|
15 Apr 2025 |
Affle
|
Consensus Share Price Target
|
1501.55 |
1791.82 |
- |
19.33 |
buy
|
|
|
|
|
08 Apr 2025
|
Affle
|
Sharekhan
|
1501.55
|
1880.00
|
1459.95
(2.85%)
|
25.20 |
Buy
|
|
|
We attended Affle’s 3i Summit where its management highlighted its plan to be future ready with 10x growth vision and plan. The company highlighted that it has grown over 10x since 2018 and aims to achieve 10x growth through its credible vision and plan.
|
|
26 Mar 2025
|
Affle
|
Sharekhan
|
1501.55
|
1880.00
|
1601.90
(-6.26%)
|
25.20 |
Buy
|
|
|
Management expects over 20% growth in FY25 and is confident of sustaining this momentum, driven by strong 9MFY25 performance, favourable industry trends, and broad-based growth across verticals and markets.
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|
10 Feb 2025
|
Affle
|
Sharekhan
|
1501.55
|
1880.00
|
1644.40
(-8.69%)
|
25.20 |
Buy
|
|
|
Affle’s Q3FY2025 revenue grew 10.8% q-o-q/20.6% y-o-y to Rs. 602 crore, beating our estimate of Rs. 591 crore, driven by strong momentum in CPCU revenue. For Q3FY2025, CPCU revenue recorded strong growth at Rs. 597 crore, up 10.3% q-o-q/25% y-o-y.
|
|
14 Nov 2024
|
Affle
|
Keynote Capitals Ltd
|
1501.55
|
2538.00
|
1580.20
(-4.98%)
|
69.03 |
Buy
|
|
|
Quarterly Update Q2FY25
|
|
11 Nov 2024
|
Affle
|
Sharekhan
|
1501.55
|
1820.00
|
1597.60
(-6.01%)
|
Target met |
Buy
|
|
|
Reported revenue grew 4.5% q-o-q/25.9 y-o-y to Rs. 543 crore, beating our estimates of Rs. 533 crore.
|
|
18 Oct 2024
|
Affle
|
Keynote Capitals Ltd
|
1501.55
|
2522.00
|
1566.45
(-4.14%)
|
67.96 |
Buy
|
|
|
Initiating Coverage Report
|
|
24 Sep 2024
|
Affle
|
Sharekhan
|
1501.55
|
1820.00
|
1562.35
(-3.89%)
|
Target met |
Buy
|
|
|
We maintain BUY with a revised PT of Rs. 1,820 (valued at 47x its Sep26E EPS). At CMP, the stock trades at 58.4/45.1/36.4x its FY25/26/27E EPS.
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|
06 Aug 2024
|
Affle
|
Axis Direct
|
1501.55
|
1600.00
|
1464.55
(2.53%)
|
Target met |
Buy
|
|
|
We maintain our BUY recommendation on the stock.
|
|
12 Jul 2024
|
Affle
|
Anand Rathi
|
1501.55
|
1700.00
|
1424.20
(5.43%)
|
Target met |
Buy
|
|
|
In FY25, we expect verticals across EFGH (E-Commerce, FinTech, Gaming, Healthcare & hospitality) apart from RMG (Real money gaming) to start showing robust growth and expect strong 25% y/y growth in revenue.
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|
27 May 2024
|
Affle
|
Axis Direct
|
1501.55
|
1400.00
|
1252.50
(19.88%)
|
Target met |
Buy
|
|
|
Given the company's strong recovery potential backed by strong deal wins and improved client engagement, we maintain our BUY recommendation on the stock.
|
|
24 May 2024
|
Affle
|
Sharekhan
|
1501.55
|
1535.00
|
1227.80
(22.30%)
|
Target met |
Buy
|
|
|
Affle’s (India) Q4FY24 revenue stood at Rs. 506.2 crore up, 1.5% q-o-q/42.3% y-o-y, beating our estimates of Rs. 499.8 crore, driven by steady growth in CPCU revenue.
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|
06 Feb 2024
|
Affle
|
Axis Direct
|
1501.55
|
1350.00
|
1184.25
(26.79%)
|
Target met |
Buy
|
|
|
Given the companys strong recovery potential backed by strong deal wins and improved client engagement, we maintain our BUY recommendation on the stock.
|
|
02 Jan 2024
|
Affle
|
Sharekhan
|
1501.55
|
1535.00
|
1309.50
(14.67%)
|
Target met |
Buy
|
|
|
|
|
07 Nov 2023
|
Affle
|
Axis Direct
|
1501.55
|
1250.00
|
1068.25
(40.56%)
|
Target met |
Buy
|
|
|
Given the company's strong recovery potential backed by strong deal wins and improved client engagement, we maintain our BUY recommendation on the stock.
|
|
08 Aug 2023
|
Affle
|
Axis Direct
|
1501.55
|
1250.00
|
1111.40
(35.10%)
|
Target met |
Buy
|
|
|
Recommendation: Given the company's strong recovery potential backed by strong deal wins and improved client engagement, we maintain our BUY recommendation on the stock.
|
|
07 Aug 2023
|
Affle
|
BOB Capital Markets Ltd.
|
1501.55
|
1110.00
|
1110.55
(35.21%)
|
Target met |
Hold
|
|
|
Q1 revenue up 14% QoQ; device addition tepid but converted user base saw a sizeable ramp-up
|
|
18 May 2023
|
Affle
|
BOB Capital Markets Ltd.
|
1501.55
|
1110.00
|
911.20
(64.79%)
|
Target met |
Buy
|
|
|
Device addition remained tepid during the quarter but strong additions in converted users
|
|
17 May 2023
|
Affle
|
ICICI Direct
|
1501.55
|
980.00
|
901.40
(66.58%)
|
Target met |
Hold
|
|
|
|
|
16 May 2023
|
Affle
|
Axis Direct
|
1501.55
|
1250.00
|
909.05
(65.18%)
|
Target met |
Buy
|
|
|
Recommendation: Given the company's strong recovery potential backed by strong deal wins and improved client engagement, we maintain our BUY recommendation on the stock.
|
|
07 Feb 2023
|
Affle
|
ICICI Direct
|
1501.55
|
1255.00
|
1063.70
(41.16%)
|
Target met |
Buy
|
|
|
|