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.

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.

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