenue CAGR of 23.6% over five years suggest that the market is pricing in future growth rather than current earnings. The 27.4% institutional ownership underscores confidence among sophisticated investors, though the absence of a specific NSE catalyst today points to a technical rather than fundamental driver for the recent price action.

Algorithmic scorecard

The overall scorecard reflects a technically strong but fundamentally nuanced position for Affle. The strongest signals include the stock’s breakout above resistance levels with momentum, and the consistent revenue growth every year, highlighting exceptional business stability. On the flip side, the overvalued PEG ratio of 2.15 and negligible dividend yield of 0% present risks. The former suggests the stock may be expensive relative to its growth rate, while the latter indicates little to no income generation for investors seeking dividend payouts.

Company outlook

Management’s forward guidance anticipates improved margins and stronger bottom-line performance within a year, driven by investments in verticalization and intel development. There’s a realistic chance of concluding a meaningfully sized acquisition this calendar year, with about 4 companies shortlisted for potential acquisition. Organic growth is modeled at around 20%, with an aim for 23% to 25% EBITDA over time. The transformation of acquired companies to Affle’s CPCU business model and premium platform philosophy is a key strategic initiative.

Get all details on AFFLE — P&L, peers, shareholding and more on TradeAlone.

Affle 3i Limited, a consumer intelligence driven global technology company, today announced results for the first quarter ended June 30, 2026. Affle reported robust performance for Q1 FY2027 with a consolidated revenue from operations of INR 747.2 crore, an increase of 20.4% y-o-y from revenue of INR 620.7 crore in Q1 last year. EBITDA stood at INR 167.6 crore, an increase of 20.0% y-o-y. EBITDA margin was at 22.4% in Q1 FY2027, largely in line with Q1 last year. PAT increased by 21.7% y-o-y to INR 128.4 crore despite higher taxes in the current quarter.

Key Financial Highlights

This growth was broad-based coming across India & International markets. The CPCU business noted strong momentum delivering 12.4 crore converted users in Q1 FY2027 and the CPCU revenue stood at INR 745.5 crore, an increase of 20.2% y-o-y. The top industry verticals for the company continued their strong momentum, helping it register a robust growth anchored on the CPCU business model along with an operating margin expansion.

Consolidated Performance

In INR Crore Q1 FY2027 Q1 FY2026 Y-o-Y Growth Q4 FY2026 Q-o-Q Growth Revenue 747.2 620.7 20.4% 724.4 3.1% EBITDA 167.6 139.7 20.0% 161.2 4.0% % EBITDA Margin 22.4% 22.5% 22.3% Reported PAT 128.4 105.5 21.7% 119.5 7.5% % PAT Margin 16.6% 16.5% 16.0%

Commenting on the results, Anuj Khanna Sohum, the Chairperson, MD & CEO of Affle said: “Q1 FY2027 marks another milestone in Affle’s compounding growth story. As we complete seven years since our public listing, we have built a strong track record of consistent growth across all key performance parameters. Our continued growth momentum reinforces our confidence in delivering our medium-term guidance. During the quarter, we acquired strategic AdColony assets and further strengthened our AI-powered Consumer Platform stack to drive new and existing user conversions across mobile, CTV, and other AICDs. Affle’s deep verticalization strategy and expanded IP portfolio enhance human-vs-non-human data distillation, enabling premium consumer conversions through our differentiated CPCU business model. Our Vision of 10x continues to drive sustained growth across key industry verticals while maintaining balanced expansion across geographies. We remain committed to creating sustainable long-term value for all our stakeholders.”

Affle 3i Limited is listed on the NSE (AFFLE) and BSE (542752). For more information, visit – www.affle.com Contact – pr@affle.com

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 rises 9.2% over three months, with buying pressure holding steady. Revenue grows at 23.6% and profits at 23.0% CAGR. Both numbers are exceptional. The PEG of 2.22 is on the high side. However, it is acceptable for a quality compounder with a strong moat. Buyers show up with 3.0x the volume of sellers. Moreover, they dominated on 16 of recent sessions versus 14 for sellers — a healthy accumulation pattern. The business grows revenue at 23.6% and profits at 23.0%, with D/E of 0.00. The stock reflects that strength. Moreover, when fundamentals and price action align, the PEG of 2.22 premium is usually justified. Check Fundamentals of Affle 3i Limited.