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Earnings Call

Bodhi Tree Multimedia Earnings Call: Key Takeaways

Bodhi Tree is pivoting from a commissioned production house to an IP-led content business, showing strong EBITDA growth despite lumpy revenue recognition.

Highlights
Revenue growth32% YoY growth in FY26 driven by expanded content slate.
MarginsStructural expansion: FY26 EBITDA margin up to 14.4% from 10.8%.
Order book200 hours produced in Q4; 6-7 projects in the FY27 pipeline.
Demand visibilityStrong; 50,000 annual content hours industry-wide with IP ownership gap.
Management confidenceHigh; focused on structural transition toward IP ownership.

Growth

FY26 revenue up 32% to ₹118.5cr; EBITDA up 76% to ₹17.1cr with margins expanding to 14.4%.

Outlook

Targeting ₹250cr revenue and ₹25cr PAT by FY29 with a 50:50 IP-to-service revenue mix.

Risks

High receivables days common in content; pivot to IP involves longer monetization cycles and cash flow volatility.

Last quarter's promises, checked

Delivered

  • Guided Q2 Revenue growth → delivered 65% YoY (= BEAT)
  • Guided H1 Revenue growth → delivered 30% YoY (= BEAT)
  • Guided H1 PAT growth → delivered 185% YoY (= BEAT)

Partly delivered

  • Target 50:50 IP-to-service mix → delivered 20:80 in H1 (= PARTIAL)
Source

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

Read the document ↗

Bodhi Tree Multimedia Ltd: key numbers

Share price
₹7.46
Market cap
₹134.7 Cr
Revenue (annual)
₹115.5 Cr
Net profit (annual)
₹6.38 Cr
P/E (TTM)
18.0×Sector 27.7×
Promoter holding
24.27%+0.00% QoQ
FII holding
0.39%Current quarter

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

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17:32 IST BSE
Fund Raise

Bodhi Tree Multimedia Fund Raise of ₹200 Cr

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Value
₹200.0 Cr
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Bodhi Tree Multimedia Board Meeting Date

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Management Change

Bodhi Tree Multimedia Management Change

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13:13 IST BSE
Annual Report

Bodhi Tree Multimedia Annual Report

Bodhi Tree Multimedia filed its Annual Report for FY 2025-2026 under SEBI LODR Regulation 34(1). The report includes statutory and financial statements alongside the AGM notice.

14:47 IST BSE
Annual General Meeting

Bodhi Tree Multimedia Annual General Meeting

Bodhi Tree Multimedia Ltd has announced the closure of its share transfer books from September 24th to September 30th, 2026, for its upcoming Annual General Meeting.

14:44 IST BSE
Board Meeting Outcome

Bodhi Tree Multimedia Board Meeting Outcome

Bodhi Tree Multimedia's board meeting approved the notice for the 13th AGM and set book closure dates. It also recommended enhancement of borrowing powers to shareholders.