📢 5 STEPS TOWARDS WEALTH 🚀 The Indian Stock Market Way
📍 Delhi | 22nd March 2025 | Saturday / 🕕 5:59 PM - 9:01 PM (Entry from 5:30 PM onwards)
Affle (India) Limited's Q2 FY25
### 📊 **Sales Growth**
- **Revenue from Operations** in Q2 FY25 was ₹5,429 million, marking a **25.9% YoY increase** from ₹4,313 million in Q2 FY24.
- Compared to Q1 FY25's ₹5,195 million, this reflects a **QoQ growth of 4.5%**.
### 💸 **Profit Margins**
- **EBITDA Margin** for Q2 FY25 was **20.9%** (compared to **20.2%** in Q2 FY24 and **20.1%** in Q1 FY25).
- **PAT Margin** for Q2 FY25 reached **16.1%**, improving from **15.1%** in Q2 FY24 and **15.9%** in Q1 FY25.
### 📈 **Profit Growth**
- **PAT** in Q2 FY25 was ₹920 million, a **YoY growth of 37.7%** from ₹668 million in Q2 FY24.
- **QoQ**, PAT rose by **6.2%** from ₹866 million in Q1 FY25.
### 📊 **Profitability Ratios**
- **ROE**: 16.1%
- **ROCE**: 16.1%
- **Gross Debt/Equity**: 0.07x (highlighting low leverage and strong capital efficiency).
### 🏦 **Leverage, Solvency, and Liquidity**
- **Debt Profile**: Affle’s debt-to-equity is minimal at 0.07x.
- **Liquidity Position**: Cash and cash equivalents at Q2 FY25 end were ₹7,730 million.
- **Operating Cash Flow**: Steady growth due to strong EBITDA and favorable working capital.
### 📐 **Key Ratios**
- **Effective Tax Rate (ETR)**: Q2 FY25’s ETR was 18.9%, up from 8.8% in Q2 FY24.
### 💰 **Valuations at CMP of ₹1601**
- **P/E and P/B Ratios**: Reflective of Affle's high-growth potential in digital advertising, with strong market sentiment supporting its valuation.
### 🧩 **Key Performance Indicators (KPIs)**
- **CPCU Revenue**: CPCU business revenue rose to ₹5,416 million in Q2 FY25 from ₹4,006 million in Q2 FY24.
- **Conversions**: Total conversions reached 94.8 million in Q2 FY25, highlighting Affle's user engagement strength.
### 🌐 **Industry Overview**
- **Sector**: High-growth mobile advertising.
- **Competitive Advantage**: Affle’s AI-driven data platforms and CPCU model help it stand out, particularly in ROI-driven campaigns.
### 👥 **Peer Group Analysis**
- **Peers**: InMobi, JioAds, Google India.
- **Growth Comparison**: Affle’s growth metrics surpass industry norms, demonstrating strong scalability.
### 📊 **Historical Growth and Future Outlook**
- **CAGR**: Revenue CAGR of 47.5%; PAT CAGR of 40.6% over the past five years.
- **Outlook**: Expansion into emerging markets and investment in AI/ML position Affle for continued growth amid rising digital ad spend.
Class Sessions
1- Let us Understand the classification of Listed Indian industries _2023
2- Bajaj Auto: CMP: 9852: Long Term Gr: 11% Cy Growth: 19% | Q2_FY_25 RESULTS UPDATE
3- Eicher Motors: CMP: 2546: Long Term Gr: 15 C Year: 141
4- WONDERLA: 878 Long Term Gr: 15% | CYear Gr: 13% | Fy_24 Result updated
5- ### Wonderla Q1 FY25 Financial Analysis
6- Wonderla Q2 FY25 Full Analysis
7- Qualified institutions placement of equity share for Wonderla Holidays ????
