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Nazara Technologies
AN
AnalystLowTarget
Consensus Narrative from 10 Analysts
Tightening Regulation And Fierce Rivals Will Hinder Progress
Key Takeaways Increased regulatory scrutiny, legal uncertainty, and shifting consumer trends pose significant risks to revenue, profitability, and long-term earnings growth. Dependence on a few franchises, high acquisition risk, and tough industry headwinds threaten margin stability and the scalability of the content portfolio.
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₹705.00
FV
100.6% overvalued
intrinsic discount
23.68%
Revenue growth p.a.
Set Fair Value
0
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0
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2 days ago
author updated this narrative
Affle 3i
AN
AnalystLowTarget
Consensus Narrative from 11 Analysts
DPDP Act And GDPR Rules Will Crush Ad-Tech Margins
Key Takeaways Mounting global privacy regulations and platform restrictions are undermining Affle 3i's data-driven ad business, threatening revenue, margin, and campaign effectiveness. Industry commoditization and rising consumer resistance are squeezing margins, making sustained revenue growth and profitability increasingly challenging for the mobile-focused company.
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₹1.37k
FV
39.0% overvalued
intrinsic discount
19.78%
Revenue growth p.a.
Set Fair Value
0
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0
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0
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2 days ago
author updated this narrative
Nazara Technologies
AN
AnalystHighTarget
Consensus Narrative from 10 Analysts
Rising Smartphone Penetration In India Will Drive Mobile Gaming Expansion
Key Takeaways Strategic acquisitions, strong IP partnerships, and international expansion are expected to drive sustained revenue growth, margin expansion, and reduce regional risk. Investment in AI, analytics, and recurring subscription models enhances operational efficiency, monetization, and earnings stability amid the global mobile gaming surge.
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₹1.50k
FV
5.7% undervalued
intrinsic discount
31.41%
Revenue growth p.a.
Set Fair Value
0
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0
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0
users have followed this narrative
3 days ago
author updated this narrative
PVR INOX
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
Asset Light Expansion And Premium Formats Will Revitalize Indian Cinema
Key Takeaways Transition to an asset-light model and stringent cost controls are set to support margin improvement and lower financial risk amid industry uncertainties. Focus on premium experiences and event curation leverages strong demand fundamentals, paving the way for sustained growth in revenue and customer engagement.
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₹1.28k
FV
20.5% undervalued
intrinsic discount
11.83%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
14
users have followed this narrative
6 days ago
author updated this narrative
Just Dial
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Focusing On Qualified Leads And Online Platforms Will Yield Success
Key Takeaways Optimizing sales strategy and implementing dynamic pricing can enhance revenue growth and improve earnings. Focusing on advertising and operating efficiency may maintain healthy margins and boost future earnings despite increased investment.
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₹1.22k
FV
29.2% undervalued
intrinsic discount
10.14%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
3
users have followed this narrative
6 days ago
author updated this narrative
Saregama India
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Expansion Into Live Events And New Content Will Support Future Success
Key Takeaways Transition from free to paid streaming may boost revenue as remaining users shift to paid subscriptions. Strategic content diversification into new music trends and international collaborations is set to drive revenue growth by engaging younger demographics.
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₹582.58
FV
14.0% undervalued
intrinsic discount
9.69%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
6 days ago
author updated this narrative
Matrimony.com
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Vernacular Apps Will Drive User Engagement In Underpenetrated Regions
Key Takeaways Launching a vernacular-based app and updating community apps could boost user engagement and drive revenue in untapped regions. Cost optimization and personal services growth could improve net margins and future earnings substantially.
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₹527.86
FV
1.3% undervalued
intrinsic discount
9.82%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
6 days ago
author updated this narrative
D. B
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Expanding Digital Engagement And New Market Entries Will Strengthen Future Market Position
Key Takeaways Strategic digital investments and market expansion efforts may enhance future revenue streams and market penetration. Effective cost controls and stable costs have led to significant margin improvements, suggesting potential earnings growth.
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₹389.25
FV
26.9% undervalued
intrinsic discount
7.04%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
15
users have followed this narrative
6 days ago
author updated this narrative
Nazara Technologies
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Acquiring Fusebox Games And Integrating Barbie Will Boost Future User Engagement
Key Takeaways Strategic acquisitions and licensing agreements on popular IPs are expected to enhance user engagement and boost revenue and profit potential. Expanding esports activities and international growth are key to increasing segment revenue and overall profitability.
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₹1.20k
FV
18.2% overvalued
intrinsic discount
26.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
6 days ago
author updated this narrative
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