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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
₹5.91
Market cap
₹106.7 Cr
Revenue (annual)
₹115.5 Cr
Net profit (annual)
₹6.38 Cr
P/E (TTM)
14.3×Sector 28.9×
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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18:01 IST NSE
Fund Raise

Bodhi Tree Multimedia Fund Raise

Bodhi Tree Multimedia's EOGM on October 28, 2026, sought approval for a qualified institutions placement. The filing states no issue size.

16:54 IST NSE
Fund Raise

Bodhi Tree Multimedia Fund Raise of ₹200 Cr

Bodhi Tree Multimedia Ltd is convening an Extraordinary General Meeting on October 28, 2026, to seek shareholder approval for raising up to ₹200 Crore via QIP.

Value
₹200.0 Cr