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Earnings Call

Cyber Media Research & Services Earnings Call: Key Takeaways

Management claims its best financial year ever with 20.6% revenue growth, though analysts highlighted concerns regarding a significant spike in trade receivables and weak operating cash flows despite rising profits.

Why this was an Alfa AlertNot a filter event. While revenue growth was strong, there was no clear prior guided range provided to verify a material beat.
Highlights
Revenue growthFY26 revenue grew 20.6% YoY to ₹91.6 crore.
MarginsEBITDA growth of 45.3% YoY; margins improving through higher-margin research business.
Demand visibilityStrong pipeline with 12 new logos for CM Galaxy recently onboarded.
Management confidenceHighly optimistic, emphasizing outperformance against industry benchmarks and AI deployment.

Growth

FY26 revenue reached ₹91.6 crore, outperforming industry growth of 12%. Digital marketing and market research saw 40%+ growth.

Outlook

Targeting 100 new logos for CM Galaxy in FY27 and completing the CMIL merger by year-end.

Risks

Trade receivables surged from ₹26.75cr to ₹34.52cr; weak cash conversion despite high PAT growth raises red flags.

Source

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

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Cyber Media Research & Services Ltd: key numbers

Share price
₹74.35
Market cap
₹21.77 Cr
Revenue (annual)
₹90.82 Cr
Net profit (annual)
₹3.48 Cr
P/E (TTM)
6.2×Sector 27.7×
Promoter holding
42.42%+0.00% QoQ
FII holding
0.93%Current quarter

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

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