8- BEL: CMP: 290: Sales Long term: 11% Q1_FY25: 20% | Q1_FY_25 Result Updated
9- ### Bharat Electronics Limited (BEL) Q1 FY25 Financial Analysis
10- INDUSTRY DASHBOARD
11- Balkrisind: CMP: 2340 LongTerm CAGR: 15% | Cy Gr: (-10%) | Q3_FY_24 RESULT UPDATE
12- Auto Tyres & Rubbers Industry
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26- MRF: CMP: 80400: Long term Gr: 10 CY Gr: 70
27- FAIR VALUE OF MRF:
28- Useful Links
29- Q1 FY25 results for Balkrishna Industries Ltd:
30- ### Balkrishna Industries: Consolidated Q2 FY25 & H1 FY25 Financial Analysis
31- AMARA RAJA BATTERIES CMP: 1548 | LONG TERM GR: 15% | Q1_fy25 GR: 17% | Q1_fy25 Result Update
32- ### Amara Raja Batteries: Consolidated Financial Results for Q1 FY25
33- Asset Management Companies: Industry DASHBOARD
34- HDFC AMC: CMP: 4604 Sales Gr: Long term: 11% | H1_FY25: 37% Result Update
35- Airlines Industry
36- InterGlobe Aviation: CMP: 4270: SALES GR LT: 20% | FY24: 25% RESULT UPDATE
37- Agro Chemicals
38- PI Industries Q1 FY25 Key Highlights
39- PI Industry: CMP: 3790 Sales Gr long term: 19% CYear: 18% | fy_24 result update
40- INDUSTRY DATA
41- Breweries & Distilleries:
42- UBL: CMP: 1491 | Long term Gr: 19% | Cyear Gr: 27% | Fy_23 Result update on 23rd June 23
43- Radico: CMP: 454: CY SALES: -13
44- Kajaria Ceramics: CMP: 1319 | Long growth: 17% | C_Year Growth: 5% | 9M_Fy_24 Results Update
45- TCS: 4149: Sales Growth Long Term: 16% | 9M_fy25Sales: 5.2% | 9M_FY25 Result Update
46- ### Tata Elxsi: CMP: 6203: Long Term: Sales 17% | Cy Sales 6.6% |Q3_Fy_25 Result Update
47- INFY:CMP: 1751: Sales Growth: 17 Profits: 21
48- INFY FAIR VALUE
49- LTI: CMP: 3874 : Cy Sales 31 LongTerm Sales: 18
50- LTI FAIRVALUE
51- TRIO OF IT INDUSTRY: DATA STUDY
52- Cement & Cement Products:
53- Ultracemco: CMP: 11105: Long term Sales Gr 13% | H1_fy25: 0% | H1_fy25_Result Update
54- SHREE CEMENTS: CMP: 21163: LONG TERM GR: 15 CY GROWTH: 21 H1_FY23 RESULT UPDATE: 16TH OC
55- Shreecement Intrinsic Value
56- Eagle’s Eye View: Analysis for UltraTech Cement's Q2 FY25:
57- HAVELLS: CMP: 1636 | Long Term: 15% | | Q2_FY25 Sales Gr: 16% | Q2_FY_25 Result Update
58- *Havells India* Limited's Q1 FY25 results: Eagle’s Eye View:
59- Cigarettes, Tobacco Products:
60- FAIR VALUE: ITC
61- Civil construction industry in India:
62- Larsen & Toubro: CMP: 3690: LONG TERM SALES GR: 16 Q1_FY25: 15% | Q1_fy25 Results Update
63- Rites: CMP: 271: Long Term Gr: 8 CYear -25
64- Fairvalue of RITES
65- Q1 FY25 Results Larsen & Toubro (L&T):
66- ### Larsen & Toubro (L&T) Financial & Operational Summary for Q2 FY25 & H1 FY25
67- India Ratings Affirms Larsen & Toubro’s NCDs at ‘IND AAA’/Stable
68- Dmart: CMP: 4183: Long Term Sales: 27% H1_FY25_Sales: 16% |H1_Fy_25 RESULT UPDATE
69- Diversified Commercial Services
70- TEAMLEASE: CMP: 2639 Long Term Growth: 19% CYear Growth: 16% | Q1_FY24 Result Update 7th Sept
71- HINDUNILVR: CMP: 2427 | LONG TERM GR: 10% | CYEAR GR: 3% | Q3_FY_24 RESULT UPDATE
72- PATANJALI: CMP: 1703 CYear Gr:-8%, Long Term Gr: 10% | Q1_Fy25 Result Update
73- Eagle’s Eye View: Patanjali Foods Limited for Q1 FY25:
74- Patanjali's Q2 FY25 financials:
75- Ecommerce Listed Space
76- ZOMATO FAIRVALUE
77- Zomato's latest Q1 FY25 Results:
78- POWERDATA FOR POWER EXCHANGE
