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Affle (India) Limited (AFFLE) Fair Value & Analysis

Communication Services · IN · Market cap ₹241B (≈ $2.6B) · ISIN INE00WC01027

What is Affle (India) Limited really worth?

AI Affle (India) Limited AFFLE · BSE
Price₹1,618
Fair Value₹591.41
Upside−63.4%
Quality60/100

A solid business, but trading 174% above our fair value of ₹591.41.

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Strengths

Healthy Growth (revenue 5y +39.3 %/yr)
Solidly profitable · 16.9% net margin
Low debt · generates free cash flow

Risks

!Moderate moat 63/100
Evidence: High Range ₹436.29 – ₹690.77

Fair value as of: Aug 19, 2026

From 24 valuation models · updated 17 days ago

Share price −2.7% over the past month.

What runs behind every stock

69 individual criteria per stock, every one traceable See the method →

What matters now

  • The price sits above even our optimistic bull case (₹690.77). The favourable scenario is already priced in.
  • Solid but not exceptional quality (60/100) and above fair value, neither a clear bargain nor a standout compounder.

Price vs Fair Value (5 years)

₹2,146 ₹772.63 Fair Value ₹591.41 May 2021 Sep 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 19, 2026.

How to read this chart

60‑month range ₹772.63 – ₹2,146 · fair‑value band ₹436.29 – ₹690.77 · the ₹1,618 price screens above the ₹591.41 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 19, 2026.

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Analysis

Affle (India) Limited (AFFLE) currently trades at ₹1,618, while our model-based Fair Value estimate is ₹591.41, implying the stock looks roughly 173.5% overvalued today. The Quality Score stands at 60/100 (solid quality), in the Communication Services sector. Bull case: the Growth Earnings group reads highest at a median of ₹1,205 per share, and 0 of the 24 models we run sit above the ₹1,618 price. Bear case: the Asset-Based group reads lowest at ₹173.86, and 24 of the 24 models stay below the price. Evidence for this calculation is high.

Over the trailing twelve months, Affle (India) Limited generated revenue of ₹28.4B at a net margin of 16.9%. Revenue grew 20.4% year over year. It earns a return on equity of 13.8%. Net debt stands at ₹152M. Fundamentals as of Aug 19, 2026

Our scenario range runs from ₹436.29 (bear case) to ₹690.77 (bull case); at ₹1,618, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 26% below its 52-week high and 29% above its 52-week low, currently above its 200-day average. For context, the median of 10 Communication Services peers we cover trades at −13% fair-value upside, at −63%, AFFLE screens richer than that median.

Fair Value models

This estimate rests on fiscal year 2026 figures, and about 5 months have passed since. In that time the company retained roughly ₹14.62 per share, which is 2.5 % of the fair value. The fair value deliberately does not add this in: the models value reported figures, not a projection.

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small. Every input is real reported data, nothing guessed.

Model Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
FCF DCF ₹455.21 ₹681.53 ₹1,422 76
Growth DCF ₹433.96 ₹759.55 ₹1,446 75
EPV ₹396.24 ₹451.04 ₹499.76 74
All 24 models by family
DCF Models
FCF DCF ₹455.21 ₹681.53 ₹1,422 76
Owner Earnings ₹520.89 ₹1,105 ₹2,388 70
5Y Revenue Exit ₹442.22 ₹725.37 ₹1,320 70
5Y EBITDA Exit ₹483.67 ₹809.22 ₹1,448 72
5Y P/E Exit ₹594.25 ₹1,277 ₹2,217 67
10Y Revenue Exit ₹439.03 ₹916.84 ₹1,238 66
10Y EBITDA Exit ₹484.89 ₹1,008 ₹1,931 64
10Y P/E Exit ₹567.43 ₹1,252 ₹2,400 60
Earnings-Based
Graham-Dodd ₹219.77 ₹1,533 ₹2,151 63
Lynch FV ₹674.39 ₹963.41 ₹1,252 61
PEG = 1.0 ₹674.39 ₹963.41 ₹1,252 57
EPV ₹396.24 ₹451.04 ₹499.76 74
Multiples
P/E Multiple ₹533.25 ₹711.01 ₹888.76 63
P/S Multiple ₹412.06 ₹549.41 ₹686.77 58
P/B Multiple ₹412.06 ₹549.41 ₹686.77 55
EV/EBIT ₹499.76 ₹637.80 ₹775.83 66
EV/EBITDA ₹475.77 ₹605.81 ₹735.85 67
EV/Revenue ₹399.69 ₹534.27 ₹668.86 54
Asset-Based
NCAV (Graham) ₹129.75 ₹173.86 ₹259.50 54
Growth DCF
Growth DCF ₹433.96 ₹759.55 ₹1,446 75
Rev-Margin DCF ₹464.04 ₹817.07 ₹1,519 69
Economic Profit
Residual Income ₹247.08 ₹304.92 ₹730.34 64
ROIC Compounder ₹513.98 ₹744.11 ₹905.21 72
Growth Earnings
Growth-Adj P/E ₹843.80 ₹1,205 ₹1,567 67

Widest divergence: Growth Earnings (₹1,205) versus Asset-Based (₹173.86). Highest evidence: FCF DCF (76).

