ALFA Finder| Revenue growth | FY26: 29.5% Y/Y (22.8% CC); Q4: 28.5% Y/Y (20.9% CC). |
|---|---|
| Margins | Adj. EBITDA margin expanded 8.3pp Y/Y to 10.3% in FY26. |
| Demand visibility | Strong pipeline for cloud modernization as broadcasters shift from legacy hardware. |
| Management confidence | High; citing 'compounding' infrastructure work and early AI implementation evidence. |
Growth
FY26 revenue grew 29.5% Y/Y; Adjusted EBITDA surged 563.1% to ₹155.7 Cr; PAT reached ₹71.7 Cr.
Outlook
Focus on AI monetization via NewsPulse and PULSE framework; organic investments and selective M&A planned.
Risks
Ad-market cyclicality affecting CPM yields and extended sales cycles for large cloud modernization deals.
Last quarter's promises, checked
Delivered
- Guided 25-30% CC revenue growth → delivered 29.5% (= BEAT)
- Guided ~10% steady-state EBITDA margin → delivered 10.3% (= BEAT)
- Guided R&D leverage (21.8% to trend lower) → delivered significant % drop (= BEAT)
Partly delivered
- Guided 25-30% revenue zip code for Q3 → delivered 22% (= PARTIAL)
Earnings Call filed with NSE, NSE: AMAGI. Summary written with AI assistance from the document.
Amagi Media Labs Ltd: key numbers
- Share price
- ₹552.65
- Market cap
- ₹11,956 Cr
- Revenue (annual)
- ₹1,506 Cr
- Net profit (annual)
- ₹71.67 Cr
- P/E (TTM)
- 68.7×Sector 23.6×
- Promoter holding
- 14.66%-0.26% QoQ
- FII holding
- 37.32%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Amagi Media Labs Ltd
All →Amagi Media Labs Investor Presentation: Key Takeaways
Q2 FY27 revenue ₹476 Cr (+27% Y/Y, +33% ex-base), Adj. EBITDA ₹89 Cr at 18.7%, PAT ₹75 Cr at 14.9%. Zero debt, cash ₹1,774 Cr. Strategy centres on AI-driven agentic operations.
Amagi Media Labs Business Update
Amagi Media Labs released its Q2 FY27 shareholder letter, reporting revenue of ₹476 Crore. The company achieved an 18.7% Adjusted EBITDA margin and launched the Amagi Media Industry Cloud.
Amagi Media Labs Results Update
Amagi Media Labs reported a record Q2 FY27 revenue of ₹476 Crore, up 27% year-over-year. Adjusted EBITDA doubled to ₹89 Crore with PAT rising to ₹75 Crore.
- Value
- ₹476.0 Cr
Amagi Media Labs Other Announcement
Amagi Media Labs Limited submitted its quarterly Monitoring Agency Report for the period ended September 30, 2026. Issued by CRISIL, it tracks the utilization of Rs. 816 Crore IPO proceeds.
Amagi Media Labs Q2 FY27 Results: Net Profit ₹74.8 Cr, Up 2892.0% YoY
Amagi Media Labs Ltd reported revenue from operations of ₹475.8 Cr (+26.9% YoY) and net profit of ₹74.8 Cr (+2892.0% YoY) for Q2 FY27.
- Key figure
- Net profit ₹74.8 Cr · +2892.0% YoY
Amagi Media Labs Adverse Business Impact
Amagi discloses a cyber extortion attempt involving claimed exfiltration of operational and network configuration data. No service disruption or material financial impact expected at this stage.