Achanak profits aur revenue mein tezi kaise aayi?
Is baar company ne numbers mein tagda jump dikhaya hai. Asal mein, inka EBITDA bhi 24.2% badha hai aur operating margin 22.7% ho gaya hai. Pura credit jata hai inke Cost Per Converted User (CPCU) business ko, jisne alone ₹713.6 Crore generate kiye. Aur company ne 9 mahine mein 33.6 Crore converted users deliver bhi kiye hain!
Indian Digital Ad Market Ka Game
Aur bhai, India ka digital ad market bhi tejise badh raha hai. FY2026 tak lagbhag ₹70,000 Crore ka ho jayega, jisme mobile ka share 61% hoga. Affle India apne AI-powered platform se is bade market mein kamaal kar raha hai.
Valuation aur Future Plan
Ab valuation ki baat karein toh, P/E ratio around 51.9-52.6x chal raha hai, matlab investors ko umeed hai ki growth aisi hi chalti rahegi. Company apna AI engine 'Niko' aur strong karne par focus kar rahi hai taaki automation badhe.
Kya Koi Risk Bhi Hai?
Lekin ek cheez note karne wali hai ki auditor ne do subsidiaries ke financial results par sawal uthaya hai, jo ki reviewed nahi hain. Aur company ne 'Bobble™' mein jo investment thi, usko 'held for sale' mein daal diya hai, matlab shayad use becha ja sakta hai.
Stock Ka Performance
Stock ne pichhle 6 mahine mein thoda girawat dekha tha (21.39%), lekin pichhle 5 saal mein 113.80% ka return diya hai. Company 2 February 2026 ko ek earning call karne wali hai jahan aur details reveal hongi.