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Key figures & financial health

P/E ratio 47.9
P/S ratio 8.04 P/E × margin
EPS (TTM) ₹33.78 price ÷ EPS = P/E 47.9
Net margin 16.8% FY2026
Return on equity 13.8% TTM
Return on assets (EBIT) 10.5% avg 5y
More key figures
Profitability
Operating margin 17.9% TTM
Growth
Revenue (TTM) ₹28.4B TTM
Revenue growth (YoY) +20.4% 3y avg +23.6%
EPS growth (YoY) +20.3%
Balance sheet & cash flow
Free cash flow ₹2.9B FY2026
Net debt ₹152M FY2022 · ≈ 0.1 yrs of FCF

Figures from reported company fundamentals · as of Aug 19, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 60/100

Of which business quality 61 · Market factors (momentum, volatility) 50

Profitability 54
Margins and returns on capital today
Quality Growth 53
Are margins and returns improving?
Cashflow 50
Earnings quality: real cash, not paper profit
Fin. Strength 98
Balance sheet, leverage, solvency risk
Investment 23
Disciplined investing over empire-building
Low Volatility 80
Calm price path (market factor)
Momentum 45
Price trend over the last 3–12 months (market factor)
52W Momentum 24
Distance to the 52-week high (market factor)
Net Issuance 72
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.

About the company

Affle (India) Limited, together with its subsidiaries, provides mobile advertisement services through information technology and software development services for mobiles in India and internationally. The company offers mobile and web app development services.

Full company description

Affle (India) Limited, together with its subsidiaries, provides mobile advertisement services through information technology and software development services for mobiles in India and internationally. The company offers mobile and web app development services. It also offers digital consulting, UI/UX design, and QA services, as well as provides cloud advisory, migration, modernization, engineering, and automation services. In addition, the company operates eLearning app, digital commerce, app development, and insurance automation platforms. Further, it operates survey platform, event management, digital asset management system, and ERP development platforms. Affle (India) Limited was incorporated in 1994 and is based in Gurugram, India.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2022 – FY2026 · reported fiscal years

Affle (India) Limited reported revenue of ₹27.1B in FY2026 versus ₹10.8B in FY2022, a compound +25.8%/yr. Reported net income was ₹4.5B in FY2026, compounding +20.8%/yr from FY2022.

Growth Quality 100/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Latest Revenue (FY 2026)
₹27.1B
Latest YoY
+19.5%
Avg. revenue growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+23.6%
Avg. revenue growth/yr (5Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+39.3%
Avg. revenue growth/yr (6Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+41.8%
Value creation/yr (5Y, in INR) Earnings growth per share (CAGR 5 years) plus dividend yield: value created per share and year. Measured in INR: this currency has depreciated against the euro and dollar over the long run, so part of the nominal rate is currency erosion that never reaches a EUR/USD investor.
+26.2% (26.2 + 0.0)
Revenue +25.8%/yr
FY22 ₹10.8B
FY23 ₹14.3B
FY24 ₹18.4B
FY25 ₹22.7B
FY26 ₹27.1B
Net income +20.8%/yr
FY22 ₹2.1B
FY23 ₹2.4B
FY24 ₹3.0B
FY25 ₹3.8B
FY26 ₹4.5B

AFFLE screens 174% overvalued. Compare with AppLovin Corporation →

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Cite: Fair Value Calculator (2026). "Affle (India) Limited Fair Value". https://www.fairvalue-calculator.com/stock/AFFLE

Peer Group

Advertising Agencies · 195 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Quality Score 59 · Above median
Fair Value upside −36% · Below median
Return on equity (TTM) 14% · Top 25%
Return on assets 8% · Top 25%
Net margin (TTM) 17% · Top 25%
Operating margin (TTM) 18% · Top 25%
Revenue growth 20% · Top 25%
Debt / equity 0.00× · Lower than median

Valuation Multiples vs Advertising Agencies median · lower = cheaper

P/E (TTM) 47.9× · Pricier than 75% of peers
P/B 6.59× · Pricier than 75% of peers
P/S (TTM) 8.49× · Pricier than 75% of peers
P/FCF 0.9× · Cheaper than 75% of peers
EV/EBITDA 34.8× · Pricier than 75% of peers

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

Similar stocks

10 more Advertising Agencies stocks, each showing price versus our Fair Value estimate (as of Aug 19, 2026).

Stock Price Fair Value vs Fair Value
AppLovin Corporation APP $317.76 $252.45 −21%
Publicis Groupe S.A PUB €101.65 €146.36 +44%
Omnicom Group OMC $86.09 $99.84 +16%
Focus Media Information Technology Co 002027 ¥4.97 ¥5.71 +15%
The Trade Desk, Inc TTD $13.57 $29.07 +114%
BlueFocus Intelligent Communications Group 300058 ¥13.37 ¥1.44 −89%
JCDecaux SE DEC €24.00 €20.99 −13%
WPP plc WPP $26.87 $19.05 −29%
Easy Click Worldwide Network Technology Co 301171 ¥37.40 ¥5.62 −85%
Magnite, Inc MGNI $24.53 $12.18 −50%

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Frequently asked questions

Is Affle (India) Limited (AFFLE) overvalued or undervalued?
As of Aug 19, 2026, our model estimates a fair value of ₹591.41 versus a price of ₹1,618, about −63% upside (overvalued).
What is the fair value of AFFLE?
Our model-based fair value for Affle (India) Limited is ₹591.41 (as of Aug 19, 2026), built from audited fundamentals. The current price: ₹1,618.
What is the quality score of AFFLE?
Affle (India) Limited has a Quality Score of 60/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of Affle (India) Limited (AFFLE)?
Affle (India) Limited reported trailing-twelve-month revenue of about ₹28.4B (latest available figure, as of Aug 19, 2026).
What is the net profit margin of AFFLE?
The net profit margin of Affle (India) Limited is about 16.9%, meaning it keeps roughly 16.9% of revenue as net income. Based on the latest reported figures.
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