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Earnings Call

Amagi Media Labs Earnings Call: Key Takeaways

Amagi delivered a strong FY26, turning PAT-positive with ₹1,506 Cr revenue and 10.3% Adj. EBITDA margin. Strategy shifts toward AI-driven 'agentic' media operations.

Why this was an Alfa AlertNot a filter event. Results were described as strong and consistent with internal patterns, but no specific prior guidance range was provided to verify a >10% beat.
Highlights
Revenue growthFY26: 29.5% Y/Y (22.8% CC); Q4: 28.5% Y/Y (20.9% CC).
MarginsAdj. EBITDA margin expanded 8.3pp Y/Y to 10.3% in FY26.
Demand visibilityStrong pipeline for cloud modernization as broadcasters shift from legacy hardware.
Management confidenceHigh; 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)
Source

Earnings Call filed with NSE, 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