79- IEX: CMP: 209: Long term Gr: 15 Cy Gr: 19% | Q1_FY25 Result Update
80- PowerGrid: CMP: 194 Long term gr: 18 Cy Year: -4
81- CDSL: CMP: 1536 : LONG TERM GROWTH:25% CY GROWTH: 72% | Q1_fy25 Result update
82- ### Analysis of IEX Q1 FY25 Financial Results
83- Finance Including NBFC:
84- Bajaj Finance: CMP: 6610: LT SALES GR: 25% | Q1_FY25_GR: 29% |Q1_fy_25 Results Update
85- IRFC: CMP: 174 | LONG TERM GR: 15% | CYEAR GR: 12% | FY_24 RESULT UPDATE
86- IREDA: CMP: 147 Long term Gr: 20% | Cyear Gr: 35% 9M_FY_25 Result Update
87- Recltd :CMP: 139:
88- Financial results of Indian Railway Finance Corporation (IRFC) for Q1 FY25:
89- *Indian Railway Finance Corporation Limited (IRFC) for Q2 FY25:*
90- Relaxo Footwear: CMP: 836 9M_fy_24 Result updated
91- ## Relaxo Footwears Limited Q1 FY25 Results Analysis
92- Fertilizer
93- Coromandel: CMP 789: Sales growth long term: 12 Cyear: 11
94- DataStudy of Coromandel
95- ICICI GI: 1904 Long Term Sales Gr: 14% | H1_FY25 GR: 15% Q2_fy25 Result Update
96- ICICI GI: 1904 Long Term Sales Gr: 14% | H1_FY25 GR: 15% Q2_fy25 Result Update
97- Eagle's Eye View on ICICI Lombard's Q1_fy25 and insights:
98- Titan Ind CMP: 3769: Long term Sales: 19% | Q1_fy25: 23% q1_FY25 Latest result Update
99- Pageind: CMP: 40187: long term Sales: 19 CYear:55 H1 result update 12th Nov
100- DashBoard of Titan & Page
101- ### Titan Company Limited Q1 FY25 Financial Analysis
102- PAGE INDUSTRIES: CMP: 38982 | Long term Gr: 21% | C Year: (-3%) | FY24 Result Update
103- ### Page Industries Q1 FY25 Financial Analysis and Insights
104- TTK PRESTIGE: CMP: 698 | LONG TERM GR: 12% | CYEAR:(-5%) | Q3_FY_24 RESULT
105- Voltas: CMP: 1778: Sales Gr Long Term: 12% | Q1_fy25: 47%
106- Housing finance companies:
107- *Bajaj Housing Finance Limited (BHFL)* : CMP: 130 Long Term Gr: 30% | CY Gr: 24%
108- HDFC: CMP: 2342 Cy Sales: -2 LongTerm Sales: 23 9M Result Update on 24th Feb-22 Low Dem
109- FAIRVALUE HDFC
110- Lal PathLabs Ltd: CMP: 2752 | LONG TERM GR: 15% | CY GR: 10% | FY24 RESULT UPDATE
111- Healthcare Facilities: Long Term Sales: 17 CYear: -6
112- Apollo Hospital: 6504: Sales Gr Long term: 17% | CY: 15% Q3_fy24 Result Update
113- ### **Apollo Hospitals Q1 FY25 Financial Analysis**
114- Holding Companies:
115- Bajaj Finserv: cmp: Intrinsic Value
116- Bajaj Finserv: cmp: 5952:
117- Internet & Catalogue Services Industry
118- Naukri: CMP: 6780: Long Term Growth: 17 CYear: 8% | FY_24 Result Update
119- Highlights for Info Edge (India) Limited's FY24 results and Q4 FY24
120- Iron & steel Interim. Products
121- JSW Steel: CMP:901: Long term growth: 15% | Q1_fy25 Growth: 1.7% Result Updated
122- TataSteel: CMP: 1088 Sales Gr: 5 Profit Gr: 6X
123- INDUSTRY DATA
124- LTTS: CMP: 4966: LONG TERM GR: 15% Q2_FY_25: Gr: 8% Result Update
125- Advertising & Media Industry
126- AFFLE: CMP: 1528: Long term gr: 49% | Cy Growth: 28% | Q1_FY_25 Result Updated
127- Eagle’s Eye view: *L&T Technology Services (LTTS)* Q1 FY25 results:
128- ### Affle (India) Limited Q1 FY25 Analysis
129- Affle (India) Limited's Q2 FY25
130- Let us Understand the classification of Listed Indian industries
131- Life Insurance Industry
132- HDFC LIFE: CMP: 752: Premium GROWTH LT: 18% | Q2_FY25: 12% Result Update
133- SBI LIFE: CMP: 1076: 1.3x increase in number of claims reported from FY21 to Q1-FY22.
