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AFFLE - Fundamental Analysis: Financial Health & Valuation

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Rating: 3.4

Last Updated Time : 03 Feb 26, 06:34 pm

Fundamental Rating: 3.4

Stock Code AFFLE Market Cap 23,139 Cr. Current Price 1,645 ₹ High / Low 2,187 ₹
Stock P/E 182 Book Value 139 ₹ Dividend Yield 0.00 % ROCE 8.64 %
ROE 6.39 % Face Value 2.00 ₹ DMA 50 1,701 ₹ DMA 200 1,757 ₹
Chg in FII Hold -1.23 % Chg in DII Hold 1.68 % PAT Qtr 36.7 Cr. PAT Prev Qtr 30.0 Cr.
RSI 39.0 MACD -47.8 Volume 2,63,564 Avg Vol 1Wk 3,55,143
Low price 1,221 ₹ High price 2,187 ₹ PEG Ratio 6.77 Debt to equity 0.00
52w Index 43.9 % Qtr Profit Var 25.4 % EPS 9.05 ₹ Industry PE 25.4

📊 Financials: AFFLE’s financial strength is modest, with ROCE at 8.64% and ROE at 6.39%, reflecting weak capital efficiency. Quarterly PAT improved from ₹30 Cr. to ₹36.7 Cr., showing growth momentum. Debt-to-equity is 0.00, indicating a debt-free balance sheet. EPS of ₹9.05 is relatively low compared to its market cap of ₹23,139 Cr.

💹 Valuation: The stock trades at a P/E of 182, far above the industry average of 25.4, suggesting extreme overvaluation. P/B ratio is ~11.8 (1645/139), also expensive. PEG ratio of 6.77 highlights stretched valuations relative to growth. Dividend yield is 0%, offering no income support for investors.

🏢 Business Model & Competitive Advantage: AFFLE operates in digital advertising and mobile marketing, leveraging consumer intelligence platforms and partnerships with app developers. Its competitive advantage lies in proprietary technology and exposure to India’s fast-growing digital economy. However, profitability metrics remain weak, limiting shareholder value creation.

📈 Entry Zone: Technicals show RSI at 39 (near oversold) and MACD negative, with price below DMA 50 & 200. Accumulation may be considered near ₹1,300–1,450 for long-term investors. Current valuations are stretched, so cautious entry is recommended.


Positive

  • Debt-free balance sheet (Debt-to-equity 0.00).
  • Quarterly PAT growth of 25.4%.
  • Strong industry tailwinds in digital advertising and mobile marketing.

Limitation

  • Extremely high P/E ratio (182) compared to industry average (25.4).
  • Weak ROCE (8.64%) and ROE (6.39%).
  • No dividend yield, reducing investor appeal.

Company Negative News

  • Decline in FII holdings (-1.23%) shows reduced foreign investor confidence.
  • Weak technical momentum with MACD negative and price below DMA 200.

Company

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