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Earnings Call

Amagi Media Labs Earnings Call: Key Takeaways

Amagi delivered a turnaround FY26 with 30% revenue growth and return to PAT profitability at scale. Strategy focuses on cloud modernization, streaming unification, and commercializing agentic AI.

Why this was an Alfa AlertNot a filter event. Results were in line with steady-state expectations; no prior quantitative guidance range was provided to verify a 10% beat.
Highlights
Revenue growth30% YoY; 23% constant currency growth.
MarginsEBITDA margin improved to 10% in FY26 from 2% in FY25.
Demand visibilityStrong structural tailwinds in cloud migration and FAST streaming adoption.
Management confidenceHigh, citing 'balanced year of execution' across growth, profit, and cash.

Growth

FY26 revenue grew 30% to ₹1,506cr; PAT turned positive to ₹72cr vs ₹69cr loss in FY25.

Outlook

Focus on durable growth with Net Revenue Retention >115% and operating leverage to expand PAT margins from 5%.

Risks

Potential pricing compression from client renegotiations; 'double bubble' costs during transition to lower-cost cloud instances.

Source

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

Read the document ↗

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