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Earnings Call

Amagi Media Labs Earnings Call: Key Takeaways

Amagi delivered its first PAT-positive year in FY26, driven by 30% revenue growth and significant operating leverage as margins expanded by 800bps.

Highlights
Revenue growth30% Y/Y growth in FY26 to ₹1,506 Cr.
MarginsAdj. EBITDA margin expanded 8pp to 10.3% in FY26.
Order book9,425 channel deliveries; 42.4Bn ad impressions.
Demand visibilityStrong; NRR at 126% and $1M+ customers grew 25%.
Management confidenceConfident in structural tailwinds and AI-led media transformation.

Growth

FY26 Revenue ₹1,506 Cr (+30% Y/Y); Adj. EBITDA ₹156 Cr (+563% Y/Y); PAT ₹72 Cr.

Outlook

FY27 focus on durable growth, operating leverage, and cash conversion; Q1 typically represents ~22% of revenue.

Risks

High concentration in streaming (56% revenue) and shifting ad budgets from linear to CTV.

Source

Earnings Call filed with NSE, NSE: AMAGI. Summary written with AI assistance from the document.

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Amagi Media Labs Ltd: key numbers

Share price
₹575.65
Market cap
₹12,454 Cr
Revenue (annual)
₹1,506 Cr
Net profit (annual)
₹71.67 Cr
P/E (TTM)
122.5×Sector 22.1×
Promoter holding
14.92%+0.00% QoQ
FII holding
42.23%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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Annual General Meeting

Amagi Media Labs Annual General Meeting

Amagi Media Labs held its 18th AGM on September 23, 2026 via video conferencing. Routine business including MD re-appointment and authorised share capital reclassification was approved.

12:17 IST NSE
Business Update

Amagi Media Labs Business Update

Amagi will showcase four AI-native features at IBC2026 in Amsterdam, including Studio, Fanpulse, localization, and Agentic Network Operations. No new client award or financial commitment is disclosed.

10:56 IST BSE
Financial Results

Amagi Media Labs Q1 FY27 Results: Net Profit ₹33.9 Cr, Up 769.2% YoY

Amagi Media Labs Ltd reported revenue from operations of ₹436.9 Cr (+32.4% YoY) and net profit of ₹33.9 Cr (+769.2% YoY) for Q1 FY27.

Key figure
Net profit ₹33.9 Cr · +769.2% YoY