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Investor Presentation

Nazara Technologies Investor Presentation: Key Takeaways

Nazara reported Q1FY27 revenue of INR 429 Cr with 10.8% EBITDA margin. Strategic acceleration of 100% Bluetile/BestPlay acquisition for USD 303M and appointment of new CEO Raymond Stauffer.

Guidance and delivery
Management target Revenue 30.0% FY27
Highlights
Revenue growth9% comparable YoY growth; Gaming segment +14% YoY.
MarginsGaming EBITDA margin at 19.5%; overall 10.8% post-deconsolidation.
Demand visibilityStrong growth in Kiddopia (19%) and Fusebox (12%).
Management confidenceHigh; strengthening leadership and accelerating accretive acquisitions.

Growth

Consolidated revenue declined 14% YoY due to NODWIN deconsolidation; however, comparable revenue grew 9% and gaming segment revenue rose 14% to INR 275 Cr.

Outlook

Bluetile/BestPlay consolidation from Q2FY27 expected to materially increase scale; these businesses reported INR 518 Cr revenue in Q1FY27.

Risks

Reported PAT loss of INR 82 Cr driven by share of loss from associates (INR 62 Cr) and impairment (INR 22 Cr).

Last quarter's promises, checked

Delivered

  • Consolidate Bluetile/BestPlay from Q1FY27 → Consolidated from Q1FY27 (= BEAT)
  • Launch at least 6 new releases in FY27 → Several new games launched in Bluetile (= BEAT)
  • Increase Kiddopia subscriber growth → Kiddopia revenue grew 19% YoY (= BEAT)

Partly delivered

  • EBITDA to double on pro-forma basis with Bluetile → Q1 EBITDA margin 10.8% vs 19.5% prev (= PARTIAL)
Source

Investor Presentation filed with NSE, NSE: NAZARA. Summary written with AI assistance from the document.

Read the document ↗

Nazara Technologies Ltd: key numbers

Share price
₹376.45
Market cap
₹14,482 Cr
Revenue (annual)
₹1,829 Cr
Net profit (annual)
₹95.85 Cr
P/E (TTM)
-276.0×Sector 22.1×
Promoter holding
33.98%-1.48% QoQ
FII holding
15.51%Current quarter

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

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18:13 IST BSE
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Nazara Technologies Annual General Meeting

Nazara Technologies Ltd held its 27th Annual General Meeting on September 25, 2026, transacting ordinary business including financial statement adoption and director re-appointment.

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Nazara Technologies Debt & Borrowing: ₹28 Cr

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17:43 IST BSE
Management Change

Nazara Technologies Management Change

Nazara Technologies has appointed Mr. Raymond Albaladejo Stauffer as CEO, effective September 16, 2026. Mr. Nitish Mittersain continues as Managing Director.

15:27 IST BSE
Other Announcement

Nazara Technologies Other Announcement

Nazara Technologies Ltd filed its quarterly shareholding pattern for the quarter ended June 30, 2026. The submission provides the breakdown of promoter and public shareholding.

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Nazara Technologies Capital Structure Change

Nazara Technologies revised its preferential issue size to ₹730.78 Crore following the exclusion of an allottee from the previously announced issuance.

Value
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