134- SBILIFE FAIRVALUE
135- Route Mobile: CMP: 1791 LONG TERM GROWTH 37% | fy_24: 13% Result Update
136- ### Eagle’s Eye View: Route Mobile Q1 FY25 Analysis
137- Non Alcoholic Beverages
138- VBL: CMP: 1004 Long Term Gr: 17 CY Growth: 34
139- Data Study
140- HDFCBANK: CMP: 1766 | Sales LONG TERM: 20% | SALES Q2_FY25: 13 %
141- Yes Bank: cmp: 15: Cy Sales: -31 Profit: 129
142- ### Eagle’s Eye view: HDFC Bank Q1 FY25 Results Analysis
143- Paints:
144- Asian paints: CMP: 2946: Long Term Gr: 16% | CYear: (-2%) | Q1_FY_25 Result Update
145- Kajaria Cera: 1174: Long term sales: 12 CYear Sales: 79 Q1 Result Update on 29th July-2
146- FAIRVALUE OF KAJARIA
147- SFL: 3407 Long Term Sales: 17 CYear: 30 Huge Demand But Inflations Hurt Profits 9M Re
148- SFL FairValue
149- SBIN:CMP: 817 Sales Gr: 15% | CYEAR GR: 26% | fy24 Result Update
150- SUPREMEIND: CMP: 4803 LONG TERM GR: 13% Q2_fy25 GR: (-2%) | RESULTS UPDATE
151- SUPREMEIND: CMP: 4803 LONG TERM GR: 13% Q2_fy25 GR: (-2%) | RESULTS UPDATE
152- ### Supreme Industries Q2 FY25 Financial Analysis
153- Pharmaceuticals:
154- Divis Lab: CMP 3796: Sales Long Term: 19% CYear: (-24%) Q1_Fy_24 Result Update 12/09/23
155- Pfizer: CMP: 4538: Long Term Sales Gr: 6 CYear: 4
156- Abbott India: CMP 16015: Long Term Gr: 15 CY Gr: 5
157- Sun Pharma: cmp 526: Sales: -9 Profits: Loss
158- Aplltd: cmp: 984: Sales Growth: 28Profit Growth: 65
159- Ajanta Pharma: cmp: 1461:
160- DataBase Of Pharma World
161- ### Divi's Laboratories Limited: Q1 FY25 Financial Analysis
162- Britannia: CMP: 4913: LONG TERM GR: 12% | CYEAR GR: 3% | Q3_FY_24 RESULT UPDATE
163- NESTLE INDIA 2776 Long Term Gr: 11% | H1_fy25 RESULT: SALES GR: 2%
164- Maruti: CMP: 12389: Sales LongTerm: 14%, Sales Q1_FY25: 10% | Q1FY25 RESULT UDPATE
165- M&M: CMP: 892 : LONG TERM GR: 12 CYEAR GR: 30 H1 RESULT UPDATE: 9TH NOV-21
166- FAIR VALUE M&M
167- Personal Care Dashboard
168- Godrej Cons: CMP: 759: Long Term Sales Gr: 12 CYear: 11
169- Godrej Consumer FAIR VALUE
170- Marico: Cmp: 528 : Sales Gr: Long Term: 9 Cyear: 10
171- COLGATE: Cmp: 1600: Sales Gr: 3 Profits: 18
172- Dabur: CMP: 503: Sales Gr: LongTerm: 7 Cyear: 14
173- Jubilant Foods: CMP: 687 Long term Gr: 14% | Q1_FY_25 Gr: 45%
174- Jubilant FoodWorks Limited Q1 FY25 Financial Performance Overview
175- Reliance Industries: CMP: 2719 LT Sales: 13% | CY: Sales: 6% | H1_FY_25 RESULT UPDATE
176- ### *Eagle’s Eye view Analysis of Reliance Industries' Latest Consolidated Results for Q1 FY25*:
177- Chairman's statement at the 47th Annual General Meeting (AGM) of Reliance Industries Limited:
