| Revenue growth | 120%+ NRR over 3 years indicates strong organic growth. |
|---|---|
| Margins | Consistent gross margins across modernization, streaming, and monetization segments. |
| Order book | High visibility through contracted subscription business and recurring revenue. |
| Demand visibility | Robust pipeline driven by cloud migration and globalization of content. |
| Management confidence | High confidence in cloud modernization trends and agentic AI infrastructure. |
Growth
High quality recurring revenue; subscription model drives 120%+ Net Retention Rate and annuity stability.
Outlook
EBITDA and Free Cash Flow expected to converge as software operating leverage takes effect.
Risks
Potential inorganic execution risk given the active pursuit of M&A with ₹1,600 Cr cash pile.
Earnings Call Transcript filed with NSE, NSE: AMAGI. Summary written with AI assistance from the document.
Amagi Media Labs Ltd: key numbers
- Share price
- ₹546.35
- Market cap
- ₹11,820 Cr
- Revenue (annual)
- ₹1,506 Cr
- Net profit (annual)
- ₹71.67 Cr
- P/E (TTM)
- 116.3×Sector 22.9×
- 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.
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