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Earnings Call

Bodhi Tree Multimedia Earnings Call: Key Takeaways

Bodhi Tree Multimedia reported strong FY26 results, transitioning from a commissioned producer to an IP-led content business. Consolidated revenue rose 32% to INR 118.45cr, with EBITDA margins expanding to 14.44%.

Why this was an Alfa AlertNot a filter event. FY26 performance was strong but did not exceed previously stated guidance by the mandatory 10% threshold.
Highlights
Revenue growthFY24-FY26 Revenue CAGR of 36%.
MarginsEBITDA margins expanded from 10.78% to 14.44% YoY.
Order book6-7 IP projects in pipeline for FY27; 200 hours produced in Q4.
Demand visibilityStrong demand for micro-dramas and digital-first unscripted IP.
Management confidenceHigh, citing defined structural progress and successful transition to IP-led model.

Growth

FY26 Revenue INR 118.45cr (+32% YoY); EBITDA INR 17.1cr (+76% YoY); PAT INR 7.95cr (+62% YoY).

Outlook

3-year target: INR 250cr revenue, INR 25cr PAT, and 50-50 IP-to-services revenue mix.

Risks

Long gestation periods for IP content; cash flow pressure during investment phase; high competition in OTT/digital segments.

Last quarter's promises, checked

Delivered

  • Guided Q2 Revenue INR 24.4cr → delivered INR 24.4cr (= BEAT)
  • Guided H1 PAT INR 3.53cr → delivered INR 3.53cr (= BEAT)
  • Guided H1 EBITDA INR 6.47cr → delivered INR 6.47cr (= BEAT)

Partly delivered

  • Guided 30-40% IP revenue mix by FY26-end → delivered 10-15% (= PARTIAL)
Source

Earnings Call filed with BSE, 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.

More from Bodhi Tree Multimedia Ltd

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17:32 IST BSE
Fund Raise

Bodhi Tree Multimedia Fund Raise of ₹200 Cr

Bodhi Tree Multimedia's board approved raising up to ₹200 Crores via a Qualified Institutions Placement (QIP). An EGM will be convened to seek shareholder approval.

Value
₹200.0 Cr
16:39 IST BSE
Board Meeting Date

Bodhi Tree Multimedia Board Meeting Date

Bodhi Tree Multimedia has scheduled a board meeting for September 18, 2026, to consider fund-raising options. This is a future meeting intimation.

17:59 IST BSE
Management Change

Bodhi Tree Multimedia Management Change

Mrs. Nirali Dishant Shah has resigned as the Company Secretary and Compliance Officer of Bodhi Tree Multimedia Limited, effective October 01, 2026.

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.