178- Godrej Properties: CMP: 3299 Long Term Gr: 12% | Cyear gr: 35% fy24 Result Update
179- TEAMLEASE: CMP: 2244 Long Term Gr: 18% | C_Year Gr: 21% Result update: 30th May_23
180- MAPMYINDIA: CMP: 3069 | LONG TERM GR: 25% | Q1_fy25: 14% | Q1_fy25 Result Update
181- INDUSTRY DATA
182- ### MapmyIndia Q1 FY25 Financial Analysis and Insights
183- ???? Q2 FY25 Results Analysis for MapMyIndia
184- ???? New Update for MapmyIndia (C.E. Info Systems Limited): 16% Plus today
185- Specialty Retail:
186- PVR: 1599: Sales growth LT: 28 CY: 702 9M RESULT UPDATE ON 4TH FEB-22
187- PVR: FAIRVALUE
188- Specialty Chem Industry
189- Pidilitind: CMP: 3013: Long Term Gr: 16% | Current Year: 5% | FY_24 Result Update
190- TATA CONSUMER: CMP: 960 | Long term Gr: 12% , H1Fy25 Gr: 15%
191- ### Tata Consumer Products Limited Q2FY25 Financial Analysis
192- AU Small Finance Bank: CMP: 599: Long term Gr: 34% Cy Gr: 34% | Q3_FY24 Result Update
193- ### AU Small Finance Bank Q1 FY25 Financial Analysis
194- IRCTC: CMP: 918 LONG TERM GR: 18% | Q1_fy25 GR: 12% | RESULTS UDPATE
195- Telecom Services: LT Growth :14 CAGR Cy Year Growth: 21
196- Bharti Airtel: CMP 697: Long Term Sales: 12 CYear: 12 H1 RESULT UPDATED 3RD NOV-21
197- Bharti Airtel: Intrinsic Value
198- Textiles Industry
199- Textiles Industry DataStudy
200- KPR Mill: CMP: 464: Sales Growth: 43 H1
201- VTL: CMP: 830: Sales Growth -21
202- Garware Technical Fibres Ltd: CMP: 2158: CY Sales: -9
203- ### EMS Ltd Q1 FY25 Results Analysis
204- $50 million loan agreement between the Government of India and the Asian Development Bank (ADB)
205- Indias Largest Companeis in 2030: SUPER-21
206- Utilities Non_electric: longterm Gr: 17 CYear -19 Covid Affected Industry
207- Gail: CMP: 143 : long term Gr: 11 CYear: 44
208- IGL: cmp: 537: Long Term: 21 CYear: -32
209- MGL: cmp: 1107: Long Term Gr: 12 CYear: -28
210- FairValue of MGL
211- Indias TOP 3 Companies would be Crossing 1 Lakh Cr Profits during 2025-30.
212- Reliance Ind: Long Term Gr: 15 CAGR
213- TCS: Long Term Gr: 20 CAGR
214- HDFCBank: LongTerh Gr 22 CAGR
215- Nifty-6 Document
216- Nifty-6 DashBoard
217- Biotechnology
218- Biocon: CMP: 360: Long Term Growth of 15 CY Growth 10 9M Result Updated on 27th Jan-22
219- FAIRVALUE of BIOCON
220- Tata Consultancy Services (TCS), detailing their new partnership with Landis+Gyr
221- ZOMATO: CMP: 274 Long Term Growth: 56% Q1_fy25 Growth: 75% Q1_fy25 Result Update
222- ### Divi's Laboratories Limited: Q1 FY25 Financial Analysis
223- Tata Elxsi Technical Chart