Key Financial Figures - Standalone (Q2 FY27)
- Revenue from Operations: ₹2,643.95 million
- Total Income: ₹2,832.67 million
- Profit Before Tax (PBT): ₹693.45 million
- Tax Expense: ₹177.00 million
- Profit After Tax (PAT): ₹516.45 million
- Earnings Per Share (Basic): ₹3.67
- Earnings Per Share (Diluted): ₹3.61
Key Financial Figures - Standalone (H1 FY27)
- Revenue from Operations: ₹5,040.00 million
- Total Income: ₹5,424.43 million
- Profit Before Tax (PBT): ₹1,241.72 million
- Tax Expense: ₹316.89 million
- Profit After Tax (PAT): ₹924.83 million
- Earnings Per Share (Basic): ₹6.58
- Earnings Per Share (Diluted): ₹6.47
Key Financial Figures - Consolidated (Q2 FY27)
- Revenue from Operations: ₹7,835.93 million
- Total Income: ₹8,036.40 million
- Profit Before Tax (PBT): ₹1,594.55 million
- Tax Expense: ₹296.66 million
- Profit After Tax (PAT): ₹1,297.89 million
- Earnings Per Share (Basic): ₹9.23
- Earnings Per Share (Diluted): ₹9.08
Key Financial Figures - Consolidated (H1 FY27)
- Revenue from Operations: ₹15,307.57 million
- Total Income: ₹15,758.45 million
- Profit Before Tax (PBT): ₹3,172.29 million
- Tax Expense: ₹590.14 million
- Profit After Tax (PAT): ₹2,582.28 million
- Earnings Per Share (Basic): ₹18.36
- Earnings Per Share (Diluted): ₹18.07
Key Balance Sheet Items (Standalone as of Sep 30, 2026)
- Total Assets: ₹30,843.31 million
- Total Equity: ₹24,361.94 million
- Cash and Cash Equivalents: ₹9,598.36 million
- Investments Held for Sale: ₹1,358.28 million
Key Balance Sheet Items (Consolidated as of Sep 30, 2026)
- Total Assets: ₹49,566.50 million
- Total Equity: ₹42,293.80 million
- Cash and Cash Equivalents: ₹17,543.10 million
- Investments Held for Sale: ₹1,358.28 million
Significant Updates and Events
1. Investment in Bobble (Talent Unlimited Online Services Pvt. Ltd.): The investment in Bobble, classified as 'held for sale', has a carrying value of ₹1,358.28 million for a 24.07% stake. The Delhi Bench of the NCLT admitted an insolvency petition against Bobble on June 12, 2026. The Company filed an appeal with the Supreme Court of India, which granted a stay on the Corporate Insolvency Resolution Process (CIRP) on October 16, 2026. The Company has submitted a demand draft of ₹57.66 million to the Supreme Court to pay the financial creditor. The next hearing is scheduled for November 25, 2026. The financial impact on the investment's carrying value is contingent on the outcome of this legal proceeding.
2. Warrant Allotment and Conversion:
- On June 12, 2026, the Company received in-principle approval to allot 7,400,000 convertible warrants to Affle Holdings Pte. Ltd. at a price of ₹1,487 per warrant.
- A 25% amount of ₹2,750.95 million was received.
- On August 14, 2026, 34,964 equity shares were allotted.
- Subsequent to the quarter end (Post-Sep 30, 2026): Upon receipt of the balance 75% and conversion request, 2,981,479 equity shares were allotted to Affle Holdings Pte. Ltd. - 1,704,324 on October 19, 2026, and 1,277,155 on October 21, 2026.
3. Pending Acquisition: Affle MEA FZ LLC entered into an Asset Purchase Agreement on June 11, 2026, to acquire the business of AdColony from Digital Turbine, Inc. for USD 4.70 million (approx. ₹451.05 million). Conditions precedent are pending completion; acquisition accounting will follow thereafter.
4. Utilisation of Preferential Issue and QIP Proceeds: As of September 30, 2026, ₹2,383.19 million of the preferential issue proceeds (from Gamnat Pte. Ltd.) and ₹5,653.04 million of the QIP proceeds have been utilized for specified purposes. The balance remains in deposits.
Auditor's Review
The unaudited results were reviewed by the statutory auditors, Walker Chandiok & Co LLP. Their review report draws attention to the matter concerning the investment in Bobble but does not modify the conclusion on the financial results. The consolidated review relies on the reports of other auditors for certain material subsidiaries.
Results Availability
The results are available on the websites of BSE Limited, National Stock Exchange of India Limited, and the Company.